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Startup Financial Projection Tool

Scope Document - Financial Projection Tool

Scope Document - Financial Projection Tool

Product Brief

High Level Overview: The Financial Projection Tool is designed to assist startups in creating accurate financial forecasts and budgets. By analyzing their business data and goals, users can generate projections that guide their financial decision-making and planning.

Product Information

  • The app will be developed using no-code tools like Bubble or Flutterflow for rapid deployment and updates.
  • Key features include Data Input Forms, Forecasting Models, Budgeting Templates, and Reporting Tools.
  • User interface considerations will focus on ease of use, allowing users to input data and generate forecasts effortlessly.

Users

Name Description
Startup Founder Individuals looking for a reliable tool to forecast their startup's financial future.
Financial Analyst Professionals analyzing startup finances to support investment decisions.

Pages

Name Description
Home Main landing page showcasing the tool's features and benefits.
Data Input A page where users input their financial data to generate projections.
Forecasting Models A page displaying different models for users to choose for their projections.
Budgeting Templates Página que proporciona plantillas para ayudar a los usuarios a crear sus presupuestos.
Reporting Tools A page that generates reports based on user input and projections.
Resources Página que ofrece acceso a recursos adicionales y guías para ayudar a las startups.

High-level Features

Feature Description User Page
Data Input Forms Users can input their financial data to generate projections tailored to their business. Startup Founder Data Input
Forecasting Models Offers various models for users to select based on their forecasting needs. Startup Founder Forecasting Models
Budgeting Templates Provides users with templates to create detailed budgets for their operations. Financial Analyst Budgeting Templates
Reporting Tools Generates detailed reports based on user input, helping to visualize financial data. Startup Founder Reporting Tools
Resources Offers access to additional resources and guides to support startup growth. Financial Analyst Resources

Workflows

  • Data Input Workflow: Users enter financial data into the tool to start generating forecasts.
  • Forecasting Workflow: Users select a forecasting model and generate their financial projections.
  • Budgeting Workflow: Users utilize templates to create and manage their budgets.
  • Reporting Workflow: Users generate reports based on their forecasts and budgets to analyze their financial health.

Other Notes

  • The platform will prioritize user data security, ensuring all transactions and personal details are encrypted.
  • User privacy will be maintained with strict access controls and regular security updates.
  • The design will be optimized for both desktop and mobile use, ensuring accessibility across devices.

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