Publication number: ELQ-98061-1
View all versions & Certificate
Financial Report Template: Waterfall Chart
Track your financial performance and forecast more efficiently
After facing a tough decision, to either go surf or to blog about my favourite financial reporting tool, I settled for an answer of “both”.
The downloadable tool below is a Waterfall Chart. It allows you to compare the actual performance across time periods (mostly, months or quarters) to your original Plan of Report, additionally to forecasts you have made along the way, as information became more available.
This template is designed to compress a ton of information into a concise format, and to provide management and board members with quick answers to key questions such as:
1. How are we performing compared to the plan? Against what we thought last time we re forecast?
2. What will our potential position be at the end of the fiscal year?
3. Are there improvements in regards to how well we predict our business?
Most of my companies that use this tool track 5-10 key metrics in this form. The usual metrics include:
o New bookings
o Cash on hand
o Operating expenses
o Net income
o Units sold or new customers acquired
o Some measure of deployed/live customers (if a lag exists between a sale and a live customer)
o For internet companies, some measure of the “top of the funnel” such as Unique Visitors or Page Views
Below you will find the online methodology. It includes information on how the tool works, as well as questions most entrepreneurs ask.
Feel free to add your constructive thoughts and feedback in the discussion feed below.
Even if you do or you do not agree with the financial reporting tool, I hope you give it a try and find it useful!
Now I can proceed to surfing…
(This content was originally published on vcwaves.com)
- Brian Ascher
This business tool includes
1 Excel sheet, 1 Online Methodology
Brian Ascher offers you this business tool for free!
download for free
Add to bookmarks
- Serkan Aktas(last updated: 06/02/2019 00:09)
- Luis Manuel González Nieto(last updated: 30/01/2019 15:45)
- John E. "Jed" Ervin(last updated: 14/01/2019 15:46)
- Abdul Ghafur BE, MCIOB, AClArb, CQS,610(last updated: 22/12/2018 10:22)
- Vu Diep(last updated: 03/12/2018 07:58)
- Philip Fraser-Cox(last updated: 05/11/2018 08:58)
- Shamsu Hamid(last updated: 25/10/2018 07:44)
- Scott Donald(last updated: 12/10/2018 07:28)
- fandi damore(last updated: 27/09/2018 14:25)
- Ramzi Qasmieh(last updated: 27/09/2018 08:44)
- Antoine Arbuckle(last updated: 25/09/2018 15:33)
- Margery Llanes(last updated: 05/09/2018 06:24)
- Taz Kwari(last updated: 13/06/2018 11:33)
- Steven Crowthers(last updated: 23/05/2018 18:54)
People using this tool also downloaded
Generic Startup Financial Projection 3 statement Excel ModelUser-friendly model for preparing a financial projection for a startup business3 statementbalance sheetcashflowexcelfinancial742$30.00 by Projectify
Sample Investor Monthly Report TemplateReport on your progress to investors using the monthly report template.angel investorexcelinvestormonthlyperformance934
Marketplace KPI Excel DashboardDesigned to evaluate a marketplace organisation's performance.dashboarddownloadentrepreneurfreekpi3,351free by Version One
Ultimate Startup Cap Table and Return Analysis Excel TemplateSample cap table excel template with exclusive waterfall return analysis.analysiscap tabledownloadexcelfree3,175$9.00 by Alexander Jarvis
Financial Model Template for StartupsTell the story of your business in numerical terms.excelfinancialfreemodelsimple1,664free by Vince Scafaria
Cash Model Template for StartupsTemplate to forecast your startup's cash expenditure, cash-flow as well as downside potential.cashflowexcelforecastfreemodel1,287free by Tim Raybould
Simple GANTT Chart Template for Kick-offsThe GANTT chart template used by Paua Ventures to kick off meetings with our new investments.chartdownloadexcelfreegantt884free by Federico Wengi
Financial Model for Mobile Payment StartupIncludes assumptions page, income statement, balance sheet, cash flow statement and valuation sheet.balance sheetdownloadexcelfinancefree1,871free by Tayfun Uslu
Virtual World Freemium Business Model TemplateA business model excel spreadsheet to help companies make business decisions and understand how variables interact.business plandownloadexcelfreefreemium717free by Matthew Warneford
How to Create a Real Estate Marketing Report with Sample TemplateMeasure the following 8 metrics to track the success of your marketing performance and learn to build a marketing reportdownloadexcelkpismarketingmetrics1,902free by Bob Samii
Any questions on Financial Report Template: Waterfall Chart?
The user community and author are here to help. Go ahead!