Free Pro Forma Template - Excel and Google Sheets

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Free Pro Forma Template - Excel and Google Sheets

Excel Pro Forma Template: Generate financial projections for your startup's first year. Forecast revenue, expenses, and employee costs while automatically generating an income statement, balance sheet, and cash flow pro forma

Free Pro Forma Template - Excel and Google Sheets

Excel Pro Forma Template: Generate financial projections for your startup's first year. Forecast revenue, expenses, and employee costs while automatically generating an income statement, balance sheet, and cash flow pro forma

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Free 1 Year Pro Forma Template

Download our complimentary 12-month Pro Forma statement template for free. This powerful tool enables you to:

  • Forecast startup costs
  • Project your first 12 months of product or service revenue
  • Predict operating expenses
  • Add salary forecasts for your employees

Once you input your assumptions, you'll get:

  • 12-month Pro Forma Income Statement
  • 12-month Cash Flow Forecast
  • 12-month Balance Sheet Projection
  • Basic graphs and charts

This versatile financial model is industry-agnostic. If you need an industry-specific Pro Forma template, check out ProjectionHub's premium options.

See examples of the input and outputs of the pro forma spreadsheet below.

Pro Forma Input Examples

You can find examples of input tabs for startup costs, fixed assets, revenue, operating expenses, and salaries below.

Example of Startup Cost Forecast

The financial model input assumptions tab will include general assumptions and startup costs like your fixed assets like buildings, equipment, leasehold improvements and vehicles.  On the input assumptions tab you will also be able to include startup cost assumptions like initial inventory. 

12 Month Revenue Forecast Example

Our revenue assumptions tab will allow you to forecast your number of customers, the products or services they purchase, the purchase price and the percentage of total units sold represented by each product. You can see a quick example of our revenue model below:

Startup Operating Expense Example

You can enter in your operating expense projections for your startup in the table below.  It will allow you to add expenses as a fixed monthly expense or a percentage of revenue. 

Startup Salary Forecasting Example

The last input tab is our salary forecast assumptions.  You can set a salary, employer taxes, benefits, the month the employee starts and ends, and the number of the particular employee.  

Pro Forma Template Output Examples

Our complimentary financial model spreadsheet generates 12 months of income statement, cash flow, and balance sheet projections. Below, you'll find examples of these outputs along with some of the basic charts and graphs included in the template

Example of a 12 Month Pro Forma P&L

Below you will see an example of our income statement pro forma output. 

Cash Flow Forecast 12 Month Example

Next is a 12-month example of our cash flow forecast, illustrating cash from operating activities, financing, and investing activities.

Balance Sheet Forecast Example for 12 Months

The balance sheet forecast output will display 12 months of forecasted assets and liabilities, as shown below:

Pro Forma Graphs

Lastly, our free template includes a profit and loss overview, a monthly sales forecast, and a graph showcasing monthly sales, gross profit, and net income.

If you require a template tailored to your industry with 5 years of projections, we offer 100+ different industry-specific templates to choose from, including:

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

Get the Template!

Check out our Highly Rated Financial Projection Templates

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David Raynor
Dreamscape innovations Pty Ltd
★★★★★
Adam, Grace, and their team kick ass. The templates are ever evolving and improving and any business idea can be put into numbers in a fraction of the usual time. Any problems and questions are always solved and answered in lightning speed. They make financial planning as nimble as it needs to be when considering any early-stage venture
Pete Anon
Ecommerce Template User