Earnings Analysis Tracker Excel Template

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Earnings Analysis Tracker

The Ultimate Earnings Tracking System

Picture this: earnings season approaches, and while others scramble through scattered reports and manual calculations, you're armed with a comprehensive tracking system that automatically calculates EPS growth rates, identifies earnings surprises, and tracks quarterly trends with surgical precision.

This isn't just another spreadsheet—it's your competitive edge in fundamental analysis. Whether you're managing a portfolio, conducting due diligence, or preparing investment recommendations, this earnings tracker transforms raw quarterly data into actionable insights.

Comprehensive EPS Tracking

Monitor diluted EPS, basic EPS, and adjusted earnings with automatic growth rate calculations and trend analysis across multiple quarters.

Revenue Growth Analysis

Track quarterly revenue progression with year-over-year comparisons, seasonal adjustments, and segment breakdowns for complete revenue visibility.

Earnings Surprise Detection

Automatically calculate consensus vs. actual variance, track surprise history, and identify patterns in earnings beats and misses.

Quarterly Comparison Tools

Side-by-side quarterly comparisons with customizable metrics, percentage changes, and visual trend indicators for quick analysis.

Automated Calculations

Built-in formulas for growth rates, margins, ratios, and key financial metrics that update automatically as you enter new data.

Visual Dashboards

Interactive charts and graphs showing earnings trends, revenue patterns, and surprise history for immediate insights.

Advanced Earnings Analysis Capabilities

Beyond basic tracking, this template offers sophisticated analysis tools that professional analysts rely on for comprehensive earnings evaluation.

Earnings Quality Assessment

Evaluate earnings quality through multiple lenses: operating vs. non-operating income, cash flow correlation, and one-time item adjustments. The template automatically flags potential red flags in earnings composition.

Seasonal Adjustment Tools

Account for seasonal business patterns with built-in adjustment calculations that normalize quarterly results for more accurate trend analysis and year-over-year comparisons.

Guidance Tracking System

Monitor management guidance changes over time, track accuracy of forward-looking statements, and assess the reliability of company projections through historical performance analysis.

Peer Comparison Framework

Compare earnings performance against industry peers with standardized metrics, relative growth rates, and competitive positioning analysis that highlights outperformers and laggards.

Expand Your Financial Analysis Toolkit

Checkout what Sourcetable has to offer

Template Generator

Speed up workflows-powered spreadsheet templates.

Charts & Graphs

Create stunning, interactive charts that make data clear.

Spreadsheet Assistant

Generate complex formulas, just describe what you need.

Frequently Asked Questions

If you question is not covered here, you can contact our team.

How do I analyze data?

To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.

What data sources are supported?

We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data, and most plain text data.

What data science tools are available?

Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.

Can I analyze spreadsheets with multiple tabs?

Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.

Can I generate data visualizations?

Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.

What is the maximum file size?

Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.

Is this free?

Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have a daily usage limit. Users can upgrade to the pro plan for more credits.

Is there a discount for students, professors, or teachers?

Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.

Is Sourcetable programmable?

Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.

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