Tailor Financial Model Excel Template

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Buy Tailor Financial Plan. Spend less time on Cash Flow forecasting and more time on your products. Generates 5-year tailor pro forma budget, projected cashflow statement, financial dashboard, and core metrics in GAAP/IFRS formats automatically. Used to evaluate a tailor business before selling it. Unlocked – edit all – last updated in Sep 2020. Generate fully-integrated tailor projected p&l statement, statement of cash flows, a industry benchmark kpis projections for 5 years. Automatic aggregation of annual summaries on the financial summary report.

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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.

TAILOR FINANCE PROJECTION KEY FEATURES

Video tutorial:

Simple and Incredibly Practical
Simple-to-use yet very sophisticated Tailor 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.

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

Graphical visualization in a convenient dashboard all in one
All necessary reports and calculations, including variable data for your easement, are displayed on a convenient Pro Forma Budget dashboard tab. You do not need to move between sheets to compare important data – everything is visible immediately.

Prove You Can Pay Back the Loan You Requested
When you apply for a business loan, bankers will study your Cash Flow Statement For 5 Years in an attempt to answer this question: Can this business pay back the loan? Requesting a loan without showing your Startup Cash Flow Projection for paying it back is a common way to land in the rejection pile. It is exceptionally accurate if your current cash flow won’t cover all of your monthly operating expenses — plus your loan payment. Don’t fall into this kind of situation. Use Cash Flow Pro Forma to strengthen your case by showing the banker exactly how you plan to use the loan and when you will start repaying the debt. This type of forecasting helps you create a road map that can impress a lender with the confidence they need to approve your loan.

Get a robust, powerful financial model which is fully expandable
This well-tested, robust and powerful Tailor Pro Forma Template Excel is your solid foundation to plan tailor business model. Advanced users are free to expand and tailor all sheets as desired, to handle specific requirements or to get into greater detail.

Simple and Incredibly Practical
Simple-to-use yet very sophisticated Tailor Pro Forma Projection tool. 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. Additionally, you will receive uncompromised after-sales service and access to valuable tutorial videos and blog posts.

REPORTS and INPUTS

Top Revenue
This Excel Pro Forma has a tab for a detailed analysis of the company’s revenue streams. With this template, users can analyze the revenue streams by each product or service category separately.

Financial Statements
The Tailor Profit Loss Projection has pre-built proformas for the balance sheet, the income statement projection, and the projected cash flow statement. These proformas allow users to create statements both on a monthly and annual basis.
Users can create detailed financial statements using the financial assumptions inputted in the Financial Projection Model Template.

Liquidity KPIs
Current Ratio. The current ratio is a liquidity ratio that helps users measure a company’s ability to meet short-term obligations that should be paid within a year. This financial metric tells investors how a company can maximize the current assets on its balance sheet to cover its current debts.

Financial KPIs
In the Three Way Financial Model you can visually track key financial indicators over the five years period as well as 24 months period.
– EBITDA/EBIT shows your company’s operational performance
– CASH FLOWS shows your company’s inflows and outflows
– CASH BALANCE this is the forecast of cash in hand you will have.

Benchmarks
A benchmarking study as the element of the Financial Projection Template Excel is usually used to evaluate a business’s performance by focusing on one or more particular indicators and comparing them with similar indicators of other companies in the industry.
In respect of the financial benchmarking study, these indicators could be profit margins, cost margins, cost per unit, productivity margins, or others. Later the company’s performance indicators should be compared to that of other companies within the same industry.

Benchmarking is a useful strategic management tool, which is essential for start-ups. Companies can evaluate any economic, business, or financial metric or process and compare them to the processes of ‘best practice’ companies within the same field or industry.

All in One Place
This Tailor Three Statement Financial Model Template will give the entrepreneurs financial assumptions regarding costs and income that can be brought together to get the business’s full picture.

Burn and Runway
Our Tailor Financial Model Excel automatically creates cash runway and cash burn analysis based on the forecasted revenues and expenses that, in their turn, show net loss, net profit, cash on hand, and excel break even formula. You can also forecast funding requirements using a set of parameters around funding (e.g., equity, debt, grants) and expected runway to raise (for example, 18 months of forecasted expenses).

 

File types:

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

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