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HIGHLIGHTS
BENEFITS OF DOCUMENT
DOCUMENT DESCRIPTION
The main purpose of the template is to enable a business to evaluate potential major projects or investments.
The structure is user friendly and practical and is suitable for any type of business.
The template includes the major methods of capital budgeting (discounted cash flow, NPV, payback, profitability index, internal rate of rate) and a breakeven analysis.
General Note
The template includes Input Tabs (gold color) and Output Tabs (dark blue color).
Formulas are in black color and hard-coded numbers are in blue color. UPDATE ONLY THE BLUE COLOR NUMBERS.
As a general rule, try to avoid changing the formulas in the cells in the output tabs. Please contact us if you need assistance on the functionality of the template.
Template Instructions
Set Up Tab
This tab includes the main data which feed the rest of the template.
Initial Investment Section : Fill in all CAPEX, OPEX & Working Capital Assumptions and enter the Lifetime of the investment in years.
Revenue : Fill in Assumptions percentages (%), Sales Volume & Price per Unit and update the Fixed Costs Categories accordingly
10-Year Forecast
This tab creates a 10-Year Forecast for the investment based on the assumptions user inputs on the top section of the report
Please fill in all the assumptions for the calculations to work properly
Capital Budgeting
This tab presents a capital budgeting process and evaluates the investment.
It includes capital budgeting main calculation data, undiscounted and discounted cash flow, investment returns and payback period analysis.
All calculations are automatic and user must only select the discount rate method form the drop-down list in cell N11.
If Direct Method (1) is selected, user needs to manually input the discount rate in cell N13.
Breakeven Analysis
This tab creates a breakeven analysis for the investment, calculated based on units sold.
All calculations are automatic and user only needs to select the year from the drop-down list to view the corresponding chart output.
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 Business Case Example, Break Even Analysis Excel: Capital Budgeting & Breakeven Analysis Excel (XLSX) Spreadsheet, Profit Vision
ABOUT THE AUTHOR: PROFIT VISION
Profit Vision provides Consulting & Outsourced Financial Services as well as Financial Planning & Performance analysis to small and mid-size businesses by implementing efficient and effective tools to assist them with start-up business plans or improve their ongoing operations.
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Our range of services include Financial & Operational Analysis, Business Planning, Budgeting & Forecasting, Cash Flow Planning, M&A/LBO Modeling, Business Valuations and more.
We also offer a collection of ready-to-use financial templates covering a variety of industries (Real Estate, Hospitality, Manufacturing, Energy, Food & Beverages, Retail, Healthcare, etc.), as well as tailor-made financial modeling services adjusted to customers' business requirements providing flexible solutions in building a bespoke forecast for their business.
Profit Vision has published 150 additional documents on Flevy.
DETAILS
This business document is categorized under the function(s): Corporate Finance Operations
It applies to All Industries
File Size: 111.9 KB
Related Topic(s): Business Case Example Break Even Analysis
Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.
Initial upload date (first version): May 2, 2021
Most recent version published: May 3, 2021
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