This checklist is designed to systematically evaluate the financial performance of a business over a specific period, ensuring all key metrics and benchmarks are reviewed for comprehensive analysis.
Analyze total revenue for the period, comparing against forecasts and historical data to assess growth trends.
Examine total expenses in relation to revenue, ensuring all costs are tracked accurately and identifying areas for cost reduction.
Calculate gross, operating, and net profit margins to determine overall profitability and efficiency of operations.
Review cash flow from operating, investing, and financing activities to ensure liquidity and financial health.
Compare financial performance metrics against industry benchmarks to evaluate competitive positioning.
Look for significant trends or variances in financial data to inform strategic decisions and operational adjustments.
Compile findings into a comprehensive report summarizing key insights and recommendations for stakeholders.