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BENEFITS OF DOCUMENT
This financial model can be utilized to evaluate a bakery's business feasibility. This template is detailed, robust, and very user-friendly.
The model allows the user to develop scenarios based on the variation of key metrics, namely units sold, selling prices, and operational costs. After modeling the scenarios, the user can make a comparison of different scenarios side-by-side.
The user only needs to input information into the cells formatted in the dark blue font in the Assumptions sheet, and any other formats are formulas or labels.
For demonstration purposes, the template is provided with information from a hypothetical business model for a bakery Business. The data must be erased/adjusted to fit the user's needs.
Intermediate Sheets (calculation sheets):
• Revenue and COGS: The revenue is projected in this sheet using an easy-to-follow logic (Units Sold –> Selling Price revenue). The cost of revenue is calculated based on the cost margin defined for each line of product.
• Staff: Calculation of Wages & salaries based on the hiring plan set in the assumptions sheets;
• Debt Model: The user can model up to three loans. (the debt's info is all inputted in the assumptions sheets)
• Assets: In this sheet, based on the inputs set in the assumptions sheets, the investment and depreciation are calculated on a monthly basis;
• Working Capital: Calculation of the working capital requirement by using the collection, payment, and duration of storage period assumptions.
• Executive Summary: The resulting financial data are consolidated in the summary sheet, where a brief and easily understandable view of the main KPIs and Charts are presented to the user in a ready-to-print format;
• Cases Overview: In this sheet, the user can analyze all the scenarios side-by-side (the user must run the macro to update the scenarios.);
• Yearly Financial Statements: Yearly P&L, Balance sheet, and cash flow (direct and indirect method);
• Monthly Financial Statements: Monthly P&L, Balance sheet, and cash flow (direct and indirect method).
Got a question about the product? Email us at [email protected] or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.
Source: Best Practices in Integrated Financial Model, Restaurant Industry Excel: Bakery Financial Model Excel (XLSM) Spreadsheet, Jair Almeida
ABOUT THE AUTHOR: JAIR ALMEIDA
Working as a business controller, I am used to producing reports for management, analyzing performance indicators, and developing comparative analyses in terms of pricing and commercial offers. I'm always looking for creative ways to exceed expectations and deliver top-quality management information in order to identify what drives businesses.
Jair Almeida has published 30 additional documents on Flevy.
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