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Annual Financial Report Template
The Annual Financial Report is a great tool for keeping track of your annual financial data. This Excel spreadsheet template helps you save time and stay organized, making annual reporting less stressful. Make professional reports using 12 available performance indicators and clearly communicate with your staff and coworkers.
Please note that this template is password-protected to avoid mistakes, such as accidentally deleting formulas; however, the password is included in your purchase, and you can download it together with the product.
Key Features
- Stylish charts to display annual financial indicators
- Two dashboards (per month and per quarter) and one report available
- Add comments and analyzes for each chart
- Professional graphics make your reports stand out
- More efficiently generate annual financial reports
- Multilingual template: Select one of the available languages (English, French, or Portuguese) or manually translate to the language of your choice
Simple and Professional
- Fully unlocked template
- Spreadsheets ready for printing without our logo
- No monthly fees
- Immediate download
- Secure payment with PayPal (no PayPal account needed)
What is included?
- One template with sample data
- One template ready to receive your data
- Estimated Delivery : Up to 4 business days
- Free Shipping & Returns : On all orders over $200
How it works:
Financial indicators available:
- Total Income
- Cost of Goods Sold
- Gross Profit
- Total Operating Expenses
- Operating Profit (EBIT)
- Taxes
- Net Profit
- Net Profit Margin %
- Accounts Receivable Turnover
- Accounts Payable Turnover
- Quick Ratio
- Current Ratio
Other Information
- Built for Excel 2010 or later
- Licensed for Private Use Only (not for distribution or resale)
- This template contains macros and VBA code to automate some tasks
The template may NOT be sold, distributed, published to an online gallery, hosted on a website, or placed on any server in a way that makes it available to the general public.
Help & Support
3 reviews for Annual Financial Report Template
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Mihir Madhavan –
The monthly and quarterly views make it easier to understand how the numbers changed throughout the year instead of only looking at final totals. I also like being able to add notes alongside the charts, which is useful when presenting results and explaining what actually drove the changes.
Hannah Cooper –
I wasn't sure if we'd use all of the reports at first, but we've ended up relying on them more than expected. It's saved us a fair amount of time every month.
Laura Mitchell –
This has made our annual reporting much easier. The layout is clean and everything is easy to follow.