Financial History & Ratios
Track company financials over time and calculate key ratios to monitor business performance and health.
This template captures financial data across multiple years and automatically calculates important financial ratios like liquidity, profitability, and efficiency metrics. It helps business owners, accountants, and financial analysts spot trends, benchmark performance, and identify areas needing attention without manual ratio calculations.
Designed for companies of any size, the template organizes historical financial data in thousands and uses formulas to derive actionable insights. Perfect for annual reviews, investor presentations, or internal financial monitoring.
What's inside
- Multi-year financial data tracking
- Automatic financial ratio calculations
- Year-over-year comparison view
- IF and SUM formulas for dynamic updates
- Data in thousands format for large companies
Download this template
.xlsx · 1 sheet · included with lifetime access
More in Business Planning & Strategy
Business Planning & Strategy12-Month Business Performance Tracker
Track and visualize monthly performance metrics across a full year with built-in charts.
- 12-month column structure (Mês 1-12)
- Pre-built sample data for immediate visualization
- Integrated charts for trend analysis
Business Planning & Strategy3-Year Profit and Loss Projection
Project revenue, expenses, and net profit across three years for services or goods businesses.
- Separate projections for service and product-based revenue models
- Annual profit margin analysis as percentage of operating income or sales
- Automatic calculations for total expenses and net profit
Business Planning & Strategy5 Year Financial Plan
Project revenue, expenses, and cash flow across 5 years with P&L, balance sheet, and loan amortization.
- 5-year revenue and expense forecasting
- Profit and loss projection with assumptions
- Balance sheet projection with asset tracking
Business Planning & Strategy5 Year Projected Financial Statements
Complete financial projections with P&L, balance sheet, cash flow, and loan amortization for 5-year business planning.
- 5-year sales and revenue forecasting
- Automated P&L projection calculations
- Balance sheet projections with asset tracking