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Performance Analysis Report
Introduction
Example Report
An example of the ‘Performance Analysis Report’ can be accessed here.
✦ VFD Mastery delivers 28 hours of verifiable CPD – mapped to ICAEW, ACCA & CIMA requirements. ✦ CPD budgets at work: compliance, reporting, forecasting & exit planning – all covered in Mastery. ✦ Turn financial data into growth decisions with VFD tools & training. ✦ Helping businesses improve cash, profits & exit readiness. ✦ Forecasting, reporting, valuation – practical tools to run and grow your business
Financial leadership needs more than reporting
Indepth insights into business performance
From Data to Insights, to Decisions and Actions that Drive Results
Light-touch, high-impact advisory
Powerful tools to review, analyse, and predict financial data
VFD Pro connects securely to your favourite cloud accounting platform
VFD Pro supports business from Start-Up to Exit Valuation
A range of plans to provide tailored client support
Monitor, measure and forecast business performance
From Data to Insights, to Decisions and Actions that Drive Results
Strategic Support for Advisory Success
Guides, webinars and videos
Explore key elements of the VFD Pro application
Explore the key steps to making the most of VFD Pro
Did you know?
You can click the 'Live Chat' button in the bottom right of your screen to talk to our customer service team.
View past webinars
Did you know?
You can click the 'Live Chat' button in the bottom right of your screen to talk to our customer service team.
The Performance Analysis Report provides an incredibly detailed overview of the last two years trading, detailing all the key business performance metrics. highlighting exactly what is happening within your client’s business, allowing you to help your client understand exactly how their business is really performing.
Typical Use: When you need to quickly understand exactly what is happening in a business, as soon as you are familiar with it’s structure and content, the Performance Analysis Report instantly highlights and pinpoints numerous opportunities and threats to explore with clients. This is ideal for businesses with more than two years trading history and a stable trading pattern, for start-ups and businesses with less than two years financial data refer to the Performance Trend Report.
Clarity and Understanding: The Performance Analysis Report gives you and your clients an immediate insight into numerous opportunities for growth, for risk mitigation and for cash optimisation, making it easy for you and your team to help clients improve their business in a tangible and transparent manner.

An example of the ‘Performance Analysis Report’ can be accessed here.
VFD Pro gives accountants and advisors a structured way to support clients beyond compliance, from simple performance insight through to growth, planning and exit conversations.
VFD Pro helps you view clients at portfolio level, so you can quickly see where attention may be needed. Instead of looking at one client at a time, you can start with a clearer view of your whole client base.

CORE Insights highlights potential risks and opportunities across your client base, with suggested discussion points for each client. The aim is to help you prioritise your time and focus on the conversations that matter most.

The Business Overview gives clients a simple, accessible view of performance and key trends. It helps turn financial data into something easier to explain, understand and discuss.

VFD Pro is designed to support future-focused discussions, not just produce reports. It helps you move from “what happened?” to “what does this mean?” and “what should we do next?”

Not every client needs the same level of support. VFD Pro helps you start with education and performance insight, then build towards financial control, planning, growth and exit support where appropriate.

Connect data where appropriate, review the insight, and see how VFD Pro could help you identify priorities and start more valuable client conversations.
VFD connects directly with : Xero. QuickBooks, and a range of accounting platforms.
