1.4.2 Financial Profile

This topic provides the systematic instruction to enrich the customer’s financial information in the Financial Profile.

Note:

The fields marked as Required are mandatory.

1. On the Party Details screen, click on the Financial Profile section
   The Financial Profile screen displays.

   Figure 1-21 Financial Profile

   
   

   
   Description of "Figure 1-21 Financial Profile"

   
   
2. Click + icon to add the financial profile.
   The Add Financial Profile screen displays.

   For more information on fields, refer to the field description table.

   Table 1-16 Financial Profile – Field Description

   Field	Description
   Year	Specify the year for which the financial details will be captured.
   Currency	Specify the currency for capturing financial details.
   Balance Sheet Size	Specify the balance sheet size of the small and medium enterprise for the selected year.
   Operating Profit	Specify the operating profit of the small and medium enterprise for the selected year.
   Net Profit	Specify the net profit of the small and medium enterprise for the selected year.
   Year Over Year Growth	Specify the year-on-year growth.
   Return On Investment	Specify the return on investment for the selected year.
   Return On Equity	Specify the return on equity for the selected year.
   Return On Asset	Specify the return on assets for the selected year.

3. Click Save to save the details.