Snapshot

Snapshot is a sheet to highlight key insights about the business at specific points in time. Here's how it works.

The Snapshot sheet is intended to help with analysis of key aspects of the business such as revenues, cash on hand, and cashflows. Use the input to select a date from the model, and the model will report expected quarterly revenues, runway, cash in the bank at the end of the selected month, and create a table and chart showing major changes in cash over previous and next months from the selected date.

Inputs

Just one input, a dropdown to select the base date for the snapshot.

Common Modifications

The goal of any report is to highlight the important aspects of the business for decision-making, so I would expect people to add in metrics or details that are relevant to highlight to key stakeholders and users of the model.