Personal Trainer Excel Financial Model
Originally published: 31/03/2022 11:16
Publication number: ELQ-54161-1
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Personal Trainer Excel Financial Model

This Financial Model contains a five-year projection and provides the user with valuable information that he should use to make business decisions.

Description
Starting a personal training business requires more than just knowledge about fitness. You obviously also need to start considering finances and management. Itโ€™s time to do the math and calculate your costs and pricing to estimate possible profit and start a structured and efficient business. This Personal Trainer Excel Financial Model also helps you decide how to divide resources and ramp up. In addition, weโ€™ve outlined some essential financial planning reports and statements in this model to help you get started.

๐ˆ๐ง๐ญ๐ซ๐จ๐๐ฎ๐œ๐ญ๐ข๐จ๐ง ๐ญ๐จ ๐๐ž๐ซ๐ฌ๐จ๐ง๐š๐ฅ ๐“๐ซ๐š๐ข๐ง๐ž๐ซ ๐„๐ฑ๐œ๐ž๐ฅ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐Œ๐จ๐๐ž๐ฅ ๐“๐ž๐ฆ๐ฉ๐ฅ๐š๐ญ๐ž
Personal Trainer Excel Financial Model template contains the three financial statements, including the cash flows, and calculates the relevant metrics (Break-even Analysis, Diagnostic Tools, Project evaluation, and Charts). The financing options for the project include a standard long-term loan as well as an investment made by the investors and of course marketing sheet (include automated inbound and outbound marketing costs sheet which also contains how many customers will achieve as a result).

So a quick overview of the Financial Model, in the contents tab, you can see the structure of the model and by clicking on any of the headlines to be redirected to the relevant worksheet.

๐‡๐จ๐ฐ ๐ˆ๐ญ ๐–๐จ๐ซ๐ค๐ฌ
On the Input tab, you can feed the financial information for the model, such as sales price, cost, expenses, etc. Inputs with Peach fill and grey letters, call up (direct links from other cells) filled in grey with black letters, while calculations with white fill and black characters.

In the sensitivity analysis tab, you can see a high-level report with the main business scenarios. The tab shows how the companyโ€™s profit will look in case of any uncertainty. For example, if the cost or expenses increased by 10%.

Another useful tab is the break-even analysis, where you can see the items needed to be sold every day and their currency value to break even.

Calculations: Here, all calculations performed The revenues are calculated based on the product or services sold, promotion, pricing, promotions, and marketing campaign, and deducting the business variable and fixed costs, the operating profit is resulting. Based on the assets financed and the gearing of the financing, the interest and depreciation will calculate. With the help of working capital assumptions, we have measured the impact on business cycles. In the last, depending on the level of the investment the relevant debt financing calculated.

In the PnL Monthly tab: everything aggregates here into the relevant statements: profit and loss, balance sheet, and cash flow every month.

The Dashboard tab: Various graphs present the revenues, cash analysis, break-even analysis, sensitivity, assets vs. liabilities, startup summary, etc.

๐Š๐ž๐ฒ ๐ˆ๐ง๐ฉ๐ฎ๐ญ๐ฌ ๐จ๐Ÿ ๐๐ž๐ซ๐ฌ๐จ๐ง๐š๐ฅ ๐“๐ซ๐š๐ข๐ง๐ž๐ซ ๐„๐ฑ๐œ๐ž๐ฅ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐Œ๐จ๐๐ž๐ฅ ๐“๐ž๐ฆ๐ฉ๐ฅ๐š๐ญ๐ž
1.The growth rate Price and Expense.
2.Revenue Assumptions
3.Marketing Budget Sheet (which measures how many customers we get from marketing).
4.Average Payable and Receivable days your business is following.
5.Cost of Goods.
6.Fixed Asset and Capital Expenditure.
7.Tax Rate
8.Investment table
9.Loan table

๐Š๐ž๐ฒ ๐…๐ž๐š๐ญ๐ฎ๐ซ๐ž๐ฌ ๐จ๐Ÿ ๐๐ž๐ซ๐ฌ๐จ๐ง๐š๐ฅ ๐“๐ซ๐š๐ข๐ง๐ž๐ซ ๐„๐ฑ๐œ๐ž๐ฅ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐Œ๐จ๐๐ž๐ฅ ๐“๐ž๐ฆ๐ฉ๐ฅ๐š๐ญ๐ž
๐Ÿ. ๐ˆ๐ง๐ฉ๐ฎ๐ญ ๐’๐ก๐ž๐ž๐ญ
This financial model template contains inputs that, when changed, impact the calculations and, therefore, the changes are applied to all relevant sheets. As a result, this financial model always has built-in flexibility to display different outcomes or final calculations based on this sheetโ€™s changes.
๐Ÿ. ๐’๐ญ๐š๐ซ๐ญ๐ฎ๐ฉ ๐’๐ฎ๐ฆ๐ฆ๐š๐ซ๐ฒ
A start-up summary tab includes the total cost incurred at the start of business and capital expenditure, how much cash injected by the company so far, and based on the number of months the amount of investment required is calculated.

A Startup Summary helps you take a realistic view of your idea and double-check whether itโ€™s the business has enough funds to support operations.
๐Ÿ‘. ๐Œ๐จ๐ง๐ญ๐ก๐ฅ๐ฒ & ๐˜๐ž๐š๐ซ๐ฅ๐ฒ ๐ˆ๐ง๐œ๐จ๐ฆ๐ž ๐’๐ญ๐š๐ญ๐ž๐ฆ๐ž๐ง๐ญ
The Personal Trainer Excel Financial Model Template provides the monthly and yearly income statement structure and a framework for creating a full corporate forecasting model tailored to your particular business.

An integrated financial model is powerful since it enables the Financial Model user to change any assumption in one part of the statement in order to see how it impacts all other parts of the statements accurately and consistently.

The monthly Income Statement sheet of the Personal Trainer Excel Financial Model Template is perfect for those who require regular reporting and details. Additionally, Income Statement contains all revenue streamlines with gross earnings, net earnings linked with a revenue analysis sheet to ensure accurate reporting. Oak Business Consultants understands every School businessโ€™s goal. Therefore, we have developed a mechanism that helps business owners determine whether they are making profits or otherwise.

Furthermore, the Yearly Income Statement gives you complete insights into revenue and general & administrative expenses. The Yearly Income Statement also contains several graphs, assumptions, ratios, margins, net profit, earnings, cost of services, and profit after tax.
๐Ÿ’. ๐๐š๐ฅ๐š๐ง๐œ๐ž ๐’๐ก๐ž๐ž๐ญ
This balance sheet enables you to analyze your position of current assets, fixed assets, liabilities, and equity. This also allows you to monitor your accounts receivable, accounts payable, accrued expenses, etc. Therefore this specific, financial model gives you the perfect space to analyze your key financial balance accounts.
๐Ÿ“. ๐‚๐š๐ฌ๐ก ๐…๐ฅ๐จ๐ฐ
The Cash Flow Statement is the vital part of the three statements that report the cash spent and generated during a specific period. The Cash Flow Statements act as a bridge between the income statement and balance sheet by how money has moved in and out of business. It has three main sections of the Cash flow Statement:

Operating Activities: We have included all cash in and out related to the operations of the business

Investing Activities: A cash from the disposal or an acquisition of an will include in this section.

Financing Activities: We have separately made a loan-related tab where you can enter all loan-related information thee. The tab is linked to Financing Activities of Cash flow Statement.
The Cashflow Statement in our Model contains a dedicated sheet to monitor and analyze your company cash-ins and out. This cash flow statement is based on several key inputs:: Payableeivable Days, yearly income, working capital, long-term debt, net cash, etc. This calculation then computes your net cash flow, beginning and end cash balances. This is a perfect template for your companyโ€™s cash flow management.
๐Ÿ”. ๐๐ซ๐ž๐š๐ค-๐„๐ฏ๐ž๐ง ๐€๐ง๐š๐ฅ๐ฒ๐ฌ๐ข๐ฌ
A break-even analysis can help you measure how different scenarios might play out financially. For example, if you increase the marketing budget or add another employee to the payroll, how many extra sales will be needed to recover that additional expense?

We have included a Break-even analysis in our Financial Model, which will help the user determine sales. The break-even analysis will help you know the profits generated at the various sales levels at a glance. The Break-Even Analysis is the point where your total sales contribution refers to fixed cost at zero profit and loss. This Technique is primarily based on marginal costing, which behaves differently at various levels of output activity.
๐Ÿ•. ๐๐ซ๐จ๐ฃ๐ž๐œ๐ญ ๐„๐ฏ๐š๐ฅ๐ฎ๐š๐ญ๐ข๐จ๐ง
Since the table calculates Return on Investment, Investorโ€™s Future Equity Share, and Cash Burn Rate Analysis, analyzing the companyโ€™s performance becomes easy to capture potential investors.
๐Ÿ–. ๐ƒ๐ข๐š๐ ๐ง๐จ๐ฌ๐ญ๐ข๐œ ๐’๐ก๐ž๐ž๐ญ
This Diagnostic sheet is a new inclusion to our financial model. This automatically explains the condition of the business. For example, if your companyโ€™s profit is 30% of the total sales. The sheet will include favorable comments (As mentioned above in the picture). The Diagnostic Sheet is beneficial to give the companyโ€™s insights in just one line.
๐Ÿ—. ๐ƒ๐š๐ฌ๐ก๐›๐จ๐š๐ซ๐
Users and readers respond and process visual graphs better than data. Furthermore, This dashboard provides you a graphical management tool that enables you to track all your relevant financial KPIs, improve cash flow management, and track expenses, sales, and net revenue in detail to meet and outperform the financial objectives of your business.

๐๐ž๐ง๐ž๐Ÿ๐ข๐ญ๐ฌ ๐จ๐Ÿ ๐๐ž๐ซ๐ฌ๐จ๐ง๐š๐ฅ ๐“๐ซ๐š๐ข๐ง๐ž๐ซ ๐„๐ฑ๐œ๐ž๐ฅ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐Œ๐จ๐๐ž๐ฅ ๐“๐ž๐ฆ๐ฉ๐ฅ๐š๐ญ๐ž
๐„๐ง๐œ๐š๐ฉ๐ฌ๐ฎ๐ฅ๐š๐ญ๐ž ๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ฒ ๐๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ๐š๐ง๐œ๐ž- The Personal Trainer Excel Financial Model Template analysis simplifies a companyโ€™s financial statements. It allows the user to express critical profitability and financial position information in just a few numbers. For example, the companyโ€™s net profit margin encapsulates the net effect of a companyโ€™s revenues and all expenses. Thus, it will enable the user to conclude a companyโ€™s profitability without going through lengthy account statements.

๐๐จ๐ญ๐ญ๐จ๐ฆ ๐‹๐ข๐ง๐žโ€“ The Personal Trainer Excel Financial Model Template can be the key to your companyโ€™s better and informed future. Succeeding to plan your Companyโ€™s finances well will mean overall success in making wise investment decisions, purchasing the right operating assets, control costs, and determining company valuation.

๐€๐œ๐œ๐จ๐ฆ๐ฆ๐จ๐๐š๐ญ๐ž๐ฌ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ๐ฌ โ€“ This model provides valuation and performance analysis charts. It enables the investors and banks to clearly determine the companyโ€™s worth considering lending funds to your company.

๐ˆ๐ง๐ญ๐ž๐ ๐ซ๐š๐ญ๐ข๐จ๐งโ€“ The model assumptions and calculation are properly integrated. So the change in the main sheet will automatically lead to the change in all related sheets easily.

๐•๐ข๐ฌ๐ฎ๐š๐ฅ๐ข๐ณ๐š๐ญ๐ข๐จ๐ง ๐“๐จ๐จ๐ฅโ€“ This Financial model also prepares a clear communication of the quantitative outcomes. As obtained by calculations via various graphs and charts. Therefore, the user does not need to pay much attention to the financial modelโ€™s inner workings.

This Best Practice includes
1 Excel File (14 Tabs)

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