Financial Plan / Business Case
Product Sales via Website / E-Commerce
When it comes to selling products directly to customers, there’s no one-size-fits-all approach. That’s because different products, industries, and types of customers have different needs. So, it’s important for each business to have a financial plan or business case that’s specifically designed for them. For example, a company that sells fancy coffee beans is going to have a different approach than a company that sells bikes for kids to learn on.
Every business is unique. Example:
For a successful high-end coffee bean business, it’s important to focus on building a strong relationship with your customers. This means paying close attention to the bean roasting, packaging, and shipment process.
When creating a financial plan or business case for this type of business, it’s crucial to take into account both the revenue from new clients (through advertising and conversion efforts) and the recurring revenue from loyal customers (through customer retention strategies).
Additionally, it’s important to carefully consider the operational aspects of the roasting and packing process, as well as any production constraints that may impact your ability to sell your products. Remember, you can only sell what your team is able to handle.
Different business models, require different financial plans.
It’s important to note that each type of business, whether it be a coffee bean business, a dropshipping business, or an apparel business, will have its own unique needs and requirements. This is why it’s crucial to have a tailored financial plan or business case for each individual business, in order to accurately reflect its specific needs and goals. By comparing the differences between these types of businesses, it becomes clear that a one-size-fits-all approach is not effective
Financal ModelE-Commerce / Product Sales
Explaination & coaching
Valuation & Funding
Fully editale files
We create financial models for various types of projects and business
Financial Model Structure
Product Sales via Website / E-Commerce
Customized Financial Plan
Revenue & sales channels we which we will consider for your e-commerce business
Operation, product & inventory aspects we consider in e-commerce
Get a customized financial model for partners, banks & investors
Our financial modeling process
Our process includes the following steps:
- Understanding your business model and key drivers, so that we can accurately capture the essence of your business in the financial model.
- Creating a blueprint of the model structure, ensuring that it is tailored to your specific needs and requirements.
- Building the first draft of the financial model, using the information and data we have gathered in the previous steps.
- Revisions with you, to make any necessary adjustments and ensure that the model is a true reflection of your business.
- Thorough review of the entire financial model, checking formulas, formatting, and creating printouts for ease of use.
- Providing training and support to one or more people in your organization on how to use the financial model effectively
With our expertise and attention to detail, we ensure that the financial model accurately represents your business and supports decision-making.
Our financial modeling approach
An example of a financial model for E-Commerce / Product Sales
We offer a finanical plan that is tailored to fit your specific business needs. During our initial consultation, we will assess your business model and create an financial plan that accurately reflects your operations. This may involve breaking down revenue into categories such as new client revenue, recurring customer revenue, and affiliate marketing revenue. Additionally, we will provide in-depth analysis of your inventory levels and consider factors such as depreciation of manufacturing equipment and warehouse equipment in the financial plan. We will also evaluate the staffing requirements for your operations and examine your cash requirements for each time period. Our services also include modeling of loans, convertible loans, and employee stock options.
Income Statement (very basic structure)
Cash Flow Statement
Further articles that we recommend:
When we think about financial modeling, one of the most used tools to forecast the performance of a company is the three-statement financial model. Its relevance comes from many different factors, starting from its flexibility and customization to the fact that it is extremely useful both for startups and established companies.