Originally published: 29/02/2020 08:27
Last version published: 27/09/2021 08:11
Publication number: ELQ-22581-3
View all versions & Certificate
Last version published: 27/09/2021 08:11
Publication number: ELQ-22581-3
View all versions & Certificate
Enhanced Generic Startup Financial Projection 3 statement Excel Model
User-friendly generic model for preparing a 5-year financial projection for a startup business
Further information
To assist startup businesses with producing financial projections using a robust user-friendly template
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5-Year Financial ModelClear instructions, the description matched the contents, and easy to update in MS Excel for a five-year financial forecast to support a startup business plan.
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Discussion feed for Enhanced Generic Startup Financial Projection 3 Statement Excel Model
The user community and author are here to help. Go ahead!
- how do i add more rows into the different categories? it doesn't allow me to "insert rows"
- it says "this sheet is protected"
- Hi Nico,
Thank you for downloading our Startup Projection model, to unprotect any of the sheets go to excel ribbon 'Review' and press 'Unprotect Sheet'
To add additional categories you need to add from left to right i.e. start off by adding in 'i_Setup' tab then 'i_assumptions' then 'c_Calculations' and finally 'o_Fin Stats'. If you need any support with this please reach out to us on hello@useprojectify.com
Kind regards
Projectify team- Thanks. I am using it on MS Onedrive as I have a chromebook and apparently "Protect / Unprotect is a feature is something which is not supported by Onedrive. Currently, the only option is to download and then protect/unprotect and then reupload." I cant downoad it and re upload. Can you email me an unprotected version please
- Yes no problem, please send me your email address by private message and will do so.
- Good day, Is there a way to input a formula to calculate a percentage increase in Sales and expenses from the first year to the last year of the projections?
So that when when you input figures in year 1, it pulls through to all the years of the projections.- Hi Pascal, yes, this can be done. If your Year 1 starts in cell T15 (Jan Y1) and annual growth is 5%, you can include the following formula in cell AF15 (Jan Y2) =T15*1.05 and copy it forward. Any input you include in Y1 will automatically update Y2-Y5. Hope this helps
- Hi, in my model, I need to include a different rate of growth for Months 1-6, 6-12, etc. When I try to use the above formula, I receive an error that reads "Only positive amounts, zeros or blanks are expected." How do I overcome this?
- Hi Perry thank you for purchasing our startup projection model and for reaching out. As long as the result of the formula is positive (since this relates to sales volume) it shouldn't happen. would it be possible to send us the version with the issue to hello@useprojectify.com and we can have a look
- Hi, I figured it out. I had to unprotect the sheet to accomplish what I needed.
I have another question. My company will collect a 50% deposit when orders are placed and the balance on shipping which will occur 6 weeks later. The Average Credit Terms Offered does not seem to offer this as an option. Is there a workaround? Thanks.- Hi Perry, yes this can be incorporated relatively easily and happy to help with this. Please send us your email address in a private message and we will get back to you via email.
- Pre-purchase questions. I'm evaluating a franchise business. 1) there are some one-time (non-recurring) initial fees , and then monthly royalty payments based on a % of gross sales, is this product suited to handle this? 2) There will be some seasonality to the business. Will this tool allow me to adjust for the seasonality (monthly) of revenue and associated variable expenses?
- Good day, the first year of my financial projections is March, but on Assumptions, it Starts from January. My First Projection Month on i_Setup is 3 (which is March).
Under i_Assumptions:
Column M, Start Date (1 Jan 21) is on Cell M1, End Date (31 Dec 21) is on Cell M2.
Column N, Start Date (1 Jan 22) is on Cell N1, End Date (31 Dec 22) is on Cell N2
Column O, Start Date (1 Jan 23) is on Cell O1, End Date (31 Dec 23) is on Cell O2
Column P, Start Date (1 Jan 24) is on Cell P1, End Date (31 Dec 24) is on Cell P2
Column Q, Start Date (1 Jan 25) is on Cell Q1, End Date (31 Dec 25) is on Cell Q2
How do I change Columns M, N, O, P, and Q to read:
Example:
Column M, Start Date (1 March 21) on Cell M1, End Date (28 Feb 21) on Cell M2
right through to Year 5
Column Q, Start Date (1 March 25) on Cell Q1, End Date (28 Feb 25) on Cell Q2?
Still Under i_Assumptions, on the Monthly Columns, how do I change:
Column T to read:
Cell T1 (1 March 21), Cell T2 (31 March 21) = Month 1
right through to
Cell AE1 (1 Feb 22), Cell AE2 (28 Feb 22)?
Columns T to AE = Year 1 (monthly)
Columns AF to AQ = Year 2 (monthly)
right through to
Columns BP to CA = Year 5 (monthly)
How do I change so that the first month reads 1 March and the last month reads 28 Feb, from Year 1 right through to Year 5?
Will it be the same instructions to use to fix:
c_Calculations and 0_Fin Stats?
Looking forward to reading from you.
Regards
Pascal Ngoh- Hi Pascal,
Thanks for reaching out, the model template is intended for a business with 1/1 to 31/12 financial years. Timeline can be modified to cater for different year end and I will send you a message with more details on this.
- Hello team - How do I create a forecast for beyond 2021? I have a business plan that requires Jan 2022 start, however, it is not available in the drop-down selection. Thank you!
- Hi Zoe,
Thank you for reaching out.
To add 2022 or any other years you can go to tab: i_Setup, then click on Excel ribbon 'Review' and select 'Unprotect sheet'. Once done go to cell M19 (First Projection Year) click on Excel ribbon 'Data' and select 'Data validation'. A window should open up and in 'source' section add ',2022'
We will shortly upload an updated version of the model with more years included.- Hello team!
Thank you for the prompt response. All sorted, I couldn't find the 'ribbons,' but persevered.
Once at cell M19, I then had to go Data> Data Tools> Data Validation and then the instructions as you mentioned.
Thank you again and take care!
Z
- Hi, I'm a very small business and trying to buy the product.
I simply want a spreadsheet that I can work with and send to a couple of my employees for review and update
From the T&C is unclear whether:
1) I can simply download it and not use ELOQUENCE application (which I don't need)
2) do I need more licences to enable my employees to update the file
3) What do I need to do to simply have a spreadsheet that I can edit as often that I want and enable other people to upload
NOTE: I run a small IT company. I don't provide any accounting services and have no plans to share the spreadsheet with anyone outs of my team
Thanks- Hi Doran, thank you for your interest in our startup projection model. Once downloaded the model is available in Excel and does not require an eloquens application to run.
The excel model is not password protected and can be modified as required.
To use across your business the business licence would likely suit best. please refer to Eloquens T&Cs for more info:
https://about.eloquens.com/termsandconditions/
Please feel free to reach out if you have any further questions.
- Please advise, how do I enter more rows in i-Setup sheet for Revenue Streams, Staff Costs, Marketing Costs, Variable Costs, Fixed Costs and Fixed Assets?
- Hi Pascal, to add additional categories you need to add from left to right of the model i.e. start off by adding in 'i_Setup' tab then 'i_assumptions' then 'c_Calculations' and finally 'o_Fin Stats'. It is best to add by copying rows and inserting copied rows below the last category. Calculations need to be followed through to cover inserted categories. If you need any support with this please email us on hello@useprojectify.com
- Good day, how do I key in the Loan amount in the Assumptions sheet under Borrowing? I can see the "Interest Rate per annum" row, as well as "Interest payment frequency", but no row for "Borrowing amount"? This should be set up to show "interest paid" in the Income Statement section, and also "long term liability" at the end of each year in the balance sheet. Please advice.
- Hi Pascal, thank you for reaching out, the borrowing amount should be included in row 237 of 'i_assumptions' tab (see cells T237 to CA237). In these cells you can include initial borrowing amounts as well as any additions or repayments. Please let us know if this resolves your question.
- Thanks immensely, I entered the borrowing amount as instructed.
