Caveats and Good to Know

Caveats and Good to Know

Model Documentation

Caveats

  • The model will warn you if you (intentionally or accidentally) edit a cell that’s not in green or has a formula. There’s no need to edit any formulas or header dates (they update automatically).
  • Don’t delete any cells (it’s ok to change the contents of the green input cells), since the model makes extensive used of named ranges.
  • New custom tabs you add will not affect the functionality of the model, but they may not function correctly upon upgrading to future model versions.
  • Don’t filter or freeze rows on any of the purple tabs (tabs used by Scripts). These prevents script from running properly.
  • Given correct inputs, this model will produce accurate results for most companies. However, the specific facts and circumstances of each company may cause results presented to be inaccurate.

Good to Know

  • Many cells have a note with more info that appears when you hover over it (it’s a black triangle).
  • The model also has orange Workpaper tabs for calculation explanations and month by month detail. You can unhide/hide these from the Add-On menu:
    • P&L Allocations
    • Funnel
    • Revenue
    • MQL & SQL
    • Balance Sheet Calcs
    • Capital
    • Expenses
    • Payroll Calcs
    • Setup Phase
    • Fixed Assets
    • Deferred Taxes
  • New custom tabs you add will not affect the functionality of the model, but they may not function correctly upon upgrading to future model versions.
  • For any Add-On scripts that run, you can always Undo (or if you’ve refreshed the page since running it, you can restore the Google Sheet to a previous version).
  • It’s always better to clear the contents of a cell rather than to delete the cell from the spreadsheet (if a cell is deleted entirely, other formulas that rely on that cell may break).
  • The Generate Customers and Staff script allows for upgrades and downgrades in any month the customer is live.
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