How do you evaluate business success? This presentation will show you how Financials, part of Sage Business Cloud, can help you evolve your performance metrics beyond traditional profitability margins and expense ratios, and consider key performance indicators that give you broader insight into the health of your business. Financials combines powerful accounting, robust analytics and accurate reporting to enable businesses to grow with confidence.

1. Choosing the right performance metrics
for your business
Morgan Rochofski, Sage Business Cloud Financials
April 24, 2018

2. What’s keeping
business’s from
pursuing their
ambitions?
Low
Visibility
into financial &
customer data
Productivity
Losses
with time spent
on manual,
administrative
tasks
Uncertainty
about cash flow
shortages &
unpaid invoices
Operational
Silos
preventing
collaboration
Complexity
when expanding
the business

3. What is ?
A powerful cloud accounting solution built on the Salesforce platform for
businesses who need powerful accounting, robust analytics and accurate
reporting to lead, manage and grow their business.
Powerful accounting
that ensures
compliance and keeps
you productive
Robust analytics and
accurate reporting
that give you
financial certainty
A scalable platform
that grows with you
From Sage, the
global leader in SMB
accounting

4. Enterprise
ManagementAccounting Financials
Payments &
BankingPeople PayrollCloud Products
Marketplace Applications
Sage Developer Platform
Platform Services
APIs SDK Tools
Artificial
Intelligence
Pegg Bot
Framework
Collective
Intelligence
Natural
Language
Processing
Predictive
Analytics
Blockchain
Machine
Learning
Business Cloud

5. Low
Visibility
into financial &
customer data
Productivity
Losses
with time spent
on manual,
administrative
tasks
Uncertainty
about cash flow
shortages &
unpaid invoices
Operational
Silos
preventing
collaboration
Complexity
when expanding
the business
Gain Powerful
Insights
Drive
Collaboration
& Efficiency
Enhance
Productivity
Instill more
Confidence
Drive more
Simplicity
How does help?

6. Key performance indicators
Sales
revenue
Customer satisfaction Free cash flow
Net profit
margin
Gross
margin
58% 14% 10%
Traditional business performance metrics
𝘅 Backward looking
𝘅 Not customer-focused
𝘅 Not able to forecast,
unless evaluating
historical data
𝘅 Difficult for individual
departments to gauge
contribution

7. ‘I’m going to lose 15lbs in 3 months. So, I need to lose 5lbs each month for the
next 3 months.’
You are what you measure
To lose 15 lbs in 3 months, I need to:
1. Balance calories in with calories out
2. Increase my target heart rate during
exercise
3. Maintain my body composition

8. Choosing the right performance metrics for your
business can:
Give you proactive
insights into your
financial health
Build a results-
focused
organization
Drive
collaboration and
team productivity

9. #1
Attracting and
retaining new
customers
Attracting new customers and keeping them happy are just
as important as growing revenue.

10. Anticipating customer churn
1. Build your
customer rosters
2. Measure key
indicators
3. Action this
information

11. 82%
of businesses fail
Source: U.S. Bank, Jessie Hagen, 2015.
Due to poor cash flow management and lack of
understanding of cash flow.

12. 1. Measure key
indicators
Predicting cash flow
3. Action this
information
? ? ?
2. Build scenarios
? ? ?

13. 86%
blame lack of
collaboration
Source: Sage SMB Accounting Systems Survey, 2017
or bad communication for business problems and failures.

14. Building accountability

15. Key performance indicators
Work un-
invoiced
Average project overrun Best customers by Lifetime Value
Inventory
turnover
ratio
%Customers
contacted
this month58% 14% 90%
Business performance indicators

16. Building accountability

17. How choosing the right performance metrics for
your business can
Give you pro-active
insights into your
financial health
Build a results-
focused
organization
Drive
collaboration and
team productivity

18. Gain powerful, robust analytics with Financials
FINANCE
CLIENT SUPPORT MARKETING
HR SALES
58% 70% 85%

19. Increase Productivity: Stay on
top of your finances with real-
time reports and metrics to
drive growth
Gain Insights: Track the performance
of your business and see how it’s
trending over time
Drive more simplicity:
Customizable dashboards
using a single source of
truth
Drive collaboration &
efficiency: Faster decision-
making with our Mobile apps;
Collaborate in real-time

20. Go beyond traditional accounting
Introduction to Financials
20
A powerful cloud accounting solution to lead, manage and grow your business
Banking & Bills
Financial Reporting &
Analytics
Inventory Management
Payments
Collaboration
Time Sheets
Invoicing and Billing
Budgets and Planning
Expenses
Productivity
Powerful core
accounting

21. 1,000+ customers and growing…

22. Customer example: Thinscale
“I’ve been in companies where you spend days trying to get information out
of the business systems to present at management meetings. With Sage
Live you just run the reports and it’s there in real time.”
- Patricia McNeela, Head of Operations and Finance
• 15-20 day improvement in
working capital
• 75% efficiency improvement on
sales transaction processing
• 50% reduction in debt collection
times
• Sales people are 9% more
efficient in their use of time

23. Financials demo video

24. The contents of this presentation were provided by the individual(s) and/or company listed on the title page.
The information and opinions presented in this presentation may not represent the positions, strategies, or
opinions of Sage. Unless explicitly stated, Sage is not responsible for the content herein and no endorsements
are implied.
© 2018 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product
and service names mentioned herein are the trademarks of The Sage Group plc or its licensors. All other
trademarks are the property of their respective owners.

25. © 2018 The Sage Group plc or its licensors. Sage, Sage logos, Sage product and service names mentioned herein are the trademarks of The Sage Group plc or its
licensors. All other trademarks are the property of their respective owners.
Thank you
Learn more about Financials
sage.com/financials