Financial Clarity Canvas
The Financial Clarity Canvas helps you see all your numbers in one place, identify where you’re leaving money on the table, and focus on the most important ones
Your entire strategy; all on one page
Strategic Clarity Canvas
Ultimate Goal
Unique Offer
Company
Why do we exist?
What rules do we play by?
What do we do best?
Customers
Who's our perfect customer?
What do they truly want?
What concerns them the most?
Revenue Streams
Which streams are driving the most profit today?
What existing streams should we focus on right now?
What new streams should we create to better monetize our value?
Discovery
How do they discover us?
Purchase
Why should they trust us?
What do we guarantee?
Production
How do we exceed expectations?
Loyalty
how do we keep them coming back?
How do we get them to spread the word?
Your business's strategic goals & initiatives all on one page
Operational Clarity Canvas
Ultimate Goal
Unique Offer
Company
Company Goals (ranked)
Why are these goals the most important ones?
Customers
Customer Goals (ranked)
Why are these goals the most important ones?
Revenue Streams
Revenue Goals (ranked)
Why are these goals the most important ones?
Discovery
What needs to start happening?
What needs to stop happening?
What needs to stop happening?
Clarity Metrics
Purchase
What needs to start happening?
What needs to stop happening?
What needs to stop happening?
Clarity Metrics
Production
What needs to start happening?
What needs to stop happening?
What needs to stop happening?
Clarity Metrics
Loyalty
What needs to start happening?
What needs to stop happening?
What needs to stop happening?
Clarity Metrics
Your most important business metrics; all on one page
Financial Clarity Canvas
Company
Gross Margin
Net Profit
Breakeven point
Customers
New & returning customers
Revenue from clients
Profit from clients
Revenue Streams
Most contributed to profit
Highest margin
Most potential
Awarness
Marketing Effectiveness
Leads
Transaction
Orders
Conversion
Production
Direct cost
Machine cost
Loyalty
Retention
Freq. of purchase
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Articles & Guides to get you started
Explore step-by-step guides and practical tips to make the most of the tool.
Let's do it together on a
Strategic Clarity Sprint
In this 12-week sprint, together we fill your Strategic Clarity Canvas to give you a clear view of your strategy and winning business model, so you can build the most profitable version of your business
Need additional help? Book a free Clarity Call
Book your free Clarity Call to discover the gaps in your business and learn how to get the most out of our free tools.
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Complete Clarity: Financial, Strategic & Operational
