Financial projection templates, software and CPA support for raising capital and business planning

Projections for raising investment, securing an SBA loan, or planning
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“…display our financials in an easily digestible, standard format.

"Initially, Fathom Voice created a complex set of investor documents, but this turned out to be a mistake, as they were not in a standard format for Angel investors. I needed a product that would display our financials in an easily digestible, standard format, ProjectionHub was the perfect solution."

Bracken Fields
Co-Founder, Fathom Voice

“…valuable tool for entrepreneurs

"ProjectionHub is a valuable tool for entrepreneurs who need a quick set of financial projections in a standard format. For entrepreneurs without the budget to hire a financial modeling expert, ProjectionHub's Do-It-Yourself model delivers a solution to easily create and share financial projections."

Anna Vitale
Engagement Manager, Growthink

DIY financial projection platform

Enter what you know about your revenue, expenses, assets,
and liabilities and we’ll take care of the projections

App walks you through creating projections
Income statement, cash flow, and balance sheet
Used by over 35,000 founders
Download to Excel
or PDF

30 seconds to start

You answer a few simple questions about your business so we can help
guide you through projecting your financials

Select your industry


Select your specific business model


We will preload your projections with relevant information

Enter some of your own assumptions


Visualize your projections

How Do You Make Financial Projections?

To make accurate and reliable business financial projections, you should start by building a revenue model specific to your business model. The revenue model will contain several assumptions – such as how you will attract leads, what percentage of leads you will convert into customers, and what your average customer will spend on your products and services. Modeling your expenses should take a similar approach.

Once you have a good understanding of your revenue and expenses, you can integrate your custom revenue projections into an existing business financial statement template with ProjectionHub. This will help you automatically create your projected balance sheet, cash flow and income projections.

What Do Financial Projections Include?

A financial projection utilizes two key elements: a set of assumptions that will drive the model and the financial projection statements. Your assumptions should help the reader understand how you arrived at your revenue projections and expense numbers. These assumptions should then be tied together in a financial model to create a projected profit and loss statement, cash flow statement and balance sheet.

What is the Most Important Part of a Financial Projection?

An essential part of all business financial projections is your cash flow forecast. A profitable business can still go bankrupt because of challenges with cash flow. You must understand your cash flow projections so that you can plan for any working capital needs your business may require.

What Are Financial Projections in a Business Plan?

A vital component of any business plan is your financial forecasting. The rest of your business plan will provide a narrative of how the business intends to operate, while the financial projections section will aim to show the financial implications of following the rest of your business plan. Sometimes a business projection template will include various charts, graphs and tables that display key information, such as sales projections, gross profit and net profit margins.

Creating business financial projections for a new startup can be difficult. At ProjectionHub, we are often asked how to create financial projections when there's no actual data to build from. Even without financial data available, using a business projection template for your startup is still a worthwhile investment. A financial forecast consultant can help most businesses and industries utilize average data to help make educated guesses about financial projections. We believe an educated guess is still a better option than having no financial projections at all.

What Does Financial Forecasting Begin With?

All financial forecasting begins with developing assumptions for the key drivers of your business. For example, suppose you attract new customers through online advertising. In that case, you may start your financial model with an estimated ad spend per month and an estimated cost to acquire a new customer, which will allow you to calculate estimated new customers per month. Financial forecast software will help you model additional assumptions that drive both your revenue and expenses.

How Do You Prepare a Projected Balance Sheet For Five Years?

To create a projected balance sheet for a business, you will first need to project your revenue and expenses and other cash-flow-related items like loans, accounts receivable, accounts payable, equity investments, etc. The best way to prepare a projected balance sheet is to create a full set of business financial projections with a projected income statement, cash flow statement and integrated balance sheet. The business plan revenue projections and forecast templates at ProjectionHub help you ensure that your three financial statements are appropriately integrated and that your balance sheet will balance!

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