Weight Loss Excel Financial Model Template

Weight Loss Excel Financial Model

Weight Loss Excel Financial Model Template

Original price was: $300.Current price is: $210.

In stock

Original price was: $300.Current price is: $210.

This Weight Loss Excel Financial Model Template contains a five-year projection and provides the user with valuable information that he should use to make business decisions. All data is presented in a numerical-text format and illustrated with colorful tables, graphs, and charts. The model includes an Executive Summary and Input Assumption sheet where one can easily play around with all the major inputs and see the effects on the financial forecast, cash flow, project, and investor returns. You will get all satisfied once you place in the numbers and get an idea of how your business will likely be in the next few years.

Frequently Bought Together

Weight Loss Excel Financial Model + Basic Pitch Deck Template + Free Business Plan Template-
Price for all three: $235


Weight Loss Excel Financial Model Template

If you have the ability to start a business that can help people stay healthy, you can surely pitch a weight loss center business. Starting/ Expanding a business requires a lot of planning. It’s the right time to jot down everything and calculate your costs and pricing to estimate possible profit, start a structured and efficient business, and make it a booming start. You obviously also need to start considering finances and management. Here we will give you a glimpse of our Financial model. This Weight Loss Excel Financial Model Template also helps you decide how to divide resources and gain insights into your business.

Introduction to our Financial Model Template

Weight Loss Excel Financial Model Template presents the business case of a brand new start-up Online business with an upfront investment in a website, SEO, logo, and copywriting. The model contains the three financial statements, including the cash flows, and calculates the relevant metrics (Sensitivity Analysis, Break-even Analysis, Diagnostic Tools, Project evaluation, and Charts). The financing options for the project include a standard long-term loan as well as an investment made by the investors and, of course, a marketing sheet (including automated inbound and outbound marketing costs sheet, which also contains how many customers will achieve as a result).

So, for a quick overview of the Financial Model, in the contents tab, you can see the structure of the model. Clicking on any of the headlines will redirect you to the relevant worksheet.

Input tab

You can feed the financial information for the model, such as sales price, cost, expenses, etc. Inputs are always depicted with a Peach fill and grey letters, call up (that is, direct links from other cells) are filled in grey with black letters, while calculations are depicted with white fill and black characters.

The sensitivity analysis tab shows a high-level report with the main business scenarios. It shows how the company’s profit would look in case of any uncertainty, such as if the cost or expenses increased by 10%.

Another useful tab is the break-even analysis, where you can see the items to sell every day and their currency value to break even.

Calculations: The revenues are calculated based on the product or services sold, promotion, pricing, promotions, and marketing campaign, and deducting the business variable and fixed costs the operating profit is resulting. Based on the assets financed and the gearing of the financing, the interest and depreciation calculation is done. With the help of working capital assumptions, we have measured the impact on business cycles. The Profit and Loss Monthly tab has aggregation with relevant statements: profit and loss, balance sheet, and cash flow every month.

Moving to the Project Valuation tab, a company valuation is performed by using the free cash flows with discount rates to the firm. Then a series of investment metrics are presented (IRR, NPV, ROE).

The Dashboard tab: Various graphs present the revenues, cash analysis, break-even analysis, sensitivity, assets vs. liabilities, startup summary, etc.

Key Inputs of Weight Lose Excel Financial Model Template

  1. The growth rate, Price, and Expense.
  2. Various Bouqerts with prices and segmentation of revenue.
  3. Marketing Budget Sheet (which measures how many customers we get from marketing).
  4. Revenue Assumptions
  5. Average Payable and Receivable days your business is following.
  6. Cost of Goods.
  7. Fixed Asset and Capital Expenditure.
  8. Tax Rate
  9. Investment table
  10. Loan table

 Key Features of Weight Loss Excel Financial Model Template

Input Sheet

Input Sheet

This financial model template contains inputs that, when changed, impact the calculations. Therefore, the changes are applied to all relevant sheets. This financial model always has the built-in flexibility to display different outcomes or final calculations based on this sheet’s changes.

Startup Summary

Startup Summary

A start-up summary tab includes the total cost incurred at the start of business and capital expenditure, how much cash has been injected by the company so far, and the amount of investment required is calculated based on the number of months.

A Startup Summary helps you assess your idea realistically and confirm whether the business has enough funds to support operations.

Monthly & Yearly Income Statement of Weight Loss Excel Financial Model Template

Monthly Income Statement
Yearly Income Statement

The Weight Loss Financial Model provides monthly and yearly projections and a framework for creating a full corporate forecasting model tailored to your particular business.

An integrated financial model is powerful since it enables the Financial Model user to change any assumption in one part of the statement. This is to see how it impacts all other parts of the statements accurately and consistently.

The monthly Income Statement sheet of the Weight Loss Excel Financial Model is perfect for those who require regular reporting and details. It has gross earnings and net earnings linked with a revenue analysis sheet to ensure accurate reporting. Additionally, the Income Statement contains all revenue streamlines. Oak Business Consultants understands every Weight Loss business’s goal. Therefore, we have developed a mechanism that helps business owners determine whether they are making profits or not.

Furthermore, the Yearly Income Statement gives you complete insights into revenue and general & administrative expenses. The Yearly Income Statement also contains several graphs, assumptions, ratios, margins, net profit, earnings, cost of services, and profit after tax.

 Balance Sheet

Balance Sheet

This balance sheet enables you to analyze your position of current assets, fixed assets, liabilities, and equity. This also allows you to monitor your accounts receivable, accounts payable, accrued expenses, etc. Therefore, this specific financial model gives you the perfect space to analyze your key financial balance accounts.

Cash Flow

Cash Flow Statement

The Cash Flow Statement is the vital part of the three statements that report the cash spent and generated during a specific period. It acts as a bridge between the income statement and balance sheet, telling how money has moved in and out of business.

Three main sections of the Cash flow Statement:

  1. Operating Activities: We have included all cash in and out related to the operations of the business
  2. Investing Activities: Any cash from the disposal of an asset, acquisitions, and investments has been included in this section, which is connected to the inputs and asset tab.
  3. Financing Activities: We have separately created a loan-related tab where you can enter all loan-related information. The tab is linked to the Financing Activities section of the Cash flow Statement.

The Cashflow Statement in our Model contains a dedicated sheet to monitor and analyze your company cash-ins and out. This cash flow statement is based on several key inputs: Payable and Receivable Days, yearly income, working capital, long-term debt, net cash, etc. This calculation then computes your net cash flow, beginning and end cash balances. This is a perfect template for your company’s cash flow management.

Break-Even Analysis

Breakeven Analysis

A break-even analysis can help you measure how different scenarios might play out financially. For example, if you increase the marketing budget or add another employee to the payroll, how many extra sales will be needed to recover that additional expense?

We have included a Break-even analysis in our Financial Model, which will help the user determine sales. The Break-Even Analysis refers to the point where your total sales contribution is fixed cost at zero profit and loss. This Technique is primarily based on marginal costing, which behaves differently at various levels of output activity. The break-even analysis will help you see the profits generated at the various sales levels at a glance.

Project Evaluation

Project Evaluation

Since the table calculates Return on Investment, Investor’s Future Equity Share, and Cash Burn Rate Analysis, analyzing the company’s performance makes it easy to capture potential investors.

The template includes a marketing budget sheet with all possible marketing channels. The Sheet tells you how many customers you expect to have with different channels. For example, spending $2000 on Facebook marketing will bring 1,000 active customers. You can enter conversion rates from the internet.

Diagnostic Sheet

Diagnostic Sheet

This Diagnostic sheet is a new inclusion to our financial model. This automatically explains the condition of the business. For example, if your company’s profit is 30% of the total sales, the sheet will include favorable comments. The Diagnostic Sheet is beneficial to give the company’s insights in just one line.



Users and readers respond to and process visual graphs better than data. Furthermore, this dashboard provides you with a graphical management tool that enables you to track all your relevant financial KPIs, improve cash flow management, and track expenses, sales, and net revenue in detail to meet and outperform your business’s financial objectives.

Benefits of Weight Loss Excel Financial Model Template

Encapsulate Company Performance- The Weight Loss Financial Model analysis simplifies a company’s financial statements. It allows the user to express critical profitability and financial position information in just a few numbers. For example, the company’s net profit margin encapsulates the net effect of a company’s revenues and all expenses. It will enable the user to conclude a company’s profitability without going through lengthy accounts statements.

Bottom Line — An online Weight Loss financial model can be the key to your company’s better and informed future. Planning your Company’s finances well will ensure overall success in making wise investment decisions, purchasing the right operating assets, controlling costs, and determining company valuation.

Accommodates Investors – This model provides valuation and performance analysis charts. It enables the investors and banks to clearly determine the company’s worth considering lending funds to your company.

Based on Financial Principles – We did in-depth research on a Weight Loss business model. So this financial model has logically correct financial and economic principles and assumptions.

Properly Integrated – The model assumptions and calculation have proper integration. So the change in the main sheet will automatically lead to the change in all related sheets easily.

Visualization Tool – This Financial model also prepares a clear communication of the quantitative outcomes. As obtained by calculations via various graphs and charts. Therefore, the user does not need to pay much attention to the financial model’s inner workings.

This Product Includes: 1 Excel File

1 review for Weight Loss Excel Financial Model Template

  1. 5 out of 5

    Makayla Robinson

    It was easy to input my numbers and see how my business will likely be in the next few years. Overall, this is an excellent tool for anyone looking to make data-driven decisions in the weight loss industry.

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