New Version Updates:
• Model is now dynamic. Users can select the desired forecast length for up to 10 Years.
• Revenue projection calculations have been extended to include up to 10 different services and up to 10 different products.
• New Dynamic Charts & Graphs have been added.
Note: The screenshots do not reflect the updates. Please download the free pdf if you wish to view the full updated model.
General Overview
Advanced Financial Model is suitable for any type of business/industry and fully customizable.
The template is built using Financial Modeling Best practices and includes Scenario basis 3 Statement Financial Model for First Year and up to 10-Year Forecast Analysis, Budget vs Actual Variance Analysis, Breakeven Analysis, Financial Ratios, Business Valuation, and highly sophisticated charts presentation.
Model Structure
Inputs:
• Contents: Update Company’s General Info. The company’s name in cell E15 will be automatically updating the title in each slide.
Select the desired number of periods and report currency from the drop-down lists.
• Sales Data: Update Volume, Sales Price and Cost % Data for each revenue category and input Seasonality Increase
• Scenarios: Update Data under each of the three scenarios (Base, Upside, Downside)
• Actual: Fill in Last Year (LY) Data (if any). Update numbers for the months that have actual data. For any new actual month, please update this tab accordingly
Outputs:
Year 1 Financial Reports (Financial Statements – Budget- Variance Analysis):
• Tab “Yr 1 Financial Statements” includes a dynamic 3 Statement Model built from the inputs of “Actual” & “Budget” Tabs with the selection box being the main driver
The model assumes that the selected and all preceding months have actual figures (which should be updated in the Actual Tab) and the rest are budget figures
• The Budget Sheet is calculated automatically using figures from the “Sales Data” & “Scenario” sheets.
• The Variance Analysis sheet presents a comparison for Actual vs Budget figures at a Year-to-Date and a Monthly level.
A graphic presentation of YTD or Monthly results is shown at the end of the sheet.
Forecast Reports:
• Dynamic Forecast using Scenario Analysis. The tab produces a dynamic 3 Statement model allowing the user to forecast results for up to 10 Years by selecting the forecast length from the selection box in the contents tab
• Breakeven Analysis
• Financial Ratios
• Business Valuation with Sensitivity Analysis
• Charts & Graphs Dashboard
• Executive Summary
Help & Support
Committed to high quality and customer satisfaction, all our templates follow best-practice financial modeling principles and are thoughtfully and carefully designed, keeping the user’s needs and comfort in mind.
No matter if you have no experience or are well versed in finance, accounting, and the use of Microsoft Excel, our professional financial models are the right tools to boost your business operations!
If you however experience any difficulty while using this template and you are not able to find the appropriate guidance in these instructions, please feel free to contact us for assistance.
If you need a template customized for your business requirements, please e-mail us and provide a brief explanation of your specific needs.
Similar Products
Other customers were also interested in...
Startup Company Financial Model – 5 Year Fin...
Highly-sophisticated and user-friendly financial model for Startup Companies providing a 5-Year adva... Read more
Budgeting & Forecasting Model Template
Budgeting & Forecasting Template suitable for either a Trade or Service company in any type of i... Read more
Leveraged Buyout (LBO) Financial Model
Advanced Financial Model presenting a potential acquisition of a public or private company using a s... Read more
General Financial Models – All-in-One Bundle
A collection of templates suitable for various types of businesses/industries, covering major accoun... Read more
Mergers & Acquisitions (M&A) Financial M...
Advanced Financial Model presenting a potential Merger & Acquisition (M&A) transaction between t... Read more
DCF and Sensitivity – Business Valuation Mod...
General Overview User-friendly template providing valuation tools for any type of business/indust... Read more
Cap Tables & Investor Returns Model
User-friendly Cap Table Model for a startup company or early-stage venture including multiple rounds... Read more
Annual Operating Plan – Actual vs Budget Tem...
User friendly template enabling user to prepare an operating budget to project company’s performan... Read more
Three Statement Financial Model with Scenario Anal...
A 3 statement model linking the income statement, balance sheet, and cash flow statement into one dy... Read more
From Trial Balance to Business Valuation – M...
Management Accounts Template, providing full reporting cycle and mapping between accounting and fina... Read more
Reviews
Fantastic model – great functionality, instructions easy to follow and I messaged Giorgos directly and he very kindly replied me with help. Can’t recommend the model and his work highly enough.
2688 of 5207 people found this review helpful.
Help other customers find the most helpful reviews
Did you find this review helpful?
You must log in to submit a review.