Yearly Financial Report Template

An annual financial report provides a summary of a company’s financial health for a fiscal year. It includes key financial metrics, revenue analysis, profit trends, and other essential data that help businesses assess performance, plan for growth, and meet reporting requirements.

This Excel template is created to make the reporting process more organized by integrating financial data input, key metric tracking, and dynamic calculations.

Template Includes

• Financial Report Sheet – Generates a summary of key financial figures.
• Financial Data Input Sheet – Enter revenue, net profit, and other key financial metrics for multiple years.
• Key Metric Settings Sheet – Select and define up to five key metrics to highlight in the report.
• Calculations Sheet – Automatically processes financial data for accurate analysis. This sheet is hidden and should remain hidden to avoid clutter.

You can track year-over-year financial performance without manual calculations. Quickly identify trends and compare financial metrics over time. Adjustable settings let you modify key metrics to match your specific needs. This worksheet is designed to help you save time by automating financial calculations and data organization.