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Discover how to simplify your workflow on the ecommerce invoice template for Planning with airSlate SignNow.

Looking for a way to optimize your invoicing process? Look no further, and follow these simple steps to conveniently work together on the ecommerce invoice template for Planning or ask for signatures on it with our intuitive service:

  1. Set up an account starting a free trial and log in with your email sign-in information.
  2. Upload a document up to 10MB you need to sign electronically from your PC or the online storage.
  3. Proceed by opening your uploaded invoice in the editor.
  4. Take all the necessary steps with the document using the tools from the toolbar.
  5. Click on Save and Close to keep all the modifications made.
  6. Send or share your document for signing with all the needed addressees.

Looks like the ecommerce invoice template for Planning process has just become simpler! With airSlate SignNow’s intuitive service, you can easily upload and send invoices for electronic signatures. No more printing, signing by hand, and scanning. Start our platform’s free trial and it streamlines the entire process for you.

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Ecommerce invoice template for Planning

if you're looking to create a set of financial projections for an e-commerce business that also sells wholesale to retailers or other wholesale customers then you've come to the right place we have created a financial projection spreadsheet template built specifically for this business model e-commerce and wholesale and I'm going to walk through how to fill the template out and how to produce a set of five-year projections for potential investors and lenders before I do that just a little bit of background my name is Adam huxema I'm the co-founder of projection hub and over the last decade we've helped over 50 000 entrepreneurs create Financial projections for potential investors and lenders and my background is in SBA lending where I spent a decade as the Director of an SBA loan a small business administration Loan program where we approved over a thousand loans during that time and so I looked at a lot of financial models Financial projections and lots of loan applications and also helped a number of companies raise Equity as well and one thing that we noticed is that although a perfect set of projections isn't going to give you automatic approval for a loan a bad set of projections can cause you to get denied for a loan so that is something that we often saw that a set of projections that didn't make sense were outside of Industry Norms or just way out in left field that didn't really align with what lenders expected to see that was often such a red flag that it could cause a quick denial and so my goal here is just to get you past that hurdle I'm going to help you create a set of projections that will make it so that you can at least move past that hurdle and then on to the next things and don't let the projections be the thing that that keep you from getting alone that's my aim here a couple more housekeeping things here we're going to put a link in the description of the video below to this template so you can go grab the template and follow along and then lastly we're going to put a link to we'll give you access to a a form that you can fill out to get a discount code sent to you as our thank you for watching the video so if you go down into the description of the video below you'll be able to find that form fill it out and we'll email you that coupon code right away and so with that let's go ahead and dive into the template okay so this is our at a glance tab so this is the end of the processor after you've filled in all of your assumptions you're going to be able to see a number of different charts and kpi summary data here so key ratios and graphs startup use of funds and you'll be able to pull these things into a business plan or pitch deck you'll also get a five-year income statement summary five-year cash flow summary five-year balance sheet and then your income statement cash flow and balance sheet all broken down by month for each of the five years so that's the end of the process now in order to get to that point we have some work to do on inputting our various assumptions so the first thing to know is that every cell that's highlighted in light blue is an assumption that you can change without breaking something in the model so we have set a projection start month and opening cash balance of 50 000 here we also are assuming initial Equity funding that we're looking to raise in month one here 500 000. we have accounts payable terms this is the percentage of operating expenses that we're going to pay in the month that we incur them at 80 we're going to pay 80 of our bills in the month that we incur them and then accounts receivable terms we're assuming that 50 will be paid upon delivery and then 50 on a net 30 payment now this is specifically important in wholesale because you may depending on the terms you have with your wholesale customers maybe the type of thing that they may be at a net 30 or even farther out payment plan where you're going to deliver the goods of the products and they don't have to pay you for some period of time and so that's what the assumptions here are for okay next we can enter in any fixed assets that you have and probably not going to have a whole lot in the way of fixed assets maybe a trademark as an example or maybe some employee equipment some computers equipment that sort of thing we also have the ability to enter in a business loan here so you can enter in a business on what month that is going to be taken out in an interest rate and a term in months so we're assuming a 400 000 business loan in this example here as well all right so next we're going to be on our input Revenue tab I'm going to kind of walk through this so we have this idea of visitor acquisition customer acquisition so we're going to have an a monthly ad spend so we are entering in assumptions here for our advertising spend and we have an assumption here in a cost per click so we're saying I think it's going to cost us 2.70 per click to get a visitor to our website for our particular niche of product that we're selling so we'll have 185 visitors from Paid ads in the first month based on that and we're going to have 500 organic visitors and maybe we're going to grow this over time and so we're saying in the first years 500 a month but then after that we're gonna have a hope to invest in SEO and get a 100 annual growth rate on our organic traffic so that will give us our total number of website visitors per month and from there we can apply a conversion rate so let's say we're assuming a three percent conversion rate of website visitor to order so now we can see our total number of orders and then we can see the number of items per order so let's say we have the average order is 2.5 items next we can enter in the different products or categories or products that we are selling and so let's say product one we are launching in month one but then these other products we're going to be launching over time so month 6 13 18 and so on you can have a price point average price point for that product and a cost of the product here we've set that up as a percentage of the price of 35 percent of the price is our cost and then we have a cost of shipping and packaging that's paid by the seller as well then here we have the ability to enter in kind of the relative popularity of the item so this would be the way to think about this would be add up all of these numbers in this column here in this example this adds up to six so one out of six orders is going to be product category one two out of the six orders will be product category two and so on right so if you had one product category that was much more popular you could put in it as a 10 for example and in that case our number now would be 14 so we'd be saying 10 out of 14 orders are going to be product category 2. so that's kind of the way to think about that we have the ability to add in annual price growths and and annual cost of goods sold growth rates here as well then we can get into our wholesale Revenue so here's where if we're selling to Independent boutiques or big box stores here we can say okay we're in chain number one we're starting in month five here's the wholesale price that we're going to be offering to them as a percentage of MSRP and then the average number of locations per year that we think we'll be in and the number of units that we expect to sell per location per year so we're saying okay here in year one we're going to be in 60 independent boutiques selling 30 units per Boutique So based on those assumptions we'll have a total number of units sold and we this is where we'd enter in our wholesale product so we might have different products that we're selling to wholesale or just different price points than our direct to Consumer e-commerce items so you can enter in again those similar set of assumptions here and now we can also enter in assumptions about the average order size from wholesalers and price growth rates and what the seller would be paying if they're paying any shipping cost per order you can put that in here ultimately that will give us our wholesale Revenue and our wholesale costs are goods sold all right finally on this page we have an inventory model here where we can set up opening inventory 100 000 and then we can set up what's our first order amount that first initial inventory order amount and then what month that's going to hit and then after that we set up just a set of rules so we say order every X number of months and we said three months and a minimum order amount of 25 000. with two months between the order and delivery so we're saying basically we know we need lead time for our manufacturer to provide to deliver so we're assuming a two-month lead time and we're going to have to pay 50 percent of the deposit due at the time of order and 50 upon delivery okay so then the rest of this is just a calculation of the cash payments for inventory and your beginning inventory your inventory purchases your cost of goods sold and your inventory sales and then your ending inventory each month so you can kind of see how that's modeled out here and ultimately this is a lot of times very custom for every every business and so if you end up needing help customizing this don't hesitate to reach out we can help customize this this inventory model for your specific situation if that would be helpful for you okay the next we're almost done here we've got two more tabs that are input operating expense tab where we can enter in things like advertising our Consultants SEO marketing firm we can categorize these things and then we can set that cost driver so it could be a fixed dollar amount so for example let's say for our SEO we're spending a thousand dollars a month on and it's a fixed rate but then for things like remote office expense that's going to be in a per full-time equivalent employee per FTE full-time equivalent employee basis so for every employee that we have we're gonna have 500 in remote office expense right here and then finally we could have certain expenses that are a percentage of Revenue so maybe we want to set General and admin development sales and marketing as a percentage of Revenue we can set that on a percentage basis here so what we often see and the reason we have the starting year two through five is that a lot of times people will know what the next 12 months looks like and they want to put in specific dollar amounts for those expenses but then beyond that they may switch over to a percentage of Revenue expense structure where it's like okay we don't know what we're going to spend on sales and marketing in year five to the specific dollar amount but we know we're going to spend roughly 10 percent because that's common in our industry for example and then lastly here we have our input salaries and dividends tab we can in turn our different job titles here the category of that salary position what their annual salary is any benefits what month the position will start so you can see that some the marketing leads going to start in 113. you can also have the number of particular employees so here we said okay we're going to have General admin staff at 50 000 annual salary starting in month 15 and we're gonna have three of them and then customer support could be another example where we might have multiple now finally we have this scaling staff team section down here and so this attempts to allow you to scale certain aspects of your team with Revenue so you can say okay for every 100 000 or whatever dollar amount you want to put in there every 100 000 a monthly Revenue we're going to add customer support team member or we're going to add up sixty five thousand dollars worth of annual customer support cost for every 100 000 in additional monthly Revenue and we can say that starts in 115 and we have and it goes from 160 with a five percent annual raise again these are often customized for your specific situation so if you have questions about how to customize for your unique use case please don't hesitate to reach out but that is really the end of the process so you're back at our at a glance tab where you have various graphs and charts you can now pull into your pitch deck or business plan if again if you have any questions please don't hesitate to reach out to support projectionhub.com or leave us a comment in the comment section of the video below and don't forget as a thank you for making it to the end of this video make sure to go down in the description of the video below fill out that form and we're going to send you a coupon code to be able to get a discount on this particular template hope this has been helpful and again reach out to us at support projectionhub.com thanks foreign [Music] [Applause]

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