Financial Analysis


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How to make a financial analysis report? Download this Financial Analysis Performance Report with financial metrics and KPI's now!


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How to make a financial analysis report? Download this Financial Analysis Performance Report with financial metrics and KPI's now!

This financial analysis report is designed to assist you in your business' development. As you can see in the report template you can create an overall ranking and put yourself in the ranking. This is accompanied with business snapshot and narrative write-up, etc. Whether you manage the finances at your work or at home, adequate communication is essential. 

Our financial report template is just what you need. With our easy-to-use Excel template, you can quickly and easily create professional looking reports. Save time and hassle with our report template. With our template, you can create reports that look great and are easy to understand. Your business decisions matter. Getting them right can be the difference between success and failure.

This financial report template can help you make sound business decisions by providing you with clear and concise financial information.  With our easy-to-use template, you can quickly and easily create a financial report that will give you the insights you need to make informed decisions. 

Accurately keeping track of financial performance is not only critical for running the day-to-day operations of your small business, but it is also important when seeking funds from investors or lenders to grow your business to the next level. Having correct and accurate information exchange, enables and ensures you, you are able to make the right decisions. For those working in Finance, it's important to be accurate and always double-check every detail.

Feel free to download our basic or advanced finance templates, they are intuitive and in several kinds of formats, such as PDF, WORD, PPT, XLS. etc. 


  • Turnover = Cost of Sales / Net Fixed Assets Revenue Per Employee = Sales / Employees Page 10 / 18 
  • RAW DATA 
  • Income Statement Data Sales (Income) 
  • Cover Equipment Sales 1
  • Revenue - Installation Service 
  • Revenue - Repair Service 
  • Depreciation (COGS-related) 
  • Direct Materials
  • Direct Labor 
  • Manufacturing Overhead
  • Inventory Overages/Shortages 
  • Cost of Goods Sold 
  • Materials 
  • Wages - Installation 
  • Direct Employer 
  • PR 
  • Tax 
  • Expenses 
  • Freight
  • Fall Out/Spoilage
  • Gross Profit
  • Gross Profit Margin
  • Depreciation
  • Amortization
  • Overhead 
  • ....
  • Maintenance/Janitorial
  • Tools Equipment Expense
  • Meals and Entertainment
  • Office Equipment
  • Postage and Delivery
  • Legal Fees
  • Accounting Fees 
  • Payroll Service Fees
  • Promotional Expense
  •  Computer Repairs
  • Supplies
  • Cost of Sales (COGS) 
  • Depreciation Expense
  • Travel
  • Office Manager
  • Customer Support/Sales
  • Payroll Tax Expenses
  • Employee Benefits
  • Other Operating Income
  • Other Operating Expenses
  • Operating Profit
  • Interest Expense 
  • Interest Expense
  • Other Income 
  • Other Expenses 
  • Net Profit Before Taxes 
  • Adjusted Net Profit before Taxes 
  • Net Profit Margin 
  • EBITDA 
  • Taxes Paid 0 0 Extraordinary Gain 
  • Extraordinary


Using this Financial Analysis Report template guarantees that you will save time, cost and effort and enables you to improve your financial health in your projects and business. Download this professional Financial Analysis Report template now! Get started today and see the difference our financial report template can make for your business!


Looking for more? Our collection of financial documents, templates, forms, and spreadsheets includes templates designed specifically for small business owners, private individuals, or Finance Staff. Find financial projections to calculate your startup expenses, payroll costs, sales forecast, cash flow, income statement, balance sheet, break-even analysis, financial ratios, cost of goods sold, amortization and depreciation for your company. These financial templates also work with OpenOffice and Google Spreadsheets, so if you are operating your business on a very tight budget, hopefully, you'll be able to make these financial templates work for you as well.



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