By Entactic

Getting Started

Getting Started

How to use it

BVI is a simple yet powerful tool designed to give businesses a clear understanding of their overall health. Getting started is easy—just follow these steps:

  1. Input your data
    • Use existing business records like financial statements, sales reports, CRM data, and operational metrics.
    • No extra data collection is needed—BVI works with what you already have.
  2. Get your evaluation
    • BVI analyzes your business across six key dimensions: Cash Flow, Customers, Team, Operations, Finance, and Impact.
    • Using a data-driven scoring model, it provides objective and actionable insights.
  3. See your results
    • A visual radar chart highlights strengths and areas that need improvement.
    • Instantly understand where your business stands and what to focus on next.
  4. Take action
    • Use BVI insights to refine strategies, improve cash flow, enhance customer retention, and streamline operations.
    • Reassess regularly to track progress and stay ahead in a changing market.

What we measure

BVI evaluates businesses across six key dimensions. Here’s an example of how we measure the Customer Dimension and assess a business’s ability to retain and engage its customers:

  • Customer Stability – Measured through customer retention and churn rates, helping businesses understand the stability of their customer base and whether adjustments are needed.
  • Customer Loyalty – Based on repeat purchase rates and the proportion of long-term customers, indicating sustained customer engagement and brand trust.
  • Customer Profitability – Analyzes the revenue contribution of individual customers or customer segments, allowing businesses to identify high-value customers and allocate resources effectively.
  • Customer Needs & Behavior – Uses customer feedback and purchase history to assess how well the business meets customer expectations and where improvements can be made.

BVI scores are derived entirely from a business’s existing data sources, such as sales records, CRM systems, and financial reports, ensuring that every assessment reflects real business conditions rather than assumptions.

How we score

BVI evaluates businesses across six key dimensions and assigns a maturity level to each based on real business data. The results are displayed in an intuitive radar chart, helping businesses identify strengths and areas for improvement.

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BVI scores fall into four maturity levels:

  • No Sophistication (0): No structured processes or management methods in place. The business is in its early stage with minimal strategic planning.
  • Visibility (1): The business starts using tools to track and analyze performance. While processes are not yet mature, basic data-driven decisions can be made.
  • Repeatability (2): The business has established standardized processes and can achieve consistent, predictable results through structured workflows.
  • Adaptability (3): The business demonstrates strong flexibility and continuous improvement, allowing it to adjust strategies quickly and stay competitive in a changing market.

Each score is derived from objective, data-driven metrics, ensuring an accurate assessment of business performance.

A company’s sophistication is reflected in its ability to track and optimize key business metrics. BVI leverages data from existing management tools to provide an accurate assessment, while also encouraging businesses to integrate better systems and processes that will support sustainable growth.

Who should use it

BVI is designed for businesses that want to understand their performance and take smarter steps toward growth. Whether you’re just starting out or scaling up, BVI gives you the clarity you need.

  1. Small businesses
    • Identify key strengths and weaknesses to make informed decisions.
    • Ideal for startups, growing businesses, and those looking to improve efficiency.
  2. Scaling businesses
    • Optimize resource allocation and overcome growth bottlenecks.
    • Use BVI to track progress and adjust strategies as your business expands.
  3. Consultants & accountants
    • Offer clients data-backed business health assessments.
    • Use BVI to provide clear insights and strategic recommendations.

Resources

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