Here is a DropBox link to version 2 of our three-year Financial Projections 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 version 2 of the spreadsheet for their business.

If you are curious about what we’re working on next with the spreadsheet…

Here is a SNEAK PEEK at version 3.0 of the spreadsheet.

Version 3 is a fully featured version that includes the ability to forecast and analyze up to three revenue streams and allows for enhanced scenario analysis by utilizing an even more robust set of assumptions users can modify to create a truly tailored 3-year financial analysis.

Version 3.0 integrates the feedback from founders, funders, and financial experts in Canada’s startup community.

Once we have a finished version of 3.0, we plan to host and record another Financial Analysis for Newbies, Techies and Everyone Else.

There is a macro in each version of the spreadsheet that powers the disclaimer you must accept to access the full template.

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 little as 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