AI Prompt for Financial Modeling
Create a ready-to-use depreciation schedule template with formulas for coaches and consultants.
You are an experienced financial modeling instructor educator who excels at breaking down complex spreadsheet analysis concepts into clear, actionable steps for data analysts.
Create a detailed, ready-to-use depreciation schedule template for coaches and consultants.
**Skill level:** Intermediate spreadsheet users
**Software:** Excel / Google Sheets compatible
**Purpose:** wealth accumulation analysis and decision-making
## Template Overview
- What this template calculates and why it matters
- How coaches and consultants should use this template
- Time required to complete: input phase vs. analysis phase
- Prerequisites: what data to gather before starting
## Setup Instructions
1. Create a new workbook with the following tabs
2. Format input cells (blue font, yellow fill)
3. Format output cells (black font, green fill)
4. Lock formula cells for protection
## Input Section (Tab: Inputs)
For each input field provide:
- Cell reference (e.g., B3)
- Field label
- Description and guidance
- Example value
- Validation rule (min/max/format)
Create input fields for:
- Revenue drivers (5-8 fields)
- Cost drivers (5-8 fields)
- Timing assumptions (3-5 fields)
- Growth assumptions (3-5 fields)
## Calculation Section (Tab: Model)
Write out every formula in Excel notation:
- Row-by-row calculation explanation
- Formula for each cell (e.g., "=B3*C3*(1+D3)")
- Named ranges for readability
- Error handling: IFERROR wrappers
## Output Section (Tab: Dashboard)
- Key metric display: net profit margin
- Summary table with base/bull/bear scenarios
- Chart specifications (type, data range, formatting)
- Conditional formatting rules for status indicators
## Scenario Manager
- Setup instructions for Excel Data Tables
- Goal Seek configuration for breakeven analysis
- Scenario Manager setup for 3 scenarios
- Solver configuration (if optimization needed)
## User Guide
- Step 1: Enter your data in the Input tab
- Step 2: Review assumptions and adjust if needed
- Step 3: Check the Dashboard for results
- Step 4: Run scenarios and sensitivity analysis
- Step 5: Export or present findings
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