Using our performance based financial ratio indicator you can conduct a quick assessment of your current business health. (It's a sample tool & certain features are based on general market data.)
Financial data analysis mainly include information from primary financial statements. Various financial numbers are then applied in KPI forms to generate range of ratio analysis. Ratio analysis generally transforms accounting numbers into meaningful ratios that highlight strengths and weaknesses of a business. The basic analysis template does not require a in-depth understanding of accounting or finance knowledge instead a high level familiarity with key financial terminologies and parameters is sufficient.
We have customised various complex calculations in a simplified format and applied in this template so we have made it easier for any user to be able to perform a range of financial ratio analysis. User should be able to perform multiple years of analysis within a short span of time, with understandable explanations.
The current attached template or the tool only analyses one business at a time and unable to perform benchmarking exercise comparing the results you obtained with the industry standards or with your counterparts. However, we have the format and the benchmarking exercise can be performed once we agree the scope and expectations.
The user information or the input data we need are from Statement of Financial Position (Balance sheet) and Income Statement (Profit & Loss) along with some additional (optional) information if readily available.
Definition: The Balance Sheet lists what the company has (Assets) and what it owes (Liabilities and Equity). Assets and Liabilities are differentiated according to their short term (or Current) and long term (Long Term Liabilities or Fixed Assets) components.