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To use this template, select: "File" > "Make a Copy" > Name your new document > "Make a copy"


Some words before you dive into this template:

Hi, I'm glad you found this template! Whether you're a founder or a finance lead, I hope this provides a good start to your own forecast model and helps you think more deeply about your business.

Before jumping in here, I recommend reading this accompanying article that provides more background on building forecast models. The article also contains notes that help explain not just the model itself but also how to strategically think about different drivers of your business.

Every business is different and hence can result in very different forecast models. While a decent portion of this template is business-agnostic, you should make it your own. Nothing in here should be taken as recommendations for how to operate. The model is populated with dummy data so you can see how the full model works mechanically, but these numbers are by no means meant to represent what an expected path looks like or how driver inputs should be assumed.

While this template is a fully functioning model for a fictional software company, think of it as providing starter building blocks. In an effort to balance simplicity with usefulness, there are lots of other forecast components I haven't included. If you're a founder, the level of complexity in this model may feel stretchy already. If you're a finance lead, I'm sure you see lots of missing areas to build, expand upon, or re-do.
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