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Three Statement Financial Model - 5 Year Forecast (Excel XLSX)
Excel (XLSX)
BENEFITS OF THIS EXCEL DOCUMENT
- The template provides a 3 statement model that links the income statement, balance sheet, and cash flow statement into one dynamically connected financial model.
- The model is suitable for any type of business / industry
INTEGRATED FINANCIAL MODEL EXCEL DESCRIPTION
The template provides a 3 statement model that links the income statement, balance sheet, and cash flow statement into one dynamically connected financial model. It shows how changes in revenue, expenses, assets, liabilities, and cash flow impact each other over time.
This model acts as the base on which more advanced financial models are built, such as discounted cash flow (DCF) models, merger models, leveraged buyout (LBO) models, and various other types of financial models.
It is built on a single-sheet structure, offering user easier navigation, less risk of wrong linkages of formulas and allows more room for consolidating multi-business companies.
The template offers detailed financial statements for both historical results and forecast periods. These statements are meticulously organized and color-coded for ease of use, ensuring that users can quickly identify and input the necessary data. This level of detail and organization makes the template an invaluable tool for any business looking to streamline its financial planning and analysis processes.
Throughout the entire model, formulas are in black color and hard-coded numbers are in blue color. The user must fill only the blue colored numbers and the rest of the model will be automatically updated.
The Model includes the following:
1. Three different operating Scenarios (Base, Upside, Downside) including assumptions which will determine Forecasting
2. Historical Data for the first 2 Years
3. 5 Year Forecast
4. Supporting Schedules for Capital Assets and Financial Activity Forecasts
5. Horizontal & Vertical Analysis
6. Financial Ratios
7. Dashboard
The template is user-friendly, fully customizable and suitable for any type of business.
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.
No matter if 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, however, experience any difficulty while using this template and you are not able to find the appropriate guidance in the instructions included, 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.
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 Integrated Financial Model Excel: Three Statement Financial Model - 5 Year Forecast Excel (XLSX) Spreadsheet, Profit Vision
ABOUT THE AUTHOR
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.
Our range of services include Financial & Operational Analysis, Business Planning, Budgeting & Forecasting, Cash Flow
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All-in-One General Financial Models
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