Where do I go to view the financial data or summaries in Bizplan? What steps do I follow to see financial reports for my business plan? How can I access my financial reports in Bizplan?
Bizplan’s Reports section provides a comprehensive view of your startup’s financial health. You can easily access and analyze key financial reports such as balance sheets, cash flow statements, income statements, and forecasts—all from a single dashboard.
Steps to View Financial Reports
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Log in to your account and go to the builder.
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Click on Finance from the left-hand navigation menu and go to the Reports tab.
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Use the dropdown menu at the top of the screen to select a financial report.
Available reports include:-
Balance Sheet
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Cash Flow
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Capital Expenditures
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Income Statement (P&L)
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Income Statement (P&L) – Extended
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Funding
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Inventory
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Accounts Payable
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Accounts Receivable
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Projected Revenue
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Cost of Sales
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Expenses
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Working Capital
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Break Even Analysis
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Ratios
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Users
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Choose your desired year from the timeline selector by clicking the left and right arrow near the top of the page.
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Adjust the reporting frequency (Monthly, Quarterly, or Yearly) using the dropdown in the upper-right corner.
Notes
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Financial data entered throughout your plan automatically populates the reports.
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You can switch between report types at any time using the dropdown.
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Reports are updated in real time as you make edits to cost, revenue, capital, and expense sections.