PBL Milestone 2 — Prototype + Rehearsal: working prototype, validations, test scenarios, and peer feedback.
Your prototype should implement the link engine and a basic dashboard. Run through your timed story once, then rehearse with a peer. Use clear visuals. Keep your language short and direct.
Business Objectives
- Show a working three‑statement prototype with real data from your group's dataset
- Explain what the KPIs say about TechStart's health using numbers from all three statements
- Practice a clear, timed narrative for executives
- Document feedback and changes after rehearsal
Excel Objectives
- Link statements with XLOOKUP/INDEX‑MATCH and Tables
- Scenario switch updates drivers, statements, and KPIs
- Validation checks pass (A=L+E, NI→RE, cash reconcile)
- Dashboard charts and sparklines update correctly
- Prototype implements link engine and scenario switch with your group's data.
- Validations pass (A=L+E, NI→RE, cash reconcile); test scenarios documented.
- Rehearsal complete; peer feedback incorporated; timing on target.
- Evidence: prototype workbook + test summary + change notes.
Your final presentation needs a clear recommendation backed by numbers from all three statements:
Clear recommendation (e.g., 'Invest in TechStart because...')
Cite at least one number from each statement: Income Statement, Balance Sheet, Cash Flow
One downside or uncertainty that qualifies your recommendation
Explain why the recommendation is justified despite the risk
Example: "Invest in TechStart because revenue grew 15% to $2.1M (Income Statement), cash reserves reached $450K (Balance Sheet), and operating cash flow improved by $200K (Cash Flow Statement). The risk: customer concentration is 60%. Even with this limitation, the strong cash position supports growth."
Correct modeling, formulas, and validations
Aligns insights to business goals and trade-offs
Concise story, useful visuals, audience fit
4–5 minutes, smooth transitions
Confident, concise responses
Unit 03 — Three‑Statement Prototype
Project by Reviewer