Financial Model, Online & IT Businesses, SaaS

5-year Financial Projections, Amortization, Budget, Budgeting, Business Valuation, Cap Table, DCF Model, Debt Amortization, Debt Schedule, Excel, Financial Model, Financial Planning, Financial Projections, Financial Reporting, Financial Statements, Forecast, Forecasting, Loans, NPV (Net Present Value), Pro-Forma, Revenue Projections, Valuation

NOTE: Single-User pertains to a limited Single User License where the template can only be used by one single user; while Multi-User is a license for users sharing the template with up to 20 members. Please refer to Terms of Use and License and Permitted Use for clarification.

DATA ANALYTICS SOFTWARE PRO FORMA TEMPLATE KEY FEATURES

Video tutorial:

Spot problems with customer payments
Preparing the Cash Flow Statement encourages the business to look at how quickly customers are paying their debts. Identify unpaid invoices and take necessary actions to make them pay.

Investors ready
Print ready (including a pro forma income statement for startup, a Startup Cash Flow Statement, a balance sheet, and a complete set of financial ratios).

Build your plan and pitch for funding
Impress bankers and investors with a proven, strategic Data Analytics Software Financial Model that impresses every time.

Simple and Incredibly Practical
Simple-to-use yet very sophisticated Data Analytics Software Pro Forma Projection. Whatever size and stage of development your business is, with minimal planning experience and very basic knowledge of Excel you can get complete and reliable results.

Simple-to-use
A very sophisticated Data Analytics Software Cash Flow Proforma, whatever size and stage of development your business is. Minimal previous planning experience and very basic knowledge of Excel is required: however, fully sufficient to get quick and reliable results.

Saves you time
Financial Model In Excel allows you to spend less time on finances and more time on your products, customers and business development

REPORTS and INPUTS

Break Even
Break-even is a situation where the company covers all its costs with the revenue earned. In other words, this is a point in time when the company is neither making money nor losing money.

Breakeven Analysis is a useful instrument in studying the relation between the variable cost, fixed cost, and the company’s revenue earned under these circumstances. Usually, companies with low fixed cost levels have a low break even excel.

All in One Place
This Data Analytics Software Financial Projection Template will give the entrepreneurs financial assumptions regarding costs and income that can be brought together to get the business’s full picture.

Top Revenue
The top line and bottom line are two of the most important lines on a company’s profit and loss statement proforma. Investors and analysts pay special attention to the company’s revenue and profits and carefully monitor any changes regarding these financial metrics from quarter to quarter and year to year.

The top line of the proforma income statement refers to a company’s revenues or gross sales. Therefore, when somebody says that the company has ‘top-line growth,’ it means that the company is experiencing an increase in gross sales or revenues, which should positively impact other company’s financials and overall performance.

Operational KPIs
Our Data Analytics Software Cash Flow Proforma Template has various operational performance graphs that will help business owners manage their business’ finances and measure their overall performance. These operational performance graphs also help in making wise business decisions that consider the company’s financial capability.

The financial graphs in this Data Analytics Software Pro Forma Projection help measure the company’s financial health showing the operating cash flows’ analysis, return on investment, debt to equity ratio, liquidity ratios, and other relevant financial information. Business owners can use these operational performance graphs both for internal and external purposes.

In particular, they can use these graphs to assess the company’s overall financial performance or for the assessment of the project’s financial feasibility. Such an approach will improve the financial management efficiency of the company. Business owners can also use these charts and graphs for the presentations for potential investors and bankers. The operational performance graphs have all the necessary pre-built formulas, and they are fully formatted. So, the users can just print out them and bring for the meeting with investors.

Costs
A Data Analytics Software 3 Way Forecast Excel Template is an important financial tool that enables users to identify actual and forecasted expenditures, as well as financial resources needed to cover these costs. With a well-developed cost budget, you can see the areas where you can save money and the areas of high priority. As a part of a business plan, the cost budget supports the process of pitching to investors and loan applications.

Burn and Runway
This Data Analytics Software Financial Projection Model Template automatically calculates the cash burn rate based on the inputs from other spreadsheets, in particular, from the cash flow statement for 5 years.

Liquidity KPIs
Accounts receivable turnover (ART). In the Cash Flow Proforma Template, the accounts receivables turnover ratio (ART) calculates a metric that assesses a company’s effectiveness in collecting its receivables. This ratio shows how successful the company is in managing its debts.

 

File types:

Excel – Single-User: .xlsx
Excel – Multi-User: .xlsx
Free Demo – .xlsx