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.

TRUCKING SERVICE FINANCIAL PLAN KEY FEATURES

Video tutorial:

Customer Mix
Do you have a multiple-service Trucking Service? Then, you would need to enter the customer mix by the services you provide. And yes, you not limited by 100% in total as your customers may use two or more services.

Easy to follow
Clear and transparent Trucking Service p&l template excel structure (15+ separate tabs, each focusing on a specific planning category, colour coded => input, calculation and report sheets).

All necessary reports
When creating a Trucking Service pro forma template, you will not need to independently prepare financial reports and study the requirements for them. Our Excel template contains all the necessary reports and calculations that correspond with the lenders demand.

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

Starting Point
If you are running Trucking Service than you might need to start the forecast from the count of customers you have in place. Just put the numbers to the right of service/product names and you are ready for the next steps.

New Customer Acquisition
The fact is – you would need to spend money to get visitors (leads). So, the Cashflow Forecast has a marketing budget section to cover this calculation. Just enter budget assumptions, and the cost per visitor (lead) and you are ready to go forward.

REPORTS and INPUTS

All in One Place
This Trucking Service financial plan template reflects all the main aspects of your business. It will be a roadmap that enables entrepreneurs to understand their business and their perspectives. As a start-up financial plan excel, it will help understand cash flows and determine the cash burn rate. This is very important for any business because it shows how long money will last and which milestones the business owner can achieve with these expenditures.

Financial KPIs
With the help of the financial key performance indicators (KPIs), you can track your company’s performance and improve its financial health. This Trucking Service financial projections spreadsheet allows showing the key performance indicators in the form of charts.

Dashboard
This Trucking Service pro forma template has an all-in-one dashboard. This tab is a snapshot of a business’s start-up metrics at a particular point in time. You can see your core start-up financials, revenue breakdown by years, Cash Flow Forecast data, profitability forecasts, and cumulative cash flow on this dashboard in the form of charts and graphs.

Sources and Uses
The sources and uses tab of the business plan financial template shows how the company manages its funds. It shows the primary funding sources to which the company has access. It also shows the company’s spendings. The sources and uses statement is critical for start-ups.

Financial Statements
The Trucking Service financial model xls has a pre-built integrated financial statement structure. It has pre-built templates for the primary financial statements: Balance sheet, P&L Proforma, Startup Cash Flow Statement, and Statement of Shareholders’ Capital. All these financial statements are precisely defined and interconnected with the inputs and other spreadsheets within the model.

Break Even
This Trucking Service budget template excel has a template for a Break Even Excel. This financial instrument helps users identify when the revenue of the company starts exceeding its total cost. This is the time point when the project under consideration or a company as a whole will start generating profits. Studying the relationship between the company’s revenue and its fixed and variable costs is crucial for its success.

The break-even point calculation helps the company’s management determine the necessary level of sales and product price that will cover the total cost of business, i.e., fixed and variable costs. It shows users how to calculate the time point when a company is expected to make a profit.

Benchmarks
This proforma has a tab for financial benchmarking study. This study involves a financial analysis of performance and comparing the company’s results with other companies’ financial indicators in the industry. Conduction of the financial benchmarking study helps users assess a company’s overall competitiveness, efficiency, and productivity.