Financial Performance Metrics Analysis

Conduct a full financial performance metrics review using the Financial Performance Metrics app. Enter data from your balance sheet and answer questions about your finances and financial goals and get an instant dashboard and summary report that includes:

  • Current Ratio
  • Net Profit Margin
  • Accounts Payable Days
  • Quick Ratio
  • Inventory Days
  • Fixed Asset Turnover
  • Gross Profit Margin
  • Accounts Receivables Margin
  • Debt-to-Equity Ratio
  • Return on Equity
  • Return on Assets
  • Sales per Employee
  • Profit per Employee
  • Breakeven Analysis
  • And more!

Create a summary report for all metrics that include recommendations. Print report as a PDF or export to a presentation.

Contact us to customize this app for your enterprise.

Gain Financial Insight

Measure your current financial status and set goals.

Streamline Your Financial Metrics Process

Save time and optimize resources with a simple yet robust process.

Ensure Success with Expert Guidance

Use expert advice from video tutorials to stay focused and on track

Financial Performance Metrics Analysis Features

Analyze Your Financial Performance Metrics

Enter Your Financial Data

Enter financial data from your P&L and Balance Sheet for accurate reports and recommendations.

Learn Your Operating Costs

Generate an Operating Cost Breakdown Analysis to accurately review your operating costs by month, week, day, hour or minute.

Reduce Costs

Use the cost reduction analysis in the app to increase profitability.

Review Operating Cost Trends

View your operating costs over time with the trend report.

Analyze Your Breakeven Scenarios

Determine the days until breaking even with the Breakeven Report.

Create a Recommendations Report

Make a recommendations list of actions needed to improve your financial health.

Use the Financial Tools to Quickly Assess Your Current Financial Situation

Current Ratio

The current ratio is a liquidity ratio that measures whether a firm has enough resources to meet its short-term obligations. It compares a firm’s current assets to its current liabilities.

Calculation formula: Total Current Assets / Total Current Liabilities

Net Profit Margin

Profit margin, net margin, net profit margin or net profit ratio is a measure of profitability. It is calculated by finding the net profit as a percentage of the revenue.

Calculation formula: Adjusted Net Profit before Taxes / Sales

Accounts Payable Days

Days payable outstanding is an efficiency ratio that measures the average number of days a company takes to pay its suppliers.

Calculation formula: (Accounts Payable / COGS) * 365

Quick Ratio

The Quick Ratio, also known as the acid-test ratio is a type of liquidity ratio, which measures the ability of a company to use its near cash or quick assets to extinguish or retire its current liabilities immediately.

Calculation formula: (Cash + Account Receivables) / Total Current Liabilities

Inventory Days

Days in inventory (also known as “Inventory Days of Supply”, “Days Inventory Outstanding” or the “Inventory Period”) is an efficiency ratio that measures the average number of days the company holds its inventory before selling it. The ratio measures the number of days funds are tied up in inventory.

Calculation formula: (Inventory / COGS) * 365

Fixed Asset Turnover

Fixed-asset turnover is the ratio of sales to the value of fixed assets. It indicates how well the business is using its fixed assets to generate sales.

Calculation formula: Sales / Gross Fixed Assets

Gross Profit Margin

Gross margin is the difference between revenue and cost of goods sold, divided by revenue. Gross margin is expressed as a percentage. Generally, it is calculated as the selling price of an item, less the cost of goods sold, then divided by the same selling price.

Calculation formula: Gross Profit / Sales

Accounts Receivables Margin

Profit margin, net margin, net profit margin or net profit ratio is a measure of profitability. It is calculated by finding the net profit as a percentage of the revenue.

Calculation formula: (Accounts Receivable / Sales) * 365

Debt-to-Equity Ratio

The debt-to-equity ratio is a financial ratio indicating the relative proportion of shareholders’ equity and debt used to finance a company’s assets. Closely related to leveraging, the ratio is also known as risk, gearing or leverage.

Calculation formula: Total Liabilities / Total Equity

Return on Equity

The return on equity is a measure of the profitability of a business in relation to the equity. Because shareholder’s equity can be calculated by taking all assets and subtracting all liabilities, ROE can also be thought of as a return on assets minus liabilities.

Calculation formula: Net Income / Total Equity

Return on Assets

The return on assets shows the percentage of how profitable a company’s assets are in generating revenue. ROA can be computed as below: This number tells you what the company can do with what it has, i.e. how many dollars of earnings they derive from each dollar of assets they control.

Calculation formula: Net Income / Total Assets

Sales Per Employee

To calculate a company’s revenue per employee, divide the company’s total revenue by its current number of employees. Ideally, a company wants the highest ratio of revenue per employee possible because a higher ratio indicates greater productivity, which often translates to more profits for the company.

Calculation formula: Sales / Total Employees (FTE)

Profit Per Employee

Net Income per employee is a company’s net income divided by the number of employees. This number shows the company how efficient it is with its employees. Theoretically, the higher the net income per employee the better.

Calculation formula: Adjusted Net Profit before Taxes / Total Employees (FTE)

View & Export Your Reports

View as a Dashboard

Find the information you need quickly by referring to the dashboard and clicking on the appropriate card.
Financial Performance Report Template

Print or Export Your Report

Print Your Financial Report or export it as a PDF.

Use Expert Templates to Accelerate Success

Strategy Template Library

Instantly apply operations best practices to your process

  • Get 100’s of out-of-the-box expert templates by adding a Praxie Pro subscription
  • Gain confidence you’re using proven tools & processes
  • Add, change, or customize your process to fit your exact needs

Our Customers Achieve Great Results

We're Operations Experts with Decades of Experience

Your Operations Practice Lead

Michael Lynch

Michael Lynch is a creative and successful executive with extensive leadership experience in delivering innovative collaboration products and building global businesses. Prior to founding Praxie, Michael led the Internet of Things business at SAP. He joined SAP as part of the acquisition of Right Hemisphere Inc., where he held the position of CEO. During his tenure, he transformed a small tools provider for graphics professionals to the global leader in Visualization software for Global 1,000 manufacturers and led the company to a successful acquisition by SAP.

Let’s discuss your manufacturing transformation