Inventory Modeling within 3-Statement Financial Model   Excel template (XLSX)
$45.00

Inventory Modeling within 3-Statement Financial Model (Excel template (XLSX)) Preview Image
Inventory Modeling within 3-Statement Financial Model (Excel template (XLSX)) Preview Image
Inventory Modeling within 3-Statement Financial Model (Excel template (XLSX)) Preview Image
Inventory Modeling within 3-Statement Financial Model (Excel template (XLSX)) Preview Image
Inventory Modeling within 3-Statement Financial Model (Excel template (XLSX)) Preview Image
Inventory Modeling within 3-Statement Financial Model (Excel template (XLSX)) Preview Image
Flevy is the marketplace for business best practices.
Inventory Modeling within 3-Statement Financial Model (Excel template (XLSX)) Preview Image
Inventory Modeling within 3-Statement Financial Model (Excel template (XLSX)) Preview Image
Inventory Modeling within 3-Statement Financial Model (Excel template (XLSX)) Preview Image
Inventory Modeling within 3-Statement Financial Model (Excel template (XLSX)) Preview Image
Inventory Modeling within 3-Statement Financial Model (Excel template (XLSX)) Preview Image
Inventory Modeling within 3-Statement Financial Model (Excel template (XLSX)) Preview Image
Arrow   Click main image to view in full screen.

Inventory Modeling within 3-Statement Financial Model (Excel XLSX)

Excel (XLSX)

$45.00
This Accounting tool was crafted by an Accountant and Financial Modeler with over 10+ years of global experience. He has served 750+ clients, from small family offices to billion-dollar corporations, across a multitude of industries.
Add to Cart
  


Immediate download
Fully editable Excel
Free lifetime updates

VIDEO DEMO

INVENTORY MANAGEMENT EXCEL DESCRIPTION

This product (Inventory Modeling within 3-Statement Financial Model) is an Excel template (XLSX), which you can download immediately upon purchase.

One of the more difficult things that I have had clients ask me to do is help with inventory forecasting within a 3 statement model. You do need to have a good grasp on the Accounting equation as well as specific financial accounting knowledge and journal entry skills to do this correctly. What this template does is show the formulas that need to be utilized in-between the income statement, balance sheet, and statement of cash flows so that inventory is displaying in the right manner.

Inventory will hit all 3 financial statements and it can get complicated when there are varying terms for when inventory is actually paid for vs. when it is used and when it should actually increase the inventory balance. GAAP compliance is also relevant here.

Integrating inventory flows into a 3-statement financial model can be one of the more difficult things to figure out. It requires a good understanding of general Accounting principles as well as the Accounting equation.

This is especially true when you have inventory that is paid on account partially or in full and then actually hits the cash flow at some future period.

The model designed here will help anyone understand how inventory should be flowing to each financial statement if one were building a financial forecast for a business that had to deal with inventory purchases, repayments, prepayments, and accounts payable items related to the inventory transactions.

The main line items that inventory effects are included and all the math and logic needed to balance the Balance Sheet with the Income Statement and Cash Flow Statement as it relates to inventory movements.

There is an additional schedule that really dives into what is happening each period in terms of the items and amounts that change in a given period as it relates to inventory.

Got a question about the product? Email us at support@flevy.com 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 Inventory Management Excel: Inventory Modeling within 3-Statement Financial Model Excel (XLSX) Spreadsheet, Jason Varner | SmartHelping


$45.00
This Accounting tool was crafted by an Accountant and Financial Modeler with over 10+ years of global experience. He has served 750+ clients, from small family offices to billion-dollar corporations, across a multitude of industries.
Add to Cart
  

ABOUT THE AUTHOR

Author image
Additional documents from author: 191
Terms of usage (for all documents from this author)

I graduated in 2011 with a Bachelor's degree in Accounting and began my career as a financial analyst at a small chain of auto repair shops. After gaining valuable experience, I launched my own practice specializing in real estate underwriting, later expanding into general business modeling.

I honed my spreadsheet modeling expertise by completing over 400 projects on Upwork with a 100% success ... [read more]

Ask the Author a Question

You must be logged in to contact the author.

Click here to log in Click here register

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.
Bundle and save! You can save up to % with bundles!

View bundle(s)




Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab




Read Customer Testimonials

 
"The wide selection of frameworks is very useful to me as an independent consultant. In fact, it rivals what I had at my disposal at Big 4 Consulting firms in terms of efficacy and organization."

– Julia T., Consulting Firm Owner (Former Manager at Deloitte and Capgemini)
 
"One of the great discoveries that I have made for my business is the Flevy library of training materials.

As a Lean Transformation Expert, I am always making presentations to clients on a variety of topics: Training, Transformation, Total Productive Maintenance, Culture, Coaching, Tools, Leadership Behavior, etc. Flevy "

– Ed Kemmerling, Senior Lean Transformation Expert at PMG
 
"As a niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."

– David Coloma, Consulting Area Manager at Cynertia Consulting
 
"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.

The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."

– Dennis Gershowitz, Principal at DG Associates
 
"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.

Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten.

In today's environment where there are so "

– Omar Hernán Montes Parra, CEO at Quantum SFE
 
"As a young consulting firm, requests for input from clients vary and it's sometimes impossible to provide expert solutions across a broad spectrum of requirements. That was before I discovered Flevy.com.

Through subscription to this invaluable site of a plethora of topics that are key and crucial to consulting, I "

– Nishi Singh, Strategist and MD at NSP Consultants
 
"I like your product. I'm frequently designing PowerPoint presentations for my company and your product has given me so many great ideas on the use of charts, layouts, tools, and frameworks. I really think the templates are a valuable asset to the job."

– Roberto Fuentes Martinez, Senior Executive Director at Technology Transformation Advisory
 
"Flevy is our 'go to' resource for management material, at an affordable cost. The Flevy library is comprehensive and the content deep, and typically provides a great foundation for us to further develop and tailor our own service offer."

– Chris McCann, Founder at Resilient.World




Save with Bundles

This document is available as part of the following discounted bundle(s):

Save %!
Inventory Trackers and Forecasting

This bundle contains 6 total documents. See all the documents to the right.

$125.00


Add Bundle & Save

Save %!
Accounting Trackers - Tools for Accountants

This bundle contains 28 total documents. See all the documents to the right.

$249.00


Add Bundle & Save


Your Recently Viewed Documents


Customers Also Like These Documents

Related Management Topics


Inventory Management Procurement Strategy Supply Chain Analysis KPI Warehouse Management

Receive our FREE presentation on Operational Excellence

This 50-slide presentation provides a high-level introduction to the 4 Building Blocks of Operational Excellence. Achieving OpEx requires the implementation of a Business Execution System that integrates these 4 building blocks.