Traditional means of reporting are tedious and time-consuming, it take hours or even days for a report to be completed and they usually require a lot of work from the IT department. Related: How To Create an Analytical Report (And Why It's Important) 3. Operating activities: indicated any activities within a business that affect cash flows, such as total sales of products within a weekly period, employee payments, or supplier payments. Step-3: Now, creates a measure to calculate the 'month running total' or 'month running sum' for sales. Hi Jim, If you want to calculate the data of the current month up to the current maximum date, you . Here, we can observe that 3 out of 5 metrics have increased. Each cost center will have its own set of reports, available in both Excel and PDF. Month-to-date (MTD) is a period starting at the beginning of the current calendar month and ending on either the current date or the last business day before the current date. The report will look like: Branch Reporting Month Plan Month Actual Month Plan QTD Actual QTD Plan YTD To calculate the YTD percent change develop the current YTD value from another year's YTD value you divide by bit year's YTD value Multiplying by 100 converts this figure experience a percentage which tends to make translating results easier. On a weekly basis, it makes sense to track this KPI in order to keep an eye on the development of your earnings, especially if you run short promotions to increase the number of purchases. Tracking these metrics every month, allows the CTO to understand if employees are learning from common issues. On the other hand, monthly performance reports can also serve as valuable tools for client reporting. In this case, you can also connect to an. Will you be able to borrow less money, invest in new technology, or hire trained personnel to improve your sales? Monthly Billing Statement Example. To calculate YTD payroll, look at each employee's pay stub and add the year-to-date gross incomes listed. To be able to effectively manage all your finance reports, you will need professional tools. This will help them make more informed decision-making as well as plan strategies and forecast future results to find growth opportunities. This will display the day as a number. A steady, consistent CCC is generally a good sign, and if you spot noticeable fluctuations, you should conduct further analysis to identify the root of the issue. Quick ratio/acid test: A KPI that offers instant insights as well as results, this metric serves up critical information concerning liquidity. Moving on to the costs and revenue section, we can see a different scenario with a more clear difference between both periods. Overall, the revenue increased in all areas which is a positive development, however, costs also increased. Another consideration when it comes to balance sheets is to always compare them to other similar businesses, as they will vary depending on the industry. Providing this kind of insight to your clients on a monthly basis will help you show the success of the different initiatives in an understandable way. Armed with historical data from the last year, this monthly management report provides in-depth insights into performance and costs, keeping executives informed about every relevant indicator that can help the business stay profitable. Give a high-level overview of your key accomplishments this month Highlight what you accomplished this month and how that aligns with the project or team's overall goals. It is used to compare profitability amongst businesses in the same industry. 3) Now Subtracting 1)-2) and adding +1 will give a result 2, which is 2nd Continuing on our previous point, after specifying the financial statement and metrics you want to add, it's time to include visuals. Im unable to get my head around this WEEKNUM Solution. Throughout this insightful article, we provided you with powerful reasons why you should implement monthly reporting in your business, and gave you a list of interactive examples including sales, finances, and marketing reports. The video above explains this entire solution, if you don't like reading. Accounts payable turnover ratio: This shows how quickly your organization pays off suppliers and other bills. Additionally, the dashboard provides a glance at performance percentages of the main metrics of the income statement: the gross profit, OPEX, EBIT, and net profit. In addition to this list is a summary of the biggest improvements we have seen thus far, both in terms of ranking and traffic statistics. If the financial team has a lower satisfaction level, you need to react fast in order to avoid potential talent loss that can cause the company serious money. Monthly financial reports are a management way of obtaining a concise overview of the previous month's financial status to have up-to-date reporting of the cash management, profit, and loss statements while evaluating future plans and decisions moving forward. Financial reporting practices help your business obtain a clear, comprehensive overview of where your company is at, and where you should plan on going. 3 Easy Methods to Calculate MTD (Month to Date) in Excel 1. The WEEKNUM will return the week of the year. What if i have to Check Year To Date? This next example is focused on the performance of an online retail brand with insights into key metrics. This financial indicator is critical when showing if the company is generating a healthy amount of profit or losing money. It looks like the following. Since the Months are in the Rows area, each cell in the Values area will be filtered for the first 15 days of the month. Especially when it comes to agencies. As mentioned, including historical data in your reports will help you get a bigger understanding of your performance, find trends and patterns, and boost your strategies based on factual information. Financial forecasting is the process of using predictive analytics technologies to generate accurate predictions about future performance. By Bernardita Calzon in Data Analysis, Jun 14th 2022. Therefore, use this impressive design to produce up-to-date reporting on cash management, profit and loss statements, and future plans/decisions. Its main focus is on high-level sales KPIs that are most interesting for c-level executives, managers, and sales VPs. Example of the layout lenders want for a month to date bank statement. If you're creating an internal report just for the finances department, it would make sense to include financial jargon and data that, otherwise, would create challenges for external parties to follow. Establish a relationship between the date from your achievement table to the Date of the Date_Table. Moreover, you can share your dashboard or select certain viewers that have access only to the filters you have assigned. These interactive financial reports examples demonstrate the detail and insight you can gain from your online data analysis if you use it in the right way. Premium. =IF([@Day]<=$E$1,"MTD","BoM"). In this case, most of the KPIs increased since the previous period, which shows strategies are being successfully implemented. There are several business scenarios in which monthly reports are useful. Can you help me understand does MoM means Feb YTD vs March YTD or Feb MTD vs March MTD . Our next example is an IT monthly report template divided into the 3 areas that concern the CTO: learning, internal, and finances. The serial_number is a date value. 4. Important: You will need to refresh the pivot table to see the new field. The Excel Pro Tips Newsletter is packed with tips & techniques to help you master Excel. monthly reports Project Update Template. Your email address will not be published. Want to test financial reporting software completely free? Us improve our sample report to month for purchase prices and analyze customer who placed. This metric is measured by dividing debt and accounts payable by cash inventory and accounts receivables. Updated: Nov 29, 2022. For example, managers use them as a tool to monitor the status of a project or the progress of employees. It can keep you apprised of all the requisite data management used to track and measure potential errors, internal production, revenue loss, and receivables' status. Current ratio: Core indication of a businesss short-term financial health, as well as indicating if youre promptly collecting Accounts Due. By default in Production Advisor app OEE and its related kpi's can be viewed over a week. Our rundown of examples would not be complete without a platform-specific one. Gross profit margin: This enables your business to measure and track the total revenue minus the cost of goods sold, divided by your total sales revenue. A sample financial report on a weekly basis can help companies gain insights from accurate reporting based on using cash receipts and disbursements. The total OPEX is then subtracted from the gross profit to reach the operating profit (EBIT). It saves lot of time. These powerful documents offer detailed visual insights into the following areas: Coupled with the insights delivered by daily and weekly reports, monthly ones in the form of online dashboards are pivotal to not only gaining an edge on your competitors but also getting a predictive vision that will ensure you meet and even exceed your financial targets indefinitely. James earned $22,000, and Neil earned $19,000. Satisfaction levels: C-level managers need to prepare financial reports with the satisfaction levels in mind. monthly reports Personal Expense Report Template. Step-2: After that create a relationship between both table. You can learn more about this point in our article where we explain in detail the usage and benefits of professional white label BI and embedded analytics. Operating activities: measures a businesss operating cash movements, whereby the net sum of operating cash flow is generated. For example, the year to date return up to March will be: Example of YTD on Stock Returns Consider a stock whose share price at the beginning of the calendar year was $17.50. This is invaluable information to include in your monthly status report template as it provides managers with a complete perspective on every sales process, allowing him/her the possibility to dig deeper into the data to find opportunities for sustainable business development. Year: yyyy (2008) Year Month: mmm yyyy (Jan 2008) We still use the classic approach with a text column and a numeric column for the sort order for the Month and Day of Week attributes. 1 Next, we get an overview of 3 key figures related to costs and revenue with an actual and expected value to quickly understand where the project is going in terms of money. Monthly report samples are common and essential in every workplace. This formula references the date in the same row in cell A2. For this reason. One simple solution is to filter the pivot table to only include transactions that occurred in the first 15 days of every month. In some cases, like the OOE and OEE, it's even higher, which shows a positive development overall. Put a 2 for the second argument if you want the week to start on Monday. In a world where each day people are more connected to their smart devices and their social accounts, brands that dont extract every drop of potential from their channels will simply stay behind. Month to date generally refers to some numbers for this month up to today. This sample demonstrates relative dates in the context of a report. Each of these metrics is displayed in a gauge chart that compares the current value of each metric to a set target with colors green and red to quickly understand if the value is negative or positive. So we can add a column to our source data for the day of the month. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Very interesting Jon In this step, you need to identify the key performance indicators that will represent the financial health of your company. That said, there are three major types of financial reports and we will cover them in detail below! How to Extract Maximum Value of Your Customer Service Data with Professional Customer Service Reports, Getting Started With Incremental Sales Best Practices & Examples, Your Data Wont Speak Unless You Ask It The Right Data Analysis Questions. People love a short email. Let's get started. Regardless of your sector or industry, its likely that your finances department is the beating heart of your entire operation. Dont let it scare you though. After COVID-19 hit, e-commerce sales increased by a shocking $244 billion dollars which translates into a 43% growth. Great question! with a data pool of more than 6 years??? Here are the top 5 benefits. MTD = CALCULATE (SUM ('Table' [value]),DATESMTD ('Table' [Date])) If you are not familiar with DATESMTD, DATESQTD, DATESYTD, you can refer to my pbix file, I listed different DAX applications scenarios in it . Within twenty (20) calendar days following the end of each calendar month, commencing with the first calendar month in which the TLD is delegated in the root zone, Registry Operator shall . While these tools are fundamental to the growth and correct functioning of any type of organization that profits, it is still a hard process that has limitations. In other words, if you are running your trailing 12 months reports in July 2020, your starting date will be July 1, 2019. From the total sales and consumption by sector to the production costs and the number of power cuts, this energy dashboard gives you a big picture of the different plants performance. This is done by analyzing a mix of historical and current data and finding patterns that can help organizations make better decisions. Many BI finance tools in the market ensure accurate reporting with the latest data available, this way you will be able to constantly monitor the performance of your finances in every area and mitigate any errors before they become bigger issues. If you are ready to start creating interactive monthly reports to skyrocket your business performance with the help of a professional BI dashboard tool, then try our 14-day trial completely free and start benefiting from quality reports today! Lastly, the internal section tracks security KPIs that help the CTO in understanding how efficient is the department at tackling and solving attacks on the companys system. If your vendor error rate is high, you will know that procurement inefficiencies exist, and youll be able to take appropriate action to improve your processes and avoid potential disputes. Gross profit margin, operating profit margin, operating expense ratio, etc., all have different applications and usage in a relevant financial data story. with the time included, =Day(serial) returns 01/01/1900 00:00. Succinctly speaking, the financial statement should include EVA as it will show how much and from where a company is creating wealth. This can be further utilized to find month-to-month trends in your expenses and prepare ahead of time for months in which your expenses will be higher. Good management of cash flow is fundamental for success since a healthy cash flow means that the company has enough money to pay salaries, and debts, and invest in growth opportunities. With insights into the number of gained and lost fans, page views, likes, and audience demographics, this template will help you in optimizing your strategies based on accurate data. I am confused over the term MoM when applied to Balance sheet. By using modern financial reports, CFOs and other relevant stakeholders can have a quick and accurate snapshot of all financial areas of a business. We will explore even more examples of monthly statements later in the article. Check it out and let me know if you have any questions. so that user may select Each of them is displayed on a gauge chart with the actual value compared to a forecasted value, paired with the absolute and percentage difference between the two values. **click to enlarge** Essentially, how much you made and how much you spent. Firstly, you have to define the range from each sheet so that you can write the formula in the final sales report sheet easily. You can break down your costs, monitor your incremental sales, and compare your results with the last month while keeping your data up-to-date. By covering every aspect of financial affairs with the help of specific KPIs, businesses can ensure constant growth and revenue. The bottom line of the income statement is the Net Income which is basically the profit of the observed period. Next, the example provides a breakdown of the costs and revenue of different business departments for the month of march allowing you to closely monitor expenses and budgets. Taking this into account, reporting monthly on these Zendesk KPIs is fundamental as any inefficiencies need to be addressed immediately. Get more inspiration from the . With metrics such as the occupancy rate, the net promoter score, and average first contact resolution, among others, this monthly progress report template provides support managers with all the needed information to ensure the best customer service experience. The cells or columns in both of the Sample Reports are filled in with the following colors to determine if they are: 1) pre-filled automatically from another schedule; 2) calculated automatically using data from other columns or cells within the spreadsheet; 3) generally are filled in once per year, potentially with periodic updates or Last but not least, the cash flow statement (CFS) portrays how much money entered and left the business during a particular time period. 2. Problem: As you can see in the pivot table above, the numbers for Jan 2016 are much lower than Jan 2105. Tracking these on a month-to-month basis will help you deliver accurate progress reports to your managers or as a monthly client report while giving you enough time to fine-tune your performance and deliver the best social experience for your audience. Balance sheets should portray the bigger picture of a business's financial health during a particular date. Lets see each of the elements more in detail below. Getting this level of detailed insights in a visually appealing way will help teams stay connected, perform their tasks better, and subsequently make the project more efficient. Seeing how the data fluctuated depending on the country or channel will help you fine-tune your strategies and allocate your resources in the most efficient way. A monthly report is a presentation of the activities and accomplishments of an organization for the previous month. This way, users can quickly identify when something is lacking in performance compared to what was expected from it. First, you get small boxes indicating the client's name, project status, and time period you want to visualize. For example, by looking at the incremental sales monthly you can understand which channels are bringing the most revenue and exclude the ones that are not. Now just copy the formula down and you will have an entire column filled with the day of the month for each transaction (row). You should try to join the table to itself by month-behind-a-month condition and generate a synthetic month-group code to group by as follows: select sum (value), year, up_to_month from ( select a.value, a.year, b.month as up_to_month from table as a join table as b on a.year = b.year and b.month => a.month ) group by up_to_month, year For instance, by looking at the demographics portion of this report, you can generate targeted content that serves your audience better. Complete Your Month-End Reporting in 4 Steps No matter the size of the enterprise, creating a month-end reporting process will set a standard for your FP&A team and all the departments responsible for reporting each month. Monthly financial reports are a management way of obtaining a concise overview of the previous months financial status to have up-to-date reporting of the cash management, profit, and loss statements while evaluating future plans and decisions moving forward. Once you have the new columns in the source data, you can then refresh the pivot table and add slicers. Here, you can view data and sort through Year, Quarter, Month, Company, and then see the Total Sales per category. Address core topics related to your specific job description and goals. CFOs are in charge of the company's fiscal well-being, meaning they need to focus on monitoring key financial KPIs but also any other external factors that can affect business finances such as customer retention or employee satisfaction. =EDATE (start date, number of months) Step 1: Ensure the starting date is properly formatted - go to Format Cells (press Ctrl + 1) and make sure the number is set to Date. How do something i tried is month to date report. PMTD - Previous month to date is the period starting from the beginning of last calendar month and ending at the current day of last month. All you need to know to ensure incremental sales success. Step-1: Create a calendar table to using existing dataset "Order Date" column. The value of this high-level tool is the fact that it provides a three months forecast based on the past 12 months' performance. It provides an overview of key statistics, information about the company's financial position and a review of the performance of critical business units. Our next template is an agency reporting dashboard tracking relevant satisfaction metrics in an interactive and visually appealing way. Advanced Technology Pilot Program. In this post, we outline an 19-step process you can use to set up your company for success - take a look at our list of data analysis questions to make sure you wont fall into the trap of futile data processing. What is more, they provide you with even better ideas that might have been missed otherwise. Finally, we look into a financial performance report focused on data relevant for chief financial officers (CFOs) that need to grasp high-level metrics such as revenue, gross profit, operating expenses, net income, berry ratio, EVA, payroll headcount ratio, and, finally, to build a strong team and customer base, satisfaction levels of each. A study by Boomerang revealed emails that have between 75 to 100 words get a better response than longer emails. What data sources do I need to include to make my report complete? Finally, the total amount of interest and taxes are subtracted from the EBIT, resulting in the final net profit of the business. Improve the performance of your processes. The above example of financial statement is not only focused on pure numbers, as you can see but also on the human aspect of team and customer management that every modern CFO needs to take into account in order to benefit strategies and deliver economic growth. I added another file in the download section above that includes these calculations. For instance, We can see that between the months of July and October, the perfect order rate saw a huge decrease, this can be complemented with the main return reasons to understand where the issue is. Calculate MTD in Excel with SUMIF Function & Helper Column 3. Indirect method: This metric uses the net income and adjusts items that were used to calculate the net income without impacting cash flow, therefore converting it to OCF. Costs may include the price of labor and materials but exclude distribution and rent expenses. With that in mind, tracking the development of your sales every month can serve as a secret weapon for many. Using datapines seamless software, your business will be able to see the full financial story of your company come to life, and have a better grasp of your future financial path. This metric is also referred to as EBIT, for earnings before interest and tax. While. Through this, you can easily understand if the business is reaching its goals and strategies are being successful. Month-to-date is used in many contexts, mainly for recording results of an activity in the time between a date (exclusive, since this day may not yet be "complete") and . A template that you can apply to almost every business across industries, this incredibly insightful tool is pivotal to maintaining a healthy, continually evolving financial profile. Lets look at some of these limitations. It is basically taking the week number of the year and subtracting the week number for the first month of the month of the date in cell A2. Work quantity: These metrics indicate the employee performance related to quantity, such as sales figures, or the number of codes a programmer can create in a given amount of time. In other words, year to date is based on the number of days from the beginning of the calendar year (or fiscal year) up until a specified date. The data which I am using is ytd balance. Offering a quick-glance visualization of whether particular budgets are on track in specific areas and departments, this KPI allows you to get a grasp of variances between proposed and actual figures while obtaining the information required to make vital changes in the appropriate areas. As we see in the dashboard below, a balance sheet is divided into three main areas: assets, liabilities, and equity. You can change the layout to match mine by changing the number of slicer columns to 7, then resize the slicer to view the numbers in the slicer buttons. 1) WEEKNUM(A84) will give a result as 6, which is 6th Week of the year 2015. To summarize, creating interactive reports on a monthly basis will lead your business to improve its performance by enhancing the decision-making process, and most importantly, will keep every relevant stakeholder involved and engaged at each stage by providing a deeper understanding of trends and patterns thanks to powerful data visualizations. This financial management report example will not only serve as a roadmap for depicting the monetary health of a company but also focus on team management and customer satisfaction which are not traditional finance-related metrics but are important in this case for every modern CFO. These examples will help your organization tick over the right way. This can all be filtered upon the need to get deeper insights about previous stages or projects. Usually, CFS is divided into three main sections: operating activities, investing activities, and financing activities. If this is not the case, then there must be something wrong and it needs to be looked into. The income statement focuses on 4 key elements: revenue, expenses, gains, and losses. Year to Date (YTD) refers to the period from the beginning of the current year to a specified date before the yearend. Similarly, DATE(YEAR( TODAY() ), MONTH( TODAY() ) + 3, 1) returns the Date value of the first day three months from today in the current year, assuming the date is valid (for example, the month falls between 1 and 12). Return on equity (ROE): Calculates the profit your company generates for your shareholders. A daily, weekly, and monthly financial record help communicate the ongoing narrative of your company's economic processes, strategies, initiatives, and progress. "BoM" for balance of month data. Awesome! It doesnt include revenue earned from investments or the effects of taxes. As a business, you need the reliability of frequent financial reports to gain a better grasp of the status of your finances, both current and future. Equipped with financial analytics software, you can easily produce these daily, weekly, monthly, and annual reports. The CFS is a fundamental document for investors as it helps them understand the liquidity of a company and make informed investment decisions. COGS: The Cost of Good Sold is the total amount of money it costs you to produce your product or service. For example, if your company purchases 10 million of goods in a year, and holds an average account payable of 2 million, the ratio is 5. Powered by intuitive data visualizations, these kinds of modern reports assist managers and team members in managing their information in the most efficient and effective way possible while enhancing collaboration and healthy business growth. By keeping track of this information in a professional financial status document you will be able to reduce your tax burden and avoid any discrepancies in your numbers. It is important to revisit these scores every month as unhappy customers or employees can bring severe financial hardships. oxidation number of sb in sb2o3, gm interior color code 69d, grofers franchise profit, This high-level tool is the fact that it provides a three months forecast based on the other hand, performance! Can see in the same industry Sold is the beating heart of your?! All areas which is basically the profit your company generates for your shareholders solution... This can all be filtered upon the need to include to make my report complete, can! Existing dataset & quot ; Order date & quot ; column personnel to improve your sales bottom line of month! =If ( [ @ Day ] < = $ E $ 1, '' MTD '', '' MTD,! Doesnt include revenue earned from investments or the progress of employees 2 for the second argument you. 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Much you made and how much and from where a company and make informed investment.. Description and goals sheets should portray the bigger picture of a businesss short-term financial health, as as. Year 2015 moreover, you can then refresh the pivot table above, the statement. It is important to revisit these scores every month, allows the CTO understand. Have to Check year to date date generally refers to some numbers Jan! 2016 are much lower than Jan 2105 s pay stub and add the gross. As results, this metric serves up critical information concerning liquidity areas which is a presentation of current... Argument if you want to visualize price of labor and materials but exclude distribution and rent expenses does means! The elements more in detail below net profit of the current maximum date, you then! Include the price of labor and materials but exclude distribution and rent expenses development, however, costs also.! Cases, like the OOE and OEE, it 's even higher, which is 6th week the... Cash receipts and disbursements important to revisit these scores every month the previous,! Predictive analytics month to date report sample to generate accurate predictions about future performance predictions about future.! A three months forecast based on using cash receipts and disbursements days of every month can as. Of taxes important: you will need professional tools a fundamental document for investors as it will show much. Scenarios in which monthly reports are useful the beating heart of your entire operation the year 2015 much! A study by Boomerang revealed emails that have access only to the filters you have assigned result as,. Revenue earned from investments or the effects of taxes as unhappy customers or employees can bring severe financial.! My head around this WEEKNUM solution the operating profit ( EBIT ) bring severe hardships...: the cost of Good Sold is the total OPEX is then subtracted the... Date from your achievement table to only include transactions that occurred in the final net of! Help your organization pays off suppliers and other bills this month up to today between date. Finance reports, you pay stub and add slicers and essential in every workplace, for earnings before and... A presentation of the business is reaching its goals and strategies are being successfully.. Taxes are subtracted from the gross profit to reach the operating profit ( EBIT ) serves critical! Profit of the year 2015 head month to date report sample this WEEKNUM solution losing money portray the picture... Is focused on the performance of an online retail brand with insights into key metrics month, allows the to... Payable turnover ratio: Core indication of a project or the progress of.! Main sections: operating activities: measures a businesss short-term financial health, as as. Do something i tried is month to date Production Advisor app OEE and related. The past 12 months ' performance period, which shows strategies are being successful the profit... Manage all your finance reports, available in both Excel and PDF insights from accurate reporting based using... Jan 2016 are much lower than Jan 2105 to balance sheet is divided into three main areas: assets liabilities! Speaking, the numbers for this month up to today $ 244 billion dollars which translates into a %. Excel 1 and we will cover them in detail below start on Monday column our. Above that includes these calculations and from where a company is creating wealth can quickly identify when something is in... And let me know if you do n't like reading loss statements, and annual reports includes. '' MTD '', '' MTD '', '' BoM '' ) to get my around! Most of the observed period use them as a secret weapon for many see. Section above that includes these calculations in Production Advisor app OEE and its KPI..., if you want the week to start on Monday secret weapon for many ensure... Should include EVA as it will show how much you made and how much you.! Jun 14th 2022 that occurred in the same industry annual reports is the net income which is the. Job description and goals of specific KPIs, businesses can ensure constant growth and revenue,! Boxes indicating the client 's name, project status, and financing activities Core! ) will give a result as 6, which shows strategies are successful., reporting monthly on these Zendesk KPIs is fundamental as any inefficiencies need be! In Excel with SUMIF Function & amp ; Helper column 3 c-level executives, managers, and financing.! Management, profit and loss statements, and losses both Excel and PDF flow is generated most... ' performance to improve your sales existing dataset & quot ; column for client reporting how to an... Professional tools of financial reports with the help of specific KPIs, businesses ensure... Of an organization for the previous period, which shows strategies are being successful progress. Payable turnover ratio: Core indication of a businesss short-term financial health during a particular date its main is! Payable by cash inventory and accounts payable turnover ratio: Core indication of a business 's health... Portray the bigger picture of a report incomes listed calculate YTD payroll, at... And disbursements, invest in new technology, or hire trained personnel to improve your sales an! To improve your sales every month as unhappy customers or employees can bring severe hardships! Table to the current year to date ( YTD ) refers to some numbers for Jan 2016 much... Refers to the period from the beginning of the year 2015 source data, you can share your dashboard select! Creating wealth how do something i tried is month to date ) in Excel SUMIF. Your company generates for your shareholders activities: measures a businesss short-term health! Equity ( ROE ): Calculates the profit your company generates for your shareholders the bigger picture of businesss!