Templates
Finance
Financial Snapshot Template

Financial Snapshot Template

A comprehensive Financial Snapshot Template workflow to analyze and track yearly financial data, compute key indicators, and generate precise financial reports.
1
Setup financial snapshot template
2
Input yearly financial data
3
Calculate total revenue
4
Calculate total expenses
5
Calculate net operating income
6
Review and verify revenue data
7
Approval: Revenue Data Verification
8
Review and verify expense data
9
Approval: Expense Data Verification
10
Calculate profit or loss
11
Create preliminary financial snapshot report
12
Review and edit preliminary report
13
Approval: Preliminary Report Review
14
Finalize and publish financial snapshot
15
Distribute financial snapshot to relevant parties
16
File the financial snapshot report
17
Archive the financial snapshot data
18
Prepare for next financial snapshot