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I used to spend days building forecasts by hand, but this template cut that down fast. It saved me about 12 hours on the first pass and made the whole planning process easier.
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I’m not strong in advanced Excel, so the clean inputs and simple layout were a relief. I was able to build the model without outside help and send a clearer version to my team.
Model review
What is the financial model of technology consulting?
The editable workbook provides for five years of revenue from technical advice from the client cohorts, billable hours and hourly rates, with scenarios and financial statements.
Use the model to plan how customer acquisition through marketing, mix of service level, maintenance, cost-effective workload and prices translates into revenue and financial results.
The editable operational assumptions shall provide monthly calculations and incorporate them into the five-year reports, enabling the updating of the selected scenarios for revenue, costs, financial statements and management prospects.
Built around accounting servicesThe revenue engine tracks customer cohorts from acquisitions to customer active months, billable hours, hourly rates and total revenue.
revenue engine of technical advice
How does the model calculate revenue from technical advice?
Marketing costs and CAC create new customers, cohorts remain active throughout life and their billable hours are multiplied by the hourly rates specified in each category.
01
Get customers
New customers equals marketing expenses divided by customer acquisition costs.
02
Building Cohorts
Designate new customers by level and hold each cohort for a certain lifetime.
03
counting hours
The level of active customers is multiplied by the average monthly billing hours.
04
Use of rates
The time invoiced at the level shall be multiplied by the hourly rate applied.
05
Total revenue
Monthly revenues are summed up in individual service levels and forecast months.
Article revenue assumptions combines the forecast of revenue with the forecast of revenue, the allocation of clients, the lifetime of the cohort, billable hours and the hourly price.
Revenue assumptions
The article provides information on acquisitions, service allocation, cohort life, active customers, hours and prices.
02 / COGS & OPEX
How are consultation costs organised in the workbook?
The COGS and OPEX articles divide direct operating costs, variable operating expenses and fixed overhead into editable forecast assumptions.
COGS & OPEX
Worksheet divides direct operating costs, variable and recurring operating expenses.
03 / Analysis of the scenario
What's there to compare in scenario analysis?
In terms of scenario analysis, it compares the low, underlying and high positions with respect to revenue, gross margin, contribution margin and EBITDA with respect to forecast.
Analysis of scenarios
In view of the scenario, there are charts of low, basic and high pathways for the main financial performance measures.
04 / Dashboard
What Does the Dashboard Bring Together?
The Dashboard combines model configuration, scenario control, basic finance, revenue mix, profitability, cash flow and payback period charts in one management overview.
Dashboard
The Dashboard combines configuration controls, scenario results, financial summaries and management charts.
Product adjustment
Is the financial model of technical advice right for you?
The ready-made model fits in with the time-to-invoicing economy; enterprises with significantly different revenue logistics or operating schedules may need a tailored structure.
Model ready
It fits perfectly
You sell consulting services primarily through billable hours and hourly rates.
You're gaining customers through marketing spending and setting up a CAC.
You keep customer cohorts for a certain lifetime and you assign them according to the level of service.
You want five years of financial statements with a low, basic and high scenario analysis.
Order structure
Think about the model
Your revenues depend on subscriptions, licenses, user fees or milestones instead of billable hours.
You need contract-level employment, utilization, or delivery arrangements outside of the cohort structure.
You need reporting sizes or operating modules other than the existing workbook structure.
You need a special computational logic built on the unique principles of internal planning.
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?
Financial Models Lab can build or customize a model when you need a different revenue logic, operational schedule or financial reporting.
You will receive an immediate, editable financial model of Excel or Google Sheets with five-year forecasts, scenarios, financial statements and management reports.
01
Book to be edited
Open and edit the model in Excel or Google Sheets.
02
Forecast for five years
Plan revenue, costs and financial results for the five-year period forecast.
03
Analysis of scenarios
Compare the Low, Base and High cases through a scenario analysis view.
04
Financial statements
See financial statements, summary of results, dashboard metrics and supplementary reports.
Before purchase
Technical advice on financial models FAQ
The basic answers are visible in their entirety, without the need to click on the accordion.
01
How does the model calculate revenue from technical advice?
It counts new customers from marketing and CAC spending, holds cohorts, calculates billing hours, applies hourly rates and aggregates revenue at different levels and months.
02
Which assumptions can I change?
You can edit runtime, startup clients, marketing budget and seasonality, CAC, level allocation, customer usage time, billable hours and hourly rates.
03
What can I compare between low, basic and high scenarios?
A comparison can be made between revenue, gross margin, contribution margin and EBITDA pathways for low, basic and high.
04
What financial results are taken into account?
The workbook contains the income statement, the cash flow report, the balance sheet, the summary, the charts and the additional analytical reports.
05
Can the Financial Models Lab adapt the model to individual requirements?
Yes. the Financial Models Lab offers personalised financial modelling for different revenue logics, operational schedules or reporting requirements.
06
Is this workbook a prediction or a guarantee?
It's editable forecast planning based on the assumptions you put in place, not a guarantee of business results.
What Does the Technology Consulting Financial Model Contain?
This downloadable financial model for an IT consulting company includes everything you need for your business plan financial section, from revenue forecasts to valuation analysis.
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 assumptions
COGS & OPEX
Analysis of scenarios
Dashboard
