Today we are pleased to announce that FORT Capital Resources has acquired a majority stake in Malartu.
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Moving into an advisory role means asking your clients the right questions and tracking the right key performance indicators (KPIs).
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Learn exactly what key performance indicators simplify your franchise business into a matter of numbers and figures.
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As your business begins to open back up, understanding short-term cashflow is more important than ever. Lucky for you, we've put together a simple Google Sheet template to help you build a short-term forecast (more below).
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Sean from Malartu walks you through an example of using custom metric groups to reorganize data from a data source. In this example he uses Xero data, but you could group metrics from any data source freely without code.
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Sean from Malartu walks you through a quick demo of how you can build dashboards from class and category data. This workflow is the same for both QuickBooks Online and Xero when using Malartu.
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In a survey conducted by Bloomberg, nearly 97% of respondents reported their companies have adopted analytics. The three most popular goals were the ability to reduce costs, increase profitability and improve risk management.
The general idea is to work backward from quarterly or annual goals toward KPIs that indicate progress toward those goals. For example, you could have a business objective of $25,000 in new EFT, so the KPI assigned to the business development team is “consult-to-paid conversion rate".
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Sean from Malartu runs through the FreshBooks agency executive template board.
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Tim from Malartu builds a financial dashboard for executives using QuickBooks data, in under 1 minute, with no code.
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How to use the groupings feature in Malartu to organize membership data from the ClubReady integration. ClubReady is a popular ERP for health/wellness studios like Club Pilates, Pure Barre, CycleBar, among many others.
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A quick tutorial by Karen Brady, owner of Alavita Business Solutions, on how to build a revenue analysis from Xero or Excel data on the Malartu analytics platform.
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Tim from Malartu creates a quick budget vs actual comparison dashboard using Malartu's no-code analytics platform and data from QuickBooks and Excel.
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How to calculate and visualize a trailing twelve months (TTM) analysis in under 5 minutes using data from QuickBooks Online and Malartu.
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How to calculate and analyze customer acquisition cost from QuickBooks and ClubReady data using Malartu's no code analytics platform.
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A quick tutorial on how to calculate customer lifetime value from QuickBooks Online and ClubReady using Malartu's no code analytics platform.
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A quick no-code analytics tutorial on calculating utilization rate in Malartu using Harvest data and the custom metrics feature in Malartu.
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In this post I’ll address four common objections to offering advisory services and a simple explanation to why those objections aren’t entirely reasonable.
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In previous posts we talked about how we unite our team around company KPIs, making the data within dashboards and reports meaningful, but scoping out how to build the dashboard to incorporate your KPIs is a different process. This post will walk you through how we breakdown KPIs into calculations, unique inputs, and required data sources.
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Leading indicators best represent the business’s headlights and tell you where the company is going and what obstacles to watch out for. By the time your financial statements alert you to an issue, it’s too late, but by mixing certain operational data points with financial data you can provide leading indicators for your team to avoid pitfalls.
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