Planning & Analysis

Is Your Financial Plan A Roadmap To Success–Or Just A Guess?

Strong businesses don’t run on luck—they run on data-driven financial planning and smart forecasting. Are you setting realistic financial goals, tracking key metrics, and managing cash flow effectively? Or are you making decisions in the dark?

Take the Finance For Founders: Planning & Analysis Assessment and find out how well your financial planning supports your growth.

Start the Assessment Now

How It Works

  • Answer 10 key questions about goal-setting, budgeting, cash flow, and financial forecasting.
  • Get an instant score to assess your financial planning strengths and gaps.
  • Discover whether your planning processes support long-term success—or put your business at risk.

Why It Matters

  • Better Planning = Smarter Growth – Stop reacting and start strategizing for success.
  • Investor & Lender Ready – Show financial discipline with clear forecasts and metrics.
  • Scale with Confidence – Understand the financial drivers that impact your company’s valuation.
Start the Assessment Now

Take the Assessment Now

In less than 5 minutes, get a clear picture of your financial planning effectiveness. Learn how to optimize budgeting, forecasting, and performance tracking to drive real results.

Start the Assessment Now

Planning & Analysis Assessment

For each question listed below, assign a score on a scale of 1 to 10, where 1 represents
the lowest possible score and 10 represents the highest.

How satisfied are you with your ability to set realistic financial goals for your business?
How well does your financial planning process align with your long-term strategic goals?
How effective is your current method for creating annual financial plans and budgets?
How confident are you in your sales forecasting process?
How effectively do you track and analyze key performance indicators (KPIs) for your business?
How satisfied are you with your ability to forecast and manage cash flow?
How effectively do you use financial ratios to evaluate your business performance?
How satisfied are you with your ability to regularly update and adjust your financial plans based on business performance?
How confident are you in the quality of data used in your financial planning and analysis?
How well do you understand the financial metrics that impact your company's valuation?
Thanks for taking the time to complete our assessment!
Enter your email below and we'll send you a personalized report with your results. You'll also get helpful insights and practical resources from Fintelligent that can support you on your journey toward financial clarity and growth.
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CHAPTER 6: Planning & Analysis ASSESSMENT

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