Here is a DropBox link to the financial projections spreadsheet template that simplifies and demystifies financial analysis.
Here, too, is the recording of a special session for ‘almost 200’ people where the creators of the template – Brandy Old and Craig Elias – walk an entrepreneur through the process of completing the spreadsheet for their business.
There is a macro in the spreadsheet that powers the disclaimer in the spreadsheet.
You must download the spreadsheet to your computer and enable macros to accept the disclaimer to access the working spreadsheet.
Here is a link to a video that shows how to enable macros after you download the file from Dropbox to your computer/laptop- https://www.youtube.com/watch?v=cGwJhLtpgP4
If that does not work for you, here is a link to written instructions from the Microsoft website on a different way to enable macros – https://bit.ly/how-to-enable-excel-macros.
Once you accept the disclaimer, you can follow along with the video, and in as less than 30 minutes, you can build three years of the following:
- Balance sheet
- Income statement
- Cash flow statement
- 9 investor KPIs
- 10 important charts
- 13 financial ratios
There are notes for most row headings that you access by hovering over the cells. Where applicable, these notes contain:
- A definition
- An example
- The calculation
- Links to additional resources