Excel Financial Projection Templates

Created and supported by the ProjectionHub team. Easy to use, industry specific, customizable financial projection templates.
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70+ financial projection templates customized for almost any financial model
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Select a Financial Projection Template

The ProjectionHub team has developed more than 70 financial projection templates to give you a head start on your own financial modeling project.

The business projection templates are Excel based and each comes with a 5 year profit and loss, balance sheet, and cash flow projection along with a number of graphs and tables to visualize your projections.

If you purchase a template our team is ready to answer any questions you might have. Check out our library of templates below. Need any help choosing a template? Get a recommendation from our team!

Are you a consultant or advisor that often works on projections for your clients? Checkout our ProjectionHub+ subscription for an all inclusive, time saving, hub of solutions.

Looking for a Specific Industry?

Examples: Restaurant, Trucking, SaaS, Airbnb, Brewery, Dentist, etc.

Financial Projection Template FAQs

How many years of financial projections can I create with a ProjectionHub template?

All of our financial projection templates are 5 year financial models.  If you only need a 3 year financial projection, you can simply hide the last two years of the model.  The templates will provide you with annual and monthly projections for up to 60 months. 

How to create a profit and loss projection?

In order to create a profit and loss projection you will need to forecast both revenue and expenses.  If you are forecasting for an existing business with historical financial data, the easiest way to forecast is to use your historical data as a baseline to forecast off of.  This is the approach we take with our Existing Business Forecast Template.  

If you are looking to create a profit and loss projection for a startup you will need to develop a set of assumptions and build your projections from the ground up.  You will need both revenue and expense assumptions in order to produce a pro forma P&L.  You can see an example from one of our templates below. 

Example Pro Forma Profit and Loss

How to forecast cash flow for a business?

In order to forecast cash flow for a business you will need to create projected revenue and expenses, but you will also need to know other items that impact cash flow like loan repayments, depreciation expense, and new loans or investments received. A cash flow forecast gets a bit more complicated than a simple P&L projection.  All of ProjectionHub’s premium business projection spreadsheets provide up to a 5 year cash flow forecast.  Below is an example of a 5 year cash flow forecast from our food truck template. 

Example 5 Year Cash Flow Projection

How to forecast a balance sheet?

In order to forecast a balance sheet you will need to first create an income statement projection and cash flow forecast.  Additionally, you will need to know all of the company’s current assets and liabilities and be able to forecast future assets and liabilities.  

Forecasting a balance sheet is the most complicated of the three financial statements.  It is not uncommon for a balance sheet projection to have an error that is causing it not to balance which can be incredibly frustrating.  We recommend using a balance sheet projection template when trying to forecast your balance sheet because of the complexity of the process.  All of ProjectionHub’s financial models include a 5 year balance sheet projection as well.  

To learn more about balance sheet forecasts you can read - The Ultimate Balance Sheet Forecast Guide

Will ProjectionHub projection templates work with Excel and Google Sheets?

Yes.  All of our business projection templates are compatible with both Excel and Google Sheets.   

How to forecast revenue for a startup?

Forecasting revenue for a startup should be a process of creating a series of assumptions that will ultimately lead you to a projected revenue number.  All of our pro forma templates will include an input revenue tab with a set of assumptions for you to fill out.  There are two ways that we like to approach creating sales projections:

  1. The Capacity Based Sales Projection Approach
  2. The Customer Funnel Based Sales Projection Approach

I describe in detail and provide examples of each sales forecasting approach in - The 2 Approaches for Creating Sales Projections for Startups. 

You can see a few sales projection model examples from our templates below:

Food Truck Sales Projection Assumption Example

Below is an example of how we might project sales for a food truck.  This is an example of a capacity based approach because the food truck will have a certain capacity and your sales will be dependent on what % of your capacity is filled. 

Ecommerce Sales Projection Example Assumptions

In the ecommerce sales forecasting example below you can see how we have assumptions built in to acquire visitors to the website, conversion rates for visitors into customers, and average order value per customer as an example. 

If you have any other questions about our financial projection spreadsheets please don’t hesitate to reach out! 

Build Your Business on a Better Foundation With a Financial Plan Template

Whether you're trying to launch your new business or create a plan for growth for your established business, a financial projections template can help you organize your financial plan and better understand your cash flows. At Projection Hub, our Excel-based financial plan templates allow you to create an effective plan for informing your business decisions. To be effective at raising capital or just building an informed self-sustaining company, you can utilize a financial plan template as a general guide to help you reach financial objectives. Rather than hiring expensive financial consultants, a revenue and cash flow projection template in Excel is more accessible and less costly for teams to begin strategic planning. In business, strategy and planning can make all the difference in the world. Get started with a financial forecast template from Projection Hub today. We offer pre-outlined financial and sales projection templates specific to your industry that were hand crafted by our CPA financial modeller.

What Can I Track with Excel Financial Templates?

Within Projection Hub's financial plan templates, you'll be able to track and calculate everything you need to know to better understand your general financial standing. Including when break even may occur, your projected revenues, and understanding all of the expenses that will influence your profitability. Some of these expenses include:

  • Material
  • Labor
  • Administrative Costs
  • Permits & Licenses
  • Utility Fees
  • Property Fees
  • And more

With a financial projections template, the heavy lifting is done for you. All you have to do is fill in the necessary areas based on your business, and you'll have an accessible and easy way to see areas on which you need to focus or cut down.

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