Startup Financial Projections Example – In this article, we’ve rounded up 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 basic financial statement templates, including income statement templates, cash flow statement templates, and balance sheet templates. In addition, we cover the key elements of the financial part of the business plan.
Startup Financial Projections Example
Download and prepare these financial plan templates to include in your business plan. Use historical data and future projections to create an overview of your organization’s financial health to support your business plan and gain stakeholder buy-in
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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 important assumptions, key financial ratios and ratios, break even analysis and pro forma financial statements to share key financial data with potential investors.
This financial plan projection template comes as a set of proforma templates designed to help startups. The set of templates includes a 12-month profit and loss statement, balance sheet and cash flow statement to help you detail the current and projected financial position of the business.
, these profit and loss statement templates will allow you to make critical business decisions by providing an overview of your company as well as showing projected profitability associated with business activities. The numbers prepared in your income statement directly affect cash flow and balance sheet projections.
Use this pro forma income statement template to project income and expenses over a three-year period. Pro forma income statements consider historical 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 project income and expenses for a specific period of time. Enter expected income, cost of goods sold and business expenses, and built-in formulas will automatically calculate net income.
Use this profit and loss statement template to calculate and assess your business’s profits and losses over three years. This template provides space to enter the income and expenses associated with running your business and allows you to track performance over time.
For more resources, including how to use profit and loss statements, visit the “Download Free Profit and Loss Templates” page.
Use this free cash flow statement template to show how effectively your company manages cash inflows and outflows. Use the cash flow statement to analyze the availability of liquid assets and your company’s ability to grow and sustain itself over the long term.
Startup Nursery School Financial Projections Excel Template
Use this basic cash flow template to compare your business’s cash flow over different time periods. Enter the beginning cash balance and detail cash receipts, payments, cost of goods sold, and expenses. After entering these values, built-in formulas calculate total payments, net cash change, and month-end cash position.
Use this cash flow forecast template, also called a pro forma cash flow template, to track and compare expected and actual cash flow results on a monthly and annual basis. Enter cash at the beginning of each month and then add cash receipts (from customers, stock issues, and other operations). Finally, add cash disbursed (purchases made, payroll expenses, and other cash flows). If 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 company has compared to its expenses and liabilities. This set of templates includes a tab for creating 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 financial activities.
For more information on managing your cash flow, including how to create a cash flow forecast, see Free Cash Flow Statement Templates.
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Use this free balance sheet template to communicate your business’s financial position over a specific period of time to potential investors and stakeholders.
Small businesses can use this pro forma balance sheet template to project account balances for assets, liabilities, and equity for a given time period. Established businesses can use this template (and its built-in formulas) to calculate key financial 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 project your financial situation for some time in the future. After completing the balance sheet, you can compare and analyze your assets, liabilities and equity on a quarterly or year-over-year basis.
Use this balance sheet template to compare your company’s current and long-term assets, liabilities, and equity year-over-year. This template also provides calculations for common financial ratios with built-in formulas so you can use them to evaluate account balances each year.
Startup Financial Projections Template
Sales projections are an essential part of a business plan and should support all other parts of your plan, including market analysis, product offering and marketing plan. With these sales forecast templates, you can estimate future sales and ensure that the numbers match the sales figures in your income statement.
Use this basic forecast template to project sales for a specific product. Collect historical and industry sales data to create monthly and annual estimates of units sold and price per unit. Then the built-in formulas automatically calculate the percentages. You’ll also find details on which months provide the highest sales percentage and month-over-month sales percentage.
With this sales forecast template, you can plan your business’s future sales of various products or services over the course of the year. Enter estimated monthly sales and built-in formulas calculate annual totals. There’s also room to record and track year-on-year sales, so you can spot sales trends.
Use this sales forecast template to estimate monthly and annual sales for various products over a three-year period. Enter monthly units sold, unit cost, and unit price. Once these values are entered, the built-in formulas automatically calculate revenue, margin per unit, and gross profit. This template also provides bar and line charts to visually display year-over-year sales and gross profit.
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Breakeven analysis helps you determine the point at which a business, product, or service becomes profitable. This analysis uses a calculation to determine the number of services or unit sales you need to make to cover costs and make a profit.
Use this break-even analysis template to calculate the number of sales to make a profit. At the top of the template, enter the selling price of the product, then add fixed and variable costs. When you enter these values, built-in formulas calculate total variable costs, contribution margin, and breakeven units and sales values.
These business budget templates help you track the costs (eg fixed and variable) and expenses (eg one-time and recurring) associated with starting a business. A detailed budget allows you to make good strategic decisions and should be consistent with the expenditure figures shown in your profit and loss statement.
With this startup budget template, you can track estimated and actual costs and expenses for various business categories, including administrative, marketing, labor, and other office expenses. There is also space to provide funding estimates from investors, banks and other sources to give you a detailed overview of the resources you need to start and run your business.
The Pro Forma
This business budget template is perfect for small businesses that want to record estimated income and expenses on a monthly and yearly basis. This customizable template includes an income, expense and cash flow tab to track cash transactions and balances.
Established organizations will appreciate this customizable business budget template, which includes a separate tab to track planned business expenses, actual business expenses, variances, and expense analysis. After entering forecast and actual expenses, built-in formulas automatically calculate cost differences and populate the included visual charts.
For more resources to plan and track your business costs and expenses, visit “Free Business Budget Templates for Any Company.”
In this section, you will find additional financial templates that you may want to include in your larger business plan.
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This simple start-up 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 the numbers in your financial projections and detail the allocation of purchased capital to various start-up costs.
Use this customizable staffing plan template to map out the current and future employees needed to run — and keep — your business. This information belongs to the personnel section of the business plan and details the job position, salary and hiring schedule for each position. This template calculates the monthly and annual expenses associated with each role using built-in formulas. In addition, you can add an organizational chart to provide a visual overview of the company structure.
Whether your organization is a startup, small business, or enterprise, a financial plan
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