Enter your email business to download and customize this spreadsheet for free
Some alternative methods to the profit and loss statement for tracking company growth and financial performance include the balance sheet, cash flow statement, and key performance indicators (KPIs). The balance sheet provides a snapshot of a company's assets, liabilities, and shareholders' equity at a specific point in time. The cash flow statement shows how changes in balance sheet accounts and income affect cash and cash equivalents, and breaks the analysis down to operating, investing, and financing activities. KPIs, on the other hand, are specific metrics that companies can use to measure their performance in various areas, such as customer satisfaction, operational efficiency, and financial performance.
Question was asked on:
In the profit and loss comparison section, stay updated on your business performance by comparing the outcomes of your expenses, income, profit margin, and company growth in a quarterly view against the previous year. All this data is displayed side by side, making it easy to compare results accurately. For more in-depth analysis, the dashboard includes an annual comparison against the previous four years for both expenses and income, which also tracks the variation in margin and growth results over the years.
Asked on the following spreadsheet:
Are you a business owner, entrepreneur, or freelancer trying to keep track of your finances and monitor your business performance? This Profit and Los...
Download 5 out of 20 tools
Enter your email business to download and customize this spreadsheet for free
Download full spreadsheet
Quarterly
Need to manage a company’s books? Our Bookkeeping Dashboard spreadsheet provides detailed charts and graphs to track income, expenses, and profit across any time period. Whether a small business that needs to manage its finances, a bookkeeping and payroll service provider, or an accountant inside a large corporation, use this spreadsheet to easily manage and visualize bookkeeping data to create beautiful reports.
Are you a freelancer, contractor, or consultant looking for an efficient way to manage your clients, projects, and tasks? Download this Client Time Tracker template to save hours of work, to easily track hours worked, pending earnings, invoices, and payments with a complete dashboard.
Need to evaluate the best pricing strategy for a product? This Pricing Strategy spreadsheet includes the top pricing tools to evaluate cost, feature, market share, competition, and customer price sensitivity. Adjust and analyze pricing to maximize profit margin for any product based on key metrics such as LTV, CAC, COGS, market share gained, or customer price perception.
Simplify the process of budget creation with our Budgeting Model template. This template includes examples from multiple departments, as well as consolidated data for the company.