7AM & Realtime CFO™
Free Diagnostic
Free · 5 Minutes · 20 Questions

Enterprise Risk Quantifier

The same diagnostic lens we use before any engagement — before deciding whether the fix is an Excel model, a Power BI dashboard or an automated workflow. Answer 20 quick questions across Cash, Inventory, Costing and Controls — get your Top 3 Pain Points, free, in under 5 minutes.

Excel Power BI Python SQL n8n
Step 1 of 6
Before You Start

20 questions. 4 categories. One honest score.

Rate each statement 1–5 based on how true it is for your business today — 1 means "not done at all," 5 means "fully in place and systemized," whether that's inside Excel, an ERP, or a Power BI dashboard. There are no wrong answers, only where you actually stand.

At the end, you'll see your Finance Clarity Score and your Top 3 Pain Points — the exact gaps costing you time, cash or control right now.

Category 1 of 4 — Cash & Working Capital
1. We actively monitor our Cash Conversion Cycle (CCC) on a regular basis.
2. We run revenue stress simulations to see how cash would hold up in a downturn.
3. We have clear, real-time control over receivable ageing — who owes what, since when.
4. We maintain a rolling working capital forecast, not just a static one.
5. We reconcile Operating Cash Flow against Net Profit every single period.
Category 2 of 4 — Inventory
6. Our inventory ageing structure (fast / slow / dead stock) is tracked and reviewed regularly.
7. Reorder points and safety stock levels are clearly defined per SKU.
8. We have a disciplined write-down process for slow-moving or dead stock.
9. MOQ-based overbuying is actively controlled and reviewed, not just accepted as a vendor term.
Category 3 of 4 — Costing
10. Fixed asset utilisation is tracked — we know what % capacity our machines/equipment actually run at.
11. We track Purchase Price Variance (PPV) on raw material and packaging buys.
12. Scrap and rejection are measured for financial impact, not just units.
13. We know SKU-level contribution margin, not just overall gross margin.
14. Freight costs and scheme/discount costs are isolated from base product cost.
15. We benchmark energy cost per unit of production.
Category 4 of 4 — Controls
16. Suspense account entries are aged and cleared regularly, not left open for months.
17. Accrual and provision discipline is followed consistently, every single period.
18. Revenue cut-off testing is performed at period-end.
19. Maker-checker segregation exists for key financial transactions.
20. We know exactly how dependent we are on ERP vs. manual Excel work-arounds — and where that risk sits.
Last Step

Your assessment is ready.

Tell us where to show it — your Finance Clarity Score and Top 3 Pain Points unlock instantly below.

Your Results
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/ 100 Finance Clarity Score

Your Top 3 Pain Points

Want these gaps closed, not just measured — in Excel, Power BI or a full automation, whichever fits?

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Try the two free tools, built on the same Excel and Power BI logic used throughout this diagnostic — Cash vs Profit Leak Finder and Finance Clarity Diagnostic — no email required.

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