E-COMMERCE ADVANCED INVENTORY

Create financial projections for E-commerce with advanced inventory modeling for business planning, an investor pitch deck, or a loan application. Our template can save you over 20 hours and off to a huge head start

How it works?

Our CPA created an in house template that enables you to create professional projections based on your unique assumptions.

Create investor- and lender-ready projections in hours, not days.

Our CPA developed template enables you to create professional projections based on your unique assumptions.

Create investor- and lender-ready projections in hours, not days.

Built for E-commerce with advanced inventory modeling specifically — our ProjectionHub software has been used by well over 2,000 ecommerce companies to generate financial pro formas. Based on this demand we decided to release the customized Excel template that makes creating do-it-yourself SBA and investor-ready financial projections for an E-commerce with advanced inventory needs incredibly simple.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get a E-commerce with advanced inventory modeling template now for $99

BUY

The template price: $

99

USD

100% money-back guarantee if you are not satisfied.

Step 1: Purchase and download the template

After purchase, you will download an unlocked Excel file with a ready-to-usefinancial projection template for your business model

Get the template

Step 2: Enter your assumptions on the input tabs

E-commerce with Advanced Inventory Revenue Forecast

  • The revenue model will help you foretell your expected monthly sales for five years. The model starts by first determining website visitors and your conversion rate to estimate monthly sales units. ​You will set various products or product categories and their individual sales price and relative popularity. The model then projects out your revenue and direct expenses for the next five years and automatically updates the financial statements. 

E-commerce Operating Expenses Tab

  • You will be prompted to input your operating expenses in the operating expense model, which includes some industry suggested line items and amounts to help you get started. ​This model will feed in the expenses and cash flows directly onto the financial pro formas for you. You can choose to enter your monthly expenses as either static amounts or you can even set them as variable items like payment processing fees or other expenses that may change month to month. The first three months of the model are carved out separately so that you can enter start-up expenses. 

E-commerce with Advanced Inventory General Assumptions

  • The general assumptions tab will ask you to enter balance sheet items such as fixed assets, loans, investments, inventory assumptions, and accounts receivable assumptions. The model will request some basic data and then it will tabulate the more cumbersome points for you: loan amortization, interest expense, depreciation expense, inventory purchases, etc. 

E-commerce salaries and distributions

  • The salaries sheet helps calculate associated monthly expenses for salaried employees as well as items like employer taxes and benefits. This model can also help plan for owner distributions.

Step 3: The model is automatically updated based on your assumptions

E-commerce with Advanced Inventory Financial Snapshot

  • The At-A-Glace tab shows you a financial overview including graphs, charts, ratios, and financial summaries that are perfect for a pitch deck. 

E-commerce Financial Pro Formas

  • There are six Financial Statement tabs which include the annual formats of the profit and loss statement (which includes e-commerce expenses), cash flow statement, and balance sheet, and the month-by-month breakdowns of each financial statement. 

Investor Dashboard Tab

  • The Investor Dashboard tab enables you, a lender, or an investor to see first hand the end result of changing several of the main assumptions in the revenue forecast. This tab presents the income statement from your model and a modified income statement that updates automatically as you manipulate the major assumptions. This enables you to see how sensitive your model is to certain variables without changing the data you already filled out.

Tables, charts, graphs and dashboards include

Tables, charts, graphs and dashboards include:

  • Profit and loss at a glance table
  • Use of start-up funds graph
  • Key ratios table ​​
  • Cash generated from operating activities graph
  • ​Investor dashboard ​
  • 5 years of monthly and annual income statement, cash flow and balance sheet reports

  • Profit and loss at a glance table

  • Use of start-up funds graph

  • Key ratios table

  • ​Cash generated from operating activities graph

  • Investor dashboard

  • 5 years of monthly and annual income statement, cash flow and balance sheet reports

Step 4: If you need help, we're here

We can fill out or modify any of the templates we sell, and we’re always happy to answer questions.

When you call us, you can speak directly to the developers of the model, not a call center or customer service representative.

Contact us in the most convenient way for you. We're here to help you

If the model doesn’t work for you, we’re happy to provide a refund.

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The ProjectionHub Team

Grace Cisna, CPA

Before joining ProjectionHub, Grace served as an auditor for a public accounting firm in Indianapolis. There, she audited start-up tech companies, major regional hospitals, public manufacturers and everything in between.

As an auditor, she gained insinullght to the inner workings of all kinds of business models. Grace is a CPA, has a bachelor’s degrees in Accounting and French and a Master’s of Accountancy all from the University of Iowa, where she also taught introductory accounting classes to undergraduates.

Grace loves to use her accounting expertise to serve as an advisor to her clients, helping them understand what it takes to make a business succeed.

Adam Hoeksema — Co-founder ProjectionHub

Adam is the co-founder of ProjectionHub which is a SaaS web application that helps entrepreneurs create financial projections for their business.

Since 2012, over 40,000 entrepreneurs from around the world have used ProjectionHub to help create financial projections.

Adam also serves as the Executive Director of Bankable. Bankable is a Small Business Administration (SBA) lender that makes loans from $500 to $250,000 to Indiana small businesses that are unable to secure financing from a traditional bank.

Adam has managed the loan program since loan #1 in 2010. Since 2010, Bankable has closed over 1,200 loans totaling over $38,000,000. Adam is an entrepreneur at heart and loves working with entrepreneurs to launch and grow their business.

What others have to say about our templates

We are available to help you complete your projections

Troubleshoot

We'll answer your questions about how the template works

Customize

We'll help you customize your template, add a cafe, bookstore, or brewery to your coffee shop

Frequently Asked Questions

How much inventory should I have on hand for my ecommerce business?

The amount of inventory that you should have on hand for your ecommerce business depends on a number of factors including:

  • How long will it take you to replenish your inventory from your suppliers? If it takes months to replenish your inventory, you will want to have more inventory on hand.  If you can replenish inventory quickly, then it is likely not a good way to tie up your cash to hold onto inventory yourself. 
  • How much space does your inventory take?  If your inventory takes up a lot of warehouse space that you are paying for, you will want to minimize your inventory on hand. 
  • What kind of discounts can you get for buying inventory in bulk?  If you are able to secure substantial discounts for ordering inventory in bulk, and if you are confident that you will be able to sell that inventory eventually, it may make sense to order larger quantities of inventory. 
  • Do your cash flow projections support your projected inventory levels? The most important question is whether your cash flow can handle you holding on to substantial amounts of inventory.  You don’t want to go bankrupt because all of your cash is tied up in inventory and you can’t meet your obligations. 

Should I use a 3rd party logistics company for my ecommerce business?

This really depends on what your competitive advantage is in your ecommerce business.  Some ecommerce businesses specialize in the logistics side of the business and don’t really care what products they are selling.  Some ecommerce businesses are focused on the product and are not experts in logistics.  If your competitive advantage is having the best quality product at your price point, then I would suggest focusing on the product and hiring a 3rd party logistics company to specialize in the pick, pack, and ship functions of your business. 

How much should I pay for inventory when acquiring an ecommerce business?

When you are acquiring an ecommerce business you don’t want to overpay for inventory in the acquisition.  If the business has a lot of inventory it can be difficult to know whether some of that inventory is obsolete or simply not selling.  This is especially difficult if the company does not have a strong inventory management system.  The thing you want to keep in mind is that the typical ecommerce business has 40% gross profit margins, so if you are selling items for $100, you would not want to pay more than $60 per unit for that inventory in the acquisition.  I would also suggest that you pay no more than what the company you are buying paid for the inventory in the first place.  

The cost of the template is estimated at $ 2000

If you hired a CPA to build this template from scratch it would take at least 20 hours of billable time to build a similar template. At an average hourly rate of $100 per hour it would cost you $2,000.

20 hours X $100 = $2,000 value

But we've already done all the work and you don't need to hire a CPA

Save time & money - get organized with our template!

Get a E-commerce with advanced inventory modeling template now for $99

BUY

The template price: $

99

USD

100% money-back guarantee if you are not satisfied.

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