The Financial Snapshot 1.0 is a comprehensive tool to help plan and track the financial data behind your business model

Starting a business is the toughest challenge in the world, and knowing the true numbers behind your business is one of the toughest and scariest parts. The Financial Snapshot 1.0 is a tool to help you navigate the financial side of your business’ journey. It’s an excel (google sheets) workbook that has a dashboard with charts and graphs to help visualize your financial performance and provide written out insights into your business, as well as plenty of other supplemental sheets to track data surrounding your business. A description of the sheets and services can be found below, and there is an accompany tutorial with it to help walk you through everything.

  • Fantastic ROI

    This tool gives you the chance to reach your business's full potential by planning revenues, minimizing costs and is a one time purchase.

  • Customizable

    You are able to create any accounts you want to allow you to track the areas of your business that matter most- this tool is meant to create insights for YOU.

  • Simple & Straightforward

    Cells are color-coded to guide you while creating your plan and dashboards give you visual / written out insights so you can take action.

Services

  • Budgeting & Performance Tracking

    Create a financial plan/goal to strive towards and a business model that will be your blueprint for success.

    Track your performance throughout the year against this plan and your goals on as granular of a level as you want to see where you need to make improvements.

  • Cash Flow Tracking

    Track your revenues and expenses through the lens of your budget and inputs in other sheets to give you deeper insights into your business.

    Visualize your actual cash flows for different accounts on a monthly basis to track your performance and where/when you have over/underperformed, allowing you to see how changes to your business model have impacted it financially.

  • Balance Sheet

    Understand how your financial plan, behaviors and decisions translate to your actual net worth.

    Project your net worth based on your budget and up-to-date incurred revenues/expenses.

  • Services / Product & Inventory Analysis

    Project expected demand distribution to generate sales projections.

    See a ranking of your services to understand which are your true breadwinners.

    Track sales of each different service/product across different points in time and gain insight into which are over/underperforming expectations.

    Calculate your cost for performing a service such as dog groomings to create an appropriate pricing model.

    Track inventory and true unit cost as you make sales of your products.

  • Investment Analysis

    Track overall portfolio returns combining the different portfolios you own & manage.

    Provides guidance on how much money you need to move around to rebalance your portfolio based on whatever your desired weightings are for different industries/sectors and your current portfolio weightings.

  • Marketing Planner / Budget / Analysis

    Plan out your week/month/year from a marketing standpoint and have a budget calculated for you based on your plan/strategy.

    Allocate time to each marketing activity to understand the time/effort required to execute your marketing plan and project that on the same scale as your marketing budget.

    Analyze your marketing effectiveness by calculating CAC and projecting how many customers you will acquire based on both planned and projected expenses.

  • Loans / Receivables Tracker

    Track your outstanding loans/receivables and any payments made against them and see remaining balances to set cash flow expectations.

  • Breakeven Analysis

    Understand the breakeven point for sales you need to make given your projected expected demand distribution and costs and calculate real-time breakevens based on your actual cash flows.

    You can also see what your expected profits would be at different order levels to help set daily, weekly, monthly and yearly goals for your business.

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