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Retail Excel Financial Model
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This financial model is a template for businesses related to the retail industry. The figures in the template have multiple categories with multiple types of products in each category. Users can re-name those to whatever categories that fit their retail business. The model is dynamic multi-purpose and is capable of adopting any retail business that sells various product lines.

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Retail Excel Financial Model

This Retail Excel Financial Model made by Oak Business Consultant is a template for businesses related to the retail industry. Hence, the figures in the excel template have multiple categories with multiple types of products in each category. So the users can re-name those to whatever categories that fit their retail business. Therefore, the model is dynamic multi-purpose and is capable of adopting any retail business that sells various product lines.

The following assumption logic explains how revenues and expenses are populated, as per various inputs.


Each sub-category allows users to have a low/mid/high pricing tier so you can determine the % of sales coming from each pricing level. Hence, the user can generalize the sub-categories to get a better feel for the true average revenues coming in.

The Dashboard, which is a graphical representation of revenue, sales, and breakeven, is dynamic. So, any change in value will have an impact on it. Hence, we have included Investment data, Expenses, Revenue model, Cost model, and OpEx in sheet 2. Therefore, you can just change values and assumptions which automatically will have an impact on other sheets.

Based on all these various assumptions, the user will automatically see the monthly P&L populate and this shows all revenues from each sub-category, the sales count for each, the cost for each, and based on low, mid, high-level pricing tiers.

Key Features


Shows the amount of annual revenue needed to break even each year based on the total variable costs and fixed costs (also shows the number of months needed to break even (leveraged / non-leveraged

The Three Financial Statements

1. Yearly P&L

The yearly P&L gives you complete insights into revenue and operating expenses. Since the yearly P&L also contains several graphs, assumptions, ratios, margins, net profit, earning, cost of services, and profit after tax.

2. Cash Flow

Discounted Cash Flow Valuation Includes various exit valuation methods.

3. Balance sheet

The Retail Business Excel Financial Model contains 3 years easy to understand balance sheet with monthly tabs

Project Evaluation

Net Present Value (NPV) is the value of all future Cash Flows(positive and negative) over the entire life of an investment discounted to the present. Further, this model includes Investment required, Equity raised, Future values, Net Income, Total Investment, WACC, EBITDA, and Growth rate


Earnings Before Interest, Taxes, Depreciation, and Amortisation and is a metric used to evaluate a company’s operating performance linked with the income statement and other sheets

Depreciation and Amortization

This model contains a Three-year projection of depreciation and amortization.

Use of model

The excel model is most suited to almost all kinds of retail businesses like:

  • Grocery Store
  • Merchandise Stores
  • Non-Store Retailers
  • Special Service Shops

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
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Oak Business Consultant

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An Oak Business Consultants Provides Various Financial Model Templates; each industry model has unique revenue and input assumptions based on the industry nature and operation requirement. We have dug into almost every industry and have built 100+ models for every specific niche market.

For Example; a website has a general base model for e-commerce business and several other businesses that come under the E-commerce industry like Online Clothing Business and Online Toy Store, etc.

The pre-built financial models are made to help an entrepreneur, by giving them financial projections for their business. These models provide a prebuilt detail and structure to those who have a similar business revenue model as already available on the website. However, if you have a business model which is unique and have several different revenue streams. Therefore, you need Buy Customization Plans financial model services where you can avail of modeling services as per your business nature and operation requirements. 

All pre-built models are Comprehensive and dynamic, designed by expert professionals by considering all the elements any business requires while computing the financial feasibility of the business. The financial model template will provide the assistance to compute the startup summary, detailed monthly and yearly profit and loss statement, balance sheet, cash flow Analysis, and Break-Even Output summary. The template also has project evaluation reports and diagnostic sheets which will allow you to determine the company’s performance in a specified period of time. Moreover, a visual representation of these reports is compiled on a dashboard to make a convenient report overview for the user.

The models will be in Microsoft Excel file format, and they are immediately available for download after making the purchase. A model can redownload at any time in the future from the same account.

The optimal way to use the model is to familiarize yourself first with how the model is linked and structured. There are already detailed instructions on howdetailed how to use the description mentioned under each product profile.

Moreover, then start with the input sheet with the most important assumptions, and start filling in the inputs as per your business information which is clearly labeled and formatted in a pink color cell. For Example; If your region tax rate is 25% so fill it under the tax field, which is already highlighted so then a model will automatically compute all related calculations. The same procedure will go with all operating and variable cost sections, which are mentioned in the model.

Next comes the revenue-related input; then go through the inputs around growth rate, churn rate, prices, and cost of sales, etc. These inputs will be changed from industry to industry; however, the basic structure is the same.

So far, you’ll get basic forecast reports, and now it comes down to looking at the Summary and Key Reports sheet(s) to see if the estimation makes logic: net income, gross margin and net cash flow, etc. Refine and iterates the inputs until you get a final result that makes sense for your business and your industry.

The Financial models are in xls. File format. We would recommend to use Excel or Google Sheets to develop and edit financial models. In practice, We use Excel to build and edit models and Google Sheets to share with clients. Because Excel is usually a faster software for building and designing with so many features, however, Google Sheets can make it convenient for sharing models with the user.

Our models can be used in both Excel and Google Sheets interchangeably; simply upload the Microsoft Excel model template into Google Sheets, and everything will be ready to go.

Undoubtedly Yes! All formulas’ cells and sheets are completely editable and open. Therefore, you can edit anything as per your requirement. But, you must need to consider the cell linkage first before making any change.

How to Edit the Mode?

All peach Areas are your INPUT CELLS. Please fill the PEACH AREA as per your Business situation. All WHITE and COLORED CELLS are CALCULATED and LINKED CELLS.

The Model is easy to use, dynamic and Transparent. We did not use complex formulas to build the Pre-built Financial Model or Financial Template.

Yes, We provide Half an Hour of free consultancy. We help you to explain

  • The flow of Pre- Built Financial Model
  • Explain Financial Terminology
  • Explain How the Pre-built Financial Model work.

You can fix a meeting time with our Expert Financial Consultant and avail yourself of this opportunity to have one to one call with him/her.

Same as we have several industry-wise Financial Models such as
Automotive Business
8 Products
10 Products
7 Products
19 Products
13 Products
Real Estate
13 Products
21 Products
68 Products
36 Products

By selecting the right model, analyze your industry first and decide under which category you’re business is falling in.


For More Detail, visit our Financial Model Template Shop 

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