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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.

Capability 01

Business Intelligence

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

Illustrative example — demo data
KPI Dashboard

Monthly revenue

$124.5K

Up +5.7%

Operating margin

18.4%

Down −2.1 pts

Health score

82

Up Healthy

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.
Benchmarking
Your metrics placed next to reference points for context.

Capability 02

Customer Intelligence

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

Illustrative example — demo data
Customer Intelligence

Customers by RFM segment

  • Champions34%
  • Loyal26%
  • Promising17%
  • At risk14%
  • Slipping away9%

Share of the customer base by recency, frequency and monetary value.

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.

Capability 03

Forecasting

Five forward-looking projections with confidence ranges, plus scenario analysis and editable assumptions.

Illustrative example — demo data
Revenue Forecast

Revenue forecast

$141.7K projected in 4 months

Actual months solid · projection dashed · shaded confidence range

Revenue Forecast
Projected revenue with a confidence range around it.
Expense Forecast
Where costs 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 drivers and model accuracy.

Capability 04

AI Intelligence

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

Illustrative example — demo data
AI Insights

Findings, ranked by importance

  1. 1

    Risk

    Fulfilment cost growth is outpacing revenue growth

  2. 2

    Opportunity

    Repeat purchase rate has risen four months in a row

  3. 3

    Explanation

    Margin narrowed because shipping costs grew while pricing stayed flat

Each finding carries a recommended action

AI Business Insights
Notable findings surfaced from your data, ranked by importance.
AI 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.
Opportunity Detection
Favorable patterns worth doubling down on.
Automated Performance Analysis
The routine read-through of your numbers, done continuously.

Capability 05

Reporting

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

Illustrative example — demo data
Reports
  • Business Performance ReportQ2 2026
  • Cash Flow Forecast ReportJune 2026
  • Health Score ReportJune 2026
  • KPI ReportJune 2026
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.

Capability 06

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 a Professional plan capability. You open a case on the business question you need help with, an advisor reviews your company data and responds within one business day, and the outcome becomes a recommendation and an action plan.

Illustrative example — demo data
Expert Advisory

Advisory workspace

Response within 1 business day
  1. Financial review

    An advisor reads your actual numbers with you.

  2. Personalized action plan

    A concrete, prioritized plan for your situation.

  3. Ongoing follow-up

    Advisors check whether the plan worked and adjust it.

Included in the Professional plan from the day it launches.

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 your connected business data — nothing is pre-filled or simulated.

Wondering which problems these map to? Browse solutions.