This template captures the variance in balance sheet items of the selected month/year w.r.t the previous period (month or year). The user can view insights for the consolidated balance sheet or Branch balance sheet.

Intended audience: This report is meant for Financial Managers/Analysts.

Focus metrics: Current Assets, Non-current Assets, Current Liabilities, Non-current Liabilities, and Equity.

When to use: To track the metrics related to Assets and Liabilities, the user can select any month/year in the drop down and the template will show how the KPIs have changed w.r.t the previous month/year. The user can also select if the report needs to be generated at a consolidated level or Branch level. The template also provides the drivers of KPIs that have caused the variance.

To use this template, simply download it, connect/upload your data to the dashboard, and run the report. Start by exploring our auto-generated business analytics and create a report effortlessly in a matter of minutes. The template gives you the flexibility to customize and add comments, analysis, and insights as per your needs if required.