Follow these steps

  1. 01

    Open Financial Health

    Navigate to the Financial Health module.

  2. 02

    Enter or import statements

    Provide revenue, COGS, operating expenses, income, assets, liabilities, receivables, inventory, payables, equity, and debt-service fields that apply.

  3. 03

    Check integrity

    Review any balance-sheet reconciliation or missing-value warnings before running the calculation.

  4. 04

    Read the score and ratio cards

    Study gross and net margin, liquidity ratios, leverage, return on assets, and debt coverage where enough data exists.

  5. 05

    Read the priorities

    Compare the generated summary and top priorities with the underlying numbers and your business context.

  6. 06

    Review later

    Use Reports or Progress Tracker to revisit the result. Verify save behavior in your app version.

KEEP IN MIND

The Financial Health score is an app-generated indicator, not a credit score or independent audit.

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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