Integrated Financial Planning Model - Ready to use Excel Template with Dynamic Dashboard

Integrated Financial Planning Model - Ready to use Excel Template with Dynamic Dashboard

his workbook builds an integrated 24-month financial plan. Four operating plans (revenue, people, costs, and capital expenditure with funding) flow into a monthly profit and loss account, balance sheet and cash flow statement that always agree with each other. It shows when cash is tightest and how large any funding gap is, so you can test hiring, pricing, investment and funding decisions before you commit to them.

Instructions and guidance for using the template are included within the workbook.

This is a generic, standard template designed for use across most industries. You may need to add, remove or change items to match your own reporting systems and policies.

© Thefinanceintellect.com. Licensed for use within your own organization; not for resale or redistribution. This workbook is a general-purpose tool and is not financial, tax or legal advice. Results depend entirely on the data you enter: review them before relying on them for any decision.