Financial Projections Template - In this article, we've compiled expert-tested financial templates for your business plan, all of which are free to download in Excel, Google Sheets, and PDF formats.
On this page you will find the basic templates for financial statements, including income statement templates, cash flow statement templates and balance sheet templates. We also cover the key elements of the financial portion of a business plan.
Financial Projections Template
Download and prepare the financial plan templates to include in your business plan. Use historical data and future projections to create an overview of your company's financial health to support your business plan and gain stakeholder buy-in
Using The Score Financial Projections Template (see
Use this financial plan template to organize and prepare the financial portion of your business plan. This customizable template features a financial overview, all key assumptions, key financial ratios and metrics, a break-even analysis, and pro forma financial statements to share key financial data with potential investors.
This financial plan projection template is a set of pro forma templates designed to help startups. This template set includes a 12-month income statement, balance sheet, and cash flow statement so you can detail a company's current and forecast financial position.
, these income statement templates will empower you to make important business decisions by providing insights into your business and illustrating projected profitability related to business activities. The numbers presented in your income statement directly affect cash flow and balance sheet projections.
Use this pro forma income statement template to forecast income and expenses over a three year period. Pro forma income statements use historical or market analysis data to calculate estimated sales, cost of sales, profits, and more.
Year Financial Plan & Forecast
Small businesses can use this simple income statement template to forecast income and expenses for a specific time period. Enter expected income, cost of goods sold, and business expenses, and the built-in formulas will automatically calculate net income.
Use this income statement template to calculate and evaluate your company's profits and losses over three years. The template provides space for entering income and expenses related to running your business and allows you to track performance over time.
For more resources, including how to use profit and loss statements, see Download Free Profit And Loss Templates.
Use these free cash flow statement templates to communicate how efficiently your company manages cash inflows and outflows. Use a cash flow statement to analyze your company's cash availability and ability to grow and sustain over the long term.
Myfinanceplans Personal Financial Plan Template
Use this basic cash flow template to compare your company's cash flows across different time periods. Enter the opening cash balance, then enter cash receipts, payments, cost of goods sold, and expenses. Once you enter these values, the built-in formulas calculate the total cash payments, net cash movement, and cash position at the end of the month.
Use this cash flow forecast template, also known as a pro forma cash flow template, to track and compare expected and actual cash flow results on a monthly and yearly basis. Enter the cash balance at the beginning of each month, and then add the cash receipts (from customers, stock issues, and other operations). Finally, add up the funds paid out (purchases made, salary expenses and other cash outflows). Once you enter these values, the built-in formulas calculate your cash position for each month.
Use this cash flow statement template set to analyze your company's amount of money versus its expenses and liabilities. This template set includes tabs for creating a monthly statement of cash flows, an annual statement of cash flows, and a three-year statement of cash flows to track cash flow for your company's operating, investing, and financing activities.
For more information on managing your cash flow, including creating a cash flow forecast, see Free Cash Flow Report Templates.
Financial Projections Template Page|financials|single Slides
Use these free financial statement templates to convey your company's financial position over a specific period of time to potential investors and stakeholders.
Small businesses can use this pro forma financial statement template to project asset, liability, and equity account balances for a specific time period. Established companies can use this template (and its built-in formulas) to calculate key financial metrics, including working capital.
Use this balance sheet template to assess your company's financial health on a monthly, quarterly, and yearly basis. You can also use this template to project your financial position for a specific point in time in the future. Once you've completed the balance sheet, you can compare and analyze your assets, liabilities, and equity on a quarterly or yearly basis.
Use this balance sheet template to compare your company's current and non-current assets, liabilities, and equity year-on-year. The template also provides calculations for common financial ratios with built-in formulas, so you can use them to evaluate account balances on an annual basis.
How To Create A Personal Financial Plan (and Reach Your Goals Faster)
Sales forecasting is a fundamental part of a business plan and should support all other components of your plan, including your market analysis, product offerings, and marketing plan. Use the sales forecast templates to estimate future sales and make sure the numbers match the sales figures on your income statement.
Use this simple forecast template to forecast sales for a specific product. Gather historical and industry-specific sales data to generate monthly and annual estimates of number of units sold and cost per unit. Then the ready-made formulas automatically calculate percentages. You'll also find details on which months deliver the highest percentage of sales, and the percentage change in sales from month to month.
Use this sales forecast template to forecast a company's future sales across multiple products or services over the course of a year. Enter your estimated monthly sales and the built-in formulas calculate the annual totals. There's also space to record and track year-over-year sales, so you can pinpoint sales trends.
Use this sales forecast template to estimate monthly and annual sales for multiple products over a three-year period. Enter the units sold monthly, unit cost, and unit price. Once you enter these values, the built-in formulas automatically calculate sales, unit margin, and gross profit. The template also provides bar charts and line charts to visually represent sales and gross profit year by year.
Mobile App Financial Model Excel Template
A break-even analysis helps you determine the point at which a company, product, or service becomes profitable. This analysis uses a calculation to determine the number of service or unit sales you need to cover costs and make a profit.
Use this break-even analysis template to calculate the number of sales needed to become profitable. At the top of the template, enter the selling price of the product, then add the fixed and variable costs. Once you enter these values, the built-in formulas calculate total variable costs, contribution margin, and break-even units and sales values.
These business budget templates help you track costs (e.g. fixed and variable) and expenses (e.g. non-recurring and recurring) associated with starting and running a business. A detailed budget allows you to make informed strategic decisions, and you should align the expense values reported on your income statement.
Use this startup budget template to track estimated and actual costs and expenses for various business categories, including administrative, marketing, labor, and other office expenses. There is also the option to provide funding estimates from investors, banks and other sources to get a detailed view of the resources you need to start and run your business.
Startup Nursery School Financial Projections Excel Template
This business budget template is ideal for small businesses that want to track estimated income and expenses on a monthly and yearly basis. This customizable template includes a tab for listing income, expenses, and a cash flow record to track cash transactions and balances.
Established businesses will appreciate this customizable business budget template, which includes a separate tab to track projected business expenses, actual business expenses, variances, and a spend analysis. Once you've entered the projected and actual expenses, the built-in formulas automatically calculate the cost differences and fill in the included visual charts.
For more resources on planning and tracking your business costs and expenses, see Free Business Budget Templates for Any Business.
In this section you will find additional financial templates that you may want to include in your larger business plan.
Hardware + Subscription Financial Projection Template
This simple startup funding request template is useful for startups and small businesses that need funding to get their business off the ground. The numbers generated in this template should match those in your financial projections, detailing how client equity is allocated to various startup expenses.
Use this customizable workforce plan template to map out the current and future employees needed to keep the business running—and keeping it running. This information belongs in the HR section of a business plan and includes the job title, salary level, and hiring schedule for each position. The template calculates monthly and yearly expenses for each role using built-in formulas. In addition, you can add an organizational chart to get a visual overview of the structure of the company.
Whether your organization is a startup, small business, or corporation, the financial plan
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