Instant access to 100+ easy-to-use, CPA-built, and industry-specific financial projection templates for any business model and stage of business.
Sounds pretty good, right?
Advisors and founders across the United States & around the world are using ProjectionHub+ to streamline their financial forecasting process
Business Consultants, Business Advisors, Coaches, Accountants, Attorneys, and more
Entrepreneurs and Founders that start and analyze many different projects and opportunities
Accelerators, CDFIs, Microlenders, SBDCs, Investment Groups, Brokerages, and more
Wouldn't it be nice to have the perfect template available at a moment's notice to generate high quality and industry specific financial projections for a project or a client? Plus, you'll have access to a team of projection experts to help along the way.
Check out this video to see how it works.
Unlimited access to 100+ Industry-specific financial projection worksheet templates. Perfect for startups.
Access to our powerful universal templates for forecasting existing businesses and acquisitions using historical data.
Access to any new templates and versions every month with no additional payment.
Use our team to get template recommendations & expert reviews on any completed projections
Access to the PH+ member portal with easy filter & search functions to find your desired template with one-click file downloads
Each template is structured the same way with guided highlighted cells to make it easy to input. Every template contains a custom industry-specific revenue model to hep build specific revenue forecasts.
For every client business model and situation you encounter. New templates and tools are created every month and members can request new industry models. Today there are 100+ industry specific templates and several powerful universal industry templates.
Our team is here to make sure your projections are in tip top shape.
+ Every template has a guided video
+ Our team can recommend templates for tricky models
+ Our team can review any completed projections
+ We're available to troubleshoot and tweak templates
After payment, you'll be prompted to create an account so you can login freely to your member portal where you will be able to download any template for your usage. Be sure to save your login info and bookmark the login page for easy access. Access to the member portal is monitored to ensure no unauthorized access to the templates is attempted.
We accept all credit and debit cards and PayPal can be used to complete your one-time payment.
Our team frequently upgrades existing templates to add more functionality as well as creating brand new industry templates and other tools. Typically there are new tools and updates created every month and they are automatically added to your folders for access. We accept recommendations and requests from members if there are any industry templates they would like to see created.
Yes! Although the templates were all built originally in excel, they do convert well to google sheets with 99.99% accuracy. Instructions to open the file in google sheets are included. Occasionally there may be a small hiccup in the template when in google sheets but we can always troubleshoot that for you quickly. Templates do work in Apple's Number tool, but we provide less support via that platform.
ProjectionHub+ is meant to be used by individual consultants and business advisors or very small teams. We do have larger organizations and teams that utilize all of our templates but in those situations we create a custom license plan to ensure a fair rate for our company based upon the usage of the templates. If you wish to discuss an enterprise license or receive a quote from us, please contact us at [email protected]. We should also note, although the enterprise licenses come with an increased cost, the rate is pro rated and becomes discounted for larger team sizes.
We support all our products 100% through email and video recording demonstrations. We’re available weekdays on live chat and email 9-5 EST. For ProjectionHub+ members, we can help recommend templates for tricky business models as well as review any completed projections you have if you'd like feedback or input from our team! Just contact us at [email protected] with a relevant subject line.
Yes and No. The templates are to be used by you or your small team as a tool to provide a deliverable service to your clients or internal planning rather than distributing the templates to other advisors or clients freely. If you have any questions about specifics related to the sharing policy, please contact us at [email protected].
No. You can not resell ProjectionHub templates. If you wish to become an authorized reseller or ProjectionHub affiliate, please contact us at [email protected].
We're here to help with any questions you have about plans,
pricing, and supported features.