Financial Planning & Forecasting Model Excel Template | 3-Statement Model
Financial Planning & Forecasting Model Excel Template | 3-Statement Model
Financial Planning & Forecasting Model — Excel Template
A fully linked 3-statement financial model — P&L, balance sheet, and cash flow — all driven from a single assumptions sheet with Base, Optimistic, and Pessimistic scenarios built in.
Who it's for
CFOs, startup founders, and finance teams who need investor-ready financial projections without building a model from scratch or hiring a consultant.
What's included
- Fully linked P&L, balance sheet, and cash flow statement
- Single assumptions sheet that drives every output
- Base / Optimistic / Pessimistic scenario toggle
- Multi-year projections with monthly and annual views
- Basic version: core 3-statement model
- Pro version: extended scenario analysis and valuation summary
Why choose this model
Built the way investment analysts structure models — clean, auditable, fully linked, and ready to present to investors or lenders.
Why MetricVault, not just another template
- Real human support — every message answered personally, not a bot
- Instant download, no waiting
- Works great with AI tools too — ask ChatGPT or Copilot to analyze your filled-in model for extra insights
- Fair price — premium quality without premium-brand markup
Frequently asked questions
Is this suitable for fundraising? Yes, it's built to investor-model standards.
Can I change the forecast assumptions? Yes, everything flows from one editable assumptions sheet.
Does it include valuation? The Pro version adds a valuation summary section.