Small Retailer Financial Analysis / Excel

💼📊 Small Retailer Financial Analysis Spreadsheet

Financial Statements: Provides a detailed breakdown and analysis of key financial documents, including the income statement, balance sheet, and cash flow statement.

Ratio Calculations: Includes robust tools for calculating and interpreting financial ratios, offering insights into liquidity, profitability, efficiency, and solvency.

Step DuPont Pyramid: Explains the DuPont framework in three steps, highlighting how profitability, asset efficiency, and leverage contribute to Return on Equity (ROE).

Step DuPont Pyramid: Extends the analysis with a five-step model for a more granular understanding of ROE and its components

✅ Key Features:

• Pre-built financial analysis formulas
• Easy-to-use layout with clean tables
• Tracks revenue, expenses, profit margins, and cash flow
• Helps identify performance trends & cost-saving opportunities
• Ideal for inventory-based businesses, boutiques, and local shops.

💡 Perfect For:

✔️ Shop Owners

✔️ Small Business Entrepreneurs

✔️ Retail Startups

✔️ Inventory Managers

📥 What You’ll Get:

• 1x Editable Excel Spreadsheet (.xlsx)
• Organized, smart structure for plug-and-play financial tracking
• Ready for immediate download and use.

✨ Benefit:

This template will save you hours of manual calculations and bring clarity to your business numbers — allowing you to focus on growth.