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Task Management Software Excel Financial Model $250

Task Management Software Financial Model for Start-ups contains features like three types of revenue (Software Price, Online Assistance, and Website ads) for Task Management Software. The Startup Financial Model For Task Management Software will help you to analyze your business, identifying drivers for profit and loss, and accurately calculate cash-ins and outs. The excel template will suit almost every sized business and will be useful in financial and business planning, seeking loans and investment from banks and other finance-related sections.

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The Task Management Software Excel Financial Model

The Task Management Software Excel Financial Model made by Oak Business Consultant is useful for a new Startup or ongoing Software development business since this financial model contains three types of revenues as inputs.


The Objective of this Startup Financial Model For Task Management Software is to help the user in Profitability Planning, Liquidity Planning, Valuation of the Company, and Utilization of funds.

Summary of Features & Benefits

The workbook contains editable real-world revenue and expense figures and comprises the following Features:


Users will find the Input sheet first. The whole point of building the Input sheet is to create a dynamic set of projections about the business. It contains all relevant inputs like online software implementation, advertisement revenues, expenses, Payroll, and Cost of services.

Sales Margin

In this sheet, you will find all the estimated lines of sales and margin. The sheet starts with an input cell for sales growth, price of software, monthly and yearly tables.

Monthly P&L

The sheet contains Sales, Cost of Goods Sold, and all relevant expenses on a monthly basis.

Yearly P&L

Since we understand the goal of every online business is to make a profit. Hence, there must be a mechanism that helps the business owners to determine whether they are making profits or otherwise.

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

Cashflow Statement

We know that cash in and cash-out is also very crucial for online business. Therefore, we prepared receivable and payable days to accurately predict Cash activities. It will help in the calculation of Free Cash Flow To Firm in Excel.

For customer ease these receivable and payable days are set as Input so that the customer can change anytime, he wants.

CAC-CLTV Analysis

The CAC-CLTV analysis includes all metrics that determine the sustainability of the business. The sheet contains aggregated customer data that helps to predict future flows.

NPV and Evaluation

The sheet contains an analysis of how much your investment will worth. We have factored all revenues and costs and also have taken the timing of each cash flow to calculate the net present value. It also contains the calculation of the payback period in excel.

Breakeven analysis

The break-even will help you to know at a glance the profits generated at the various levels of sales. The safety margin refers to the extent to which the business can afford a decline before it starts incurring losses.


Users and readers respond and process visual graphs and chart better than data. We have used dynamic charting in sheets that are linked to tables. Charts visually track the three financial statements (profitability, revenue, and cash flow) and several other financial metrics that make this model a great buy.

Relevant Assumptions

The most software-based Financial Model comes with similar inputs to other businesses. However, it is important to understand that not every online or e-commerce business revenue and other inputs are similar. Task Management Software is a different business model. For example, for our Startup Financial Model For Task Management Software, we have well-considered that in the future the business website might have Google or any other Ads and therefore, we have included separate assumption cells for it.

Why use this Task Management Software Excel Financial Model

Super Flexible

Startup Financial Model For Task Management Software is flexible and portrays in both design and technique. It is highly adaptable in the long term. The Task Management Software Financial Model contains several revenue streams and expenses which might or not comes in the future. All modifications and scenarios can change in any field successfully.

The Complex looks simple

As mentioned above there are various inputs that we left of the user however, the model is easy to follow not just for those who know about finance but also for those who have very limited knowledge of finance.

The model can convince investors

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.

Great Value for Money

The model contains every statement, analysis, and charts and is complete. Its best suits start-ups and SMEs. 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. 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
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