The multi-year analysis calculator was created as a result of an experience in working with a business owner. Over a period of several years, the sales and profit of the business had increased. As they should be, the owner was very proud of their efforts. However, when we took a look at how that growth had occurred there were several points that stood out. The first was that the gross margin had wavered over the years and in the most profitable year they did not have their best gross margin.

When we looked at the groups of operating expenses, advertising, occupancy and payroll, as well as operating expenses overall, we saw there were fluctuations. With the fluctuation in advertising expense as a percentage of sales, you could see that an advertising budget was not utilized. You could see with payroll as the sales increased and decreased over the same four years, that with the addition of a new employee as sales increased, there were not fewer employees in the years with lesser sales.

Overall the owner was pleased with their efforts. However, if controls of margins and expenses, the net profit would have been 1.5 times what it actually was in the best year.

This calculator helps you to detect those patterns.

Multi-year analysis calculator from Profits Plus

Year 1

Year 2

Year 3

Current Year

Sales

COGS

Operating expenses

Advertising expense

Advertising

Contributions

Donations

Other

Other

Telephone book advertising

Website

Advertising subtotal

Occupancy expense

Building repairs

Internet

Other

Other

Renovations

Rent

Security

Telephone

Telephone - cell

Utilities

Occupancy subtotal

Payroll expense

Benefits

Incentives

Office Wages

Other

Other

Other

Ownership Wages

Service Wages

Wages

Workman's Comp Insurance

Payroll subtotal

Accounting

Amortization

Automotive expense

Bad debt expense

Bank service charge

Cash drawer payouts

Computer repairs

Credit card fees

Depreciation

Dues and subscriptions

Equipment repairs

Freight

Insurance - liability

Insurance - other

Legal

Licenses

Merchant fees

Miscellaneous

Office expense - other

Office supplies

Other

Other

Outside services

Postage and delivery

Printing and reproduction

Reconcillation discrepancies

Taxes

Taxes

Tools shop

Trade show

Travel and entertainment

Net ordinary income

Other income

Other

Other

Other

Total other income

Other expense

Other

Other

Other

Net income