Build a Simple Financial Model in Google Sheets

Create a clear, flexible financial model in Google Sheets for forecasting revenue, costs, and profit.

💸 Free⏱️ 25 min saved✅ 1674 runs

Get started with Trinity

Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Google Sheets sitting right next to you.

What happens when you click "Start with Trinity"

1
Connect your microphone
Give permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
2
Share your screen
Share the screen you are working on so Trinity can see what you're doing and provide guidance.

Step-by-Step Guide

Step 1Create and name your workbook

Step 2Set up your initial sheet layout

Step 3Make the grid easier to read

Step 4List key assumptions on a dedicated sheet

Step 5Highlight and label important input cells

Step 6Set up your time axis on the Model sheet

Step 7Create a clear revenue section linked to assumptions

Step 8Add variable cost, fixed cost, and gross profit sections

Step 9Format key subtotals and outputs for clarity

Step 10Standardize input, formula, and output formatting

Step 11Add simple scenario controls to assumptions

Step 12Build a compact summary dashboard

Step 13Visualize performance with charts

Step 14Add basic checks and error flags

Step 15Protect formulas and share the model for collaboration

Get started with Trinity

What happens when you click "Start with Trinity"