Overview
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Financial Forecasting Template
1h 0min

Financial Forecasting Template

A simple-to-use spreadsheet that takes you through the process of building your sales, costs and investment forecasts and then automatically generates the financial statements and dashboard information that you need for your first few years in business.
1h 0min

The Tool

To help you with your financial forecast we have constructed a simple-to-use template that is suitable for a startup business.
All you need to do is provide the three key sets of underlying data for the forecasting period (e.g 3-5 years) related to:

  1. What is owned and borrowed;
  2. Costs; and,
  3. Sales.

With this information, the spreadsheet will construct the three financial statements (the Profit and Loss Statement, the Cash Flow Statement and the Balance Sheet) and a dashboard of key performance metrics for you.

 

Startup-Accelerator Finance Template

 

Explainer Film

For a quick introduction to the spreadsheet, you can watch the film below:

 

 

Some Example Cases

Here are some example cases for you to follow, with full descriptions and video explanations:

  1. Example engineering case;
  2. Example ICT case; and,
  3. Example e-commerce case.

 

Attachments

Startup-Accelerator Finance Template

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