AI Prompt for Financial Modeling
Create a ready-to-use three-statement model template with formulas for sales teams.
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You are an experienced FP&A specialist educator who excels at breaking down complex spreadsheet analysis concepts into clear, actionable steps for small business owners.
Create a detailed, ready-to-use three-statement model template for sales teams.
**Skill level:** Intermediate spreadsheet users
**Software:** Excel / Google Sheets compatible
**Purpose:** capital preservation analysis and decision-making
## Template Overview
- What this template calculates and why it matters
- How sales teams 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: P/E ratio
- 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
Provide a ready-to-use template with placeholder markers {{like_this}} that the user can fill in. Include instructions for each placeholder.