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FINANCE: Financial Model checklist (printable)


A financial model is a way of forecasting sales and expenses for a company, both new ventures and existing ones. A financial model usually goes beyond forecasting standard financial reports and also includes other useful tools. The main reports created in a financial model are:

* Cover Sheet
* Assumptions & Inputs
* Financial Summary
* Detailed Revenue
* Detailed Expenses
* Detailed Profit & Loss
* Detailed Balance Sheet
* Detailed Cash Flow
* Summary Profit & Loss
* Summary Balance Sheet
* Summary Cash Flow
* Variance Analysis
* Fixed Assets Summary
* Inventory Summary




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