PBL Milestone 3 — Presentations + Peer Review: final model, 4–5 minute presentation, rubric-based feedback.
Today is Demo Day. Keep your story simple and strong. Show how your workbook links the Income Statement, Balance Sheet, and Cash Flow Statement. Then explain what the KPIs mean for TechStart.
Business Objectives
- Present a clear financial story to investors
- Show accurate statements and a useful dashboard
- Address risks and assumptions with evidence
- Handle Q&A with concise, confident responses
Excel Objectives
- Demonstrate linked three‑statement model with controls
- Show scenario switch changing KPIs and statements
- Explain validations (A=L+E, NI→RE, cash ties)
- Use visuals that update fast and read clearly
Mock investor panel (2-3 professionals)
4-5 minutes, clear storyline, Excel live demo
Final workbook + one-pager + peer reviews
2-3 questions on assumptions, risks, or methodology
- Final Workbook: Complete three-statement model with working links, scenario switch, validations, and dashboard
- One-Pager: Executive summary (1 page max) with recommendation, 3+ evidence numbers, risk, and visuals
- Peer Reviews: Completed PeerCritiqueForm from at least one other group
- Final model and dashboard are accurate, clear, and responsive.
- Storyline connects analysis to a real decision; risks are addressed.
- Presentation hits 4–5 minutes; Q&A readiness is shown.
- Evidence submitted: final files + slides + peer reviews.
Correct modeling, formulas, and validations
Aligns insights to business goals and trade-offs
Concise story, useful visuals, audience fit
4–5 minutes, clean transitions
Confident, concise responses
Unit 03 — Demo Day Peer Review
Project by Presenter
What made your model trustworthy?
Reflect on what technical choices (validations, linked formulas, scenario testing) and communication choices (clear visuals, evidence-backed claims, risk acknowledgment) made your three-statement model credible to investors.