Author name: Marco Soares

If your USP is “great service”, “we really care”, or “we’re a family business”, then you don’t have a USP. Here’s what a proper USP looks like, the signs you need one, and how to build it with customer research.

Learn how to create a proper, meaningful sales forecast using your CRM system. This guide explains the essential fields you must use, how to improve accuracy, and why better forecasting gives you greater visibility, control, and confidence in your business.

Let’s be honest; most businesses have KPI dashboards, but simply having one isn’t enough. Discover the critical difference between merely possessing data and using it properly to drive results. This article outlines five essential tips to transform your dashboard from a historical report into a forward-looking crystal ball, ensuring your KPIs become ingrained, actionable tools for business growth.

Unexpected swings in your profit and loss reports can cause unnecessary stress for business owners and finance teams. A structured monthly close process helps you avoid surprises, gain clear visibility, and make smarter financial decisions. This guide walks you through the key steps to tighten your month-end close, spot issues early, and keep your profits predictable.