The Financials

Tutorial on how to complete the Business Plan Financials Excel

document

• To complete this assignment, you will need: the NAB Company portfolio,

Business Plan Financials Excel Template, and Business Plan Financials Guide,

and the textbook.

• You will also need to ensure the financials match the information you have in the

business plan.

• You will submit this entire document as required for Assignment 2, Week 7

discussion, Assignment 3, and Assignment 5

Overview of the Excel document

How to complete the Setup worksheet

How to complete the Sales Projections worksheet

How to complete the Inventory worksheet

How to complete the Capital Ex worksheet

How to complete the Staff Budgeting worksheet

How to complete the Marketing Budget worksheet

How to complete the Professional Services worksheet

How to complete the Capital Investments worksheet

How to complete the Income Statement worksheet

How to complete the Cash Flow Statement worksheet

How to complete the Balance Sheet worksheet

How to complete the Break-even worksheet