Sample - Trender® Summary
- Ed Patton
- Apr 7
- 3 min read
Updated: Apr 8
SMB executives understand the importance of having a clear view of their company’s overall financial situation.
The challenge?
They are rarely provided a financial overview in a way that is clear, concise, and easy to act on.
This blog introduces the Trender’s summary pages—designed to give SMB executives a straightforward snapshot of their full financial profile. By seeing the big picture at a glance, leaders can better understand their business and view all aspects of the company within the proper financial context.
Relevant Quote:
The Trender Platform provides a company’s complete financial profile by condensing financial fundamentals into the following five components which have been termed the 5 Elements® of Financial Fundamentals.
Cash flow (Foundation Cash Flow™...proprietary to Trenders)
Operating earnings - summarized trends & drivers
Financial health (re, liquidity) (dollar amount...proprietary to Trenders)
Shareholder values
Borrowing capacity
To convey clear and concise financial fundamentals, they must first be:
Defined
Calculated
Summarized
Reported
The above have been accomplished by the Trenders.
For the first time, a business’s complete financial fundamentals are defined, calculated,
summarized, graded, and discussed for the benefit of decision-makers. This
functional and effective information is efficiently produced from each company's existing business reports of their internal balance sheets and income statements. When applicable, recent line of credit borrowing base reports are used in liquidity calculations.
Companies do not need to create new or additional reports.
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Below is the Table of Contents of the full Trender Platform. This is followed by samples of the Trenders' single page summaries, which are:
Financial Report Card™
Summary Overview 1 – cash flow, operating earnings, sales ("Means to an End")
Summary Overview 2 – capital components…liquidity, value, borrowing capacity ("End Results")
Executive Summary
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Table of Contents (complete Trender Platform)
For the sake of simplicity and a high level, quick overall financial comprehension, each of the 5 Elements has been condensed to a single dollar amount.
Financial Report Card™
The following Summary Overviews summarize the financial fundamentals.
They show “what happened” with line graphs of monthly amounts and bar graphs of current year and prior two year-to-date amounts.
The verbiage on the right is a brief explanation of “why it happened”.
Summary Overview 1 – cash flow, operating earnings, sales
("Means to an End")
Summary Overview 2 – capital components…liquidity, value, borrowing capacity
("End Results")
Goal is to limit the Executive Summary to one page.
Executive Summary
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In closing:
The above summaries are backed by the comprehensive full Trender Platform which includes condensed financial statements, capital component calculations, and detailed visualizations. In turn, these outputs tie directly to the business’s internal financial reports and underlying accounting records.
The 5 Elements of Financial Fundamentals are always important – after all, they are fundamental. However, while they’re all always important, they are not all always critical at every moment. Trender summaries provide a high-level view that helps SMB executives quickly identify which financial areas require attention.
With this streamlined insight, executives can make financially informed analyses and decisions – without being accounting or finance experts.
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With the 5 Elements of Financial Fundamentals, the Trenders effectively provides business leaders with their company’s full financial profile in a succinct and understandable manner.
Learn more:
Edward B. Patton
5701 Broadway, Suite 102
San Antonio, Texas 78209
Phone (210) 822-9977
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