Description
Before working on Excel to generate your financial model, it’s essential to use this financial model storyboard to imagine the whole thing. This is a zoomed-out picture that should help you determine the flaws in your model before starting it. Very Important Notes:
- You have to note that this particular template is only in FreeForm format, as in it’s only available for Apple devices.
- The shared file is a read-only file, you will need to copy all elements inside and paste it into a new Freeform.
- I’ll put in the PDF as well in case you’re looking for inspiration.
Here’s additionally a template of a financial model that you can use to project your financials.
This practice of creating a financial model storyboard before designing the actual model often saves quite a good amount of time. We’ve been testing this in our agency for years, and it has been proven to spare the execution or design time of the financial model itself. Financial model preparation is a no-brainer as there are connections you need to see that might take hours later on to fix in the Excel financial model.
Feel free to send me an email if you’ve seen any faults or problems in the model.