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July 12, 2020
Question

How do I calculate either Compound Annual Growth Rate OR Annual Rate of Return for my small business? I sell a single product if that makes a difference.

  • July 12, 2020
  • 1 reply
  • 0 views
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1 reply

QuickBooks Team
July 12, 2020

Let's find a way to generate this data, laurawdolch.

 

Currently, the Compound Annual Growth Rate report is not available in QuickBooks Online. However, we have other financial reports that we can customize. For example, we'll use the Profit and Loss Comparison report.

  1. Click Reports on the left menu and search Profit and Loss Comparison.
  2. Click the Customize button and go to the Rows/Columns section.
  3. Click Change columns and mark the boxes of the columns you want to add.
  4. Click Run report and export it to Excel.
  5. Pull up another Profit and Loss Comparison report with a different Report period.
  6. Customize and export it to Excel.

Once you have exported the reports you need, you can already calculate the growth rate manually.

You can also use the Profit and Loss by % of Total Income or other related report. Here's a list of reports that you can pull up based on your subscription: Reports included in your QuickBooks Online subscription.

 

In order for our developers to hear your idea of adding the report to QBO, I'd recommend sending feedback through the article:

  1. Log in to your Community account and open the Reports included in your QuickBooks Online subscription link.
  2. Scroll-down until you reach the Was this helpful? section.
  3. Select No and enter the details of your feedback or suggestion.
  4. Click Submit.

We'll be right here if you need anything else. Have a great day!