Prepare your financial data
Overview of the financial data workbook
The overview covers the contents of the financial data workbook. It describes where formulas are built into the workbook.
TranscriptLink to this section
"Hello and welcome to this quick tutorial on how to complete your financial data template.
This guide will help you to fill in each section accurately so we can assess your application fairly. The template is split into three tabs.
The last 12 months, which is your historical financial data. The next 12 months which is your forecasted financial data and lastly the assumptions tab which is where you will provide the reasoning behind your forecast.
Both the last 12 months and the next 12 months contain formulas, so everything greyed out on the spreadsheet has a sum attached to it, so it'll automatically calculate the rows and columns [video shows the grey cells which contain the formulas that total the rows and columns]. So you won't need to do any maths as long as you have your figures to hand.
The next video clips will walk you through each worksheet step by step."