Financial health report example

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financial plan of-mr. mr. girish kumar contents title notitle name 1personal information 2cash flow management 3contingency planning 4networth assets 5networth liabilities 6financial ratio 7dreams & goals 8goal funding 9asset allocation (lumpsum) 10asset allocation (monthly) 11insurance planning 12retirement planning 13disclosure statement. Here are three actionable KPIs you can use to measure your financial health: Gross profit margin Your gross profit margin shows you how much of your revenue is profit after you factor in expenses like the cost of production. The gross profit margin formula first subtracts cost of goods sold from revenue, then divides that number by revenue.