Your first ECM assessment

1. Prepare and authorize.

You define the business to assess with your Finance team. Your Finance team supplies the full account list and revenue for three consecutive, comparable periods, using one consistent ID per buyer. Names are optional (including them helps executives connect findings immediately to specific accounts).

The capture tool, an Excel workbook, opens on the Start tab. Four working tabs guide preparation:

1. Business Unit: Identify the business, reporting periods and Finance revenue totals.
2. Customer Revenue: Paste the prepared account list and revenue data.
3. Review: Check preparation issues and reconcile the data to Finance’s totals.
4. Approval: Record authorization to release the file to ECMath.org for your assessment.

Yellow cells show where to enter information. No ECM analysis is required.

The work is one revenue extract, a reconciliation and an approval. Your Finance team can estimate the preparation time once it confirms that the three-period extract is available.

Your Finance team resolves any differences flagged by the checks. Your CFO or equivalent financial authority approves the exact file, ECMath.org as its recipient, and its assessment purpose before release.

2. Submit your file and receive your assessment.

When the workbook is ready, email engage@ECMath.org to request a Dropbox upload link for your business. Do not attach financial data to that email. Upload only the approved workbook; no Dropbox account is needed. The workbook sends nothing automatically, and this website does not collect financial data.

We confirm receipt and check that the file is complete, reconciled and authorized. We aim to return your assessment within five business days of that confirmation. If anything needs clarification, we contact you before preparing the assessment.

ECMath.org returns your Relative Performance Index, waterfall and 3×4 views, calculated from the approved file. The findings give your team a new perspective on revenue momentum and a concrete basis for diagnosis and planning.

3. Decide with your own results in hand.

If ECM earns a place in your client work, agree to steward the model without modification. Once ECMath.org accepts your stewardship commitment and plans for timely client pilots, you receive the assessment engine and operating instructions at no cost.

You then capture, assess and return findings independently within your authorized client engagements. ECMath.org participates only if you request it. Your expertise shapes the diagnosis. Consistent measurement lets your understanding of fundamental growth patterns accumulate through authorized work with diverse clients.

Why offer this at no cost?

A standard gains value as more businesses use it. GAAP provides a familiar example: a consistent basis for reporting financial results. ECM seeks to establish that consistency in seeing how growth forms.

No-cost access encourages adoption. As providers apply the same ECM lens across authorized client work, understanding of growth formation and its patterns can accumulate across specialties and markets. That expanding understanding is the purpose of the offer.

Begin with a working copy.

Download the workbook for review with Finance. You can explore the steps before entering any business data.

1. Download and save your copy. Open the saved workbook in desktop Excel.
2. Begin on the Start tab. Review the steps, then open Business Unit. Yellow cells show where to enter information.
3. Let your Finance team prepare the data. Use Customer Revenue for the extract, Review for checks, and Approval before release.

Your assessment authorizes no broader use of the supplied data.

Excel workbook · no macros or automatic transmission · 10,000 account rows. For larger populations, request an expanded tool; keep the full scope.