Want FREE Templates on Strategy & Transformation? Download our FREE compilation of 50+ slides. This is an exclusive promotion being run on LinkedIn.

  Please register (it's free!) or login to view the remaining preview.
If you are logged in, your referral link [?] is automatically included below.
EMBED CODE (Copy and Paste)


  1. Produces 3 Statement Financial Model for First Year and up to 10-Year Forecast
  2. Calculates Actual vs. Budget Variance Analysis
  3. Calculates Business Valuation and Breakeven Analysis


General Overview

Advanced Financial Model including DCF & Valuation, suitable for any type of business/industry and fully customizable.

Template is built using Financial Modeling Best practices and includes Scenario basis 3 Statement Financial Model for First Year and up to 10-Year Forecast Analysis, Budget vs Actual Variance Analysis, Breakeven Analysis, Financial Ratios, Business Valuation and highly sophisticated charts presentation.

Inputs/Outputs/General Notes


•  Contents: Update Company's General Info. Company's name in cell E15 will be automatically update the title in each slide. Select the desired number of periods and report currency from the drop down lists.
•  Sales Data: Update Volume , Sales Price and Cost % Data (columns C & D) and Seasonality Increase (row 8)
•  Scenarios: Update Data under each of the three scenarios (Base, Upside, Downside)
•  Yr 1 Actual: Fill in Last Year (LY) Data. Update numbers for the months that have actual data. For any new actual month, please update this tab accordingly
•  Timeframe: Select between 1 to 10 years


Year 1 Financial Reports (Financial Statements - Budget- Variance Analysis)
•  Tab "Yr 1 Financial Statements" includes a dynamic 3 Statement Model built from the inputs of "Actual" & "Budget" Tabs with the selection box being the main driver. The model assumes that the selected and all preceding months have actual figures (which should be updated in the Actual Tab) and the rest are budget figures.
•  The Budget Sheet is calculated automatically using figures from the "Sales Data" & "Scenario" sheets.
•  The Variance Analysis sheet, presents a comparison for Actual vs Budget figures at a Year-to Date and a Monthly level. User needs to select the month from the drop-down list in cell O8, to view the corresponding results. A graphic presentation of the results is shown at the end of the sheet. User can change the output results by selectin YTD or Month form the drop-down list in cell D58.

Forecast Reports
•  Dynamic Forecast using Scenario Analysis. Scenario Analysis uses different approaches of calculating forecasted figures, usually calculating 3 scenarios; a base, an upside and a downside scenario. The tab produces a dynamic 3 Statement model allowing the user to forecast results for up to 10 Years by selecting the forecast length from the selection box in the contents tab.
•  Breakeven Analysis
•  Financial Ratios
•  Business Valuation with Sensitivity Analysis
•  Charts & Graphs Dashboard
•  Executive Summary

Help & Support

Committed to high quality and customer satisfaction, all our templates follow best practice financial modeling principles and are thoughtfully and carefully designed, keeping the user's needs and comfort in mind.
No matter if you have no experience or you are well versed in finance, accounting and the use of Microsoft Excel, our professional financial models are the right tools to boost your business operations!
If you however experience any difficulty while using this template and you are not able to find the appropriate guidance in these instructions, please feel free to contact us for assistance.
If you need a template customized for your business requirements, please e-mail us and provide a brief explanation of your specific needs.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the form to the right. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Advanced Financial Model - 1- to 10-Year Business Plan Excel document


Advanced Financial Model - 1- to 10-Year Business Plan

Sold by Profit Vision (this author has 95 documents)


Add to Cart

This business document is categorized under the function(s):

It applies to All Industries

File Type: Excel (xlsx)

File Size: 464.8 KB

Related Topic(s): Integrated Financial Model

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Apr 20, 2021
Most recent version published: Jun 28, 2021

Ask the Author a Question

Must be logged in Click here to log in



Since 2012, we have provided best practices to over 5,000 businesses and organizations of all sizes across the world—in over 130 countries. Below is just a very small sample of our customer base.

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.


42-slide PowerPoint deck
Author: alex
51-slide PowerPoint deck
66-page PDF document
50-slide PowerPoint deck


Excel workbook
Excel workbook
Excel workbook
Excel workbook
Excel workbook and supporting Word



Become your organization's resident expert on...

Digital Transformation
Post-merger Integration (PMI)
Strategy Development
Organizational Design (OD)
Performance Management
Business Transformation
Organizational Culture (OC)
Customer-centric Design (CCD)
Interested in something else? Browse our 500+ Business Toolkits of best practices, each focused on a specific management topic.