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Step 2: Company Profile

Watch a video overview:


To access 'Company Profile' > go to 'Setup' for a company > then 'Step 2'.

This step allows you to set the default rates (ie tax rate, interest rate and cost of capital) for this company analysis. Additionally, if you are planning to benchmark this company against other companies, you can specify some profile information.


Editing a company name
If required, you can edit the company name for this entity. This is useful, if you wish to change the presentation of the company name in the reports. 

When this step is complete, please proceed to ‘Step 3’.