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About Trend Analysis:
Your financial dashboard
Viewing analysis reports
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About Benchmarking:
Benchmarking Overview
Subscription
Details
Demo and Sample Reports
Each time
you upload a trial balance file, your performance is updated in a wide range
of financial metrics.
Here's how it works:
• Upload the trial balance file for a monthly period.
•
The next time you log in to the system, you will be able to
select a reporting period and view charts and graphs that
illustrate your company's financial trends and ratios for that
period.
•
We recommend that you make the easy trial balance upload
part of your standard monthly closeout procedure.
•
Your Company Dashboard highlights key financial metrics
and compares:
– Current
period vs. same period the previous year
– Current
YTD vs. YTD for the previous year
– Rolling
12 months vs. prior fiscal year.
– Average
annual growth rate
•
Rolling 12 Months and Prior Period Comparison are available
as soon as you have uploaded at least 12 months of data.
•
You can upload historical periods to expand the view of
your company's financial trends.
