Courier / Delivery Service – 5 Year Financial Model (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Presents an advanced 5-year financial plan for a startup or operating Courier / Delivery Service Company

LOGISTICS EXCEL DESCRIPTION

This product (Courier / Delivery Service – 5 Year Financial Model) is an Excel template (XLSX), which you can download immediately upon purchase.

A courier service is a company that offers special deliveries of packages, money, documents or information. These services usually boast faster delivery times than any alternative method of transporting documents, and many businesses rely on them. Brands and businesses form partnerships with courier services, especially those who sell online to have a safe and reliable shipping method for a smooth delivery experience. The multiple shipping and delivery options provided by these courier services are what sets them apart from the traditional mailing services. This helps immensely when shipping internationally. They have great in-house resources and fewer size restrictions.

This Financial Model presents an advanced 5-year financial plan for a startup or operating Courier / Delivery Service Company and is a flexible tool for business owners to forecast their financial and operational activities. It includes assumptions and calculations of Vehicles Fleet (Bikes and Vans purchased or leased), Revenue from Courier Services (per mile calculation), Cost of Services, Payroll & Operating Expenses, Fixed Assets & Depreciation, Financing through Debt & Equity and Exit Valuation assumptions in case of a potential sale of the business.

The structure of the template follows Financial Modeling Best Practices principles and is fully customizable.

Detailed instructions for the functionality of the model are included in the Excel file.

Model Inputs and Setup Reports:
• General Setup Assumptions, incl. Starting Expenses (in case the business is a startup), Operating Metrics, Vehicles Fleet, Revenue & Cost of Service Assumptions, and Financing (Debt & Equity)
• Payroll, OpEx, and Annual Capex, incl. Depreciation Schedule
• Annual Calculations and Monthly Budget Allocation
• Forecast Scenarios

Starting Year Output Reports:
• Yr1 Budget and Actual Reports
• Yr1 Profit & Loss Statement Summary
• Yr1 Budget vs. Actual Variance Analysis at a YTD and Monthly level

5-Year Forecast Output Reports:
• Annual Financial Statements (3 Statement model)
• Break-Even Analysis
• Financial Ratios, including several Profitability, Efficiency, Liquidity, and Leverage (Solvency) Ratios
• Dupont Analysis
• Performance Dashboard
• Business Valuation, including DCF Model, Return Metrics (NPV, EV, IRR, MOIC, ROI, etc.), and Sensitivity Analysis
• Professional 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.
Whether you have no experience or 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 experience any difficulty while using this template and cannot find the appropriate guidance in the provided 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.

Source: Best Practices in Logistics, Integrated Financial Model Excel: Courier / Delivery Service – 5 Year Financial Model Excel (XLSX) Spreadsheet, Profit Vision