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The Module of Group Analysis allows you to analyze the results of the aggregation of a list of company financial statements selected by name, through filters or tax codes (See Procedure on the following pages) and to view a library of analyzes dedicated to evaluating the economic, equity and financial profile both at an aggregate level and for individual companies.

The module is extremely powerful for those who have need for analyze customer portfolios, suppliers, competitors, market segments, to carry out monitoring activities or to analyze portfolios for the purpose of sale / purchase UTP, NPL, securitisations, etc.

The aggregation (or Group Creation) allows to obtain both all the analyzes relating to the sum balance of the companies included in the perimeter and an analysis (Group Analysis Menu) of the positioning of each company with respect to any personal or accounting parameter.

What is the procedure for creating groups?

In AREA PUBLISH, if applicable, go to Process Analysis / Filter Master Data
Set i filters for Search and click on "Apply Filter"
To add new filters, click on "Add Filter"

To Create the Group:
Click on Actions, located at the top left of the "Name" field in the header of the table
Click on Create Group
Type the name you want to associate with the group

For the various aggregation procedures, view the sections of this manual dedicated to Group analysis.

What are the methods of aggregation (Creating Groups)?

It is possible to select the companies by name (Procedure Menu Process Analysis / "Create New Group" is select companies using filters

Is it possible to select the consolidation percentage?

Yes. During the Group Creation procedure it is possible to modify the Consolidation percentage. The default value is 100

What filters are available?

You have dozens of filters that you can use by combining them according to your needs

Research Reference Year . In the case of research on accounting period data (Eg Revenues> 100), the indicated year will be the reference year. If not indicated, Leanus will search for any available year
Only Analysis with Last Financial Year . It allows you to identify the companies that have the one indicated as their last available financial year
Generali. They allow you to identify general characteristics of the individual master data (e.g. balancing accounting periods, number of periods, etc.)
Personal data (eg. Municipality, POSTAL CODE, Province, Legal Status, Nace, SIC, RAE etc.)
Income Statement
Balance Sheet
Financial statement
Balance Sheet Indices
Only Analysis with Last Financial Year
KPI Crisis Code
Custom fields

For the list of available filters see the section Search with Filters of the Manual

Is it possible to modify a previously created group?

Yes.
Access the Group and click on Edit Group located in the "Group Analysis" menu or in the multifunction wheel located to the left of the name

The list of companies already included in the group will be displayed.

To add new businesses to the group
enter your name or tax code in the appropriate field
click on the plus

To modify the selection by modifying the filters
Click on Filter Analysis at the top right

At the end of the selection, click on Actions and Create a new group

The previously created group cannot be changed. Instead, it is possible to create a new one with the new criteria.

The groups can be deleted by clicking on the multifunction wheel located to the left of the group name

Is it possible to benchmark between groups or create a group of groups?

YES. in the same way with which the benchmark is carried out between two or more companies (Benchmark Menu)

What is the best practice to make the most of filter search?

Select thereference year and click on "Apply Filters"
Decide whether to include the month of the end of the financial year and the duration of the period then click on "Apply Filters"
Use the filter block Generali to choose the type of business you want to include (Ex. Ordinary, Consolidated, Complete Financial Statements, number of periods processed then click on "Apply Filters"
Select the Geographical areas of your interest and then "Apply Filters"
Select the Business model (Service, Traditional, Trader) and the Type of Production (Warehouse, Job Order) and then "Apply Filters"
Insert the dimensional criteria or other target parameters (e.g. Revenues greater than ..., Pfn/ EBITDA lower than and then "Apply Filters"
Archive Filters so you can retrieve them later
Create the Group and analyze the Commented Report to evaluate if the companies match your search criteria (e.g. average collection, payment, warehouse rotation times)
View the analysis of the Nace and other sectoral codes to identify categories to exclude
Create the Group from the Menu "Actions .." and label it “long list or temp” or other labels that indicate that this is a temporary selection
Analyze the group from the Menu Group Analysis to identify further selection criteria
Edit the Group (rotate to the left of the Denomination) and Filter the companies using the additional criteria
Repeat the operation from STEP 10 onwards until the desired group is reached

Is it possible to create Groups of Groups?

Yes. Access the Group List from the Edit Analysis Menu and repeat the operations described for the procedure for creating enterprise groups

Is it possible to create a commented report of the Groups analysis?

Yes. From the Presentations Menu or the Group Home page

What are the main analyzes in the Group Analysis menu?

Summary of aggregate data (Revenues, Marginality, GDP, Debt, Leanus Score, etc)
Statistics (by Risk profile, by Nace, Sector, Year of Incorporation, main accounting items, Analysis of concentration and dispersion in both graphic and tabular form, Mean, Median and Standard Deviation)
Strategic matrices (Identification STAR, STUCKS, RUNNERS, stable, etc)
Rankings (By Revenue, EBITDA, Net income, Pfn, ...)
Category Analysis (STAR, STUCKS, RUNNERS, stable)
Distribution for Nace, Codes CDC, SAE, RAE, SIC
Distribution by Type of Production (Warehouse, Order), Business Model (Services, Traders, Industrials)
Distribution by Leanus Score

It is also possible view the list of companies included in the group, modify the group * by applying additional selection criteria * and much more.

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(video tutorial: available soon)
View webinars dedicated to group analysis on www.leanus.it/webinar

Download here the complete index of the Leanus manual

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