What Is a Company Sheet?

A company sheet is an organized sheet or form that contains various details and facts about a company for the purpose of informing audiences and readers (e.g., customers, vendors, etc.) 

According to an online article by technology publication MUO, you can highlight your list of achievements in a company profile sheet. These can be anything from awards received, certifications earned, special programs or projects implemented, testimonials from clients or business partners, and news features or media recognition.  

Types of Company Sheets

There can be many types of company sheets. Depending on the objective or target of the sheet, the content may vary across the different types of company sheets. The sheet can either be a stand-alone document or part of a compilation of company forms. The following examples enumerate and describe just some of the most common and widely-used company sheets. 

Balance Sheet. A balance sheet is one of the basic and widely-used forms in any organization. Whether it is a traditional corporation or a nonprofit organization, balance sheets help give companies an overall idea of their finances. Not only do these types of sheets organize financial data, they also help management and corporate executives in their financial decision-making and policy implementation. In a balance sheet, everything from liquidations to assets to outstanding debt is identified and detailed. Since expansion, growth and profit drive many corporations, accounting and management of finances are treated with high regard and careful scrutiny. Therefore, a balance sheet should not only be organized, its data should also be accurate and its figures ought to be reflective of the company’s actual financial standing. Profile Sheet. Another kind of company sheet is a company profile sheet. It is also sometimes referred to as a company fact sheet. This type of sheet basically offers an overview of a company at first glance. It is not excessively detailed, but it should contain the most important details or facts about a company. Figures, specific data, and general information are usually found in a company profile sheet. In most cases, the document is no longer than a page or two. A simple, straightforward one-pager document that contains everything there is to know would be the ideal fact sheet. These kinds of company sheets can be used for all types of purposes- for press releases, marketing campaigns, events, public relations or even vendor sourcing. Income and Expense Sheet. A company’s income and expense statement is somewhat similar to a balance sheet but it does hold some significant differences as well. Although both tackle a company’s finances and accounting, an income and expense sheet reports merely on a company’s profit and expenditures. Whether it revolves around tax, profit margins, personal spending or other costs, an income and expense statement details anything that involves revenue and loss. Profit and loss are arguably two of the most fundamental factors in a typical capitalist formula. After all, the bottom line is what drives a lot of corporations and businesses. Thus, amidst a collection of balance sheets, a detailed income and expense statement should be one of the main documents prepared by any organization. Attendance Sheet. One simple example of a company sheet is an attendance sheet. It is a sheet that records attendance or keeps track of individuals who are present at a meeting or any official event. An attendance sheet is essentially a tool for documentation and reporting. This sheet is especially useful in recording minutes of a meeting wherein a roll call is required. In company-sponsored events, it would be helpful to know who among the employees were present and how many employees showed up to the event. And it is not just private companies that use attendance sheets, public and educational institutions use it for recording keeping as well. A roster sheet or attendance sheet may be simple and straightforward, but it is one of the most basic and commonly used forms there is.

Tips For Crafting a Company Sheet

Depending on the type of company sheet you have in mind, there can be several ways to improve not just a company sheet’s content but also its presentation. The last thing you want is a forgettable or unremarkable sheet that fails to deliver your point or message. The next time you are tasked to draft a company sheet, keep in mind the following tips:  

Keep it brief. Ideally, a company sheet should be kept brief and straight to the point. With the exception of balance sheets, it is important to note that the one-page rule pertains to fact sheets or company profile sheets. The length of a balance sheet would entirely depend on the financial standing and circumstances of a company. But for profile sheets, less is definitely more. However, you need to do much with less. In other words, you need to be able to maximize your information and data with the limited space of a page or two. A one page company profile sheet should only highlight the most important aspects of your company. Even if it is brief, you can still convey your point in the most effective manner by being deliberate with your content as well as the format. Don’t neglect the visual aspect. Creating an impactful company profile sheet is mastering the art of purposeful and effective messaging. And it is important to note that powerful messaging goes beyond just mere words. It considers the overall presentation. Thus, when crafting a company sheet, do not make the mistake of focusing merely on words, figures or statistics. Make it a point to ask: how does this look to the reader? Go over the font, text size, graphics and even the background color. In this case, first impressions matter more than you think. You want a memorable company profile sheet that stands out and delivers a lasting impact on audiences. In summary, make sure to invest an equal amount of time and effort for both content and design in your company sheet. Consider the reader’s point of view. One helpful tip to keep in mind when drafting a company sheet is to put yourself in your audience’s shoes. Whether it is a balance sheet or a one-page fact sheet, take the time to assess whether it is comprehensible or understandable enough for the reader. A company sheet may have many potential readers- clients, customers, investors, employees or suppliers. Consider how well your information affects your targeted audience. You can curate your company sheet depending on your audience. For example, your company balance sheet would need to look promising or impressive to potential investors. This, of course, does not mean you should manufacture falsehoods. Only publish the facts and avoid inflating figures. Doing so will only cause complications and problems in the future. Another example would be personalizing a company profile sheet to meet the needs of your audience. If you are planning to distribute it to prospective vendors, then you can emphasize past partnerships and successful joint ventures that your company has had in the past. Be discerning with the details. Since the ideal company sheet is condensed and brief, you need to be discriminate of the kind of information you publish on your profile sheet. What this basically means is that you have to choose your data carefully and purposefully. A company profile sheet is a general overview of your company. Thus, it needs to be loaded enough with the right relevant data, but also short enough to offer the reader a quick glimpse of what your company is about. To be discerning with your details means only highlighting information that can serve a purpose or an objective. For instance, instead of collating random information about your corporation, you can showcase your organization’s success and milestones or highlight your core values as a company instead.

How to Create a Company Sheet

To create a company sheet, you need to first establish what kind of company sheet it is you want to make. If you are looking for editable templates to help you decide, browse the wide selection above and select one that matches your needs. Once you decide on the type of company sheet you want, follow the step-by-step instructional guide below. 

Step 1: Research and Collate

The first step in creating a company profile sheet is to gather all the relevant data you would need to use for the sheet. A profile sheet or factsheet essentially offers a quick glimpse or overview of a company or organization. Thus, you need to be able to provide general information that would be useful to the reader. Whether it is through organic research or simple reiteration of facts, the point is to gather only the information that you need. A company profile sheet is typically no more than a single page. With that, you need to maximize the space given the one page with only relevant or important data.    

Step 2: Design the Format 

After you have prepared all the information you need, the next step is to decide on the format or structure of your company sheet. This is important because, as mentioned in previous sections, the presentation matters just as much as the content of a company profile sheet. So as much as possible, design the company sheet in such a way that the information contained in it is clear and comprehensible to readers. The order and arrangement of the information in your company sheet is key. A highly disorganized or capricious set of information can fail to convey your point effectively; there must be a narrative or logical flow that will enable customers, investors and business partners to understand.    

Step 3: Input the Data  

A company profile sheet is all about presenting the right data. As previously stated, how data is arranged and presented on the sheet matters a lot. You can gather all kinds of interesting and impressive facts in your research, but knowing what to do with it can make all the difference. As you input your data in the company profile sheet, make sure it is all truthful. Exaggerating or Inflating some figures or numbers even a little bit could backfire later on. When it comes to data, you need to ensure that your claims are based on hard evidence and that these can be defended, if need be.    

Step 4: Review and Publish

Once you have inputted all the data in the sheet, the last step is to double check your information. A company sheet is usually replicated and distributed to several different channels. You can never predict into what hands or what office your company profile sheet may end up in. Therefore, it is imperative to always review and fact-check your data before publishing it. Make it a habit to double check, proofread, or even have your document peer-reviewed before sending it out. Doing this can save you a lot of time and energy amending or correcting any falsehoods in your company sheet.   


How do I write a company profile?

To write a company profile, you need to focus on two main things: content and format. Make sure that the content is relevant, accurate, and it serves your main objectives for creating one. Also, choose a format that’s reader-friendly, creative, and organized.

What does a company profile have?

A company profile usually has a general background or description of the company, key organizational information, and an overview of the company’s products and services.

How do you create a business profile in Word?

To create a business profile using Microsoft Word with greater efficiency and convenience, try using a pre-designed template in the application’s template library. Using one can save you a lot of time and effort in the long run.

A company sheet may be a basic form, but if written correctly, it can be a powerful tool. Browse the collection of sample templates above and select one that suits your needs to start customizing your own company sheet today!