<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=428271980838921&amp;ev=PageView&amp;noscript=1">

FREQUENTLY ASKED QUESTIONS

How can this help my company?

Nobody is an industry of one. Everybody competes for customers and clients.

As Drucker said, "What a business needs most for its decisions - especially its strategic ones - are data about what goes on outside it. Only outside a business are there results, opportunities and threats."

Smart companies identify competitive strengths, weaknesses, threats, opportunities and trends so they can decide what they need to fix, what they need to optimize and what they can exploit to improve their growth, value and profitability.

What metrics do you track?

We track financial metrics, HR metrics, marketing metrics, forecasting metrics and management metrics on an indiviudal company and a NAICS-based aggregate basis, as well as additional custom metrics that are available to enterprse clients:

  • Revenue Growth Rate
  • Net Income Growth Rate
  • OpEX Growth Rate
  • Gross Margin
  • Net Income
  • EBITDA
  • AR Days
  • AP Days
  • ROI
  • ROCE
  • ROA
  • Current Ratio
  • Net Working Capital Ratio
  • Debt-to-equity
  • Senior Debt/EBITDA
  • EBITDA/Annual Interest
  • Quick Ratio
  • Inventory Turns
  • Average P&L (30 categories)
  • Average Balance Sheet (23 categories)
  • Min. P&L
  • Min. Balance Sheet
  • Max. P&L
  • Max. Balance Sheet
  • Over/under
  • Revenue per square foot
  • Profit per square foot
  • Priorities
  • Expectations
  • Concerns
  • Revenue Per Employee
  • Profit Per Employee
  • Compensation Growth Rate
  • Benefitis Growth Rate
  • Subcontractors Growth Rate
  • # of employees
  • # of partners/owners/executives
  • Turnover
  • Cost of Turnover
  • Average Salaries
  • Average Benefits
  • HR Expenses (14 categories)
  • HR Over/under
  • HR Peer Average expenses
  • HR Peer Min. expenses
  • HR Peer Max expenses
  • Satisfaction
  • Engagement
  • Cost of Engagement
  • Expectations
  • Priorities
  • Concerns
  • # Clients/Customers
  • # of New Clients/Customers
  • Retention Rate
  • Revenue Per Client/Customer
  • Profit Per Client/Customer
  • Customer Concentration
  • Cusotmer Concentraiton Ratio
  • Customer Growth Rate
  • Customer Lifetime Value
  • Marketing Mix (19 categories)
  • Most Effective Tactics
  • Average Marketing Budget
  • Min. Marketing Budget
  • Max Marketing Budget
  • Marketing Over/Under
  • Social Media Footprint (6 categories)
  • Projected Growth
  • Projected Profitability
  • Projected P&L
  • Projected Balance Sheet
  • Investor Index
  • 3-yr Average Financial Ratios
  • CAC
  • Churn
  • ACV
  • Upsell
  • Over-billings
  • Under-billings
What companies do you have in your database?

We provide comparisons for most major industries, including:

  • Manufacturing
  • Construction
  • Professional Services
  • Wholesalers
  • Retail
  • Transportation & Warehousing
  • Restaurants/Food Service
  • Software Development
  • SaaS
  • Healthcare
  • Educational Services
  • Technology
  • Hotels
  • Real Estate
  • Finance
  • Insurance
  • Banking
What kind of information do I need to provide?

Uploading client data is easy.

  • Just export trial balances for the last four years from CCH ProSystem, Quickbooks, Xero or another accounting program to an .csv or .xlsx and drop it in the app.
  • Data can be uploaded on an individual company basis or in bulk.
  • In instances where you're uploading the data directly, just use the mapping tool in the app.

PLEASE NOTE: If you are entering client data anonymously, please include an ID in addition to NAICS and City, State or Region.

What is your Privacy Policy?

This is the version we wrote:

We respect your privacy. We value your privacy. We do our best to protect your privacy. Your data is yours and yours alone. If you want to share it with anyone else that's your decision; we won't.
 
If you're still concerned, please contact us so we can reassure you that you really have nothing to worry about.
 
This is the version our lawyers wrote:
 
Use and Confidentiality.
Customer acknowledges that the Services, any software used to provide the Services, and any other information provided to Customer by Peerview Data incorporate confidential information licensed to, created by, developed by or acquired by Peerview Data (individually or collectively, “Confidential Information”), including, without limitation, financial and other performance metric information provided by others to Peerview Data, and the reports, spreadsheets, analyses and other materials incorporating or referencing that information and provided or made available by Peerview Data as part of the Services. Customer shall take all reasonable precautions to safeguard and keep confidential the Confidential Information. Customer shall use the Confidential Information for its internal strategic and decision-making purposes only. Customer shall not disclose any of the Confidential Information to any third party, in whole or in part, except for those Customer personnel (employees, consultants or agents) who have a need to know the Confidential Information and who have been advised of the necessity of maintaining the confidentiality of the Confidential Information and agree to comply with the confidentiality obligations of this Section 3. Customer shall be responsible for any breach of this Section 3 arising from the unauthorized disclosure of Confidential Information by any such Customer personnel. Customer acknowledges that a breach of this Section 3 may cause irreparable harm to Peerview Data, and that if Peerview Data learns of any actual or threatened unauthorized disclosure of Confidential Information or breach of this Section 3, then in additional to any other rights, remedies or damages available to Peerview Data at law or in equity, Peerview Data may suspend the provision of Services and/or any or all of Customer’s rights under this Agreement, and shall be entitled to seek an injunction or other equitable remedy, without the necessity of posting a bond or other security.
 
Comparative Information; Use and Terms.
As part of the provision of Services, it is anticipated that Peerview Data will provide financial and other performance metric data and information derived from or provided by others to Peerview Data, and/or analyses, comparisons, recommendations and the like incorporating, referencing or relying on that data and information (individually and collectively, “Comparative Information”). The Comparative Information (other than any data or information in its original form as provided by Customer to Peerview Data pursuant to Section 5 and comprising all or part of the Comparative Information) shall be considered “Confidential Information” for purposes of this Agreement and the provisions of Section 3 shall apply equally to the Comparative Information. Customer may access or use the Comparative Information for internal purposes during the Term only (unless the Services are suspended during the Term pursuant to Section 3, and Customer may not access or use the Comparative Information during the term of any such suspension). Ownership of the Comparative Information (excluding any Customer Information included therein in its original form) and all trademarks, service marks, patents, copyrights, trade secrets, know-how and other proprietary rights in or related to the Services provided hereunder or used to perform the Services (including without limitation any improvements, refinements, modifications, derivative works or other alterations to or of the Comparative Information or the Services whether or not created or recommended by Customer) are and shall at all times be owned by Peerview Data, no provision of this Agreement shall be deemed to confer any ownership interest in the same to Customer, and Customer hereby transfers and assigns to Peerview Data all rights, title and interest which Customer now or may in the future have to any of the same.
How much does it cost?
We have subscription plans for individual companies and companies that have groups of clients like CPAs, financial and investment professionals, and peer groups. Plans start at $100 for a quick comparison, or $100/month for ongoing access.