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.

ONLINE BANK BUDGET SPREADSHEET KEY FEATURES

Saves you time
3 Way Forecast Model allows you to spend less time on finances and more time on your products, customers and business development

Save Time and Money
Online Bank Excel Pro Forma allows you to start planning with minimum fuss and maximum of help. No writing formulas, no formatting, no programming, no charting, and no expensive external consultants. Plan the growth of your business instead of fiddling around with expensive techy things.

Saves you time
Allows you to spend less time on Startup Cash Flow Statement and more time on your products, customers and business development

Manage accounts receivable.
By creating a startup cash flow statement that takes invoices and bills into account, you’ll be more easily able to identify who is systematically paying late. You could even go on to model different payment dates on overdue invoices to see the real effect of late payments on your cash flow.

Great Value for Money
Use a robust and proven Online Bank Profit Loss Projection based on years of experience at an affordable price. This pro forma has a one-off payment and absolutely no hidden fees or monthly payments.

Easy to follow
Clear and transparent Online Bank 3 Way Financial Model Template structure (15+ separate tabs, each focusing on a specific planning category, colour coded => input, calculation and report sheets).

REPORTS and INPUTS

Financial Statements
Our Online Bank Pro Forma Projection has a pre-built integrated financial summary that contains all the financial information from other spreadsheets, including the primary financial statements: Balance Sheet, Statement of financial position, and cashflow forecast. Our specialists have already formatted this financial summary for your pitch deck.

Dashboard
In this Three Statement Financial Model Template, users will find a Dashboard with core financial metrics relevant to their business. This financial dashboard is a snapshot of all critical financial metrics at a particular point in time. In particular, on this dashboard, you will see your core financials, such as revenue breakdown by years, projected cashflow statement, profitability forecasts, and cumulative cash flows.

Profitability KPIs
Growth of net income. Many financial metrics can be calculated from the Online Bank Financial Projection Template. Entrepreneurs want to see the growth of their company, and the growth of net income is one of the essential metrics that shows that the company is growing and developing. This metric means that the sales are growing and costs are managed wisely, and, respectively, the profit and loss statement proforma shows the net income growth.

Benchmarks
The financial benchmarking study tab in this Pro Forma Projection will help the companies assess their key performance indicators and compare them with other companies’ KPIs.

The term ‘benchmarking’ means the process of comparing the business, financial or other metrics of your company to that of other firms within the same industry. It is essential to use other businesses’ best practices in the same industry as a ‘benchmark’ to improve your own company’s standards.
As a result of the benchmarking study, companies can learn how to operate in a certain industry more efficiently. This benefit makes the financial benchmarking study an essential planning tool for start-ups.

All in One Place
A well-developed and easy-to-use Pro Forma Projection. You do not to be a financial expert to design your start-up Financial Projection. Everything you need is the right set of financial tools, and our Online Bank Financial Model In Excel Template will give you them.

Performance KPIs
Sales growth year-to-date. Every entrepreneur wants to see the company grow month-over-month. In some industries, sales depend on the season or other external factors. The sales growth year-to-date metric shows the pace at which the company’s sales revenue increases or decreases.

Users can monitor sales volumes over various periods – daily, weekly, monthly, or yearly. Sales growth metric helps to manage sales growth goals in the form of a percentage of last month’s sales volume or others. If the company has several sales teams, the management can monitor this metric for each team separately. It will help to monitor better each team’s achievements.

Operational KPIs
Our Online Bank Excel Pro Forma 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 Online Bank 3 Way Financial Model Template 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.

File types:

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