This tool provides a summary of the company's financial statements (Profit & Loss/Income Statement and Balance Sheet) in a standardised format. In addition, this tool also includes variance analysis and common size analysis.
Choosing a financial statement
You are able to choose between the Profit & Loss, or Balance Sheet. The Balance Sheet view enables you to change between a traditional view, and a 'separation of operations and finance'.
You can choose to display the Profit & Loss and Balance Sheet in varying levels of detail using the drop-down menu shown below. Detailed and More Detailed options will show accounts under any headings and sub-headings respectively, based on the structure of your Chart of Accounts from Step 3.
Choosing a comparative
You can compare against budget, the prior period or the same period last year using the drop-down menu shown below:
Common size analysis
On the Profit & Loss, the common size analysis expresses each line item as a percent of total revenue.
On the Balance Sheet, the common size analysis expresses each line item as a percent of either Total Assets or Total Liabilities and Equity.
Common size analysis is only available for current period results.
In the Financials tool for a consolidated group, you can click on any account to show a breakdown by company.
Choosing a date range
At the top of the tool you can choose to view results for any month, quarter or year. You can also view results for quarter-to-date (QTD) or year-to-date (YTD) periods, and select the ending month for these periods.
Download PDF report
You can save your financial statement as a PDF report by clicking the download icon in the sidebar.