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Customer Engagement Software Excel Financial Model
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This Customer Engagement Software Excel Financial Model can swiftly comprehend and measure all your online business data accurately and in real-time. It allows you and your potential investors to drill into financial details as much as needed from a 3 years financial projection, company valuation summary, and a complete cash-ins and out statement, which will improve productivity and, ultimately, provide a stable financial environment.

Lifetime User License

Flexible Cost

Multiple Forecasts

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Customization Of Tool


Customer Engagement Software Excel Financial Model

The Customer Engagement Software Excel Financial Model made by Oak Business Consultant is tailored for Customer Engagement Software Business. Therefore, all assumptions and calculations, as well as key operational and financial metrics, are specially designed and made for start-ups


A well-researched Customer Engagement Excel Financial model will absolutely suit the Customer Engagement Software business. Since the Model is highly adaptable to any software business with relevant input assumptions

Product Description

The Customer Engagement software business is growing at a rapid pace. If you are thinking of start-up your own business then our Customer Engagement Software – Financial Model will best suit your business. We have designed the right model for your business start-up needs. Since we have considered all factors like choosing no. of software, growth rate, revenue analysis, business ratios, diagnostic tools, expense analysis, research & development, and other financial factors.

How this model can help you?

The model will help you in the following ways:

  1. Develop Sales Strategy
  2. Diagnose Issues
  3. Forecast Cashflows for 3 years
  4. Calculate Start-Up Cost
  5. Utilization of Funds
  6. Control over Business
  7. Set Goals
  8. Financial and Business Planning
  9. Investor Deck

Financial Model Highlights

The model also contains the

  1. Dynamic
  2. Revenue Model – Software Selling + Website Ads
  3. Cost Model – Editable Inputs
  4. Revenue Assumptions
  5. 3- years Income Statement
  6. Cashflow Analysis
  7. Balance Sheet
  8. Proforma Income Statement and Cashflows
  9. Diagnostic Tools
  10. Business Ratios
  11. Depreciation
  12. Dashboard

Reasons to use this model

The model can convince investors

Since the presentation of models is its key feature it is easy to use and contains a graphical representation of your business. So, we have used simple logic and prediction which can be understood by anyone. Graphs, Charts, and diagnostic tools sheet is also added which tells the investor about the current status of a company in a single line.

Ease of Use

Many models on the internet are available but most are complex and a user with no finance knowledge will find it difficult to use. However, the Template we built is highly dynamic and user friendly. So, you do not need to read long boring manual or instructions to use the template.

Great Value for Money

This model contains every statement, analysis, and chart and it is complete. So, it best suits start-ups and SMEs. Since many models available contains a few sections or sheets of financial modeling. For example – A model doesn’t contain a balance sheet or business ratios or there aren’t any graphs. Hence, we have included everything from inputs to Balance Sheet to Diagnostic tools to Business rations making the model of great value for money.

This Product Includes: 1 Excel File

Oak Business Consultant also offers customized Financial Models.

So, if you require our service to craft your financial model then feel free to
Get a Free Quote

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Oak Business Consultant

Get this detailed Financial Model today at the most affordable price

Get this today at the most affordable price.


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