Everything BizzHealth measures, explains and projects.

BizzHealth is organized into six capability groups. Five are analytics, available on every plan. The sixth adds human experts on the Professional plan.

Data Hub

Your records, in one place

Illustrative example

OrdersImported
Marketing spendImported
Operating expensesEntered manually
Cash balancesEntered manually

Illustrative example with sample data. Not customer data.

Business Intelligence

The financial core of BizzHealth: one health score at the top, and the full analysis underneath it.

The figures: Revenue, operating margin and the health score, each with its change.
The cause: Revenue against operating expenses, month by month.
In plain words: Why the margin moved, stated with the numbers behind it.

Financial AnalysisBizzHealth | Financial Analysis

Revenue (TTM)

$2.48M

Up +12%

Operating Margin

18.4%

Down −2.1 pts

Health score

Up Healthy

Revenue vs operating expenses

RevenueOperating expenses

Revenue is up 16% over these eight months, but operating expenses are up 20%. That gap is the 2.1-point margin slide.

Illustrative example with sample data. Not customer data.

Financial health

Business Health Score: One score for the overall condition of the business, with the drivers behind it.
Financial Health Analysis: The core financial picture: income, costs, and the balance between them.
Profitability Analysis: Margins over time and the products and costs that move them.
Liquidity Analysis: Cash position and the ratios that show whether obligations are covered.
Cash Flow Analysis: Money in and money out over time, and the pattern behind it.

Revenue & growth

Revenue Analytics: Revenue by period with the drivers behind every change.
Expense Analysis: Where money goes, which cost lines are growing, and which are stable.
Growth Analytics: Growth rates across revenue, orders and customers, compared over time.

Efficiency & trends

Operational Efficiency: How efficiently activity converts into profit.
KPI Dashboard: The key numbers of the business on one screen, with change over time.
Trend Analysis: The direction of every core metric, not just its current value.

All 11 capabilities in Business Intelligence

Financial health

Business Health Score: One score for the overall condition of the business, with the drivers behind it.
Financial Health Analysis: The core financial picture: income, costs, and the balance between them.
Profitability Analysis: Margins over time and the products and costs that move them.
Liquidity Analysis: Cash position and the ratios that show whether obligations are covered.
Cash Flow Analysis: Money in and money out over time, and the pattern behind it.

Revenue & growth

Revenue Analytics: Revenue by period with the drivers behind every change.
Expense Analysis: Where money goes, which cost lines are growing, and which are stable.
Growth Analytics: Growth rates across revenue, orders and customers, compared over time.

Efficiency & trends

Operational Efficiency: How efficiently activity converts into profit.
KPI Dashboard: The key numbers of the business on one screen, with change over time.
Trend Analysis: The direction of every core metric, not just its current value.

Customer Intelligence

Who your customers are, what they are worth, and whether they are staying.

Who buys: Customers grouped by how recently, how often and how much they buy.
What they carry: How many customers each segment holds, and the revenue behind it.
Where to look: The At Risk and Slipping segments, while there is still time to act.

Customer IntelligenceBizzHealth | Customer Intelligence

Customers by RFM segment

Recency, frequency and monetary value

Segment, share of customersCustomersRevenue

Champions22%214$612K
Loyal49%486$734K
At Risk17%168$189K
Slipping12%121$86K

Illustrative example with sample data. Not customer data.

Customer Analytics: The customer base over time: new, returning, and how the mix shifts.
Customer Lifetime Value: What a customer is worth across the whole relationship.
RFM Segmentation: Segments by recency, frequency and monetary value.
Customer Retention Analysis: Retention and churn over time and by cohort.
Customer & Product Performance: Which customers and products actually carry revenue.
Purchase Behavior Analysis: Order patterns, repeat purchases and buying cadence.

All 6 capabilities in Customer Intelligence

Customer Analytics: The customer base over time: new, returning, and how the mix shifts.
Customer Lifetime Value: What a customer is worth across the whole relationship.
RFM Segmentation: Segments by recency, frequency and monetary value.
Customer Retention Analysis: Retention and churn over time and by cohort.
Customer & Product Performance: Which customers and products actually carry revenue.
Purchase Behavior Analysis: Order patterns, repeat purchases and buying cadence.

Forecasting

Revenue, profit, cash-flow, order and customer projections with confidence ranges, plus scenario analysis and editable assumptions.

Where it is heading: Revenue projected month by month from your own history.
How sure: A base case inside the range from the worst to the best case.
With a short history: Ranges fall back to default assumptions, and say so.

Revenue ForecastBizzHealth | Revenue Forecast

Monthly revenue, actual and projected

Base case: $280K/mo by Oct

Actual months solid · base case dashed · shaded from worst to best case

Illustrative example with sample data. Not customer data.

Revenue Forecast: Projected revenue with a confidence range around it.
Orders & Customer Forecast: Where order volume and new customers are heading if current patterns hold.
Profit Forecast: The bottom-line trajectory implied by revenue and costs.
Cash Flow Forecast: Expected cash movement, the early warning for liquidity.
Growth Forecast: Projected customer and order growth.
Financial Trend Forecasting: Metric-by-metric projections with their drivers and forecast accuracy.

All 6 capabilities in Forecasting

Revenue Forecast: Projected revenue with a confidence range around it.
Orders & Customer Forecast: Where order volume and new customers are heading if current patterns hold.
Profit Forecast: The bottom-line trajectory implied by revenue and costs.
Cash Flow Forecast: Expected cash movement, the early warning for liquidity.
Growth Forecast: Projected customer and order growth.
Financial Trend Forecasting: Metric-by-metric projections with their drivers and forecast accuracy.

Recommendations

The layer that reads the analytics for you, and says so in plain language.

What needs attention: Findings from a fixed catalog of rules, ranked by a weighted score.
Where: Each finding names the area of the business it concerns.
What to do: Every finding ends in a suggested action.

RecommendationsBizzHealth | Recommendations

Findings, ranked by importance

1
Profitability
An expense category is creeping
Suggested action: Review the category's vendors and recent commitments
2
Customers
Refill completion is low with many overdue customers
3
Liquidity
DSO exceeds the 35-day goal

Illustrative example with sample data. Not customer data.

Business Insights: Notable findings surfaced from your data by rule-based checks, ranked by importance.
Recommendations: Concrete suggested next steps tied to specific findings.
Early Risk Detection: Deteriorating metrics flagged while there is still time to respond.
Performance Explanations: Plain-language answers to why a number moved.
Automated Performance Analysis: The routine read-through of your numbers, re-evaluated each day you open your recommendations.

All 5 capabilities in Recommendations

Business Insights: Notable findings surfaced from your data by rule-based checks, ranked by importance.
Recommendations: Concrete suggested next steps tied to specific findings.
Early Risk Detection: Deteriorating metrics flagged while there is still time to respond.
Performance Explanations: Plain-language answers to why a number moved.
Automated Performance Analysis: The routine read-through of your numbers, re-evaluated each day you open your recommendations.

Reporting

Shareable reports built from the same numbers you see on screen.

Every period: Business, financial, KPI, health score, forecast and trend reports.
The same numbers: Built from the figures you see on screen, so nothing is restated.

ReportsBizzHealth | Reports

Business Performance ReportQ1 2026
Cash Flow Forecast ReportApril 2026
Health Score ReportApril 2026
KPI ReportApril 2026

Illustrative example with sample data. Not customer data.

Business Performance Reports: The overall story of a period in one document.
Financial Reports: Revenue, expense and profit reporting.
KPI Reports: The key metrics with change over time.
Health Score Reports: The score, its components and its history.
Forecast Reports: The forward outlook in report form.
Trend Reports: Direction across the core metrics.

All 6 capabilities in Reporting

Business Performance Reports: The overall story of a period in one document.
Financial Reports: Revenue, expense and profit reporting.
KPI Reports: The key metrics with change over time.
Health Score Reports: The score, its components and its history.
Forecast Reports: The forward outlook in report form.
Trend Reports: Direction across the core metrics.

Expert Advisory

Professional plan

Human experts on top of the analytics: advisors who review your numbers with you and help you act.

Expert Advisory is part of the Professional plan. Our advisors work with your team: you open a case on the business question you need help with, an advisor reviews your company data, and the outcome becomes a recommendation and an action plan. Your team carries out the work.

Expert AdvisoryBizzHealth | Expert Advisory

Advisory case

Professional plan

Case openedNew
You describe the question you need help with: here, a margin that has slipped for three months.
Advisor reviewWith your advisor
A financial or managerial advisor reviews your company data in BizzHealth.
Recommendation deliveredWaiting on you
The advisor replies with a recommendation and a prioritized action plan.
Checking the resultFollow-up
The advisor checks whether the plan worked and adjusts it.

Part of the Professional plan. Our advisors work with your team, and your team carries out the plan.

Illustrative example with sample data. Not customer data.

Financial Advisor: A financial expert who works from your actual numbers.
Managerial Advisor: Operational and managerial guidance grounded in your data.
Financial Reviews: Structured reviews of your financial position.
Business Reviews: Periodic reviews of overall business performance.
Personalized Action Plans: A concrete, prioritized plan built for your situation.
Expert Problem Solving: Help working through a specific financial or managerial challenge.
Ongoing Follow-up: Advisors check whether the plan worked and adjust it.

All 7 capabilities in Expert Advisory

Financial Advisor: A financial expert who works from your actual numbers.
Managerial Advisor: Operational and managerial guidance grounded in your data.
Financial Reviews: Structured reviews of your financial position.
Business Reviews: Periodic reviews of overall business performance.
Personalized Action Plans: A concrete, prioritized plan built for your situation.
Expert Problem Solving: Help working through a specific financial or managerial challenge.
Ongoing Follow-up: Advisors check whether the plan worked and adjust it.

See these capabilities on your own data.

Every analysis above is computed from the business data you upload or enter. Benchmarks compare against simulated peer data, and forecasts say when they fall back to default assumptions.

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