Report Name: Progress Overview 12 Month
Report Number: REP-5026-PDF-P
Report Category: Premium
Report Type: PDF
Overview:
- The Progress Overview 12 Month report analyzes financial performance over the past 12 months using BWA (Business Management Reporting / Betriebswirtschaftliche Auswertung) formulas – a standard in German accounting that highlights key financial metrics such as gross profit, operating profit, and EBIT.
- Tracks progress using either Actual (AC) or Year-to-Date (YTD) data, helping businesses monitor trends and make informed decisions.
- Presents a graph of selected values for the chosen year for easy visualization.
- A detailed table below the graph allows comparison of key metrics and accounts per month.
- Users can select one calculation type (either AC or YTD) to be shown in the PDF.
- Data shown is based on defined filters (e.g., year, BWA formula, selected accounts), which are fixed per report version.
Why It’s Useful:
- Provides a clear visual and tabular overview of financial performance for a selected year.
- Enables focus on specific financial metrics and accounts relevant to your business.
- Supports trend analysis and decision-making using consistent, scheduled outputs.
Who Might Find This Report Useful:
- Accountants and Analysts: To monitor and analyze key financial metrics.
- Executives and Management: For strategic insights into financial performance.
- Business Owners: To stay informed about financial trends over the course of a year.