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January February

Sales Revenue
Product/Service 1
Product/Service 2
Product/Service 3
Product/Service 4
Product/Service 5
Total Sales Revenue 0 0
Cost of Sales
Product/Service 1
Product/Service 2
Product/Service 3
Product/Service 4
Product/Service 5
Total Cost of Sales 0 0
Gross Profit 0 0
Operating Expenses
Sales and Marketing
Advertising
Direct Marketing
Other expenses (specify)
Other expenses (specify)
Other expenses (specify)
Total Sales and Marketing Expenses 0 0
Research and Development
Technology licence
Patents
Other expenses (specify)
Other expenses (specify)
Other expenses (specify)
Total Research and Development Expenses 0 0
General and Administrative
Wages and Salaries
Outside services
Supplies
Meals and Entertainment
Rent
Telephone
Vertical Analysis
Utilities
Depreciation
Insurance
Repairs and maintenance
Other expenses (specify)
Other expenses (specify)
Total General and Administrative Expenses 0 0
Total Operating Expenses 0 0
Income from Operations 0 0
Other Income
Taxes
Income Taxes
Payroll Taxes
Real estate Taxes
Other Taxes (specify)
Other Taxes (specify)
Total Taxes 0 0
Net Profit
0 0
March April May June July August
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
Vertical Analysis
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
September October November December
Current Year
Total
0
0
0
0
0
0 0 0 0 0
0
0
0
0
0
0 0 0 0 0
0 0 0 0 0
0
0
0
0
0
0 0 0 0 0
0
0
0
0
0
0 0 0 0 0
0
0
0
0
0
0
Vertical Analysis


If you wish to change something in this template, just order customization to your needs at
info@cfotemplates.com.

To order customization:
Think about changes that need to be made to your new template;
Send your requests and other comments to info@cfotemplates.com.
We will estimate the number of hours needed to customize your template and we will
send you a price quote.
Proceed to customization link at www.cfotemplates.com/Customization.htm.


Instructions Monthly Vertical Analysis Calculator
This is a tool that helps perform vertical analysis (also known as common-size analysis) of the
Balance Sheet and Profit and Loss statement for your company on a monthly base. The template
is designed primarily for a private company, although public companies might use it as well.


The structure of the P&L sheet:
All of the information that needs to be filled out will be available in P&L statements of
your company.
Column B - P&L positions. Some positions are already inserted; others will have to be
filled out manually. You should put the name for each position in the appropriate row.
Columns C N value of each position for each month. Here it needs to be filled out how
much money each position was of value during the specific month. Please fill in all the
necessary numbers
Column O value of each position for the current year. These numbers will be calculated
automatically, using the data from columns C N.
P&L - Weight in % on this sheet, you will see what part of your Sales Revenue this
specific income/expense takes up. This sheet will be calculated automatically. Charts to
these numbers are available In the Chart sheet.

The calculator will help to identify the most profitable product/service and the most
money consuming expense.

0
0
0
0
0
0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0
0
0
0
0
0
0 0 0 0 0
0 0 0 0 0


If you wish to change something in this template, just order customization to your needs at
info@cfotemplates.com.

To order customization:
Think about changes that need to be made to your new template;
Send your requests and other comments to info@cfotemplates.com.
We will estimate the number of hours needed to customize your template and we will
send you a price quote.
Proceed to customization link at www.cfotemplates.com/Customization.htm.


www.cfotemplates.com
Andrew Grigolyunovich, CFA
AG Capital


If you wish to change something in this template, just order customization to your needs at
info@cfotemplates.com.

To order customization:
Think about changes that need to be made to your new template;
Send your requests and other comments to info@cfotemplates.com.
We will estimate the number of hours needed to customize your template and we will
send you a price quote.
Proceed to customization link at www.cfotemplates.com/Customization.htm.


Instructions Monthly Vertical Analysis Calculator
This is a tool that helps perform vertical analysis (also known as common-size analysis) of the
Balance Sheet and Profit and Loss statement for your company on a monthly base. The template
is designed primarily for a private company, although public companies might use it as well.


The structure of the P&L sheet:
All of the information that needs to be filled out will be available in P&L statements of
your company.
Column B - P&L positions. Some positions are already inserted; others will have to be
filled out manually. You should put the name for each position in the appropriate row.
Columns C N value of each position for each month. Here it needs to be filled out how
much money each position was of value during the specific month. Please fill in all the
necessary numbers
Column O value of each position for the current year. These numbers will be calculated
automatically, using the data from columns C N.
P&L - Weight in % on this sheet, you will see what part of your Sales Revenue this
specific income/expense takes up. This sheet will be calculated automatically. Charts to
these numbers are available In the Chart sheet.

The calculator will help to identify the most profitable product/service and the most
money consuming expense.



If you wish to change something in this template, just order customization to your needs at
info@cfotemplates.com.

To order customization:
Think about changes that need to be made to your new template;
Send your requests and other comments to info@cfotemplates.com.
We will estimate the number of hours needed to customize your template and we will
send you a price quote.
Proceed to customization link at www.cfotemplates.com/Customization.htm.


www.cfotemplates.com
Andrew Grigolyunovich, CFA
AG Capital


If you wish to change something in this template, just order customization to your needs at
info@cfotemplates.com.

To order customization:
Think about changes that need to be made to your new template;
Send your requests and other comments to info@cfotemplates.com.
We will estimate the number of hours needed to customize your template and we will
send you a price quote.
Proceed to customization link at www.cfotemplates.com/Customization.htm.


Instructions Monthly Vertical Analysis Calculator
This is a tool that helps perform vertical analysis (also known as common-size analysis) of the
Balance Sheet and Profit and Loss statement for your company on a monthly base. The template
is designed primarily for a private company, although public companies might use it as well.


The structure of the P&L sheet:
All of the information that needs to be filled out will be available in P&L statements of
your company.
Column B - P&L positions. Some positions are already inserted; others will have to be
filled out manually. You should put the name for each position in the appropriate row.
Columns C N value of each position for each month. Here it needs to be filled out how
much money each position was of value during the specific month. Please fill in all the
necessary numbers
Column O value of each position for the current year. These numbers will be calculated
automatically, using the data from columns C N.
P&L - Weight in % on this sheet, you will see what part of your Sales Revenue this
specific income/expense takes up. This sheet will be calculated automatically. Charts to
these numbers are available In the Chart sheet.

The calculator will help to identify the most profitable product/service and the most
money consuming expense.



If you wish to change something in this template, just order customization to your needs at
info@cfotemplates.com.

To order customization:
Think about changes that need to be made to your new template;
Send your requests and other comments to info@cfotemplates.com.
We will estimate the number of hours needed to customize your template and we will
send you a price quote.
Proceed to customization link at www.cfotemplates.com/Customization.htm.


January February
Sales Revenue
Product/Service 1 0.00% 0.00%
Product/Service 2 0.00% 0.00%
Product/Service 3 0.00% 0.00%
Product/Service 4 0.00% 0.00%
Product/Service 5 0.00% 0.00%
Total Sales Revenue 0.00% 0.00%
Cost of Sales
Product/Service 1 0.00% 0.00%
Product/Service 2 0.00% 0.00%
Product/Service 3 0.00% 0.00%
Product/Service 4 0.00% 0.00%
Product/Service 5 0.00% 0.00%
Total Cost of Sales 0.00% 0.00%
Gross Profit 0.00% 0.00%
Operating Expenses
Sales and Marketing
Advertising 0.00% 0.00%
Direct Marketing 0.00% 0.00%
Other expenses (specify) 0.00% 0.00%
Other expenses (specify) 0.00% 0.00%
Other expenses (specify) 0.00% 0.00%
Total Sales and Marketing Expenses 0.00% 0.00%
Research and Development
Technology licence 0.00% 0.00%
Patents 0.00% 0.00%
Other expenses (specify) 0.00% 0.00%
Other expenses (specify) 0.00% 0.00%
Other expenses (specify) 0.00% 0.00%
Total Research and Development Expenses 0.00% 0.00%
General and Administrative
Wages and Salaries 0.00% 0.00%
Outside services 0.00% 0.00%
Vertical Analysis
Supplies 0.00% 0.00%
Meals and Entertainment 0.00% 0.00%
Rent 0.00% 0.00%
Telephone 0.00% 0.00%
Utilities 0.00% 0.00%
Depreciation 0.00% 0.00%
Insurance 0.00% 0.00%
Repairs and maintenance 0.00% 0.00%
Other expenses (specify) 0.00% 0.00%
Other expenses (specify) 0.00% 0.00%
Total General and Administrative Expenses 0.00% 0.00%
Total Operating Expenses 0.00% 0.00%
Income from Operations 0.00% 0.00%
Other Income 0.00% 0.00%
Taxes
Income Taxes 0.00% 0.00%
Payroll Taxes 0.00% 0.00%
Real estate Taxes 0.00% 0.00%
Other Taxes (specify) 0.00% 0.00%
Other Taxes (specify) 0.00% 0.00%
Total Taxes 0.00% 0.00%
Net Profit 0.00% 0.00%
March April May June July August
0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
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0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Vertical Analysis
0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
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0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
September October November December
Current Year
Total
0.00% 0.00% 0.00% 0.00% 0.00%
0.00% 0.00% 0.00% 0.00% 0.00%
0.00% 0.00% 0.00% 0.00% 0.00%
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0.00% 0.00% 0.00% 0.00% 0.00%
0.00% 0.00% 0.00% 0.00% 0.00%
Vertical Analysis
0.00% 0.00% 0.00% 0.00% 0.00%
0.00% 0.00% 0.00% 0.00% 0.00%
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Profit & Loss March
Total Operating Expenses Chart

0% 0% 0%
0%
0%
Total Sales Revenue Chart

0%
0%

0%
0%
0%

0%

0%
0%
0% 0%
0%
0%

0% 0%
0% 0% 0%
0%
0%
0% 0% 0%

0%
0% 0%
0% 0%
Total COGS Chart

0% 0% 0%
0%
0%
Taxes Chart
January February March April
Goodwill
Patents & Licenses
Land & Buildings
Plant and Equipment
Vehicles
Computer Equipment
Long Term
Investments
Shares in Associated Companies
0 0 0 0
Raw Materials
Work In Progress
Finished Goods
0 0 0 0
0 0 0 0
0 0 0 0
Assets
Total Net Assets
Fixed Assets
Current Assets
Total Inventories
Accounts Receivable (debtors)
Cash (includes bank accounts)
Total Fixed Assets
Inventories (stocks)
Intangible Assets
Tangible Assets
Prepayments / Deposits
Total Current Assets
May June July
0 0 0
0 0 0
0 0 0
0 0 0
Assets
Fixed Assets
Current Assets
August September October November December
Current Year
Total
0
0
0
0
0
0
0
0 0 0 0 0 0
0
0
0
0 0 0 0 0 0
0
0
0
0 0 0 0 0 0
0 0 0 0 0 0
Assets
Fixed Assets
Current Assets
January February March April
Goodwill 0.00% 0.00% 0.00% 0.00%
Patents & Licenses 0.00% 0.00% 0.00% 0.00%
Land & Buildings 0.00% 0.00% 0.00% 0.00%
Plant and Equipment 0.00% 0.00% 0.00% 0.00%
Vehicles 0.00% 0.00% 0.00% 0.00%
Computer Equipment 0.00% 0.00% 0.00% 0.00%
Long Term
Investments
Shares in Associated Companies 0.00% 0.00% 0.00% 0.00%
0.00% 0.00% 0.00% 0.00%
Raw Materials 0.00% 0.00% 0.00% 0.00%
Work In Progress 0.00% 0.00% 0.00% 0.00%
Finished Goods 0.00% 0.00% 0.00% 0.00%
0.00% 0.00% 0.00% 0.00%
0.00% 0.00% 0.00% 0.00%
0.00% 0.00% 0.00% 0.00%
0.00% 0.00% 0.00% 0.00%
0.00% 0.00% 0.00% 0.00%
0.00% 0.00% 0.00% 0.00%
Total Net Assets
Total Current Assets
Assets
Fixed Assets
Intangible Assets
Tangible Assets
Total Fixed Assets
Current Assets
Inventories (stocks)
Total Inventories
Accounts Receivable (debtors)
Cash (includes bank accounts)
Prepayments / Deposits
May June July
0.00% 0.00% 0.00%
0.00% 0.00% 0.00%
0.00% 0.00% 0.00%
0.00% 0.00% 0.00%
0.00% 0.00% 0.00%
0.00% 0.00% 0.00%
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0.00% 0.00% 0.00%
0.00% 0.00% 0.00%
0.00% 0.00% 0.00%
0.00% 0.00% 0.00%
Assets
Fixed Assets
Current Assets
August September October November December
Current Year
Total
0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
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0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Assets
Fixed Assets
Current Assets
Profit & Loss January
Total Fixed Assets 0.00%
Total Inventories 0.00%
Total Current Assets 0.00%
Total Equity 0.00%
Total Long Term Liabilities 0.00%
Total Current Liabilities 0.00%
Intangible Assets 0.00%
Tangible Assets 0.00%
Long Term Investments 0.00%
Issued Common Stock 0.00%
Capital Reserves 0.00%
Retained Earnings 0.00%
Total Inventories 0.00%
Other Current Assets 0.00%
Accounts Receivable
(debtors) 0.00% Cash (includes bank
accounts) 0.00%
Prepayments / Deposits 0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
Total Assets Chart
Intangible Assets Tangible Assets
Long Term Investments Total Inventories
Accounts Receivable (debtors) Cash (includes bank accounts)
Prepayments / Deposits
Total Equity,
0.00%
Total Long
Term
Liabilities,
0.00%
Total Current
Liabilities,
0.00%
Total Net Equity/Liabilities Chart