Organize your columns horizontally to represent consecutive financial years: Column A: Financial Particulars Column B: Audited Year 1 (e.g., FY 2024) Column C: Audited Year 2 (e.g., FY 2025) Column D: Estimated Year (e.g., FY 2026) Column E: Projected Year 1 (e.g., FY 2027) Column F: Projected Year 2 (e.g., FY 2028) Step 2: Input Historical Audited Data
This tab analyzes the company's revenue-generating capability. It requires 2–3 years of audited historical data, 1 year of revised estimates, and 2–3 years of future projections. Segmented by domestic sales and export sales.
Once formulas are locked down, protect the cells containing formulas ( Review > Protect Sheet ) allowing data entry only in the raw input cells. This prevents accidental deletions during final revisions. Conclusion cma data report in excel format new
Share capital, reserves, long-term borrowings, current liabilities, fixed assets, and current assets.
Return on Capital Employed (ROCE), Net Profit Margin. Once formulas are locked down, protect the cells
Missing even one of the seven required statements will typically result in your file being returned before appraisal can even begin.
Add a one-click "CMA Data Report (Excel)" export that generates a polished, ready-to-share Excel workbook summarizing a Comparative Market Analysis. Return on Capital Employed (ROCE), Net Profit Margin
An analysis of profit-generating capacity, including gross sales (domestic and export), cost of goods sold, direct/indirect expenses, and profit before and after tax. Statement III: Analysis of Balance Sheet
Measures short-term liquidity (Standard benchmark is typically 1.33:1).