In addition to the Business Profile, you will soon be able to add even more information about your client companies thanks to our new Financials menu that is currently in development.

Financials will help you produce a financial summary of your client’s business, and is essential to assess a company’s progress and growth. You will also be able to download all the data you add to Financials as a complete, visual PDF report.

Currently, we are working on the development of the following financial summaries:

• Funds received

• Investment Catalogue

• Product Forecast

• Market Forecast

• Risk Assessment

• Financial Ratios

• Revenue

• Revenue breakdowns

• Cost structures

• Employees

• Profit

• Balance sheets

Please note that the Financials menu is not a finished product yet: the ideas and mock-ups in this post are still in progress.

#1 Revenue

Get an overview of your revenue by adding information about the revenue per quarters and revenue by year.

#2 Revenue Breakdown

In the revenue breakdown, you will be able to add information about revenue per product/service and revenue per market/channel.

#3 Cost structure

Using the cost structure, you will be able to keep track of all direct costs and all operational costs, divided into different cost categories.

#4 Employees

Get an overview of all employees by adding information about the employee count by quarter and by year.

#5 Profit

List gross profit, operating profit and net profit by quarter and by year.

#6 Balance sheet

The balance sheet is a composition of Assets and Liabilities. By adding records to one category, the same numbers will be added to the other to remain balance.

#7 Funds received

Add information about received funds such as loans or investments, by quarter or by year.

#8 Investment catalogue

In the investment catalogue, you will be able to create an overview of your total investments, total return, and accumulated cash flow.

#9 Product Forecast

Produce a Revenue Forecast per product or per market. Add numbers to the product forecast by quarter or for the next three years.

#10 Market Forecast

The Revenue Forecast helps you decide what products or markets are going to drive growth. Add numbers to the market forecast by quarter or for the next three years.

#11 Risk Assessment

Assess risks by adding information about likelihood, consequences and counter measures

#12 Financial Ratios

Evaluate the overall financial condition of your organization with Financial Ratios

Ideas or suggestions? Please share your comment below, and take part in the development of the upcoming menu.