1. Non-Profit SuiteApps
  2. Non-Profit Financial Metrics
  3. Social Impact KPI Scorecards
  4. Social Impact Formulas for Financial Ratios

Social Impact Formulas for Financial Ratios

For examples of standard formulas, see Financial Ratios Scorecard Formulas.

The following table lists the formulas used to calculate data for the prebuilt Social Impact KPI scorecards. Some of the formula components are custom NetSuite KPI IDs.

Scorecard Ratio

Formula

Administrative Expense %

{MANAGEMENT&GENERALEXPENSES}/{EXPENSES}

Asset Turnover

{SALES}/({BANKBAL}+{RECEIVABLES}+{OTHERCURRENTASSET}+{FIXEDASSET}+{OTHERASSET})

Cash & Equivalents

({BANKBAL}+{OTHERCURRENTASSET})

Contributions Ratio

{TOTALDONATIONS}/{SALES}

Current Ratio

({BANKBAL}+{RECEIVABLES}+{OTHERCURRENTASSET})/({PAYABLES}+{CREDITCARDBAL}+{OTHERCURRENTLIAB})

Daily Operating Expenses

{OPERATINGEXPENSES}/{DAYS}

Days Cash on Hand

({BANKBAL}+{OTHERCURRENTASSET})/({OPERATINGEXPENSES}/{DAYS})

Days Sales Outstanding

{DAYS}/({SALES}/{RECEIVABLES})

Debt Ratio

({PAYABLES}+{CREDITCARDBAL}+{OTHERCURRENTLIAB}+{LONGTERMLIAB})/({BANKBAL}+{RECEIVABLES}+{OTHERCURRENTASSET}+{FIXEDASSET}+{OTHERASSET})

Debt to Equity

({PAYABLES}+{CREDITCARDBAL}+{OTHERCURRENTLIAB}+{LONGTERMLIAB})/{EQUITY}

Debt to Net Assets

({PAYABLES}+{CREDITCARDBAL}+{OTHERCURRENTLIAB}+{LONGTERMLIAB})/({EQUITY}

Debt to Total Assets

({PAYABLES}+{CREDITCARDBAL}+{OTHERCURRENTLIAB}+{LONGTERMLIAB})/({BANKBAL}+{RECEIVABLES}+{OTHERCURRENTASSET}+{FIXEDASSET}+{OTHERASSET})

Fundraising Efficiency

{FUNDRAISINGEXPENSES}/{TOTALDONATIONS}

Fundraising Expense %

{FUNDRAISINGEXPENSES}/{EXPENSES}

Grant Revenue Ratio

{TOTALGRANTREVENUE}/{SALES}

Pledge Writeoff Rate

{TOTALRECEIVABLEWRITE-OFFS}/{TOTALPLEDGES}

Profit Margin on Sales

{PROFIT}/{INCOME}

Program Expense %

{PROGRAMSERVICEEXPENSES}/{EXPENSES}

Receivables Turnover

{SALES}/{RECEIVABLES}

Return on Assets

{PROFIT}/({BANKBAL}+{RECEIVABLES}+{OTHERCURRENTASSET}+{FIXEDASSET}+{OTHERASSET})

Return on Equity

{PROFIT}/{EQUITY}

General Notices