COMPUTER-IMPLEMENTED SYSTEM AND METHOD FOR FACILITATING CREATION OF BUSINESS PLANS AND REPORTS

• US 20120209644A1
• Filed: 08/26/2011
• Published: 08/16/2012
• Est. Priority Date: 02/16/2011
• Status: Abandoned Application

• Current Assignee: Enloop, Inc.
• Original Assignee: Enloop, Inc.
• Inventors: McCahon, Cynthia, Peters, Robert C., Aguilar, Romulo Jr., Kucker, Todd
• Application Number:
  US13/219,576
• Publication Number:
  US 20120209644A1
• Time in Patent Office: Days
• US Class Current: 705/7.11
• CPC Class Codes: G06Q 10/04 Forecasting or optimisation specially adapted for administrative or management purposes, e.g. linear programming or "cutting stock problem" market predictions or forecasting for commercial activities G06Q30/0202
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

Disclosed herein is a system and method for generating business reports. According to one or more embodiments, information corresponding to a business entity is received. Such information may include a particular category of the business entity and financial information about the business entity. The financial information of the business entity is then compared to financial information collected from one or more businesses in the particular category. A predictive success score for the business entity is then generated based on the comparison. Additionally, descriptive text and financial forecasts, performance reviews and/or a dated Certificate of Performance with unique numbering are also automatically generated.

Claims

1. A computer implemented method for generating business reports, the method comprising:

providing a user interface configured to receive information about a business entity, the information including one or more of (i) a particular category of the business entity and (ii) financial information about the business entity, wherein the financial information includes one or more of (a) a revenue forecast, (b) actual revenue, (c) a profit/loss forecast, or (d) actual profit/loss information;

comparing the financial information of the business entity to financial information collected from one or more businesses in the particular category; and

generating a predictive success score for the business entity based, at least in part, on the comparison.

2. The method of claim 1, wherein the information also includes one or more of (i) a class of the business entity, (ii) a geographic location of the business entity, or (iii) one or more management parameters associated with the business entity.

3. The method of claim 1, wherein the predictive success score is weighted based on one or more of (i) the category of the business entity, (ii) geographic location of the business entity, (iii) economic environment, or (iv) one or more management parameters associated with business entity.

4. The method of claim 1, further comprising generating a business plan document for the business entity based on the information.

5. The method of claim 4, further comprising automatically generating text content for the business plan document from the information, including generating a series of grammatically correct sentences that convey the received information.

6. The method of claim 1, further comprising automatically updating the predictive success score in real-time when the information is updated or altered by a user.

7. The method of claim 1, wherein the financial information further includes expected or actual monthly revenue and/or monthly costs.

8. The method of claim 1, wherein comparing the financial information of the business entity to financial information collected from one or more businesses in the particular category includes calculating one or more predictive performance ratios of the business entity.

9. The method of claim 1, further comprising assigning a potential successes metric to the business entity based, at least in part, on the predictive success score.

10. A computer system comprising:

a memory; and

one or more processors coupled to the memory, wherein the one or more processors are programmed to;

provide a user interface configured to receive information about a business entity, the information including one or more of (i) a particular category of the business entity, and (ii) financial information about the business entity, wherein the financial information includes one or more of (a) a revenue forecast, (b) actual revenue, (c) a profit/loss forecast, or (d) actual profit/loss information;

compare the financial information of the business entity to financial information collected from one or more businesses in the particular category; and

generate a predictive success score for the business entity based, at least in part, on the comparison.

11. The computer system of claim 10, wherein the computer system provides an online service from which the interface is provided to a user.

12. The computer system of claim 10, wherein the one or more processors are further programmed to generate a business plan document based on the received information.

13. The computer system of claim 12, wherein the one or more processors are further programmed to automatically generate text content for the business plan document from the information, including a series of grammatically correct sentences that convey the received information.

14. The computer system of claim 10, wherein the one or more processors are further programmed to automatically update the predictive success score in real-time when the information is updated or altered by a user.

15. The computer system of claim 10, wherein the one or more processors are further programmed to assign a potential successes metric to the business entity based, at least in part, on the predictive success score.

16. The computer system of claim 10, wherein the one or more processors are further configured to weigh the predictive success score based on one or more of (i) the category of the business entity, (ii) geographic location of the business entity, (iii) economic environment, or (iv) one or more management parameters associated with business entity.

17. A computer storage medium encoding computer executable instructions that when executed by one or more processors, cause the one or more processors to perform steps comprising:

providing a user interface configured to receive information about a business entity, the information including one or more of (i) a particular category of the business entity and (ii) financial information about the business entity, wherein the financial information includes one or more of (a) a revenue forecast, (b) actual revenue, (c) a profit/loss forecast, or (d) actual profit/loss information;

comparing the financial information of the business entity to financial information collected from one or more businesses in the particular category; and

generating a predictive success score for the business entity based, at least in part, on the comparison.

18. The computer storage medium of claim 17, further comprising instructions for automatically updating the predictive success score in real-time when the information is updated or altered by a user.

19. The computer storage medium of claim 17, further comprising instructions for generating a business plan document for the business entity based on the information.

20. The computer storage medium of claim 19, further comprising instructions for automatically generating text content for the business plan document from the information, including generating a series of grammatically correct sentences that convey the received information.