Works with Excel & Google Sheet

Key Features of The Model

Easy To Edit Model

Each feature of our model is designed to streamline your business planning and drive your success, making it a worthwhile investment.

1. Starting Position

Enter your company's basic information of your business plan, e.g. Company Name, Baseline Metrics, Plans & Pricing, Channel Grouping, Customer Breakdowns

2. BHAG Definition

Define Your Goals & Definitions: Set your Big Hairy Audacious Goals (BHAGs) and align your team on the metrics."

4. Staff Planning

Plan your staffing needs, including number of employees and salaries to get an overview of each department cost

3. Marketing Channels

Record your marketing channels, visitor counts, and free trial numbers.  Add your projected Revenue Per Marketing Source for the coming 2 Years 

Building a financial model is not easy, so we guide you from the start.

Based on best practises

The model is user-friendly and intuitive. Start by entering your company's basic information, then move on to defining your goals, marketing channels, staff, and revenue projections. The model will automatically generate charts and dashboards based on your input.

Watch our walkthrough video to see all features and the great design of the financial model template.

But what do others think?

Testimonial

5. Revenue Model

Make assumptions for your revenue model, such as customer and MRR growth per plan.

6. Charts & Dashboards

Automatically generate dashboards you can use in your presentations based on your input

Start building your financial model now!

Simple pricing

Google Sheet
Excel File
How to Video
Example + Blank Version

Google Sheet
Excel File
How to Video
Example + Blank Version
5 x 1h sessions

BHAG Definition

Part 2

Set your Big Hairy Audacious Goals (BHAGs) in this section. These are the ambitious, long-term goals that you want your company to achieve. You can also align your team on the definitions of your lead stages, ensuring everyone is on the same page when it comes to tracking progress and measuring success.

Marketing Channels

Part 3

Record all your marketing channels, visitor counts, and free trial numbers in this section. This data will help you understand where your leads and customers are coming from, allowing you to optimize your marketing efforts. You can also add your projected Revenue Per Marketing Source for the coming 2 years and Organic traffic growth rate.

Starting Position

Part 1

This is where you lay the groundwork for your financial model. Enter your company's basic information, such as the name, baseline metrics, plans and pricing, channel grouping, and customer breakdowns. This information will serve as the foundation for the rest of your financial planning.

Charts & Dashboarding

Part 6

This section is automatically generated based on your input in the other sections. It creates charts and dashboards that provide a visual representation of your financial data, making it easier to understand and present to others. It pulls data from all the other tabs to give you a comprehensive overview of your financial situation.

Revenue Model

Part 5

Make assumptions for your revenue model in this section. You can project customer growth, Monthly Recurring Revenue (MRR) growth, and other key financial metrics. This will help you forecast your revenue and plan your budget.

Staff Planning

Part 4

Plan your staffing needs in this section. Enter the number of employees you plan to have, their salaries, and other related costs. This will help you forecast your HR expenses and plan your hiring strategy.