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Comprehensive Excel Template for Building Financial Plans, Models and 3 Year Projections

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Category: Accounting, Business Utitilties, Excel Templates, Financial Plans & Projections

Every investor, Venture Capitalist, Bank and other Financial Institutions will at a point request for your proposed financial projections and business plan. This process is needed for proper evaluation and assessment of the viability, profitability and feasibility of the proposed or existing business venture.

The aim of every entrepreneur or business owner is to make profit and see his or her business prosper with adequate funding and other necessary resources in place. This is demonstrated by carefully writing a business plan and having a top notch financial plan to back it up.


Overview of the Template

The challenge with many entrepreneurs is that they lack the pre-requisite knowledge to write a standard business plan and put up an amazing financial projection/model. This is where we come in with a beautiful and easy to manage Excel Template.

This template is the mother of all templates for drafting a rock solid financial plan and projection. The template is designed to work like a mini accounting software like Quick Books and Sage. The template encompasses every book-keeping process to the final accounts and projections for you. All you need to do is key in vital information such as sales, purchases to be made, projected expenses, fixed assets to be acquired etc., and sit back sip a cup of coffee and watch as the template does the remaining analysis for you in real-time.

Features of the Template

  1. Fully Automated Imputation Interface
  2. Input Mode with Macros for recording day-to-day activities of the business and major income, purchases etc.
  3. Working Trail Balance.
  4. 3 Years Income Statement Projection.
  5. 3 Years Financial Position Projection.
  6. 3 Years Cash flow Statements and Analysis.
  7. Minimum or no manual imputation necessary for accurate reports.
  8. 24/7 Support from our vast community of developers.
  9. Easy to set-up and super user friendly.


Use Scenario

  1. Small and Medium Scale businesses that need a trial balance excel template to manage their final accounts.
  2. Individuals seeking government grants, bank loans, Equity from investors and friends.
  3. Software developers who want to integrate trial balance features to their applications.
  4. Individuals and Corporate bodies that need an affordable option to a fully developed accounting Software such as QuickBooks and Sage50

Ms Excel Template

V.1 (2022)

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