2018 2017

$ % $ %

Revenue 0 0.00% 0 0.00%

Product/Service 1 0 0.00% 0 0.00%

Product/Service 2 0 0.00% 0 0.00%
Product/Service 3 0 0.00% 0 0.00%
Product/Service 4 0 0.00% 0 0.00%
Product/Service 5 0 0.00% 0 0.00%

Cost of Sales 0 0.00% 0 0.00%

Product/Service 1 0 0.00% 0 0.00%

Product/Service 2 0 0.00% 0 0.00%
Product/Service 3 0 0.00% 0 0.00%
Product/Service 4 0 0.00% 0 0.00%
Product/Service 5 0 0.00% 0 0.00%

Gross Profit 0 0.00% 0 0.00%

Operating Expenses 0 0.00% 0 0.00%

Sales and Marketing 0 0.00% 0 0.00%

Advertising 0 0.00% 0 0.00%
Direct Marketing 0 0.00% 0 0.00%
Other expenses (specify) 0 0.00% 0 0.00%
Other expenses (specify) 0 0.00% 0 0.00%
Other expenses (specify) 0 0.00% 0 0.00%

Research and Development 0 0.00% 0 0.00%

Technology licence 0 0.00% 0 0.00%
Patents 0 0.00% 0 0.00%
Other expenses (specify) 0 0.00% 0 0.00%
Other expenses (specify) 0 0.00% 0 0.00%
Other expenses (specify) 0 0.00% 0 0.00%

General and Administrative 0 0.00% 0 0.00%

Wages and Salaries 0 0.00% 0 0.00%
Outside services 0 0.00% 0 0.00%
Supplies 0 0.00% 0 0.00%
Meals and Entertainment 0 0.00% 0 0.00%
Rent 0 0.00% 0 0.00%
Telephone 0 0.00% 0 0.00%
Utilities 0 0.00% 0 0.00%
Depreciation 0 0.00% 0 0.00%
Insurance 0 0.00% 0 0.00%
 Repairs and maintenance 0 0.00% 0 0.00%
Other expenses (specify) 0 0.00% 0 0.00%
Other expenses (specify) 0 0.00% 0 0.00%

Income from Operations 0 0.00% 0 0.00%

Other Income 0 0.00% 0 0.00%

Taxes 0 0.00% 0 0.00%

Income Taxes 0 0.00% 0 0.00%

Payroll Taxes 0 0.00% 0 0.00%
Real estate Taxes 0 0.00% 0 0.00%
Other Taxes (specify) 0 0.00% 0 0.00%
Other Taxes (specify) 0 0.00% 0 0.00%

Net Profit 0 0.00% 0 0.00%

Instructions – Vertical Analysis Calculator
This is a tool that helps to perform vertical analysis (also known as common-size analysis) of Balance
and Profit and Loss statement for a company. The template is designed primarily for a private compa
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 ou
manually. You should put the name for each position in the appropriate row.
 Column D – value of each position for the current year. These are the numbers that will be pl
in for the P&L statement for the current year. Please fill in all the cells that contain blue numb
 Column E – this number shows what part of your Revenue this specific income/expense cons
These numbers will be calculated automatically.
 Column G – value for each position for the previous year. Same as for column D, but you will
use information provided for the previous year. Please fill in all the cells that contain blue num
 Column H - this number shows what part of your Sales Revenue this specific income/expense
constitutes. Same as for column E, but you will need to use information provided for the pre
year. These numbers will be calculated automatically.

The calculator will help to identify the most profitable product/service and the most money cons
expense.
 ©Andrew Grigolyunovich, CFA
mon-size analysis) of Balance Sheet AG Capital
primarily for a private company, www.cfotemplates.com

e in P&L statements of your

others will have to be filled out

propriate row.
re the numbers that will be plugged
he cells that contain blue numbers.
specific income/expense constitutes. If you wish to change something in this template, just order custom
your needs at [email protected]
as for column D, but you will need to
the cells that contain blue numbers. To order customization:
e this specific income/expense  Think about changes that need to be made to your new te
ormation provided for the previous  Send your requests and other comments to andrew@agca
 We will estimate the number of hours needed to customiz
will send you a price quote.
vice and the most money consuming  Proceed to customization link at
https://www.cfotemplates.com/services/customization-
services/customization-hours/
plate, just order customization to

e made to your new template;

ments to [email protected]
rs needed to customize your template and we

ces/customization-
 2018 2017
$ % $ %

Assets 0 0.00% 0 0.00%

Current Assets 0 0.00% 0 0.00%

Cash (includes bank accounts) 0 0.00% 0 0.00%

Prepayments / Deposits 0 0.00% 0 0.00%
Net Accounts Receivable 0 0.00% 0 0.00%
Raw Materials 0 0.00% 0 0.00%
Work In Progress 0 0.00% 0 0.00%
Finished Goods 0 0.00% 0 0.00%
Other Current Assets 0 0.00% 0 0.00%

Fixed Assets 0 0.00% 0 0.00%

Shares in Associated Companies 0 0.00% 0 0.00%

Computer Equipment 0 0.00% 0 0.00%
Vehicles 0 0.00% 0 0.00%
Net Plant and Equipment 0 0.00% 0 0.00%
Land & Buildings 0 0.00% 0 0.00%
Patents & Licenses 0 0.00% 0 0.00%
Goodwill 0 0.00% 0 0.00%
Other Fixed Assets 0 0.00% 0 0.00%

Do Assets=Equity+Liabilities? 0 0
 2018 2017
$ % $ %

Equity 0 0.00% 0 0.00%

Net Profit 0 0.00% 0 0.00%

Retained Earnings 0 0.00% 0 0.00%
Issued Common Stock 0 0.00% 0 0.00%

Liabilities 0 0.00% 0 0.00%

Current Liabilities 0 0.00% 0 0.00%

Short-term Loans - Bank Overdraft 0 0.00% 0 0.00%

Accruals 0 0.00% 0 0.00%
Accounts Payable (creditors) 0 0.00% 0 0.00%
Taxes and Social Security 0 0.00% 0 0.00%
Dividends Due 0 0.00% 0 0.00%
Other Current Liabilities 0 0.00% 0 0.00%

Long-term Liabilities 0 0.00% 0 0.00%

Bank Long-Term Loan 0 0.00% 0 0.00%

Bonds in Issue 0 0.00% 0 0.00%
Other Long-term Liabilities 0 0.00% 0 0.00%
Instructions – Vertical Analysis Calculator
Structure of the Balance Sheet:
 All the information needed for filling out the required spaces is available in your
company’s Balance Sheet.
 Column B, H – Balance Sheet positions. All of the positions have already been filled out.
However, it is possible to change some of them according to your preference.
 Column C, I – value of each position for the current year. The information is easily
obtainable from the Balance Sheet.
 Column D, J – these numbers show what part of Total Net Assets/Equity/Liabilities the
specific position constitutes. These numbers will be calculated automatically.
 Column E, K – value for each position for the previous year. Same as columns C and I, but
you will need to use the information provided for the previous year.
 Column F, L – same as columns D and J, however, the information is calculated using the
data of the previous year. The numbers will be calculated automatically.
 available in your

already been filled out.

ur preference.
formation is easily

s/Equity/Liabilities the
utomatically.
me as columns C and I, but
year.
on is calculated using the
matically.