Ecommerce Financial Projection Templates

At ProjectionHub we specialize in creating templates that are great for raising investment. Our ecommerce business financial models and templates are developed by CPAs and come with video guides. Browse our ecommerce financial models today!

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CPA Developed and Easy to Use Ecommerce Projection Templates

Templates that are perfect for raising investment (pre-seed, seed, or Series A) or applying for a loan when you need projections quickly


The base ecommerce template is perfect for projecting financial performance for a new Direct to Consumer (D2C) brand, online store, Etsy shop, Shopify site, and more. Predict revenue based upon website visitors and conversion rates

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Ecommerce + Subscription

This ecommerce and subscription projection template is best for web based stores that will offer subscription products with recurring purchase such as a subscription box, publication, or education content

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Ecommerce + Retail

The ecommerce and retail projection template is ideal for businesses that have both a digital storefront as well as a brick and mortar location allowing both sides of the business to be forecasted

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Ecommerce + Wholesale

Create financial forecasts for an ecommerce + wholesale business

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What's Inside Each Template?

  • Start Assumptions Input tab- Users provide information like projection start date, startup costs, and capital sources
  • Revenue Input tab - Users input information into the industry specific tab that will calculate their estimated revenue as well as their cost per sale or cost of goods sold
  • Operating Expenses tab - Users input their monthly operating expenses in categories as fixed amounts or as variable expenses
  • Salaries & Owner Draw tab - Users can input any salaried employees, planned future hires, and owner compensation
  • At-a-glance tab - This tab displays different charts, graphs, and tables that show things like break even, important ratios, revenue trends, use of funds, and more
  • Income Statement, Balance Sheet, and Cash Flow statement 5 year Annual summary
  • Income Statement, Balance Sheet, and Cash Flow statement 5 year Monthly Breakdown

How do the Projection Templates work?

Select your industry

Browse the list of 80+ CPA developed financial projection templates to find your industry. Don't worry, if you don't see your industry listed or the one you purchase isn't the best fit, we'll help you find the right template and swap it for no extra charge!

Industry Specific Financial Projection Templates
 Income Statement Projection Template

Fill out your projection template

Every template organizes the information into a few tabs, and all of the cells where your numbers are needed are highlighted to guide you along. Our team is standing by to offer help as you go.

Financial Projection Template Review

Expert CPA Review

After you enter your information into the template, you can upload your file to our team and get a custom video of our experts walking through your projections with feedback so you can be sure they are ready.

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Need help with anything?

We're here to help with any questions you have about the templates included, support, or anything else we can answer for you.

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