Wow Your Investors

There are several reasons to use Planning Maestro’s powerful financial ratio capabilities.  Your bank may require one or more ratios as part of certifying or re-certifying your eligibility for your line of credit, or as part of complying with loan covenants.  Investors may look at certain ratios in order to determine whether or not to make an investment in the business. Some ratios, especially if tracked over time will give you an idea on the financial health of your organization and whether certain areas are improving or deteriorating.

Forecast How Financial Ratios Will Change Over Time

Planning Maestro lets you track certain ratios in different periods throughout your budget plan to see how they change over time.  This is a powerful planning approach, made possible by Planning Maestro’s ability to generate an accurate forecasted balance sheet, constructed from your data input, assumptions, and chosen business rules.  The Statement of Cash Flows is derived from the other two statements and automatically presented by Planning Maestro.