How Do I View Financial Reports in Bizplan?

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

  1. Log in to your account and go to the builder.

  2. Click on Finance from the left-hand navigation menu and go to the Reports tab.

  3. Use the dropdown menu at the top of the screen to select a financial report.
    Available reports include:

    • Balance Sheet

    • Cash Flow

    • Capital Expenditures

    • Income Statement (P&L)

    • Income Statement (P&L) – Extended

    • Funding

    • Inventory

    • Accounts Payable

    • Accounts Receivable

    • Projected Revenue

    • Cost of Sales

    • Expenses

    • Working Capital

    • Break Even Analysis

    • Ratios

    • Users

  4. Choose your desired year from the timeline selector by clicking the left and right arrow near the top of the page.

  5. Adjust the reporting frequency (Monthly, Quarterly, or Yearly) using the dropdown in the upper-right corner.


Notes

  • Financial data entered throughout your plan automatically populates the reports.

  • You can switch between report types at any time using the dropdown.

  • Reports are updated in real time as you make edits to cost, revenue, capital, and expense sections.