We’re starting off the year with a great improvement to the Financial Overview menu on GrowthWheel Online.
This month, we are happy to introduce our new Ratios feature where you — or your clients — can now see all the standard financial ratios automatically calculated as soon as basic financial information is entered on other pages, like the Balance Sheet page or Revenue page.
Ratios will now automatically display a certain color by entering the minimum or ideal targets so that you can see the current status of each. This way, you and your clients will get a quick visual overview of the client company's financial situation.
If a ratio can’t be calculated due to lack of information, you’ll get a warning message showing you exactly on which page you need to add this information in order for it to be calculated.
Below you can see a quick video of how Ratios works.
All Ratios Calculated Automatically
— get a quick overview of your client’s financial situation
As always, the Ratios page can be downloaded as a visual PDF file.
You’ll have two options: as a single PDF or as a part of the Full Financial Report.