Template financial report sample

It comes with 20 pre-made pages designed for A4 and US letter size. Try layering your main components like pictures, textual content, and icons on prime of colored shapes to achieve this layered look. You can see this kind of layered look within the picture under. I suppose that successful research cannot actually be damaged down into a formula, or a one-size-fits-all algorithm.

Successful researchers have had many different approaches. Some researchers are driven more by intuition and experience, whereas others are driven by schedules and discipline. This template consists of everything you have to current key enterprise statistics and information. Interesting circle parts, deep blue particulars on a white background, cautious picture placement, and loads of paragraphs to report annual achievements.

All in all, this annual report template is each stunning and sensible. If you want one thing elegant and straightforward, this annual report template is the one for you. Share this Facebook Pinterest Twitter Linkedin. Skip to content January 14, Annual Financial Report Template Word Try layering your main components like pictures, textual content, and icons on prime of colored shapes to achieve this layered look.

They are necessary because they have the details of every financial investment of the company. You can easily track down where your financial status lies in the business using a financial report. A weekly financial report tells you the weekly report of the financial whereabouts of your business. Generally, the report contains details of the financial flow of your business. It is professionally designed so that it is easier for businesses or individuals to monitor and plan their financial position.

You can edit this template using any available file format of your choice. Hurry up and download this report template in Google Docs format that is available in A4 and US print sizes. On the first page of the document, you need to write down the title of the report, preferably towards the center of the report.

Under the title of the report, specify details of your company like the name, address, and contact information. Step 2: Table of Contents Moving on to the next page, you should enter the table of contents. This will help the reader navigate through the topics that are present in the report.

Number each page without fail. If you are planning to create an annual financial report, you can go through our annual financial report templates. Step 3: Financial Review Write a brief introduction to the financial report. You can include the cost of operating expenses and what it includes. Step 4: Enter the Various Factors Once you have given an executive summary, you can proceed to enter other important information of the financial report such as profit and loss statement, cash versus revenue, financial statement position, liabilities, and investment.

You can touch upon each topic and give a brief about the situation and what is its impact. Step 5: Insert Graphs Make use of graphs to support the various factors that you have discussed in the report. Place the graph underneath or above the top so that it is easier to refer and understand. Presentation is an important aspect of any report, so make sure you organize the contents of the report carefully.

Step 6: Save and Print When all of the above steps are completed, you can save the document samples and get them printed. Also, before you print the report, it would be wise to go through the information once again to avoid any errors. Check it out now! If so, then you will find this template pretty useful. It comes with ready-made content that can be customized to suit your financial details. With the help of this report, you can showcase the income statement, balance sheet, and annual budget.

Click on that download button and make things simpler for yourself. You can also view our quarterly financial reports.

Cost management and financial analysis are of paramount importance for any organization. It is through the data entered in these financial strategy report ; the business team takes further actions. Debt restructuring or managing cash flow is impossible without them. The dashboard above is a perfect example of a financial statement for profit and loss. First, we see the income statement that starts by calculating the gross profit which is obtained from subtracting your total revenue from your COGS.

Next, we have a list of operating expenses OPEX that include sales, marketing, and other general administration costs. Finally, the total amount of interest and taxes are subtracted from the EBIT, resulting in the final net profit of the business.

By doing these simple calculations you can quickly see how profitable your company is and if your costs and income are being managed properly. Additionally, the dashboard provides a glance at performance percentages of the main metrics of the income statement: the gross profit, OPEX, EBIT, and net profit.

This can be further utilized to find month-to-month trends in your expenses and prepare ahead of time for months in which your expenses will be higher. It is important to consider that an income statement will not tell you more detailed information about your finances such as how much money your company has in total or how much debt you have. For this purpose, there is another type of report called balance sheet and we will see it more in detail in our next financial statement example.

Operating profit margin EBIT : It allows your business to monitor how much profit you are generating for each dollar of revenue. Operating expense ratio: This monthly financial report example indicates the operational efficiency of your business through the comparison of operating expenses and your total revenue. If your COGS and your revenues are too close that means you are not making a lot of profit on each sale. This particular financial statement template provides you with an overview of how efficiently you are spending your capital while providing a snapshot of the main metrics on your balance sheet.

Just like the income statement, a balance sheet is another powerful tool to understand the financial performance of your business. As we see in the dashboard below, a balance sheet is divided into three main areas. First, we have assets, which are the items your company owns that can provide future economic benefit, this can be from cash to furniture or equipment.

Next, we have liabilities, which is basically what your company owes to others, they can be divided into long-term liabilities such as the lease of your office building or a bank loan, or short-term liabilities that can be your credit card debt or wages to employees.

A good management of your assets and a healthy equity will bring new investors to your business and will avoid you face disasters for unexpected losses or bankruptcy. Return on assets ROA : Shows how profitable your businesses are compared to your total assets. Assets include both debt and equity. Return on equity ROE : Calculates the profit your company generates for your shareholders. It is used to compare profitability amongst businesses in the same industry. Debt equity ratio DEB : This metric measures how much debt you are using to finance your assets and operations in comparison to the equity available.

A financial report format that you can apply to almost every business across industries, this incredibly insightful tool is pivotal to maintaining a healthy, continually evolving financial profile. Working capital: A financial key performance indicator focused on financial stability, this metric will help you monitor your performance based on your company's assets and liabilities.

Budget variance: Budgeting is one of the cornerstones of corporate financial health. This powerful KPI from this most critical financial report sample serves to express the difference between budgeted and genuine figures for a particular accounting category.

Finally, we look into a financial performance report focused on data relevant for chief financial officers CFOs that need to grasp high-level metrics such as revenue, gross profit, operating expenses, net income, berry ratio, EVA, payroll headcount ratio and, finally, to build a strong team and customer base, satisfaction levels of each. This financial management report example will not only serve as a roadmap for depicting the financial health of a company but also focus on team management and customer satisfaction that are not traditional finance-related metrics, but important in this case for every modern CFO.

This financial statement example shows the YTD until March but it can also be used as one of our monthly financial statements examples. We will explain the KPIs in more detail below:.

Berry ratio: This ratio is defined between the gross profit and operating expenses costs. This financial indicator is critical when showing if the company is generating a healthy amount of profit or losing money.

Economic value added EVA : Referred to as the economic profit of a company, EVA is a critical element to include in any finance report template as it will show the surplus profit over the WACC weighted average cost of capital demanded by the capital market. Cost breakdown: This particular metric is extremely important in any finance department since costs are one of the financial pillars of an organization, no matter how large or small.

Every business needs to know where the costs are coming from in order to reduce them and, consequently, positively affect financial performance. Satisfaction levels: C-level managers need to prepare financial reports with the satisfaction levels in mind. These indicators are not purely financial, but they do influence the financial health and can cause potential bottlenecks. The above example of financial statement is not only focused on pure numbers, as you can see but also on the human aspect of team and customer management that every modern CFO needs to take into account in order to benefit financial strategies and deliver economic growth.

A weekly financial statement serves to help your business monitor all your short-term financial activities in weekly increments. It should be created and reviewed each week and provides a comprehensive look at the short-term performance of your business.

Now we will take a look at some financial statements examples to get a clearer picture of what can be tracked in weekly intervals. A sample financial report on a weekly basis can help companies gain insights from accurate reporting based on using cash receipts and disbursements. Metrics and KPIs can include:. Cash flow report: indicates the changes in cash versus its fixed counterparts, such as exactly where cash is used or generated during the week.

Operating activities: indicated any activities within a business that affect cash flows, such as total sales of products within a weekly period, employee payments, or supplier payments.

Gross profit margin: This enables your business to measure and track the total revenue minus the cost of goods sold, divided by your total sales revenue. Weekly report metrics and KPIs include:. It can keep you apprised of all the requisite data management used to track and measure potential errors, internal production, revenue loss, and receivables' status.

As we mentioned above, these reports provide a limited vision, but you can use the examples of financial statements below to see how some daily actions on problematic factors can impact your final results. Maintaining an efficient, productive work environment, and ensuring that you can identify any employee discrepancies or issues is critical to being proactive about business growth.

Monitoring employees working hours and productivity levels can help you detect potential staff errors quickly, control these errors, and avoid negative impacts on your financial results at the end of the day, and ultimately, the month. Real-time management live dashboards offer clear visuals regarding employee management processes with the following metrics and KPIs:.