Follow these steps

  1. 01

    Open Fundamentals

    Navigate to Financial Fundamentals in the application.

  2. 02

    Start with the income statement

    Identify revenue, COGS, gross profit, operating expenses, and net income.

  3. 03

    Study the balance sheet

    Understand assets, liabilities, and equity. Check that the accounting equation balances.

  4. 04

    Examine imported rows

    Where available, look at how source rows connect to summarized financial line items.

  5. 05

    Compare periods carefully

    Review changes across periods with consistent statement dates and accounting treatments.

  6. 06

    Use the glossary

    Open definitions for terms you want to understand in more detail.

KEEP IN MIND

The educational statement examples are illustrative, not a substitute for your company’s books.

What to do next

Use the result to ask a specific business question, then verify the figures and assumptions before acting. If a label or control has moved, refer to the current app interface.

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