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Here are some tools that we find particularly useful. Some require Excel security to be set to "medium" because they contain VBA code, for a simple user interface. Click on the name to download any of the following for free.

StartUp Financial Statements Creator
Here is a powerful tool for rapid, accurate creation of all of the financial statements required for starting a new company or launching a new product.

Return on Investment Calculator
Enter simple benefit and investment data and view an interactive analysis of cash and P and L results with varying carrying costs, discount rates, and tax rates.

Insourcing / Outsourcing Model
Analyze the impact of either insourcing or outsourcing products and services.

Breakeven Calculator
See a graphic view of the volume of sales required to cover all fixed and variable costs of producing goods for sale.

Throughput Improvement Calculator
See a graphic view of the benefits associated with improving throughput or yield in a business improvement project.

Loan and Fixed Asset Calculator
Asset depreciation can be complex, with multiple acquisition dates, periods, and methods. Using a simple entry form, quickly enter information for up to 100 assets, and see the period impact on Balance Sheet Fixed Assets, P and L Depreciation, and Cash Flow for up to 20 years. Loans, too, have complex impacts on financial statements. Using a simple entry form, enter multiple loans and see the period impacts on Balance Sheet and P and L elements.

Price Sensitivity Calculator
Use this tool to conceptualize the optimum price to charge for a product, assuming that price increases tend to reduce volume and price decreases may generate more sales volume.



Learn more about financial modeling though these resources: