Upgrade My Existing Financial Model
Budget: $250 – $750 AUD
I already have a working financial model, built in Excel, but it needs a thoughtful upgrade. I want it to tell a clearer story around three core areas: revenue projections, expense calculations and overall cash-flow analysis.
Revenue
• Please weave in several new revenue streams I am planning to launch and let me toggle them on or off.
• Growth rates need to be easy to adjust and flow cleanly through to the statements and charts.
Expenses
• The cost side must separate fixed from variable items.
• I need simple input cells so I can tweak unit costs, volumes and sales assumptions at any time and watch gross margin and net profit update instantly.
Cash Flow
When the above assumptions change, the cash-flow schedule should update automatically, highlighting monthly surpluses or funding gaps.
Budget:
I dont have an official budget for the company or built into the model. Can you please add a a tab for this.
Dashboard
The dashboard and graphs will need to be updated to reflect the new products and revenue streams I've added
Acceptance criteria
– All inputs grouped logically and clearly labelled.
– Formulas transparent (no hard-coding) and, where helpful, commented.
– Summary dashboard with key KPIs, scenario drop-down and printable PDF view.
– File delivered in Excel (and Google Sheets compatible).
If this sounds like your comfort zone and you can turn it around quickly, let’s talk.
Revenue
• Please weave in several new revenue streams I am planning to launch and let me toggle them on or off.
• Growth rates need to be easy to adjust and flow cleanly through to the statements and charts.
Expenses
• The cost side must separate fixed from variable items.
• I need simple input cells so I can tweak unit costs, volumes and sales assumptions at any time and watch gross margin and net profit update instantly.
Cash Flow
When the above assumptions change, the cash-flow schedule should update automatically, highlighting monthly surpluses or funding gaps.
Budget:
I dont have an official budget for the company or built into the model. Can you please add a a tab for this.
Dashboard
The dashboard and graphs will need to be updated to reflect the new products and revenue streams I've added
Acceptance criteria
– All inputs grouped logically and clearly labelled.
– Formulas transparent (no hard-coding) and, where helpful, commented.
– Summary dashboard with key KPIs, scenario drop-down and printable PDF view.
– File delivered in Excel (and Google Sheets compatible).
If this sounds like your comfort zone and you can turn it around quickly, let’s talk.