Value Moments Customer Balance Sheet

A Balance Sheet reveals a company's assets, liabilities and equity. The balance sheet, together with income statement and cash flow statement, make up the cornerstone of any company's financial statements. It's important to note that the balance sheet is a snapshot of the company's financial position at a single point in time.

Research regarding this area is ongoing as we strive to work towards producing a second book on how Value Moments (VMPI) calculations, the Profit Calculator and Customer Balance Sheet would work together to provide management with the tools to correlate the direct relationship between customer experience and the bottom line.

Value Moments Customer Balance Sheet Calculator

Number of Outlets
Specify the number of physical locations where customers can visit you.
Average Daily Footfall
An estimate of the number of customers who visit your physical location daily.
Footfall Conversion (%)
The percentage of customers who visit you location and make a purchase.
Daily Buyers 0
Average Product Price
An estimate of the average price the buyer pays for your products.
VMPI (%)
The VMPI percentage score resulting from the Value Moments measurement.
Referral Ratio (positive referrals)
This value is fixed at 50% based on the premise that a satisfied customer would positively refer the organisation to 5 out of 10 people with a 10% conversion ratio.
Referral Ratio (negative referrals)
This value is fixed at 90% based on the premise that a dissatisfied customer would negatively refer the organisation to 9 other people with a 10% conversion ratio.
Increase in revenue from loyal customers (%)
Determine the percentage increase in revenue brought in by loyal customers. This is typically anywhere between 25-85%.
Proportion of Associated Products (%)
Estimate the percentage of revenue which is not part of your core sales.
VM Loyalty Question Value (%)
The percentage of customers who would repeatedly do business with you. This value is obtained from the Value Moments measurement.
Cost to replace lost customers (%)
Estimate the revenue that is used to replace lost customers.
Cost to obtain new customers - to fulfill growth opportunity (%)
Estimate the revenue that is used to obtain new customers.

 

Balance Sheet

Assets   Equity & Liabilities
Customer Assets Customer Liabilities
       
Core Sales $0.00 Referral Revenue Lost $0.00
Associated Products/Services $0.00    
Referral Revenue $0.00 Accrual Spend  
Revenue from Loyal Customers $0.00 Cost to Replace Lost Customers $0.00
    Cost to Obtain New Customers $0.00
       
    Customer Equity $0.00
       
Total $0.00 Total $0.00

Value Moments Book

Value Moments – Discover what your customers really value - then deliver it.
By Robert M. Keay

Providing a visual epiphany for executives everywhere who can't figure out why they are not exceeding customer expectations. Order Now