Scenario Planning Pro Forma
Corporate Finance Excel Template (Free Download)
Turn shared starting assumptions and scenario drivers into a three-case pro forma for planning, budgeting, and decision-making.
professionals from Deloitte
About this pro forma
This pro forma presents parallel Base, Upside, and Downside projections using shared month-one inputs and scenario-specific growth, cost, customer, tax, and capex drivers. The underlying Excel model is the engine; the pro forma makes projected differences and YTD deltas easy to compare.
Use it for budget reviews, board planning, investment cases, and stress testing when decisions depend on a range of outcomes.
What every model includes
Live formulas, no hardcoded values
Outputs are driven by live formulas, so the workbook updates from its assumptions instead of relying on hardcoded results.
All assumptions in one tab
Inputs are clearly marked in the Assumptions tab and separated from calculations, making it clear what to change and what to leave intact.
Statements always balancing
For integrated-statement models, the balance sheet, cash flow, and supporting schedules tie through properly.
Distinct schedules for clarity
Debt, working capital, taxes, and cash flow can get messy quickly. We group calculations in clear schedules, not across disconnected tabs.
No hidden macros or external links
There are no unexplained external workbook links or macros to undermine auditability or portability.
Changes flow through the model
Update a key driver and see the impact carry through the forecast, financing, and return outputs. We never use hardcoded numbers in formulas.
What's inside the Scenario Planning Pro Forma
- Common month-one bases and scenario drivers
- 12-month Base, Upside, and Downside P&L outputs
- Revenue, COGS, opex, EBITDA, tax, capex, and FCF projections
- Active customer and ARPU metrics by scenario
- YTD dollar and percentage deltas versus Base
- Gross, EBITDA, and FCF margin comparisons
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Created by ex-finance professionals
Hey, I’m Alex and I created Finamodel.
Over my years in the finance industry I kept building the same models over and over again. Same structure, same assumptions, different logo. So I started building frameworks to turn them into clean, reusable templates.
Every model here is one I’d actually use for a client, and I personally vet each one before it goes up.
I’m not an expert in every industry, but I’ve built enough models to know what belongs in one. And when something is completely foreign to me, I reach out to my network for experts to work on our models with us.
Having a template library on hand cuts a first build from hours to minutes.
Need help finding your model? You’ll find me in the Finamodel app!
Frequently asked
What cases are included?+
The pro forma compares Base, Upside, and Downside projections across 12 months.
What does the comparison show?+
It shows YTD totals, dollar and percentage deltas, margins, and period-12 customers.
Can I change scenario drivers?+
Yes. Update scenario-specific growth and intensity assumptions in Excel.
Who uses it?+
Founders, FP&A teams, operators, and boards use it for planning and stress tests.
Have more financial modelling questions? Contact us
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