The Slidebean Financial Model
Knowledge Base

Best Practices

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

Article by 
Caya
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Last updated 
December 12, 2022

Currency

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'.

Relevant articles

The Staff Sheet

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Organized into sections for various company roles, the Staff Sheet allows for detailed input and monitoring of staff-related costs, tailor roles and expenses, track salary increments, and plan for new hires.

The Assumptions Sheet

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The Assumptions Sheet lets users input key variables impacting business forecasts. It includes sections like Capital Expenditures and Loans, guiding the automatic estimation of costs like computer purchases and setting depreciation periods for various assets.

Driver-based Modeling Basics

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The basics of driver based modeling

The Settings Sheet

The Settings Sheet allows you to set company-specific parameters like start dates, currency, and tax rates, ensuring all other sheets align with your unique business context.

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