FP&A-in-a-Box Tier 1 — Customer Hub

ExcelGoogle Sheets compatible24-month forecast13-week runwayBoard pack

Quick start

Keep a master copy

Do not work in the original download. Duplicate the workbook first.

Choose Excel or Google Sheets

Excel: open the .xlsx directly. Google Sheets: upload the .xlsx to Drive, open it with Google Sheets, and save a native copy.

Complete Start Here

Enter model start, forecast months, scenario, opening cash, and revenue mode.

Edit blue input cells only

Update Assumptions, Headcount, and One-Time Events. Avoid overwriting formulas.

Review Checks and outputs

Resolve checks before relying on the runway, scenarios, P&L, cash flow, or board pack.

What Tier 1 support includes

Included

Download/access issues, confirmed defects in the original file, and clarification of documented inputs.

Not included

Custom modeling, data entry, accounting/tax advice, financial advice, integrations, or adapting the model to your business.

Response target

First response within three business days after a complete support request is received.

Frequently asked questions

Why is cash different from profit?

Profit is accrual-based. Cash depends on collection timing, payment timing, payroll timing, financing, and opening cash. Review Cash Timing and Cashflow.

Why is runway negative?

The model is forecasting cash below zero. This is a valid warning, not necessarily a formula error. Review assumptions, timing, hiring, and financing.

Can I use this for client work?

No. Tier 1 is licensed for one named user and one legal entity for internal use. A future consultant/commercial license will cover client work.

Can you customize the model?

Customization is not included in Tier 1. Higher tiers may include implementation guidance or defined customization.

What information should I send?

Order email, platform, workbook version, Excel/Google Sheets, tab, cell, screenshot, and exact reproduction steps. Redact confidential data.

Before reporting a defect: confirm you are using an untouched master copy, verify the Start Here inputs, check the Checks tab, and reproduce the issue in the original downloaded file.

Generate a structured support request

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Your generated request will appear here.

Need more support?

Future tiers can include faster response times, implementation guidance, team licensing, advanced models, and onboarding. Join the upgrade waitlist.