What this template is for
Assess supplier financial stability using key financial ratios, credit ratings, and early warning indicators. This downloadable template helps procurement professionals streamline their risk assessment process — no need to build complex spreadsheets from scratch.
What's included
- Financial ratio analysis (liquidity, leverage, profitability, efficiency)
- Credit rating and payment history evaluation
- Revenue concentration risk analysis (single customer dependency)
- Early warning indicator scoring (declining margins, increasing debt)
- Financial health score with Red/Amber/Green rating
Who should use this
- Procurement teams assessing supplier financial viability before long-term contracts.
- Supply chain finance managers monitoring supplier financial health for critical suppliers.
How to use it
- Collect supplier financial statements (last 2-3 years if available)
- Enter financial data into the ratio analysis section
- Review auto-calculated financial ratios against industry benchmarks
- Check early warning indicators for signs of financial distress
- Assign overall Financial Health Rating (Green/Amber/Red)