iris-financial-projection-template - Multi-Year Summary Presentation

Aug 31, 2026

Financial projection workbook template for budgeting and forecasting across multiple years and reporting periods. Includes inputs that require an entity name, starting year, selected contracted service, and administrative positions, plus a working capital requirement check before moving forward. Provides consolidated sections with eliminations, annual and budgeted period views, year-ending reporting for December 31, and monthly revenue and expense breakdowns, including operational cash flow sections and interactive prompts like “Click Cell to Select Service.”

LanguageEnglish

CategoryPresentations

FormatXLSX

Pages1

AccessFree to download

Input Requirements

Budgeted Period Configuration

Consolidated Reporting

Consolidated With Eliminations

Financial Statements Sections

Revenues & Expenses by Month-IRIS

Operational Cash Flows

Interactive Controls

Click Cell to Select Service

0 1 2 1 3 2 4 3 5 4 6 5 7 6 8 7 9 8 10 9 11 12 13 14 15 16 17 15 18 19 20 21 ERROR: Enter Entity Name, Starting Year, and Select contracted Service prior to moving forward 22 23 24 25 26 27 28 29 30 31 32 33 34 0 1 35 36 37 -1 0 1 2 38 39 40 ERROR: Enter Entity Name, Starting Year, and Select contracted Service prior to moving forward 41 42 43 42 ERROR, WORKING CAPITAL REQUIREMENT MUST BE SATISFIED 44 42 45 46 43 47 48 49 50 51 48 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 ERROR, INPUT OF ADMIN POSITIONS IS REQUIRED ERROR, INPUT OF ADMIN POSITIONS IS REQUIRED ERROR, INPUT OF ADMIN POSITIONS IS REQUIRED 67 68 69 70 For the Budgeted Period of January 1, through December 31, 2 -1 0 1 2 71 72 73 74 75 76 77 78 79 80 81 82 83 84 0 0 0 0 85 86 87 88 89 90 91 92 93 94 0 0 0 0 95 0 0 0 0 96 97 98 99 100 101 102 103 104 105 106 107 108 0 0 0 0 109 110 111 112 113 114 0 0 0 0 115 0 0 0 0 116 117 0 0 0 118 119 120 0 0 0 0 121 0 0 0 0 122 123 0 0 0 0 124 0 0 0 0 122 0 0 0 0 125 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! 76 126 0 0 0 0 127 0 0 0 128 0 0 0 0 129 Consolidated With Eliminations Consolidated With Eliminations Consolidated With Eliminations 130 130 130 For the Year Ending December 31, For the Year Ending December 31, 1 For the Year Ending December 31, 2 131 132 Co 2 Co 3 Co 2 Co 3 133 133 133 133 133 133 133 133 133 133 133 133 133 133 133 134 Click Cell to Select Service 134 134 135 134 Click Cell to Select Service 134 134 135 134 Click Cell to Select Service 134 136 135 137 137 137 137 138 137 137 137 137 137 138 137 137 137 137 137 138 137 139 140 0 0 0 0 0 0 0 0 0 141 0 0 0 0 0 0 0 0 0 142 0 0 0 0 0 0 0 0 0 143 0 0 0 0 0 0 0 0 0 144 0 0 0 0 0 0 0 0 0 145 0 0 0 0 0 0 0 0 0 146 0 0 0 0 0 0 0 0 0 147 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 34 34 34 34 34 34 34 34 34 34 34 148 149 0 0 0 0 0 0 150 151 0 0 0 0 0 0 152 0 0 0 0 0 0 153 0 0 0 0 0 0 154 0 0 0 0 0 0 0 0 0 155 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 156 157 0 0 0 0 0 0 0 0 0 158 0 0 0 0 0 0 0 0 0 159 0 0 0 0 0 0 0 0 0 160 0 0 0 0 0 0 0 0 0 161 0 0 0 0 0 0 0 0 0 162 0 0 0 0 0 0 0 0 0 163 0 0 0 0 0 0 0 0 0 164 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 165 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 166 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 167 0 0 0 0 0 0 168 169 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! 170 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! 166 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! 171 0 Multi- Year Summary Presentation 70 For the Budgeted Period of January 1, through December 31, 2 -1 0 1 2 71 72 73 74 75 126 77 172 79 80 173 83 84 0 0 0 0 85 86 87 88 89 90 91 92 93 94 0 0 0 0 95 0 0 0 0 96 97 98 99 100 101 174 103 104 105 106 107 108 0 0 0 0 109 110 111 112 113 114 0 0 0 0 115 0 0 0 0 116 117 0 0 0 118 119 0 0 0 120 0 0 0 0 121 0 0 0 0 122 123 0 0 0 0 124 0 0 0 0 122 0 0 0 0 175 1 0 0 128 0 -1 0 0 125 #DIV/0! #DIV/0! #DIV/0! #DIV/0! ERROR, WORKING CAPITAL REQUIREMENT MUST BE SATISFIED 176 126 0 0 0 0 177 0 0 0 128 0 0 0 0 178 179 179 179 For the Year Ending December 31, For the Year Ending December 31, 1 For the Year Ending December 31, 2 180 180 133 180 180 133 180 180 133 181 Click Cell to Select Service YTD ALL 182 181 Click Cell to Select Service YTD ALL 182 181 Click Cell to Select Service YTD ALL 182 139 183 0 0 0 0 0 0 184 0 0 0 0 0 0 142 0 0 0 0 0 0 143 0 0 0 0 0 0 144 0 0 0 0 0 0 145 0 0 0 0 0 0 146 0 0 0 0 0 0 147 0 0 0 0 0 0 0 0 0 148 185 0 0 0 150 151 0 0 0 0 0 0 152 0 0 0 0 0 0 153 0 0 0 0 0 0 154 0 0 0 0 0 0 155 0 0 0 0 0 0 0 0 0 156 157 0 0 0 0 0 0 158 0 0 0 0 0 0 159 0 0 0 0 0 0 160 0 0 0 0 0 0 161 0 0 0 0 0 0 162 0 0 0 0 0 0 163 0 0 0 0 0 0 164 0 0 0 0 0 0 0 0 0 165 0 0 0 0 0 0 0 0 0 166 0 0 0 0 0 0 0 0 0 167 0 0 0 168 169 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! 170 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! 166 #DIV/0! #DIV/0! #DIV/0! #DIV

FAQs

What information must be entered before proceeding in this template?

Enter the entity name, starting year, and select the contracted service. Administrative positions input is required, and the working capital requirement must be satisfied.

How does the template handle the budgeted period and year-end reporting?

It uses a budgeted period from January 1 through December 31 and includes views for the year ending December 31 for multiple years.

Which reporting views are included for consolidated results and monthly performance?

The template includes “Consolidated With Eliminations” and a “Revenues & Expenses by Month-IRIS” section for monthly breakdowns.

Aug 31, 2026

Upload by Bill Black