Best Practices

This article summarizes good practices and recommendations for your financial model.

Article by 
Book Consulting Call
Last updated 
May 9, 2023


Currency on the Slidebean financial model is controlled via the Settings Page, to allow you to use a centralized symbol, rather than having to assign formatting to each cell.

Most of the sheets, including Revenue, SG&A, Staff, COGS, and CAPEX, have a 'Currency' column that is linked to this cell. You should format numbers as 'Automatic' or 'Numbers' using your spreadsheet editor's formatting tools, rather than adding a currency symbol to each cell.

Avoid adding currency symbols to numbers in your financial model.

To avoid a visual overload, we recommend you format numbers as 'Automatic' or 'Numbers', not as 'Currency'.

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