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🏢 Business & Strategy

Free Financial Health Diagnostic Template

Score profitability, liquidity, leverage, cost structure and controls against your own records — a screening snapshot, not financial advice.

~10 min
5 weighted dimensions
AI PDF Report
AI Consultant
Live Preview

Quick answer

Score profitability, liquidity, leverage, cost structure and controls against your own records — a screening snapshot, not financial advice.

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About this template

Financial trouble almost always announces itself in ratios before it hits the bank account: thinning margins, lengthening cycles, quiet leverage. This diagnostic asks founders to score five financial areas against their own records, highlights the pattern the numbers suggest, and generates a plain-language AI report for the next accountant or CFO conversation. It is a screening snapshot for self-awareness — not an audit, and not financial advice.

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Template at a Glance

TemplateFinancial Health Diagnostic
CategoryBusiness & Strategy
FormatWeighted 1–5 assessment with personalized AI PDF report
Time to completeAbout 10 minutes per response
What you getA personalized AI report (printable PDF) per response, plus the raw answers
Best forFounders · Fractional CFOs · Board members
CostFree to copy and customize on FormLM
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What This Assessment Measures

Five dimensions, scored 1–5 and weighted into one result.

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Live Preview

Sample form and AI report preview — fill it in to see live scoring and the report.

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Fill it in to see how responses flow.
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Sample AI report with scoring visuals and recommendations, printable as a PDF.
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Scan the QR on the report to start an AI consultant chat.
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What's Included

Everything you need to run this template.

1

Five weighted dimensions

Profitability, Liquidity, Leverage, Cost structure, Controls & reporting — each scored 1–5.

2

Weighted composite score

A defensible overall view that keeps dimensions separate.

3

Personalized AI PDF report

The weakest dimension, what it caps, and a prioritized fix list.

4

QR into an AI consultant chat

Every report links a chat trained on this topic for follow-ups.

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How It Works

From copy to deliverable in four steps.

1

Use This Template

Copy the assessment, scoring and report settings into your FormLM workspace — free.

2

Customize

Adjust dimensions and weights to match how your business runs.

3

Share and collect

Send the link or QR; each response is scored automatically.

4

Review and act

Open the personalized AI PDF report and share it with stakeholders.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Founders

A numbers-honest monthly check.

2

Fractional CFOs

Structured intake before engagement.

3

Board members

A shared financial-health language.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. Gross and operating margins are on trend for our model (1–5)
  2. We can meet obligations without last-minute financing (1–5)
  3. Our debt load still serves the growth plan (1–5)
  4. Fixed costs fit our realistic revenue, not our best case (1–5)
  5. Monthly books close on time and are trusted (1–5)
  6. Which ratio do you avoid looking at? (open)
  7. What decision would clearer numbers change first? (open)
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Frequently Asked Questions

Does this need my accounting data?
You should answer with your P&L, balance sheet and cash statement open; the form scores judgment, but real numbers sharpen it.
Is this financial advice?
No. It is a structured self-diagnostic to prepare conversations with qualified finance professionals; the report flags patterns, not prescriptions.
What are the five areas?
Profitability, liquidity, leverage, cost structure, and controls and reporting — weighted into one health score.
Who else should answer besides the founder?
The person closest to the numbers — controller, CFO or finance-savvy partner; independent views expose optimism gaps.
How often is sensible?
Monthly for the liquidity lens, quarterly for the full five, and always before raising or borrowing.
Is it free to use?
Yes. Click Use This Template to copy the form, scoring and report configuration into your FormLM workspace for free, then customize and share it.
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Run the Financial Health Diagnostic this quarter

A 5-dimension scored check with a personalized AI report — free to copy and customize.