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Home > Blog > Microsoft Excel

How to Create Insightful Reports on Financial Analysis?

Let’s assume you need to analyze the economic trends impacting your industry. Or you need to plan your business’s finances for the long term. In this case, you need financial data analysis to succeed.

Therefore, reports on financial analysis are crucial.

Both corporate and investment finance can benefit from this analysis. You can learn about the business’s financial health with this. It will allow you to evaluate its viability, profitability, and solvency.

An entrepreneur pitching potential partnerships can use this analysis. You can communicate the financial health of your firm with the help of a financial analysis report. Investors will see the value in your company and be more likely to put money into it if it is viable.

This article will walk you through creating a financial analysis report in Excel.

Table of Content:

  1. What is a Financial Analysis Report?
  2. Why to Use a Financial Analysis Report?
  3. Components of a Financial Analysis Report
  4. Types of Financial Analysis Reports
  5. Best Charts for Financial Analysis Report
  6. How to Create a Report on Financial Analysis in Excel?
  7. Advantages of Financial Analysis Reports
  8. Wrap Up

Let’s get started.

What is a Financial Analysis Report?

A financial analysis report is an in-depth look at a company’s financial performance. This report involves a variety of financial ratios and metrics prepared by a financial analyst.

It includes the company’s current assets, liabilities, and income statements.

Additionally, this report includes a detailed analysis of the company’s historical performance and future projections, using a 3-statement financial modeling. It can also cover the competitive landscape by comparing the company’s performance to its competitors.

Why Use a Financial Analysis Report?

A financial analysis report is a vital tool for businesses of all sizes. It provides crucial information regarding a business’s financial performance and serves as a foundation for data reporting examples that can guide strategic decisions. You can also use it to discover prospective opportunities and dangers and take the appropriate steps to address them.

Furthermore, it is an important source of information used in decision-making. By analyzing financial data reporting examples, you can compare the financial status of your business to that of competitors, which is critical while developing your marketing strategies.

Components of a Financial Analysis Report

  • Income Statement

An income statement summarizes your business’s performance over a specific period. You calculate this by deducting all expenses from earnings during that period. Using an income statement template in Excel reveals your business’s profitability with clarity and precision.

Using this data, you can forecast your company’s future performance and estimate its cash flow capacity.

  • Balance Sheet

The balance sheet shows your company’s assets, liabilities, and equities. Your balance sheet’s asset totals should zero out the totals of liabilities and equities. It determines the efficiency of generating income and the speed of selling inventory.

  • Cash Flow Statement

The cash flow statement displays your revenue during a specific time frame. It indicates the income received by your company from sales, loans, investors, and dividends.

This statement demonstrates the liquidity and solvency of your company. As a result, you can estimate how well it will alter future cash flows.

Types of Financial Analysis Reports

  • Liquidity Analysis Report

This report assesses a company’s capacity to meet its urgent financial obligations.

It aids potential lenders and investors in understanding a company’s financial status. They can learn about the risks of lending to or investing in the company.

It also offers an in-depth examination of the business’s liquidity status. This refers to its cash generation capabilities, current debt-to-equity ratio, and debt servicing capacity.

  • Budget Analysis Report

An individual’s, company’s or organization’s budget analysis report analyzes their financial operations. Expenses, income, and projected gains are all summarized for easy reference.

It also provides insights into the entity’s financial health. Thus, allowing for informed decision-making by stakeholders.

The results of a budget analysis report are commonly used to make spending and funding decisions.

  • Trend Analysis Report

Trend analysis reports are a key component of financial analysis. They give a general idea of the market developments that have occurred. This report is used to discover potential market openings and identify customer needs.

A trend analysis report considers a variety of things. These include the economic atmosphere, market state, customer choices, competitors, and industry advancements.

  • Competitive Analysis Report

A competitive analysis report is a tool firms use to analyze their market rivals. By doing this, they can recognize their competitive benefits.

It assists with identifying potential areas of success and figuring out your opponent’s strong points and flaws through competitive analysis. Then, create plans to remain ahead of the competition.

It is usually used when formulating a market entrance strategy and identifying potential partners and customers.

Best Charts for Financial Analysis Report

  • Sankey Chart

A Sankey Chart shows the movement of money from one location to another.

This chart makes the financial analysis report appealing and easy to read. You can use it to monitor cash flow and identify areas where it is being used inefficiently. You can also use it to identify areas where money is being saved or squandered.

Different nodes make up the Sankey Chart, representing various financial sources for example data from the Excel or Power BI income statement. Arrows connect the nodes, symbolizing the movement of money.

The nodes’ size and the arrows indicate how much money is at stake. This makes tracing the flow of money’s origins and destinations easy.

Sample

Earnings Source Revenue Expenses Departments Categories Amount
Providing services Revenue Expenses Managerial Training Sessions            10,000
Providing services Revenue Expenses Managerial Office rental            16,000
Providing services Revenue Expenses Managerial Wages              9,400
Providing services Revenue Expenses Commercial Wages            11,300
Sales of products Revenue Expenses Commercial Travel allowance            10,000
Sales of products Revenue Expenses Commercial Advertising            12,000
Sales of products Revenue Expenses Production Material Payment            25,000
Sales of products Revenue Expenses Production Loan Payment              8,500
Sales of products Revenue Expenses Production Wages            19,500
Loans Revenue Gross Profit Taxes            11,000
Loans Revenue Gross Profit Net Profit            13,000

This data creates a smooth progression through various connected nodes in varying colors, as shown below.

company financial report CE229
  • Sentiment Trend Chart

The use of Sentiment Trend Charts in financial analysis reports is paramount. It explains how people feel about a certain topic or product.

These charts aid in determining public perception and opinion of a specific stock or industry. You can use it to gauge the market’s mood and make informed investment decisions. The sentiment trend chart can also pinpoint possible market entrance and exit points.

Additionally, you can determine the intensity of the market trend and the likelihood of a reversal.

It leads to informed trade and investment decisions based on market momentum rather than speculations.

Sample

Months Current Previous
Jan 3220 1590
Feb 3730 1800
Mar 2850 2650
Apr 3380 1700
May 3380 1600
Jun 3490 1990
Jul 3510 1450
Aug 3080 2420
Sep 3290 1040
Oct 2850 1050
Nov 2910 2310
Dec 3280 1350

 Below is the visualization

sales performance analysis CE229
  • Multi-Axis Line Chart

A Multi-Axis Line Chart can help companies and organizations see their financial achievements.

Users can contrast different financial data points and pinpoint areas for development thanks to the chart.

This chart can provide a more comprehensive view of the company’s finances than a single-line chart.

It can examine financial data sets and find potential trends or correlations.

Sample

Months Orders Sales Profits
Jan 756 18766 18
Feb 485 18788 29
Mar 412 18743 24
Apr 607 18788 22
May 915 16406 19
Jun 413 17765 22
Jul 828 20532 26
Aug 611 20016 19
Sep 683 20122 18
Oct 886 20125 25
Nov 397 23783 21
Dec 408 22942 21

The information displayed above has been illustrated in a single visualization.

product sales analysis CE229

How to Create a Report on Financial Analysis in Excel?

Excel is an excellent tool for managing and analyzing data. However, this technology doesn’t have the best visualizations. And that is where third-party add-ins come in.

ChartExpo is an add-in for Excel. You only have to install it to incorporate it into your spreadsheet. After that, your visualization will be ready to use in a few clicks. Here is the best part! Even those without coding knowledge can use it.

Here are some of the perks of ChartExpo:

  • It is simple to set up.
  • There are many learning resources available.
  • It works with many different visuals.
  • You may choose any visualization to suit your needs.

ChartExpo aims to make data visualization simple while accommodating users with more complex requirements. Do you wish to learn how to create a financial report? So here we go!

This article shows you how to make financial reports in Excel using ChartExpo. After that, you will learn how to do it in Excel.

How to Install ChartExpo in Excel?

  1. Open your Excel application.
  2. Open the worksheet and click on the “Insert” menu.
  3. You’ll see the “My Apps”.
  4. In the office Add-ins window, click on “Store” and search for ChartExpo on my Apps Store.
  5. Click on the “Add” button to install ChartExpo in your Excel.

ChartExpo charts and graphs are available both in Google Sheets and Microsoft Excel. Please use the following CTA’s to install the tool of your choice and create beautiful visualizations in a few clicks in your favorite tool

Example

Sankey diagrams are useful for visualizing the financial flow data between different levels. They can help identify areas for improvement or inefficiencies and can be easily understood by a wide audience.

Here we will track financial flow data using the Sankey Diagram. Let’s use the financial flow data that you have seen above:

  • To get started with ChartExpo, install ChartExpo in Excel.
  • Now Click on My Apps from the INSERT menu.
insert chartexpo in excel
  • Choose ChartExpo from My Apps, then click Insert.
open chartexpo in excel
  • Once ChartExpo is loaded. Click on “Sankey Chart” from the list of charts.
search sankey chart in excel
  • Click the “Create Chart From Selection” button after selecting the data from the sheet, as shown.
create chart from selection CE229
  • The Sankey Chart will look as follows.
edit chart CE229
  • If you want to have the title of the chart, click on Edit Chart, as shown in the above image.
  • To change the title of the chart, click on the pencil icon that is available very next to Chart Header.
  • It will open the properties dialog. Under the Text section, you can add a heading in Line 1 enable the Show Give the appropriate title of your chart, and click on the Apply button.
chart header CE229
  • Let’s add the Prefix (e.g. $ Sign) with the numeric values in the chart.
  • Click on the highlighted pencil icon. Expand the “Symbols” properties to add the Prefix value (e.g. $ sign).
change symbol CE229
  • Click on the highlighted pencil icon. To change the node color, click on the pencil icon available with the node. Expand the Node properties and change color from the Node Color property. Click on the Apply.
  • To save the changes made to the chart, you can click on Save Changes. This will persist the changes.
save changes CE229
  • Your final chart will look like the as below.
company financial report sankey chart CE229

Insights

  • At the first level, it is evident that sales of products are the main source of revenue. This accounts for 51.48% of the total.
  • In the second level, the company’s total revenue stands at $145.7K.
  • At the third level, out of $145.7K, $121.7K were expenses, representing 81% of the total revenue. Then the gross profit is $24K, representing 16%.
  • The fourth level explains managerial, commercial, and production expenses. They make up $35.4K, $33.3K, and $53K, respectively.
  • The gross profit is split into taxes and net profit, respectively, at $11K and $13K.
  • The managerial node is divided into three subsections: training sessions, wages, and office rental, which tally respectively at $10K, $9.4K, and $16K.
  • The commercial node is divided into travel allowance, advertising, and wages. The travel allowance has the highest amount.

Advantages of Financial Analysis Reports

  • Provides Insights

A financial analysis report provides insights into the financial health of the company. It takes an in-depth look at its financial performance, investors, and other stakeholders.

It also includes an overview of the company’s assets, liabilities, and income statement.

  • Identifies Potential Opportunities

An examination of your finances can reveal chances for success. Exploiting these opportunities can help your business become more stable and profitable in the long run.

Moreover, this analysis can also detect threats that may negatively influence your business’s performance. From this, you can take the necessary steps to avert the risk these hazards present.

  • Decision making

The information in the financial analysis report can help you make wise decisions. These decisions cover operations, investments, and other business-related activities.

  • Fosters Transparency

A thorough examination of the company’s financial status encourages transparency. This builds a foundation of trust and responsibility.

FAQs:

What is a financial analysis report?

A financial analysis report thoroughly examines a business’s fiscal standing. It normally includes an array of monetary ratios and measurements. Additionally, it provides a comprehensive analysis of the organization’s past financial performance and estimates of future performance.

What are the benefits of a financial analysis report?

Financial analysis reports have various benefits. They provide information on the company’s financial situation and aid in identifying future opportunities and risks.

Additionally, these reports promote transparency and informed decision-making.

What are the 3 major financial accounting reports?

  • The balance sheet: A snapshot of the company’s financial position at a specific time.
  • The income statement: Reflects the profitability of the company.
  • The statement of cash flows: Shows how much cash is generated or used.

What are the 5 components of financial analysis?

Financial analysis involves a thorough review of the company’s financial statements. It comprises cash flow analysis, solvency analysis, financial statement analysis, market analysis, and financial ratios.

What is financial analysis and reporting all about?

Financial analysis and reporting involve examining an organization’s financial performance and position. This includes evaluating its income statement, balance sheet, and cash flow statements.

It also includes evaluating other financial documents, such as budgets and forecasts.

Wrap Up

Reports on financial analysis are crucial for businesses of all sizes. They give information about a business’s financial performance. You can use this information to make informed decisions on operations, investments, and other business-related issues.

They provide key information that lets people understand your business better, its markets, and even its competitors. Also, it offers additional information, such as the company’s growth prospects and potential risks or opportunities.

They are also ideal for letting stakeholders know how financially your business sound is. It is important to ensure that your report is comprehensive. Otherwise, it will not serve its purpose efficiently.

Do you need a quick and efficient method for producing financial analysis reports?

Try ChartExpo

It makes it possible to make a variety of financial analysis report visualizations. It has a range of charts and graphs you can use to analyze your company’s financial performance.

How much did you enjoy this article?

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