Year over Year Summary Financials

This template will help you gather your financials for what we call “the investor view”. Using the detailed data, you will be able to pull together a summary of your business ‘as is’ with no biases. The primary purpose of this step is to ensure the data aligns within different parts of the organization. If the data collected from multiple systems foots to the high level, it is safe to use the data for your analytics. Taking an “investor view” on your financials will accelerate strategic conversations.

What You Get

• A jump start on establishing your business baseline.
• Accelerated strategic conversations rather than spending additional time ‘looking’ for the data and determining data accuracy.
• Create a baseline of your existing financials for data driven analysis.