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
Download our complimentary 12-month Pro Forma statement template for free. This powerful tool enables you to:
Once you input your assumptions, you'll get:
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.
You can find examples of input tabs for startup costs, fixed assets, revenue, operating expenses, and salaries below.
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.
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:
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.
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.
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
Below you will see an example of our income statement pro forma output.
Next is a 12-month example of our cash flow forecast, illustrating cash from operating activities, financing, and investing activities.
The balance sheet forecast output will display 12 months of forecasted assets and liabilities, as shown below:
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.
