Entertainment Venue Excel Financial Projection Model
Highly versatile and User-friendly 3 statement 5 year rolling financial projection Excel model for a startup or existing entertainment business
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Highly versatile and user-friendly Excel model for the preparation a of 5-year rolling 3 statement (Income Statement, Balance Sheet and Cash flow Statement) financial projection with a monthly timeline for a startup or existing entertainment business generating revenue through the sale of tickets, gift shop products and other income such as special events.
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The model allows the user to model the sale of up to 5 different ticket types as well as revenue and cost of sales for gift shop sales, other income, direct and non-direct expenses, inventories, fixed assets, tax, dividends, borrowings and capital changes.
The model follows good practice financial modelling principles and includes instructions, line-item explanations, checks and input validations and incorporates a discounted cash flow valuation calculation using the projected cash flows.
KEY OUTPUTS
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Projected full financial statements (Income Statement, Balance Sheet and Cash flow Statement) presented on a monthly basis across up to 5 years and summarised on an annual basis.
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Dashboard with:
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Summarised projected Income Statement and Balance Sheet
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Compounded Annual Growth rate (CAGR) for each summarised income statement and Balance Sheet line item
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List of key ratios including average revenue growth, average profit margins, average return on assets and equity and Average Debt to Equity ratio.
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Bar charts summarising income statement and Balance Sheet projections
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Revenue and Volume by ticket and revenue type in table and bar-chart format
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Discounted cash flow valuation using the projected cash flow output.
KEY INPUTS
Setup Inputs:
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Name of business;
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Currency;
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First projection year and month;
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Naming for ticket categories, other income, staff costs, direct expenses, marketing costs, other expenses, fixed assets and borrowings;
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Sales tax applicability for revenue, expense and fixed asset items.
Actuals Inputs:
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Opening balance sheet (for existing businesses);
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Income Statement actuals (for trend analysis);
Projection Inputs:
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Ticket revenue including averages visitors per weekday per month, visitor mix and ticket prices;
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Gift shop revenue including percentages of visitors making a purchase, average spend, average cost of good sold;
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Other income including volume and income per unit;
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Direct expense inputs including expense per operating day and per other income unit;
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Other costs inputs including staff costs, marketing costs and other expenses;
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Sales and corporate tax inputs including rate and payment periods;
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Dividend inputs including amount or percentage of retained earnings and frequency;
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Fixed Assets including addition amounts and useful life;
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Borrowings including addition amounts and interest rate;
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Share Capital additions;
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Discount rate inputs (for valuation calculation).
MODEL STRUCTURE
The model comprises of 9 tabs split into input ('i_'), calculation ('c_'), output ('o_’) and system tabs. The tabs to be populated by the user are the input tabs ('i_Setup', ‘i_Actuals’ and 'i_Assumptions'). The calculation tab uses the user-defined inputs to calculate and produce the projection outputs which are presented in 'o_Fin Stats', ‘o_Dashboard’ and ‘o_DCF’.
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System tabs include:
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A 'Front Sheet' containing a disclaimer, instructions and contents;
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A checks dashboard containing a summary of checks by tab.
KEY FEATURES
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The model follows good practice financial modelling guidelines and includes instructions, line item explanations, checks and input validations;
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The model contains a flexible timeline that allows for a mix of Actual and Forecast period across a 5-year period. This allows projections to be easily rolled forward;
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Timeline is split on a monthly basis and summarised on an annual basis;
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The model allows the user to model 3 revenue sources (ticket sales, gift shop and other income) each with their own unique combinations of direct expenses;
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The model is not password protected;
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The model is reviewed using specialised model audit software to help ensure formula consistency and reduce risk of errors;
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The model allows for the following number of underlying categories for each line item (these can be easily expanded if required):
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Ticket categories – 5 categories;
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Other income –5 categories;
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Direct expenses – 10 categories (5 ticket revenue, 5 other income);
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Staff costs – 10 categories;
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Marketing costs – 5 categories;
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Other expenses – 15 categories;
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Fixed assets – 5 categories;
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Borrowings – 3 facilities
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Apart from projecting revenue and costs the tool includes the possibility to model gift shop inventories, payables, fixed assets, borrowings, dividends and corporate tax;
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Business Name, currency, starting projection period and volume units are fully customisable;
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Revenue, cost and fixed asset descriptions are fully customisable;
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The model included an integrated discounted cash flow valuation using the projected cash flow outputs;
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The model includes instructions, line item explanations, checks and input validations to help ensure input fields are populated accurately;
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The model includes a checks dashboard which summarises all the checks included in the various tabs making it easier to identify any errors.