Modeliks How-To Videos

Stop guessing. Start tracking. With Modeliks, you can see Actual vs Plan vs Previous Periods across P&L, Balance Sheet, Cashflow — all visualized in custom dashboards. In this video: ✅ Variance analysis by department, project, or unit ✅ Charts & single indicators ✅ 60+ automated ratios ✅ Custom KPIs & dashboards Built for accountants, consultants, founders, CFOs, and professional services leaders. Chapters: 00:00 Financial Statements 01:14 Charts 02:12 Single Indicators 02:25 Ratios 03:15 Custom KPIs 04:03 Custom Dashboards With Modeliks, you get clarity, speed, and confidence in every decision. 👉 Follow Modeliks: Website: https://modeliks.com/ LinkedIn: https://linkedin.com/company/modeliks YouTube: @Modeliks Instagram: https://www.instagram.com/modeliks.software Facebook: https://www.facebook.com/Modeliks.software/ #FinancialDashboards #Accounting #Consulting #PerformanceTracking #FinancialPlanning #Modeliks

How to Build a SaaS Financial Model That Actually Helps You Operate This 3-minute video covers: • The real goals of SaaS modelling (beyond fundraising) • How to map MRR, ARR, churn, LTV, CAC with live drivers • What to measure vs what to ignore • How to use Modeliks to build, adapt, and report your plan 📈 If you're a SaaS founder, CFO, or consultant — this will change how you think about modelling. 💬 Drop “SaaS TEMPLATE” in the comments and we’ll send you the SaaS Financial Model Tree. 🔗 Learn more: https://modeliks.com Follow Modeliks: Website: https://modeliks.com/ LinkedIn: https://linkedin.com/company/modeliks YouTube: @Modeliks Instagram: https://www.instagram.com/modeliks.software Facebook: https://www.facebook.com/Modeliks.software/ #SaaSFinance #FinancialModeling #StartupTools #Churn #ARR #LTV #ForecastingSoftware #Modeliks

Business Planning & Reporting, Simplified! A Must-See Demonstration of all-new version - Modeliks 2.0! Start planning smarter with Modeliks 2.0 today! Try it now for free on: https://www.modeliks.com/ We bring the future of planning with Modeliks - the best business planning & reporting software on the market. We’ve listened to your feedback and built a beast of a platform! Here’s what’s new: ✅ Multi-dimensional planning & reporting – Plan & track performance by department, business unit, geography, store, or project. ✅ Consolidation – If you plan on a business unit level, Modeliks will consolidate your financial plans upwords. ✅ Allocations – Allocate costs from the head office down to the operating units. Why? Some costs are incurred in the head office, or regional offices, but should be allocated down to the operating units, in order to get a correct picture of profitability across the organization.. ✅ QuickBooks integration – Connect Modeliks to your Quickbooks and have your planning and monthly reporting automated, error free and done in minutes. ✅ Account grouping – Group several accounts into one group account. For example, you can create a Utilities group account and make your Energy, heating, phone, internet, water accounts part of the utilities group. Why? Because when you plan, you don’t want to plan on every single small account that you have in your accounting system. It is too tedious and messy. So, group them logically, plan on groups, and make planning and reporting easy and useful. ✅ Initiative planning & evaluation – You have a new initiative in mind for your business? Create a business case and see how it will impact your business. If the numbers say it’s good, keep it. If not, drop it. ✅ Monthly forecasting – Now you can forecast up to 3 years on monthly basis. ✅ 10x speed boost – Modeliks is now faster than ever! Chapters: 00:00 Intro 00:23 Main use cases of Modeliks 04:24 This is Modeliks 11:37 Driver-based Financial Planning 14:34 Setting Formulas 21:47 Department Level Planning 39:44 Dashboards 46:41 Actuals Input 50:58 Business Planning Creator Follow Modeliks: Website: https://modeliks.com/ LinkedIn: https://linkedin.com/company/modeliks YouTube: @Modeliks Instagram: https://www.instagram.com/modeliks.software Facebook: https://www.facebook.com/Modeliks.software/ #financialplanning #businessplan #dashboard #financialreporting #pitchdeck

How to Create a Business Plan in Less than 1 hour with Modeliks AI | DEMO! Introducing AI-Powered Business Planning on Modeliks (https://modeliks.com/)! Chapters: 00:00 Intro 01:33 Create a professional Business Plan in Modeliks (powered by AI) 02:59 Business Overview 05:40 Market Analysis 06:18 Strategy... 07:02 Example Business Plan Walkthrough 12:54 Summary Say goodbye to spending countless days and hours creating your business plan – with our new AI-powered feature, you can now generate a complete, detailed business plan in just minutes. Here's how we revolutionized business planning: 🔹 100x Faster: No more waiting – get a full, comprehensive plan ready faster than your coffee cools ☕. 🔹 Top-Quality Plans: Our AI ensures you don't miss any important details, offers improvement suggestions, and delivers your plan in perfect language and format. 🔹 User-Friendly & Fun: Interactive and intuitive – it's as easy as a few clicks and selections, like talking to a friend. From market and competitor analysis, opportunity assessment, products and services, to sales, marketing and operational plans, everything is done for you. Whether you're preparing for fundraising, bank loans, or simply mapping out your business goals, Modeliks now makes it a breeze. Ready to make business planning fast, fun, and flawless? Try Modeliks today! For free - no credit card required! Follow Modeliks: Website: https://modeliks.com/ LinkedIn: / modeliks YouTube: @Modeliks Instagram: / modeliks.software Facebook: / modeliks.software #AI #BusinessPlanning #Modeliks #Innovation #Entrepreneurship #FutureOfWork #financialplanning #businessplan #dashboard #financialreporting #pitchdeck

Advanced business planning, simplified! Start your 15 day free trial now on https://modeliks.com/. In this ultimate guide to management reports, you will learn all about mastering Modeliks for creating custom dashboards and reporting. Dive deep into data visualization, analytics mastery, and dashboard design to enhance your reporting skills. Unlock the secrets of KPI optimization and pivot charts for effective management reports. Whether you are in finance, business planning, or simply want to improve your digital reporting, this ultimate guide will take your reporting abilities to the next level. Watch now to elevate your understanding of Modeliks software and revolutionize your approach to management reports and financial forecasting. Like, share and subscribe to our channels. Follow Modeliks: Website: https://modeliks.com/ LinkedIn: https://linkedin.com/company/modeliks YouTube: @Modeliks Instagram: https://www.instagram.com/modeliks.software Facebook: https://www.facebook.com/Modeliks.software/ #financialplanning #businessplan #dashboard #financialreporting #pitchdeck

Advanced business planning, simplified! Start your 15 day free trial now on https://modeliks.com/. Learn how to master ratios in Modeliks (https://modeliks.com/) with our step-by-step guide. This video will provide you with ultimate insights into financial ratios analysis, simplifying complex concepts and explaining the importance of ratio visualization in data analysis. Discover how to create interactive charts, analytical dashboards, and leverage metric insights for performance tracking and business intelligence. Whether you are new to ratios or looking to enhance your financial planning and forecasting skills, this video is packed with valuable information to help you excel in ratio modeling and analysis. Like, share and subscribe to our channels. Follow Modeliks: Website: https://modeliks.com/ LinkedIn: https://linkedin.com/company/modeliks YouTube: @Modeliks Instagram: https://www.instagram.com/modeliks.software Facebook: https://www.facebook.com/Modeliks.software/ #financialplanning #businessplan #dashboard #financialreporting #pitchdeck

Advanced business planning, simplified! Start your 15 day free trial now on https://modeliks.com/. Are you looking to master asset forecasting and elevate your financial analysis skills? In this video, we will guide you from novice to pro in nailing asset forecasting with Modeliks (https://modeliks.com). Learn about non-current assets, tangible assets, operating assets, and intangible assets, and how they play a crucial role in operations planning and asset management. Discover the key differences between financial forecast and projection, along with useful asset forecasting tips. Watch now to enhance your understanding of asset planning and excel in future projections with Modeliks. Like, share and subscribe to our channels. Follow Modeliks: Website: https://modeliks.com/ LinkedIn: https://linkedin.com/company/modeliks YouTube: @Modeliks Instagram: https://www.instagram.com/modeliks.software Facebook: https://www.facebook.com/Modeliks.software/ #financialplanning #businessplan #dashboard #financialreporting #pitchdeck

Advanced business planning, simplified! Start your 15 day free trial now on https://modeliks.com/. In this video, learn how to unleash your power and master Modeliks (https://modeliks.com) with single indicators. Explore the world of dashboards and performance analysis as we dive into key metrics, evaluation tactics, and dashboarding secrets. Join us for a guide through Modeliks where we break down the art of evaluating indicators and mastering performance metrics. Enhance your metric modeling skills and gain valuable insights for effective performance evaluation. Don't miss out on this opportunity to level up your metric analysis and tactical evaluation techniques with our in-depth performance review. Watch now to take your dashboard metrics to the next level! Like, share and subscribe to our channels. Follow Modeliks: Website: https://modeliks.com/ LinkedIn: https://linkedin.com/company/modeliks YouTube: @Modeliks Instagram: https://www.instagram.com/modeliks.software Facebook: https://www.facebook.com/Modeliks.software/ #financialplanning #businessplan #dashboard #financialreporting #pitchdeck

Advanced business planning, simplified! Start your 15 day free trial now on https://modeliks.com/. Learn how to use actuals in Modeliks (https://modeliks.com) dashboards with this exciting tutorial! Alert! Dive into the world of dash data, financial insights, and analytics to enhance your forecasting, planning, and overall financial performance. Discover how to follow your plan vs your actuals via visually stunning dashboards, generating insightful stats, and streamlining your reporting and comparison processes. Explore the dynamics of budget vs actual scenarios in financial modeling and dynamic dashboards, and master the art of data reporting to effectively manage your business and financing plan. Elevate your understanding of dashboards in Modeliks and take your modeling to the next level! Like, share and subscribe to our channels. Follow Modeliks: Website: https://modeliks.com/ LinkedIn: https://linkedin.com/company/modeliks YouTube: @Modeliks Instagram: https://www.instagram.com/modeliks.software Facebook: https://www.facebook.com/Modeliks.software/ #financialplanning #businessplan #dashboard #financialreporting #pitchdeck

Advanced business planning, simplified! Start your 15 day free trial now on https://modeliks.com/. Learn how to elevate your data visualization game with Modeliks (https://modeliks.com) in this comprehensive tutorial on mastering dashboards. Leave boring data to the history and say hello to automated dashboards that track and monitor your financial performance, management reports, and custom business insights. Dive into the world of real-time reporting and make data-driven decisions with ease. Whether you're looking to analyze performance metrics, design custom dashboards, or generate investor reports, this video will equip you with the skills to manage your business effectively. Watch now and revolutionize the way you view and interpret your business data. Follow Modeliks: Website: https://modeliks.com/ LinkedIn: https://linkedin.com/company/modeliks YouTube: @Modeliks Instagram: https://www.instagram.com/modeliks.software Facebook: https://www.facebook.com/Modeliks.software/ #financialplanning #businessplan #dashboard #financialreporting #pitchdeck