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Analytical Tools

Below are helpful Financial Statements and Analytical Tools for organizing & evaluating a business & its operations.

TRAM Funding utilizes a number of these statements & tools to gain a complete perspective of a company.

Below are some documents to review to better understand your organization & what its current financial position is.

A Personal Financial Statement details the assets and liabilities of an individual or couple at a specific point in time.

Fillable Personal Financial Statement
A Balance Sheet is a statement of the assets, liabilities, and capital of a business at a particular point in time.

Balance Sheet
An Income Statement shows a company’s revenues and expenses during a particular period. It shows how the revenues are transformed into the net income or net profit.

Income Statement + COGS
A Profit & Loss Statement summarizes the revenues, costs, and expenses incurred during a specific period. Profit & Loss + COGS
A Breakeven Analysis helps a business to determine how many sales it takes to pay the cost of doing business. Any sales above this level are profits. Breakeven Analysis
A Sales Forecast estimates how much a company plans to sell within a certain time period. Sales Forecast
A Business Budget is a business spending plan based on its income and expenses. This is the same as a personal budget but for a larger entity. Business Budget + COGS
An Invoice is a document given to a buyer by a seller to collect payment for the products, quantities, and agreed-upon prices for products or services provided. Sample Invoice
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