Financial Model, General Excel Financial Models

5-year Financial Projections, Annual Recurring Revenue (ARR), Break-Even, CFO, Controlling, Cost Projections, Dashboard, Economic Indicators, Excel, Financial Analysis, Financial Model, Financial Modeling, Financial Planning, Financial Projections, Financial Reporting, Google Sheet, Income Statement, Investors, Know-How, PowerPoint Presentation

Video Tutorial:

Pitch deck ready simply means this template is ready to produce the summaries you would put in a pitch deck and all the user needs to do is enter high-level data. The formatting, data types, fonts, coloring, and sizing have all been taken care of, so all you need to do is paste the images into your deck.

For maximum flexibility, this template was built out in Excel and Google Sheets. The main reason being is there are some nuances in the charts where some things are best done in Excel and some in Google Sheets. You get both here.

Being ready to present can take a lot of hours. The financial metrics need to be easy to read, clear, and not too distracting with colors/fonts. Also, they need to be focused and digestible. All of those things were looked at when producing the charts in this template. In order to make the most usable template out there, only primary financial metrics were used that are relevant in 99% of businesses.

The metrics include:
– Revenue
– Gross Profit
– Revenue Growth Rate
– Gross Profit Margin
– Break-even Revenue
– Year-end customers
– Customer Growth
– Fund Usage
– Net Income
– Margin Analysis
– Revenue vs. Break-even Revenue

Everything is on an annual basis.

Note: This can be used to present historical data as well as partial historical and partial projections. Simply watch the video to see how you can best adjust formatting for hybrid uses. Also, the font on the chart labels for numbers is formatted in ‘M’ for millions. If you want to show the entire number or change that, simply adjust the formatting on the data entry row, and the chart will update accordingly as well as the axis labels.