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  1. Provides Forecast Scenarios for a 10 Year Business Plan
  2. Calculates Actual vs Budget Variance Analysis
  3. Produces 3 Statement Financial Model for First Year and 10-Year Forecast


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 Full Year and 10-Year Forecast Analysis, Budget vs Actual Variance Analysis, Breakeven Analysis, Financial Ratios, Business Valuation and highly sophisticated charts presentation.

Inputs/Outputs/General Notes

Inputs (Gray Tabs)

Contents: Update Company's General Info and select currency from the drop-down list
Sales Data: Update Volume , Sales Price and Cost % Data (columns C & D) and Seasonality Increase
Assumptions: Update Data under each of the three scenarios (Base, Upside, Downside)
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

Budget : Figures are calculated based on the input number in the Sales Data & Assumptions Tabs
KPIs (Financial Ratios)
Breakeven Analysis
Variance Analysis (Actual vs Budget)
10-Year Forecast
Full Year (FY) Statements for both Actual & Budget Data
Business Valuation with Sensitivity Analysis
Executive Summary

General Notes:

Tab "FY Statements" includes a dynamic 3 Statement Model built form the inputs from "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 model is build based on different scenarios as they are outlined in the "Assumptions" Tab.
In some of the output tabs (Blue Color) you will find a selection box with the different scenarios (Base,
Upside, Downside).
Data and Charts are automatically updated based on the chosen scenario

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


Advanced Financial Model - 10-Year Business Plan

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

It applies to All Industries

File Type: Excel (xlsx)

File Size: 480.2 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: Apr 21, 2021

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