Financial planning - 3-year planning including cost and sales planning, profit and loss account, balance sheet and cash

Description
Introducing an intuitive financial planning tool tailored for the needs of small and medium-sized companies, this resource offers simplicity, cleanliness, and user-friendliness. Designed for a comprehensive three-year planning horizon, each month within this period is meticulously structured across distinct planning domains, contributing to an annual overview.
The planning model encompasses various crucial aspects of business planning, with dedicated tabs for personnel planning, cost planning, customer and sales planning, profit and loss account, balance sheet, and cash flow statement. The modular approach allows for independent planning and adjustment within each area, providing a nuanced understanding of the financial landscape.
Through seamless interlinking of all planning areas and tabs, a cohesive and integrated planning model emerges. Monthly planning activities automatically feed into an overarching plan, facilitating quick and informed decision-making. The tool's user-friendly template ensures accessibility, while its 100% editable and customizable nature allows businesses to tailor the tool to their specific needs. With a swift and straightforward download process, this financial planning tool stands as a valuable resource for companies seeking efficient and effective financial management.


In planning, all areas and tabs are linked together and combined into an integrated planning model.
All planning areas can be planned on a monthly basis and are then automatically adopted and summarized in the overall planning. All adjustments to sales and cost planning are automatically taken into account and summarized in the P&L and liquidity planning.


- User-friendly template
- 100% editable and customizable
- Quick and easy immediate download