2. Levels of Financial Excellence
Gold
Silver
Bronze

3. Gold
Silver
BronzeBudgeting,
Accounting,
Bookkeeping
, etc.
ROI
Tracking
and
Reporting
External
Sources
of
Revenue

4. Why ROI?

5. Why ROI?
Tracking investments to find out
what works, what doesn’t, and what can
be improved.

6. Two ROI Concepts
Hard Soft

7. Hard Soft
0 Numbers
0 Direct Profit
0 Inventory for the LC
0 Etc.
0 Surveys
0 Member
development
0 Culture
0 Training
0 Etc.
Two ROI Concepts - What

8. Hard Soft
0 Numbers
0 Direct Profit
0 Formulas
0 Graphs / Tables
0 Efficiency
0 Surveys
0 Member tracking
(talk to TM!)
0 LC performance /
activity
0 LC Culture
0 Hours of meetings
attended
0 Long term tracking
Two ROI Concepts - How

9. Budgeting,
Accounting,
Bookkeeping,
etc.
ROI Tracking
and Reporting
What to do with
the data you
collect?
Feed it back into your
budget for smarter
predictions and better
investments!

10. Why External Sources of Rev.?

11. Why External Sources of Rev.?
-10000
-5000
0
5000
10000
15000
20000

12. Why External Sources of Rev.?
dream BIG