Evaluating Financial Performance and Forecasting

Set of worksheets related to financial analysis and forecasting

evaluationfinancefinancial analysisfinancial performanceforecasting

This model is designed To illustrate concepts related to financial analysis and forecasting. The financial analysis uses a combination of ratios and industry averages to evaluate the financial performance of the company. Trend line graphs are also generated, comparing the company's performance with the industry averages.Finally, the historical information is used to prepare a set of pro forma financial statements using both linear and non-linear functions.

You will need to collect financial statements for several reporting periods. If you want to benchmark the performance against the industry, then you will also need to collect industry averages. The spreadsheet is setup to capture five reporting periods (annual, quarterly, monthly). All input fields are highlighted in yellow.
For best results, SEC Filings are suggested since these reports provide more detail than published financial statements.

This business tool includes
1 Excel Model

Matt Evans offers you this business tool for free!

Download for free

Ask a question

Further information

This spreadsheet uses certain financial functions (such as =TREND) which might not be found in your version of Microsoft Excel. To take full advantage of financial and statistical functions, you should install the Add On package titled: Analysis ToolPack.


  • No review yet!

Any questions on Evaluating Financial Performance And Forecasting?

The user community and author are here to help. Go ahead!

please wait...