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Quarterly Benchmarking Program Overview

All Quarterly Benchmarking participants upload financial and operating data into our secure platform. The CoMetrics Dashboard delivers benchmarks that pinpoint specific areas you can focus on and gain useful insights.

Once your company is enrolled in the program, log in to submit a quarterly trial balance report. The program relies on cumulative Year-to-Date reports based on your fiscal year. Dashboards typically update within one to two business days and include a look at your data alongside benchmarks driven by peer data.

The uploaded file must be a trial balance summary report exported from your accounting system and must include an ending balance. Each upload contains data from the balance sheet and income statement that starts on the first day of your fiscal year and continues through the end of the most recent period that has closed. Please ensure the report is always in the same format for each upload, including any header, blank rows, and column names. Accepted file formats include CSV and Excel (.xlsx). Check the Uploads page for the most current list of supported formats.

Submit the file on the Uploads page of the CoMetrics site. Select "Trial Balance" from the menu and choose the closing date that corresponds with the period end date of your file. For more details on file format and how to submit, see Get started with Quarterly Benchmarking.

Need to make adjustments? You can resubmit files for recent prior periods to update your data. 

If your fiscal year is aligned with the calendar year, the report periods might be:

  • Period 1 includes data through FY Q1: Jan 1 through Mar 31
  • Period 2 includes data through FY Q2: Jan 1 through Jun 30
  • Period 3 includes data through FY Q3: Jan 1 through Sep 30
  • Period 4 includes data through FY Q4: Jan 1 through Dec 31

If your fiscal year starts mid-year, the report periods might be:

  • Period 1 includes data through FY Q1: Jul 1 through Sep 30
  • Period 2 includes data through FY Q2: Jul 1 through Dec 31
  • Period 3 includes data through FY Q3: Jul 1 through Mar 31
  • Period 4 include data through FY Q4: Jul 1 through Jun 30