{"id":2777,"date":"2014-08-21T12:02:25","date_gmt":"2014-08-21T10:02:25","guid":{"rendered":"http:\/\/www.invest-aura.com\/?page_id=2777"},"modified":"2018-05-30T19:13:16","modified_gmt":"2018-05-30T17:13:16","slug":"financial-analysis-templates-and-excel-tools","status":"publish","type":"page","link":"https:\/\/www.investaura.co\/wordpress\/financial-analysis-templates-and-excel-tools\/","title":{"rendered":"Financial analysis templates and Excel tools"},"content":{"rendered":"<p>Investaura is pleased to provide templates and Excel tools that can help you get started. We currently provide the following templates:<\/p>\n<ul>\n<li><a href=\"http:\/\/www.investaura.co\/financial-analysis-templates-and-excel-tools\/business-plan-excel-template\/\">Business Planning for beginners<\/a>: this simple template illustrates how to forecast revenues, CapEx, OpEx, Cashflow and how to derive the Net Present Value (NPV)<\/li>\n<li><a title=\"Comprehensive Business Plan template for telecoms and ICT\" href=\"http:\/\/www.investaura.co\/business-planning\/financial-analysis-templates-and-excel-tools\/comprehensive-business-plan-template-for-telecoms-and-ict\/\">Business Planning for telecoms and ICT<\/a>: this comprehensive template has been used extensively by Investaura in the preparation of business plans for its clients, including in an M&amp;A context<\/li>\n<li><a title=\"Financial Ratio Analysis template\" href=\"http:\/\/www.investaura.co\/business-planning\/financial-analysis-templates-and-excel-tools\/financial-ratio-analysis-excel-template\/\">Financial Ratio Analysis<\/a>: this simple template shows how the 4 categories of financial ratios and KPIs are calculated: Profitability, Liquidity, Stability and Capital efficiency ratios<\/li>\n<\/ul>\n<p>For more powerful models with an Excel look-and-feel, we recommend using the <a href=\"http:\/\/www.adaptiveinsights.com\" target=\"_blank\">Adaptive Insights<\/a> platform and Investaura&#8217;s <a href=\"http:\/\/www.investaura.co\/solutions\/budgeting-and-forecasting\/\">Capex and Opex planning and forecasting model<\/a>.<br \/>\n<div id=\"metaslider-id-5623\" style=\"max-width: 1450px; margin: 0 auto;\" class=\"ml-slider-3-90-0 metaslider metaslider-nivo metaslider-5623 ml-slider ms-theme-default\" role=\"region\" aria-roledescription=\"Slideshow\" aria-label=\"Adaptive\">\n    <div id=\"metaslider_container_5623\">\n        <div class='slider-wrapper theme-default'><div class='ribbon'><\/div><div id='metaslider_5623' class='nivoSlider'><a href=\"https:\/\/i0.wp.com\/www.investaura.co\/wordpress\/wp-content\/uploads\/2018\/02\/AP_PIC.png\" target=\"_self\"><img src=\"https:\/\/i0.wp.com\/www.investaura.co\/wordpress\/wp-content\/uploads\/2018\/02\/AP_PIC.png?resize=720%2C472&#038;ssl=1\" height=\"472\" width=\"720\" data-caption=\"Easy to use, Excel look and feel\" alt=\"\" class=\"slider-5623 slide-5622\" data-recalc-dims=\"1\" \/><\/a><a href=\"https:\/\/i0.wp.com\/www.invest-aura.com\/wordpress\/wp-content\/uploads\/2018\/05\/Adaptive_Dashboards.png\" target=\"_self\"><img src=\"https:\/\/i0.wp.com\/www.investaura.co\/wordpress\/wp-content\/uploads\/2018\/05\/Adaptive_Dashboards.png?resize=720%2C472&#038;ssl=1\" height=\"472\" width=\"720\" data-caption=\"Beautiful Dashboards\" title=\"Adaptive_Dashboards\" alt=\"\" class=\"slider-5623 slide-6572\" data-recalc-dims=\"1\" \/><\/a><a href=\"https:\/\/i0.wp.com\/www.invest-aura.com\/wordpress\/wp-content\/uploads\/2018\/05\/Sales_Capex_Opex_Planning2.png\" target=\"_self\"><img src=\"https:\/\/i0.wp.com\/www.investaura.co\/wordpress\/wp-content\/uploads\/2018\/05\/Sales_Capex_Opex_Planning2.png?resize=720%2C472&#038;ssl=1\" height=\"472\" width=\"720\" data-caption=\"Powerful planning and forecasting of Sales, CAPEX and OPEX\" title=\"Sales_Capex_Opex_Planning2\" alt=\"\" class=\"slider-5623 slide-6568\" data-recalc-dims=\"1\" \/><\/a><a href=\"https:\/\/i0.wp.com\/www.invest-aura.com\/wordpress\/wp-content\/uploads\/2018\/05\/Telecom_Planning_Sheets_Overview.png\" target=\"_self\"><img src=\"https:\/\/i0.wp.com\/www.investaura.co\/wordpress\/wp-content\/uploads\/2018\/05\/Telecom_Planning_Sheets_Overview.png?resize=720%2C472&#038;ssl=1\" height=\"472\" width=\"720\" data-caption=\"Extensively documented sheets\" title=\"Telecom_Planning_Sheets_Overview\" alt=\"\" class=\"slider-5623 slide-6570\" data-recalc-dims=\"1\" \/><\/a><a href=\"https:\/\/i0.wp.com\/www.investaura.co\/wordpress\/wp-content\/uploads\/2018\/02\/180216_Adaptive_Model.png\" target=\"_self\"><img src=\"https:\/\/i0.wp.com\/www.investaura.co\/wordpress\/wp-content\/uploads\/2018\/02\/180216_Adaptive_Model.png?resize=720%2C472&#038;ssl=1\" height=\"472\" width=\"720\" data-caption=\"Ideal for all types of models, small and large\" alt=\"\" class=\"slider-5623 slide-5626\" data-recalc-dims=\"1\" \/><\/a><\/div><\/div>\n        \n    <\/div>\n<\/div><\/p>\n<p>For more information, please <a title=\"Contact Us\" href=\"http:\/\/www.investaura.co\/contact\/\">contact Investaura<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Investaura is pleased to provide templates and Excel tools that can help you get started. We currently provide the following templates: Business Planning for beginners: this simple template illustrates how to forecast revenues, CapEx, OpEx, Cashflow and how to derive&#8230; <\/p>\n<div class=\"more-link-container\"><a class=\"more-link\" href=\"https:\/\/www.investaura.co\/wordpress\/financial-analysis-templates-and-excel-tools\/\">Read More<\/a><\/div>\n","protected":false},"author":1,"featured_media":4195,"parent":0,"menu_order":400,"comment_status":"closed","ping_status":"closed","template":"","meta":{"jetpack_post_was_ever_published":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Financial analysis templates and Excel tools | Investaura<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investaura.co\/wordpress\/financial-analysis-templates-and-excel-tools\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Financial analysis templates and Excel tools | Investaura\" \/>\n<meta property=\"og:description\" content=\"Investaura is pleased to provide templates and Excel tools that can help you get started. 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They aren't!\u00a0Investaura is pleased to provide you with this simple Excel template to help you get started. The Business Planning and Costing simple Excel template can be downloaded on our web site 'The Art of Business Planning'. Go to 'The Art\u2026","rel":"","context":"Similar post","img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.investaura.co\/wordpress\/wp-content\/uploads\/2010\/09\/shutterstock_251280265_smaller.jpg?fit=1024%2C678&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":5136,"url":"https:\/\/www.investaura.co\/wordpress\/download-area\/","url_meta":{"origin":2777,"position":1},"title":"Download area","date":"November 25, 2016","format":false,"excerpt":"Investaura is pleased to provide Excel templates and tools that can help you get started. We currently provide the following templates: Business Planning for beginners; Financial Ratio Analysis; Business Planning for telecoms and ICT. Business Planning for beginners: this simple template illustrates how to forecast revenues, CapEx, OpEx, Cashflow and\u2026","rel":"","context":"Similar post","img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":2451,"url":"https:\/\/www.investaura.co\/wordpress\/financial-analysis-templates-and-excel-tools\/financial-ratio-analysis-excel-template\/","url_meta":{"origin":2777,"position":2},"title":"Financial Ratio Analysis Excel template","date":"March 28, 2014","format":false,"excerpt":"There are 4 main categories of financial ratios and KPIs used by financial practitioners, each addressing a specific question: Question 1: \"Is the business profitable?\" ->\u00a0Profitability ratios, calculated from the P&L (e.g. Gross margin, EBITDA margin, EBIT margin) Question 2: \"Is the business liquid in the short term?\" ->\u00a0Liquitidity ratios,\u2026","rel":"","context":"Similar post","img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.investaura.co\/wordpress\/wp-content\/uploads\/2010\/09\/shutterstock_251280265_smaller.jpg?fit=1024%2C678&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":3086,"url":"https:\/\/www.investaura.co\/wordpress\/financial-analysis-templates-and-excel-tools\/comprehensive-business-plan-template-for-telecoms-and-ict\/","url_meta":{"origin":2777,"position":3},"title":"Comprehensive Business Plan Excel template for telecoms and ICT","date":"October 16, 2014","format":false,"excerpt":"Finding a good business plan template in Excel format can be really hard, for the following reasons: You need the right\u00a0level of detail.\u00a0More often than not, the templates provided by others (your\u00a0corporate HQs, your boss, you name it) are much too detailed - if you work for a large company,\u2026","rel":"","context":"Similar post","img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.investaura.co\/wordpress\/wp-content\/uploads\/2010\/09\/shutterstock_251280265_smaller.jpg?fit=1024%2C678&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":1063,"url":"https:\/\/www.investaura.co\/wordpress\/training\/business-planning-and-entrepreneurship\/","url_meta":{"origin":2777,"position":4},"title":"Business Planning and Entrepreneurship","date":"November 16, 2011","format":false,"excerpt":"Investaura is pleased to announce the launch of its new seminar on 'Business Planning and Entrepreneurship'. \u00a0This is a 5-day event that can be booked by business customers and training institutes anywhere in the world, for groups of up to 15 people. The seminar is lead by one of the\u2026","rel":"","context":"Similar post","img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.investaura.co\/wordpress\/wp-content\/uploads\/2016\/02\/shutterstock_11316037_smaller.jpg?fit=1024%2C683&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":6747,"url":"https:\/\/www.investaura.co\/wordpress\/services\/financial-business-planning\/","url_meta":{"origin":2777,"position":5},"title":"Financial and Operational Planning","date":"January 31, 2019","format":false,"excerpt":"A large number of managers engage in the preparation of business plans, whether in a start-up, mature company or M&A context. Unfortunately, the results are not always convincing. Investaura have immense experience in the area of financial planning and understand the business behind the numbers. Business planning is a holistic\u2026","rel":"","context":"Similar post","img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.investaura.co\/wordpress\/wp-content\/uploads\/2010\/09\/shutterstock_251280265_smaller.jpg?fit=1024%2C678&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.investaura.co\/wordpress\/wp-json\/wp\/v2\/pages\/2777"}],"collection":[{"href":"https:\/\/www.investaura.co\/wordpress\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.investaura.co\/wordpress\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.investaura.co\/wordpress\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investaura.co\/wordpress\/wp-json\/wp\/v2\/comments?post=2777"}],"version-history":[{"count":25,"href":"https:\/\/www.investaura.co\/wordpress\/wp-json\/wp\/v2\/pages\/2777\/revisions"}],"predecessor-version":[{"id":6588,"href":"https:\/\/www.investaura.co\/wordpress\/wp-json\/wp\/v2\/pages\/2777\/revisions\/6588"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investaura.co\/wordpress\/wp-json\/wp\/v2\/media\/4195"}],"wp:attachment":[{"href":"https:\/\/www.investaura.co\/wordpress\/wp-json\/wp\/v2\/media?parent=2777"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}