Forcelis Business Diagnostic
A structured analysis of your financial, commercial and operational performance — with the findings that matter and what to do about each one.
Forcelis Business Score
Illustrative dataOverall performance
Average of the five dimensions
Financial health
74 out of 100
Margin structure, cost base and result quality
Cash flow
58 out of 100
Real collection, aging and cash conversion
Commercial performance
81 out of 100
Customer mix, concentration, retention and pricing
Operational efficiency
63 out of 100
Inventory, purchasing and supplier structure
Accounting data quality
84 out of 100
Completeness and consistency of the underlying records
Scores shown are illustrative and do not describe any real company.
Five dimensions on one scale, so they can be compared with each other and with the same company a period later. The score is the index into the report, not the report.
Financial health
Commercial performance
Operational performance
Accounting data
Key findings
Every finding names what was observed, why it matters and what to do. The four below are illustrative examples of the kind of finding the diagnostic produces.
Why it matters
Collection is slowing relative to sales. The gap is financed by the company, and it never shows up in the income statement.
Recommended action
Review credit terms by customer segment and separate genuine disputes from routine late payment.
Why it matters
The top five customers account for a share of revenue at which losing one materially changes the year.
Recommended action
Quantify the exposure per customer and set a concentration target for the next four quarters.
Why it matters
A share of working capital is held in items that do not move at the rate the rest of the catalogue does.
Recommended action
Identify slow-moving items by value and decide, per item, whether to discount, return or stop reordering.
Why it matters
The decline is driven by input cost, not by price. It has been absorbed rather than passed through.
Recommended action
Compare purchase price movement against list price by category and decide where to reprice.
Preview of the diagnostic report: a document with the overall score on its cover and the six sections listed as a table of contents.
What you receive
Six sections, in the order a management team reads them. Written for the person who will not read the rest.
The situation in one page.
Results, margins, costs and cash, restated in managerial terms with history.
Inventory, purchasing, suppliers and the working capital they consume.
What could damage the business, ordered by exposure.
Where margin, cash or capacity is recoverable, with an estimated size.
A short, sequenced list with an owner and a way to measure each one.
How it works
A short call to understand the business, the period to analyze and the questions management already has.
Files you export from your own systems. Nothing is connected, nothing is installed.
Ingestion, normalization and analysis on the platform, then review by the people who will present it.
A working session on the findings and the recommended actions. The full document follows.
Packages
| Package | What we ask for | What you receive |
|---|---|---|
| Essential Diagnostic | 24 months of CFDI — issued, received and payment complements | Business Score, a six-section report and a 60-minute session |
| Complete Diagnostic | Everything in the Essential, plus trial balance or ledger, inventory, and sales by customer and product | Everything in the Essential, plus operational and inventory analysis |
Twenty-four months, because the Business Score compares the last 12 against the 12 before them. With less than 24 months, the trend indicators are reported as unavailable.
If you advise businesses, there is a version of the Essential under your own brand, to resell.
See it for advisorsThe first item is the minimum. The rest deepen the analysis but are not required to start.
If something is missing, the affected metric is reported as unavailable with the reason. It is not estimated.
What comes after — the monthly plan or Monitoring — is decided with evidence, not with a proposal.