Interactive Templates

Interactive Templates 

Modernsoft, Inc. designed the Interactive Templates workbook to provide readers of Techniques of Financial Analysis, 11th ed. and Financial Analysis: Tools and Techniques by Dr. Erich A. Helfert with a set of eleven interactive displays representing the key exhibits of the book. They reflect the central concept of the integrated business system around which both books are structured, and allow the user to observe the impact of changes in investing, operating and financing assumptions. 

The templates are both learning devices as well as practical tools for professional use, in areas such as break-even analysis, present value analysis, business valuation, sustainable growth analysis, and high-level financial planning. They also enhance the user's understanding of Modernsoft's advanced Financial Genome software, which is structured around the same business system context.

The workbook contains eleven templates relating to the key exhibits in Techniques of Financial Analysis and Financial Analysis: Tools and Techniques: 

• The Business System: An Overview 

• Ratios as a System: Key Ratios and their Elements 

• Cash Budget Example: Projections and Key Drivers

• Break-even Model: Key Variables 

• Sustainable Growth Model and Related Statements 

• Policies Impacting Growth: Comparative Cases 

• Integrated Growth Model: Projecting Financial Results 

• Present Value Model: Cash Flows and Key Measures 

• Impact of Financing Choices on EPS 

• Business Valuation Model: Cash Flows and Firm Value 

• Comparing Economic Measures: An Illustration 

The Interactive Templates are designed as graphic displays that respond instantly to changes in assumptions and conditions, both in the key exhibits themselves and in the supporting statements and schedules provided. Each template relates closely to the text materials in the two books and, where relevant, to the structure of Financial Genome. Several of the templates, such as the Sustainable Growth Model, the Break-even Model, the Integrated Growth Model, and the Present Value and Business Valuation Models have immediate application in actual business settings. The Business System Model shown below is usable for testing a variety of strategic policies and financial assumptions on the company as a whole and reflects the integrated design concept of Financial Genome.

Click here to view a figure of the Business System Model.

Each template is laid out in a similar fashion: Key assumptions are contained in a special table, while the impact of changing assumptions is shown in graphic form and/or in a summary financial statement mode.

 Index