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RESTRICTED WT/BFA/W/39210 June 2016 (163158)Page: 1/90Committee on Budget, Finance and AdministrationWORLD TRADE ORGANIZATION 2015 FINANCIAL PERFORMANCE REPORT/BFA/W/392 2EXECUTIVE SUMMARY OF 2015 1.
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Gather all relevant financial documents such as income statements, balance sheets, and cash flow statements.
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Organize the financial data into the appropriate sections as outlined in the financial performance report template.
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Calculate key financial ratios such as profitability ratios, liquidity ratios, and efficiency ratios.
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A financial performance report is a document that summarizes the financial results of an organization over a specified period of time. It typically includes details on revenues, expenses, profits or losses, and other financial metrics, providing insights into the organization's financial health.
Typically, businesses and organizations that meet certain size and revenue thresholds, or that are publicly traded, are required to file a financial performance report. Specific requirements can vary by jurisdiction and industry.
To fill out a financial performance report, start by gathering all relevant financial data, including income statements, balance sheets, and cash flow statements. Then, follow the report's structured format to input data, ensuring accurate calculations of revenues, expenses, and net income, and verify that all required disclosures are included.
The purpose of a financial performance report is to provide stakeholders, such as investors, creditors, and management, with a clear and accurate picture of an organization's financial performance, aiding decision-making and assessment of financial health.
Key information that must be reported includes total revenue, total expenses, net income or loss, assets, liabilities, equity, and various financial ratios and metrics that reflect the organization’s operational efficiency and financial stability.
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