No business selected Home
Financial Analysis System

Financial Analysis System

Import a business's profit and loss account, map it onto the analysis categories once, and read the break-even point, margins and required hourly rate from it every month thereafter.

Performance

No period imported
Total Sales No data Inside and outside combined
Cost of Materials No data Target 28 - 31% of sales
Gross Profit No data Target 67 - 70% of sales
Operating Costs No data Target 30 - 40% of sales
Net Profit No data Target 20 - 30% of sales
Break-even Point No data Monthly sales needed to cover costs

Figures appear here once a trial balance has been imported and mapped. Targets are the Signarama operations-manual bands and can be changed under Setup › Target Bands.

Getting started

  1. Add the business Its name and the period its financial year runs on. Businesses
  2. Set the assumptions Working days, billable hours, weeks worked and the tax rate. Rate Assumptions
  3. Import a trial balance Any layout. Unrecognised lines are mapped once and remembered. Import Trial Balance
  4. Read the analysis Break-even, hourly rate and the scenario comparisons. Break-even

System

Connected Database — Connected