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David Nguyen, TX
Pricing, costs, and growth inputs were finally organized in one place, which made edits fast and less confusing. I cut my planning time by nearly half and could explain the assumptions without opening five tabs.
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The statements and charts were no longer scattered across files, so I could pull everything together for one clean review. It turned a messy reporting process into a deck I could share in minutes.
Model review
What does the financial model of a product called Shared Services Center Consulting include?
This editable five-year workbook modeled Shared Services Center Consulting through customer cohorts, invoicing hours, hourly rates, costs, scenarios and integrated financial statements.
Use the model to plan customer acquisition, exchange service levels, maintain the cohort, use advice, prices, employee employment, operating costs, capital needs and cash results.
The Editable assumptions flow through monthly calculations to revenues, costs, three financial statements, scenario analysis, navigation desktop metrics and five-year forecasts.
Built for cohort consultationThe revenue follows the customers purchased by means of level allocation, customer life expectancy, invoicing hours and hourly rates.
customer-cohority revenue engine
How is the financial model calculated revenue from consultancy in the services provided?
Revenue starts with purchasing marketing-based customers, stopping each cohort throughout their lives, and then applying settled hours and hourly rates at different service levels.
01
Get customers
New customers equals marketing expenses divided by customer acquisition costs.
02
Layers
New customers are deployed at customer or service levels using allocation assumptions.
03
Hold the cohort
Active customers equal to beginner customers plus all cohorts still in the customer's lifetime.
04
Building Hours
Active customers multiply the average billing hours per active customer each month.
05
Calculation of revenue
The time of the billed multiple is calculated at hourly rates, with revenues combined in different levels and months.
Basic formulaRevenue = Active customers × Billable hours per customer × Hourly statistics
01 / Revenue
How were customer groups and billing times determined?
The revenue spreadsheet combines marketing expenses and CAC with new customers, level allocation, customer service life, invoice hours and hourly rates.
Revenue
The revenue view shows the acquisition, allocation of customers, active cohorts, invoicing hours and price payments.
02 / COGS & OPEX
How are costs and consultation costs modelled?
The COGS and OPEX spreadsheet separates the costs of direct services, variable costs and fixed operating costs throughout the forecast.
COGS & OPEX
The COGS & OPEX view separates direct costs, variable costs and general costs determined by period.
03 / Scenarios
What's the equivalent of a scenario analysis?
The Worksheet Scenarios compares the Low, Base, and High level cases in respect of revenue, gross margin, contribution margin and EBITDA over five years.
Scenarios
The scenarios shall show charts of Low, Base, and High level and margin revenue results over five years.
04 / Dashboard
What Does the Dashboard Bring Together?
You can use your navigation desktop to review configuration controls, multiple scenarios, key financial results, mix of revenue, profitability, cash flow and return charts in one place.
Dashboard
View The navigation desk combines model controls, scenario results, financial metrics, revenue mix, cash flow and return graphs.
Product adjustment
Is the financial model of the Common Services Consulting Center suitable for you?
It corresponds to the cohort advisory companies that are invoiced by hours and rates; different revenue structures or specific timetables may require individual modelling.
Model ready
It fits perfectly
You're gaining customers through marketing expenses and customer acquisition costs.
You distinguish customers in different categories of services or level of advice.
You predict customer life, active cohorts, billing hours and hourly rates.
You need five-year reports, scenario analysis and management reports.
Order structure
Think about the model
Your income depends on employees, designated stages of the project or work fees instead of paid hours.
You need a completely different logic of storing customers, contracts or abilities.
You need operating schedules beyond the costs of the workbook, pay and structure of CAPEX.
Reports must be organised on the basis of requirements not represented by the results of the workbook.
The indicator is the starting point for planning, not a guarantee of performance.
Financial modelling service for orders
Do you need a pattern that meets your requirements?
The Financial Models Lab can build or customize the model when you need a different revenue logic, operational schedule or reporting for your needs.
After purchase you receive a fully editable five-year financial model workbook with customer revenue logic, scenario analysis and integrated financial statements.
01
Editable workbook
Change of the company's specific assumptions and associated planning entries in the spreadsheet.
02
Five-year forecast
Review of expected operational and financial results within the five-year model horizon.
03
Analysis of scenarios
Compare low, base and high cases when the assumptions pass through the model.
04
Financial statements
Use the profit and loss account, cash flow, balance sheet, summary, navigation desktop and analytical reports.
Before purchase
Financial models of the Common Services Advisory Centre FAQ
The basic answers are visible in their entirety, without the need to click on the accordion.
01
How does the financial model calculate revenues from business activities called Shared Services Center Consulting?
It gains customers from marketing expenses and CAC, allocates them at level, retains cohorts throughout its life, and then multiplys active customers by invoicing hours and hourly rates.
02
Which assumptions can I change?
You can edit the launch date, initial customers, marketing budget and seasonality, CAC, level allocation, customer usage time, billable hours and hourly rates.
03
What can I compare between Low, Base, and High scenarios?
The alternative assumptions can be compared to how revenue, gross margin, coverage margin, EBITDA and related financial results are affected by the overall forecast.
04
What financial results are taken into account?
The product includes profit and loss account, cash flow, balance sheet, navigation desktop, summary, scenario analysis, charts, KPIs and additional analytical reports.
05
Can the Financial Models Lab adapt the model to individual requirements?
Yes. the Financial Models Lab offers individual financial modelling where different revenue logics, operational schedules or reporting structures are required.
06
Is the workbook a prediction or a guarantee?
This is a planned forecast based on edited assumptions, not performance assurance.
What Does the Shared Services Center Consulting Financial Model Contain?
This pre-written financial model for SSC setup provides a robust framework with pre-built formulas and industry-specific assumptions, saving you hundreds of hours of work and thousands of dollars in consulting fees.
All-in-one Dashboard
Core inputs and core outputs
Low/Base/High
Three scenario analysis
Professional Charts
Presentation ready
ROE Components
DuPont analysis
Revenue Inputs
Researched revenue assumptions
Bank-Ready Reports
Lender-friendly financial outputs
Revenue Breakdown
Revenue stream detailed view
KPI Dashboard
Performance metrics benchmark
Choosing a selection results in a full page refresh.
Revenue
COGS & OPEX
Scenarios
Dashboard
