Starting from the top, on the summary dashboard you will find some key questions answered upfront:

The answers that you see here flow from the Assumptions sheet. They are automatically calculated based on any changes that you make there, so you don’t type anything here.

The first snapshots you see next are some Key Metrics that help you understand how your business is growing and evolving:

These metrics are shown by year for the next five years ahead. Note that these examples are common SaaS metrics but may be different in your model depending on your industry and maturity level.

Up next are your charts:

These are handy visual summaries that you can easily copy and paste into your pitch deck as needed. Charts may show annual or monthly results for the period covered by the model. Note that these charts may be different depending on your industry and maturity level.

Next the Results – Annual table provides a summary of P&L by year, and compares Forecasts with your Actuals and shows you the difference between them:

Next up are the Monthly Results. This provides the same information as above but by month, looking at the last 12 months and next 12 months. Once the first year of the model is over, these will start reporting later months, so that you can always see the current month +/- 12 months.

This overview allows you to have all the details you need to do your budgeting and compare progress.