Three-Statement Bottom-Up Financial Model with Financial Ratios and Charts (General)

Dynamic and customizable bottom-up financial model with clean layout and outputs of 10-year forecasts, financial ratios and charts. Purchase once and adapt for multiple industries.

Three-statement financial model with a 10-year forecast and financial ratios displayed.
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General Overview

This is a dynamic and customizable Financial Model that is suitable for any type of business or industry.

This Three-Statement Bottom-Up Financial Model assists you in making forecasts of up to 10 years. The Model provides outputs such as 10-year forecasts, financial ratios and customizable charts, all in a clean layout.

The template has been designed and formatted based on best practices, including:

  • Simplicity: Keeping things as simple as possible
  • Logical: Clear and logical model structure and flow to aid navigation
  • Consistency: Consistent fonts / colours, alignment and colour-coded assumptions
  • Clarity: Outputs are clearly laid out in the form of financial statements and charts. Units for each row (e.g. USD) are also clearly indicated.

Key Model Features

The Model has been designed to generate outputs to help you with your business decisions and planning. These features include:

Bottom-up inputs: Provide inputs such as unit price, annual increase and annual quantity sold for up to 5 different products. For direct costs and OPEX, up to 5 items can also be considered in the Model. Annual inflation inputs can also be provided.

Capital expenditure: Up to 5 capex items can be input across 10-year period, and projected figures for each capex item can be input manually under individual forecast year, providing more flexibility.

Financing:  Both debt and share capital can be considered and assumed to fund any expected capex or shortfalls. Figures can be adjusted and input into individual forecast year, providing more flexibility.

Dividend and share capital payment: Dividends can be calculated based on specified payout ratio and cash flows and retained earnings available. Share capital repayment can also be considered in the Model.

Financial ratios: The Model calculates financial ratios as outputs. These ratios cover growth rates, profitability and margins, debt ratios and cash conversion. 

Financial statements and charts: The 3 key financial statements Profit & Loss, Cash Flow and Balance Sheet are outputs of the Financial Model. The Model also generates key charts reflecting performance over the 10-year forecast period, based on the financial statements.

Support and Feedback

We are committed to providing well-designed, user-friendly and robust financial models to help you with your business goals.

If you have any feedback or require support and assistance with the Model template, please feel free to reach out to us via the eFinancialModels Support Team using the Contact form.

If you require customization of the template or help with building a new customized financial model suited to your specific needs, please e-mail us with your request and accompanying details.

Thank you once again for considering our financial models for your needs.

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