Financial Performance Scorecard

Free · Takes 15 Minutes Planful FP&A Concept · Financial Performance

Know exactly where your business stands financially.

Most business owners manage finances by feel. The Financial Performance Scorecard gives you a concrete, scored FP&A maturity assessment in under 15 minutes.

  • 20-question FP&A health assessment (scored 1–5)
  • Revenue & cash flow diagnostic
  • Personalized action checklist based on your score
  • FP&A Maturity Score across 4 domains
  • Recommended template packs for your gap areas
Sample Score Preview
Cash Flow Visibility3/5
Budget vs. Actuals2/5
Revenue Forecasting1/5
Board/Investor Reporting4/5
Overall Maturity 2.5 / 5

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What the Scorecard Reveals

Four areas most operators don’t know they’re missing.

The scorecard maps 20 questions across four financial performance domains — and shows you exactly where to focus first.

Domain 1Cash Flow

Are you projecting cash 13 weeks out? Do you know your runway at any given moment?

Domain 2Budgeting

Do you have a budget? Are you tracking actuals vs. plan? Do you know your variance each month?

Domain 3Forecasting

Can you predict next quarter’s revenue within 15%? Do you have base/upside/downside models?

Domain 4Reporting

Do you have a financial dashboard? Could you produce a board-ready report today if asked?

Who This Is For

Business owners who feel their finances instead of seeing them

If you’re at $250K–$5M in revenue and your financial system is still a spreadsheet and your gut — this scorecard will show you exactly what’s missing.

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  • Solopreneurs and founders at $250K–$2M
  • Owner-operators scaling past $500K without a CFO
  • Business owners preparing to raise capital or sell
  • Consultants auditing clients’ financial maturity
  • Anyone whose financial reporting is “we’ll look at year end”

Stop flying blind financially.

15 minutes. Real clarity. Download free and know your FP&A score before your next planning cycle.

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Want the full toolkit? FP&A Planning Pack and Executive Financial Dashboard are $37–$97 at businessgrowthtemplates.com