The Financials section of PlanHQ has remained the same for a while, and though it provides a simple way to keep track of your financial data, we think it would be great if you could track more than just the default profitability for your financial data. So we’re planning some changes which would allow you to track additional statistics on your finances along with data that isn’t financial in nature, such as customer numbers.
Shown above is an example of the types of data you could monitor with our planned changes and below is an example of how a new metric such as customer numbers would be tracked. Before we get into implementing these changes, we’d love to have your thoughts and feedback on what numbers are important to you and knowing whether you’re on track, and how useful these changes will be to you.
4 people have commented on this post
It would be great it this was opened up as an API so you could automatically post information into the charts. I’m thinking things like pulling data automatically from Google Analytics (for conversion numbers) via their new API and other external data that ties in with your core metrics. It would also be good to be able to overlay an iCal feed onto the charts. You can then post events to the calendar to show important dates - For example new product releases, marketing site refreshes, promotions, holidays, etc. This will give you an at a glance look at what affect these changes had.
Some good thinking in there Glen, cheers,
Really like the idea of having events overlayed with numbers so you can see whether achieving a goal (like launching a new product, or marketing campaign) drive up the numbers…
T
Having the possibility to keep non-financial metrics in planHQ is something that I have been waiting for since I first opened my account.
You can only properly manage what you can measure, and having the functionality of being able to build a sort of “business dashboard” to keep track key business metrics adds lots of value to the already powerful tool that planHQ is.
There are so many other metrics that are key to a business than just the financials. Particularly when managing people in a results-oriented corporate culture. You need to be able to have not only the KPI’s of the business, but also personal performance metrics.
There’s a great book that shows not only the importance of keeping metrics but also provides a very practical methodology to doing so: Mastering the Rockefeller Habits. If PlanHQ could make it possible to implement the principles laid out in that book, it would be awesome.
I also think that Glen’s idea of having this as an API and being able to integrate it with google analytics is superb.
… It is a numbers game … the perfect word for our new menu tab ! Can’t wait to see it in my planhq. Again, well done guys. Thanks.
PS: I agree Tim , good thinking Glen
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