Excel Models

Getting Started

Create an account

Please click here to create an account.

Once you've logged into you VFD Pro Portal click ‘Add Client’, you will then be prompted to enter the following information
1 - Company Name
2 - Company Registration Number (used to provide information for benchmarking purposes)
3 - Accounting Date (the most recent month to which the accounts are up to date for that client)
4 - Click the Excel logo
5 - Click 'Save'

 
You will then be presented with this screen. 
Download the Conversion Tool and Instructions provided.
Simply follow the instructions to download the data from Excel and then upload it to your VFD Pro portal.
For further information refer to the VFD.Academy site where user guides, playbooks and detailed instruction videos can be found.
 

Maintenance

There is only one piece of maintenance required per client on an ongoing basis.
 
Once you have finalised the accounts for a particular month you will need to set a new 'Reporting Month'.  To do this use the following process.
 
1 - Click 'Edit' next to the company name in your VFD Pro portal
2 - Click in the accounting date field and select the end of the month to which the accounts are finalised
3 - Click 'Save'
 
To generate reports with the new date simply upload up to date files to your VFD-Pro Portal

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Output

Your company is now synced and up to date, everything else is done for you. The following are all accessible from your VFD portal and available on demand.

Enhanced Management Reporting

The Enhanced Performance Reports provide you and your clients with unparalleled business insight, by highlighting not only historic performance but more importantly the underlying business drivers that will impact your client's future performance, positive or negative.

Business Growth Advisory Models

Reporting on past performance is key to understanding the history, but Business Growth is all about the future and for that you need tools and models to help you project historic performance, understand which key drivers will have the greatest impact on future success and profitability, to forecast and plan for the future.

Opportunity Exception Reports

Help your clients by highlighting ‘quick win’ opportunities to cut costs, improve margins and increase revenue, all of which deliver huge value to your clients allowing them to pay themselves more whilst improving their EBITDA and their company value, a winning formula for any relationship.

Exit Value Accelerator (EVA)

Whether part of the buying or selling team, you have a pivotal role to play in ensuring your clients achieve the best possible outcome. Our EVA suite enables you to support your clients through the entire process from financial due diligence to helping them achieve a desired valuation on exit, and shaves days off the traditional process.

  • EVA Due Diligence Report
  • EVA Business Valuation Model
  • EVA Forecast & Reporting Model

Dashboard

As part of your VFD Pro package you are provided with a dashboard using industry leading business intelligence tools. Allows you to to perform a detailed interrogation of business performance over the past 2 years.

Email Alerts

You can send tailored email alerts to your clients with accompanying performance analytics. Ensure your clients know you're number one priority is improving the profitabilty of their business.

Excel Integration Questions

 
Outlined below are the most common questions relating to Surf integration. Please visit our full FAQ's here.

Access the VFD Pro Dashboard

Click ‘Login’ in the top right hand corner of any page and enter your credentials given when you set up an account.

How do I ensure my data is up to date?

Your data is not automatically synchronised if you are using Excel, you have to download the Universal Forecast and Funding Proposal model, export your last 5 years (or less), financial data from your accounting system and copy the Profit and Loss and Closing Balance Sheet data into the model.

How do I remove client data from the VFD?

Your client data is not saved to the VFD Pro Portal if you are using Excel, you download the model and work off line.