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1 | Click on "File" >> "Make a copy" to download & edit this spreadsheet | |||
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7 | Financial Clarity Calculator | |||
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10 | Getting Started | |||
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12 | This spreadsheet is designed to help you fill out the Financial Clarity Canvas and uncover valuable insights about your business' profitability. | |||
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14 | Link To Video Guide | |||
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17 | Step by step guide | |||
18 | 1. Decide on a timeframe | Decide on the exact dates you're going to analyse (usually last 12 months) | ||
19 | 2. Get your data ready | Export your P&L from QuickBooks and | ||
20 | 3. Fill in each sheet | Go over each sheet and fill it out | ||
21 | 4. Review your Clarity Canvas | Optional: download the PDF version and copy the numbers | ||
22 | 5. Next steps | Optional: copy it to the PDF version | ||
23 | Tip | Only edit cells with a white background to ensure everything works smoothly. Avoid adding new rows or columns, as this can break the built-in formulas. | ||
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26 | Additional Support | |||
27 | Financial Clarity Sprint | 2 week sprint where we fill the canvas together with you | ||
28 | Guides and Articles | Access our FREE aritcles and guides to help you fill the canvas | ||
29 | Free Clarity Call | Schedule a free call to go over your canvas | ||
30 | Additional Tools | Download additional free tools | ||
31 | Demo (filled) spreadsheet | View a filled version of this spreadsheet | ||
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33 | Terms Of Use | |||