Restaurant Financial Projection Templates

There are a lot of unknowns when opening your own restaurant. That's why we've created restaurant financial templates to make raising investment or applying for a loan quick and easy. Shop for affordable restaurant business plan financial models at ProjectionHub.

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CPA Developed and Easy to Use Restaurant Projection Templates

Templates that are perfect for raising investment or applying for a loan when you need reliable projections quickly at an affordable price

Fine & Casual Dining

This financial projection template is built for restaurants planning to offer sit-down service within their restaurant with the ability to project breakfast, lunch, dinner, and takeout

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Fast Casual

A template meant for restaurants that plan to offer quick meal service without table service and the ability to plan each meal time separately as well as takeout or delivery

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Coffee Shop

This template built is specifically to create financial projections for a startup coffee shop and allows the ability to project revenue by specific product offering

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Food Truck

This financial projection template will help any non-traditional and mobile "restaurant" including food trucks, carts, and concession stands project their financial performance

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Cloud/Ghost Kitchen

A 5 year financial projection template for a ghost/cloud kitchen that is using a centralized kitchen and collecting delivery or pickup orders digitally

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Brewery

This financial forecast template will help any startup brewery predict their beer production and sales via taproom, retail, and wholesale

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Donut Shop

This template is built for a new donut shop as well as other grab and go food shops such as a bakery

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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 50+ 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!

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Industry Specific Financial Projection Templates
 Income Statement Projection Template
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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
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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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All of the Value for a Fraction of the Cost

  • CPA Developed
  • Unlimited access to each template
  • Powerful but Simple to Do-it-yourself
  • Lender ready 5 year financial pro formas
  • Built with potential investors in mind
  • Template repair and troubleshoot support
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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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