Example Models

The following example best practice models have been developed using bpmToolbox to demonstrate the implementation of the Best Practice Spreadsheet Modelling Standards. They should not be viewed as in any way limiting the scope of the application of bpmToolbox. Check this page regularly for updated model examples and feel free to contact us for more examples of best practice models, or to discuss any of the example models provided below.

Business Planning Models

The following models provide examples of best practice business planning models built using bpmToolbox. Business planning models usually include the analysis of financial statements over a number of time series periods, often allowing for both historical and forecast data based on assumptions entered by the managers of the underlying business.

Forecast Business Planning Models

The following models provide examples of forecast best practice business planning models - i.e. models with a single time series over which data is being analyzed, usually for projecting data without allowing for comparisons with historical data:

Model		Description		Download
1.	Forecast Business Planning Model Example (Basic)	•	Basic forecast business planning model demonstrating the creation of dynamic financial statements (i.e. Income Statement, Balance Sheet and Cash Flow Statement) based on a set of forecast assumptions.	|

Historical & Forecast Business Planning Models

The following models provide examples of best practice business planning models which analyse data on both a historical and forecast basis, with data for all periods also being presented. Most business planning models include both historical and forecast analysis as a means of 'sanity checking' forecast against actual data:

Model		Description		Download
1.	Historical & Forecast Revenue	•	Demonstrates the use of data and projections time series sheets in bpmToolbox to collect historical and forecast revenue assumptions and show the outputs on a single output sheet.	|
2.	Historical & Forecast Business Planning Model Example (Basic)	•	Basic historical and forecast business planning model demonstrating the creation of dynamic historical and forecast financial statements (i.e. Income Statement, Balance Sheet and Cash Flow Statement) based on a historical and forecast assumptions.	|

Dashboard Outputs

The following models provide examples of dashboard outputs. Dashboard outputs are included within the output section of a best practice model (usually using bpmToolbox presentation sheets and styles) and provide a tabular and/or graphical summary of designated model outputs based on a specific target audience. The Create Dashboard Template tool within bpmToolbox makes it possible to efficiently develop high-quality dashboard outputs.

Model		Description		Download
1.	Business Unit Analysis	•	A4 landscape dashboard displaying revenue and earnings for multiple business units.	|
2.	Current Year Monthly Performance	•	A4 landscape dashboard displaying monthly current year revenue, cost of goods sold, operating expenditure and capital expenditure, differentiating actual, budget, forecast and last year.	|
3.	Merger Overview	•	A3 landscape dashboard displaying consolidated annual financial information segregated by target and acquiror.	|
4.	Project Summary	•	A3 landscape dashboard displaying selected annual financial performance metrics for a project.	|
5.	Regulatory Revenue Analysis	•	A3 landscape dashboard displaying selected performance and efficiently outputs for a regulated business, including building blocks, RAB and out-performance analysis.	|
6.	Revenues & Expenses by Business Unit	•	A4 portrait generic dashboard displaying divisional revenues and expenses presented via cumulative waterfall charts.	|

Powerful Charts

The following models contain examples of the sophisticated use of charts within Microsoft Excel. These charts can be included in custom-built dashboard outputs to visually communicate the outputs of best practice models to model users:

Model		Description		Download
1.	Multi-Stack Waterfall Chart	•	Demonstrates the use of a stacked column graph to show the movements in a designated item from one point in time to another - e.g. breaking out the composition of an increase in operating expenses from one year to the next.	|