Use financial analysis to take more aware management decisions


New feature in!

Listening to the voice of our Users, we recently introduced a new feature, extending the capabilities of the Analyst package, namely "Custom input data". Custom input data comprise additional user-defined numerical values, inputted during analysis creation. These values may also be used to create own ratios. Thanks to this feature, the system became even more flexible and adjusted to our Users' needs – analytical ratios no longer have to be based on the balance sheet and profit and loss statement. Moreover, custom input data are also available in analysis results, so you can montor their changes in time and draw charts.

To define custom input data you need to go to Settings > Data > Custom input data and provide the name and data type (numeric value or percentage) for the new custom position. An example of custom input data view is shown in Fig. 1.

Custom input data definition viewFig. 1 Custom input data definition view

Provided that at least one custom position has been defined, regardless of whether it was used to create own ratios, the fields for inputting the values will appear while creating new analysis. The new inputs appear after the preview of the balance sheet contents, as shown in Fig. 2.

Custom input data fieldsFig. 2 Custom input data fields shown while performing new analysis

An example of custom input data preview in analysis results is available here.

Note! Custom input data feature is also available in the Edu version of the system.

Define own ratios based on custom input data

Custom input data give more flexibility and comfort for analysts.