Overview

Financial Statement Format - Get Free Excel Template

The Annual Financial Statement template allows you to prepare the investor-ready dashboard with the primary financial statements (Profit & Loss Statement, Cash Flow Statement, and Balance sheets) on an annual basis for up to 5 years horizon. All you need is to set the first financial year for the dashboard on the ""TimeSeries"" sheet and fill in the yellow cells on the "Summary" sheet. As a result, you will have the print-ready dashboard with the leading financial metrics on the charts and the tabular format.

Financial Statement Format

5-years forecast horizonEasy-to-use print-ready dashboard for making manager's decisions

Investor-ready layout - share with easeProfessional charts make your KPIs stand out.

Statement of profit and loss

Financial statement format - income statement
Statement of cash flow

Annual financial statements - Cash Flow
Annual financial statements template

Annual financial statements template - Balance Sheet

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