02 Sep financial case study
PART 2, FINANCIAL OVERVIEW: Use the most recent 5 years data
a. Sales and Income Record:
————- Fiscal Years ————-
2014 2015 2016 2017 2018
— Sales ____ ____ ____ ____ ____
— Percent change in
sales each year ____ ____ ____ ____
— Net Income ____ ____ ____ ____ ____
— Percent change in
net income each year ____ ____ ____ ____
GRAPH OF SALES & NET INCOME, FY 2014 – 2018
-|
-|
-| (Plot Sales and Net Income for the
-| last five fiscal years on the graph)
-|
-| (Recommend you prepare the graph in Excel,
-| then copy and paste it into the report)
-|
-|
-|
-|——–|———|———|———|–
2014 2015 2016 2017 2018
COMMENTS: Comment on the trends you see in your numbers and on the graph.
Be sure to include comments! The numbers and the chart are meaningless by themselves.
Comment on what you see.
b. Expense Distribution:
FY 2018 or most current year
Major Expenses:
________
(list the major expense categories ________
from the latest income statement) ________
PIE CHART OF EXPENSES, FY 2018
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