Financial Projections For Startup Business Plan Excel Template – In this article, we have collected expert-tested financial templates for your business plan, which are free to download in Excel, Google Sheets and PDF formats.
On this page you will find basic accounting templates, including income statement templates, cash flow templates and balance sheet templates. In addition, we cover the key elements of the financial part of a business plan.
Financial Projections For Startup Business Plan Excel Template
Download and prepare these financial plan templates to include in your business plan. Use historical data and future projections to gain an overview of your organization’s financial health to support your business plan and gain stakeholder support.
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Use this financial plan template to organize and prepare the financial part of your business plan. This customizable template has space to provide a financial overview, all key assumptions, key financial metrics and ratios, break-even analysis and preliminary financial reports to share key financial data with potential investors.
This financial plan template is a set of preliminary templates designed to help startups. The set of templates includes a 12-month income statement, balance sheet and cash flow statement, so you can detail the company’s current and projected financial position.
, these income statement templates will enable you to make important business decisions by providing information about your business as well as illustrating expected profitability associated with commercial activities. The numbers prepared on your income statement directly affect your cash flow and balance sheet projections.
Use this income statement template to forecast income and expenses over a three-year period. Preliminary income statements take into account historical data or market analysis data to calculate estimated sales, cost of sales, profit and more.
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Small businesses can use this simple income statement template to forecast income and expenses over a given period. Enter your projected revenue, cost of goods sold, and business expenses, and the built-in formulas will automatically calculate your net income.
Use this income statement template to calculate and estimate your company’s three-year profit and loss. This template provides a place to enter the income and expenses associated with running your business and allows you to track performance over time.
For additional resources, including information on how to use income statements, see the Download Free Income Statement Templates page.
Use these free cash flow report templates to show how effectively your business manages cash inflows and outflows. Use the cash flow statement to analyze the availability of liquid assets and your business’s ability to grow and sustain itself over the long term.
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Use this basic cash flow template to compare your business’s cash flow over different time periods. Enter the opening cash balance, then detail cash receipts, payments, cost of goods sold and expenses. After you enter these values, the built-in formulas will calculate the total cash payments, net cash change, and cash position at the end of the month.
Use this cash flow forecast template, also called the preliminary cash flow template, to track and compare expected and actual cash flow results on a monthly and annual basis. Enter cash on hand at the beginning of each month, then add cash receipts (from customers, issuance of shares, and other transactions). Add final cash disbursements (purchases made, payroll and other cash flows). Once you enter these values, the built-in formulas will calculate your cash position for each month.
Use this cash flow statement template to analyze the amount of cash your business has in relation to its expenses and liabilities. This set of templates includes a tab to create a monthly cash flow statement, an annual cash flow statement, and a three-year cash flow statement to track cash flow for your business’s operating, investing, and financing activities.
For more information on managing your cash flow, including how to create a cash flow forecast, visit Free Cash Flow Report Templates.
Free Startup Business Plan Templates
Use these free balance sheet templates to inform potential investors and stakeholders about your company’s financial position over a period of time.
Small businesses can use this pro forma balance sheet template to forecast account balances for assets, liabilities, and equity over a given period. Established companies can use this template (and its built-in formulas) to calculate ratios, including working capital.
Use this balance sheet template to evaluate your company’s financial health on a monthly, quarterly, and annual basis. You can also use this template to predict your financial position at a certain point in the future. Once you’ve completed your balance sheet, you can compare and analyze your assets, liabilities and net worth on a quarterly or annual basis.
Use this balance sheet template to compare your company’s short-term and long-term assets, liabilities and equity year over year. This template also provides general financial ratio calculations with built-in formulas so you can use it to estimate your account balances annually.
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Sales forecasts are a fundamental part of a business plan and should support all other components of your plan, including market analysis, product offering and marketing plan. Use these sales forecast templates to estimate future sales and make sure the numbers match the sales figures shown on your income statement.
Use this basic forecast template to forecast the sales of a specific product. Collect historical and industry-specific sales data to obtain monthly and annual unit sales and unit price estimates. The pre-built formulas will then automatically calculate the percentages. You can also find details of which months produce the highest percentage of sales and the percentage change in sales per month. month.
Use this sales forecast template to forecast a company’s future sales across multiple products or services throughout the year. Enter your estimated monthly sales and the built-in formulas will calculate your annual totals. There is also a place to record and track sales by year so you can pinpoint sales trends.
Use this sales forecast template to estimate monthly and annual sales of multiple products over a three-year period. Enter the number of units sold per month, unit price and unit price. Once you have entered these values, the built-in formulas will automatically calculate revenue, margin per unit and gross profit. This template also includes bar charts and line charts to visually show sales and gross margins by year.
Financial Plan For Startup Business Template
A break-even analysis will help you determine the point at which a business, product or service will become profitable. This analysis uses a calculation to accurately determine the number of sales of services or units that must be made to cover costs and make a profit.
Use this break-even analysis template to calculate the number of sales you need to make a profit. Enter the selling price of the product at the top of the template, then add fixed and variable costs. After you enter these values, the built-in formulas calculate total variable costs, marginal profit, and break-even units and sales volumes.
These business budget templates help you keep track of the costs (such as fixed and variable) and expenses (such as one-time and recurring) associated with starting and running a business. Having a detailed budget allows you to make informed strategic decisions, and it should be consistent with the expense figures shown on your income statement.
Use this startup budget template to track estimated and actual costs and expenses for a variety of business categories, including administrative, marketing, labor, and other office expenses. You can also provide funding estimates from investors, banks and other sources to get a detailed idea of the resources needed to start and run your business.
Ice Cream Shop Financial Projections Template
This business budget template is perfect for small businesses that want to record their estimated income and expenses on a monthly and yearly basis. This custom template includes a summary tab for income, expenses and cash flow records to keep track of cash transactions and balances.
Established organizations will appreciate this customizable business budget template, which includes a separate tab for tracking projected business expenses, actual business expenses, variances, and expense analysis. After you enter your expected and actual costs, the built-in formulas automatically calculate cost variances and populate the included visual charts.
For additional resources for planning and tracking your business expenses 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.
Startup Financial Pitch Deck Template Key Financial Projections For Upcoming Years
This simple start-up funding request template is useful for startups and small businesses that need funding to start a business. The numbers generated in this template should match those in your financial projections and should detail the allocation of acquired capital to various start-up expenses.
Use this customizable workforce template to map the current and future workforce you need to start and maintain your business. This information refers to the HR section of the business plan and describes the job title, salary and employment schedule for each job. This template calculates the monthly and annual costs associated with each role using built-in formulas. In addition, you can add an organization chart to provide a visual overview of the company’s structure.
Whether your organization is a startup, a small business, or a corporation, a financial plan
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