Economic-Financial Plan

The School of Industrial Organization (EOI) provides the Economic-Financial Plan tool, a spreadsheet with guided instructions to help you easily complete the financial plan for your project.

This tool enables you to access key and essential information crucial for launching or managing your startup:

• Sales Forecast.

  • What are the expected project revenues?  

  • What growth estimation do you have?

• Cost and Purchases Budget.

  • How much will it cost you to achieve that sales growth? In what areas will you need to invest?

  • What expenses should you consider?

• Investment Budget.

  • How much money do you need to carry out your project, cover the expected expenses, and reach the expected revenue level?

• Financing Budget.

  • How will you finance the necessary investments?

• Break-Even Point.

  • At what point in the project will you achieve a profitable economic situation?

• Cash Flow Plan.

  • How will you manage the inflows and outflows of money?  

  • Do you foresee any significant cash outflows that require planning your liquidity needs?

• Key Performance Indicators.

  • How is your cash flow evolving compared to your revenue?  

  • How is your level of losses and/or profitability evolving?  

  • How are your company's results evolving?

The purpose of this plan, besides providing you with a fundamental tool for monitoring, managing, and projecting your business, is to assist you in making strategic decisions swiftly, addressing key issues when analyzing the economic and financial feasibility and scalability of your project. It allows you to plan the economic activities your company needs well in advance.

You can access the tool through the following link: access Economic-Financial Plan.