|
|
You can view up to three financial statements in comparison
to the average financial statement, and average ratios for a portfolio.
To view the comparison, the portfolio must be based on the same financial
statement format as the customer uses.
To compare financial statements to portfolio averages:
Select the
customer. How? Select the
Financial Analysis tab.
The Financials screen appears. From the Portfolio
and Quarters lists, select the portfolio and quarter you want to use for
comparison.
Note: A portfolio
appears in the Portfolio list only if the selected customer uses the same
financial format as the portfolio.
Select the
check boxes for up to three statements you want to compare. Click Comparison
View.
The Financial Comparison screen displays the financial statements and
ratios. The Portfolio column shows the averages for the line items and
ratios for the portfolio group you selected. To hide and
show columns when you are viewing more than one statement:
Select
the check boxes in the first row for the columns, and click Hide. You
can select the Suffix, %, % Variance, or Portfolio Columns.
The selected columns no longer appear on the screen. To show
the columns again, click Show All.
Notes:
The % Variance
column indicates the percentage of change from the previous statement
for each line item. % Variance 1 gives the change between the first and
second statements; % Variance 2 gives the percentage of change between
the second and third statements. If the financial
statements use a custom format, you can view the statements in the US
Long format by clicking Global Comparison View. To convert
the values to a different currency, select the currency in the Currency
field and click Calculate. To convert
the values to a different currency unit, (for example, thousands of dollars
instead of actual dollars), select the unit in the Unit field and click
Calculate. To convert
the values using a different conversion date, select the date from the
Conversion Date pop-up calendar, and click Calculate.
|
