Finance preparation brief
Prepare and authorize an ECM assessment.
A limited revenue extract lets ECMath.org prepare your firm’s initial assessment at no cost. Finance controls what is released.
What Finance supplies
Include the full buyer population for the business or complete business unit being assessed. Use one consistent account ID and revenue for three consecutive, comparable periods. Buyer names are optional; they help executives connect findings to specific accounts.
Use the capture workbook’s columns and instructions. Enter zero only when Finance confirms no revenue in that period. Resolve missing values, identifier changes, credits and other adjustments before release, and confirm the totals for the same scope and periods.
What the workbook does
Yellow cells guide entry. Automatic checks flag preparation issues and compare the extract with Finance’s supplied totals. Finance resolves differences and confirms the approved revenue basis. No ECM analysis is required.
The work is one extract, a reconciliation and an approval. Timing depends on whether comparable data is readily available and whether differences need investigation. Finance sets the preparation estimate.
What Finance authorizes
About ECMath.org identifies the founder and assessment purpose. Confirm the recipient and handling arrangements before approving release.
The CFO or equivalent financial authority approves the exact file, ECMath.org as recipient, and the purpose: preparing this firm’s ECM assessment. The workbook sends nothing automatically.
Contact engage@ECMath.org for secure return instructions. Do not attach financial data to that email. Return the approved file only through the agreed secure channel. This website does not collect financial data.
Your assessment authorizes no broader use of the supplied data.
What comes back
ECMath.org returns the Relative Performance Index, waterfall and 3×4 views calculated from the approved file. These reveal revenue movement across the business and support diagnosis and planning.
The firm decides about stewardship after reviewing its assessment. Preparing the file does not commit the firm to client implementation.