Solutions and Services > Finance and Administration

P&L & BS Balance Sheet Analysis and Indices

Financial reporting focuses on creating general purpose financial statements that are typically made public and required by law. The most important of these are the income statement (P&L) and balance sheet (BS).

High-level reporting usually shows some kpi related to the income statement and balance sheet, in dashboards and reports with summary views with many comparative analyses against the previous year and planning or budget data. Many KPIs can be constructed using a combination of common income statement items such as sales or operating expenses and so on with other data from different sources such as attendance data obtained from HR.

Hibi Expertise

Our projects in major companies include analyses ranging from a consolidated to a single management record view in order to reconcile high-level numbers with the single record in ERP (e.g., with SAP). This approach and the processes involved are called R2R (Record to Report)

Smaller companies, however, always need to see their data in summary views, which in the case of not fully integrated data also require manual components

BI software usually shows data applying functions to aggregate (sum) the results in reports. In an income statement, data are not simply summed , but there is a hierarchy with positive and negative components and subtotals in different positions. We have developed some templates to achieve the same appearance as official reports without the need for manual work or dedicated software expenditures.

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Solutions and Services > Finance and Administration

P&L & BS Balance Sheet Analysis and Indices