Bakery Financial Projection Model

Develop in-depth financial projections for investor discussions and loan applications through this editable Excel template. It incorporates automatically generated 5-year financial statements, over 20 charts displaying vital metrics, and a video tutorial.

How it works?

Template price: $


  • 5 Year Projected Financial Statements
  • CPA Developed & Completely Customizable
  • Video Guide Included
  • Free Support & Projections Review
  • Compatible with Google Sheets

Built by our very own CPA financial modeling expert

Create polished bakery financial projections in a fraction of the time

Our CPA developed template enables you to create professional projections based on your unique assumptions.

Create investor- and lender-ready projections in hours, not days.

Built specifically for Bakeries- After helping tens of thousands of small businesses and founders create financial projections for their specific industry, we've applied that same expertise to creating a ready-to-use financial pro forma template for bakeries so you can have polished financial statements for a fraction of the cost.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get the Bakery template now for $79

The template price: $



100% money-back guarantee for 30 days!

 Revenue Projection Template Example

Step 1: Purchase and download the template

After purchase, you will download an unlocked Excel file with a ready-to-use financial projection template for your business model. You can also open the file to use in Google Sheets!

Download Now

Step 2: Enter your assumptions on the input tabs

Bakery Revenue Forecast

  • The bakery revenue forecast model will allow you to estimate your bakery sales by calculating how you acquire customers and then outlining your list of products offered, their costs, price and how frequently they are purchased. The revenue that is tabulated by the sales projection will automatically be passed through the rest of the template to populate financial statements and additional calculations for your bakery projections.

Bakery Operating Expenses

  • The operating expenses section of the bakery template will allow you to input your expected monthly non-labor expenses in detail, if they are fixed or variable expenses, and if they will begin or change in specific years throughout the projections. The first 6 months of expenses can be adjusted on a monthly detail in case you want to plan in detail for some startup expenses. The input expenses will be used for profitability and cash flow projections on the financial statements automatically.

Bakery General Assumptions

  • The starting assumptions is where the bakery projections begin. You will provide key starting data like startup funding, fixed assets to purchase, loans, payable terms, and more. These data points will be used to calculate several key metrics for the bakery projections as well as be crucial in generating an accurate balance sheet pro forma. The template will take care of calculating some difficult numbers like amortization, depreciation, and interest expense as well.

Bakery Salaries and Labor Cost Planning

  • The bakery projection template has two sections that help in calculating all labor related expenses. One helps calculate direct labor costs for hourly employees. The other focuses on salaried employees and any owner compensation. These sections help you figure out what the right staff structure is and how profitable you will be.

Step 3: The model is automatically updated based on your assumptions

Bakery Financial Summary Tab

  • The at-a-glance tab displays a collection of helpful key financial metrics including profit and loss summary table, break even, use of funds, and more ratios & graphs. This section provides helpful assets for a pitch deck or business plan.

Bakery Financial Pro Forma Statements

  • There are six different bakery Financial Statement tabs: the annual formats of the income statement, cash flow statement, and balance sheet, and the month-by-month breakdowns of the same financial statements. Our balance sheets always balance, automatically. 

Investor & Lender Friendly

  • The financial reports and information are outlined and organized in a way that lenders are familiar reviewing. The laundromat financial pro forma statements display all of the necessary information that lenders will need in order to make a decision about your application.
 Income Projection Chart Example

Tables, charts, graphs and dashboards include:

Tables, charts, graphs and dashboards include:

  • Profit and loss at a glance table
  • Use of start-up funds graph
  • Key ratios table ​​
  • Cash generated from operating activities graph
  • 5 years of monthly and annual income statement, cash flow and balance sheet reports
  • Profit and loss at a glance table

  • Use of start-up funds graph

  • Key ratios table

  • ​Cash generated from operating activities graph

  • Investor dashboard

  • 5 years of monthly and annual income statement, cash flow and balance sheet reports

Step 4: If you need help, we're here

We can fill out or modify any of the templates we sell, and we’re always happy to answer questions.

When you call us, you can speak directly to the developers of the model, not a call center or customer service representative.

Contact us in the most convenient way for you. We're here to help you

If the model doesn’t work for you, we’re happy to provide a refund.

Questions? Get in touch.
Contact Us

What ProjectionHub Customers Think

The cost of the template is estimated at $ 2000

If you hired a CPA to build this template from scratch it would take at least 20 hours of billable time to build a similar template. At an average hourly rate of $100 per hour it would cost you $2,000.

20 hours X $100 = $2,000 value

But we've already done all the work and you don't need to hire a CPA

Save time & money - get organized with our template!

Get the Bakery template now for $79

The template price: $



100% money-back guarantee for 30 days

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Our Projection Protection Guarantee

Love it or Swap it
If the template you purchase is not the perfect fit, our team will help recommend the right template and swap your template for no extra charge. You can rest assured we'll make sure you are using the right template.
Expert Review
After you fill out your template, you can upload your projections to our team where we will do a complete review and then send you a custom video recording of us providing feedback so you can feel confident your projections are investor & lender ready.
See How
Help as You Go
Our team will be standing by so you can get help as you fill out your projection template. Through email and custom video recordings, we will make sure you understand how to complete your projections.
See How

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The ProjectionHub Team

Grace Cisna, CPA

Before joining ProjectionHub, Grace served as an auditor for a public accounting firm in Indianapolis. There, she audited start-up tech companies, major regional hospitals, public manufacturers and everything in between.

As an auditor, she gained insight to the inner workings of all kinds of business models. Grace is a CPA, has a bachelor’s degrees in Accounting and French and a Master’s of Accountancy all from the University of Iowa, where she also taught introductory accounting classes to undergraduates.

Grace loves to use her accounting expertise to serve as an advisor to her clients, helping them understand what it takes to make a business succeed.

Adam Hoeksema — Co-founder ProjectionHub

Adam is the co-founder of ProjectionHub which is a SaaS web application that helps entrepreneurs create financial projections for their business.

Since 2012, over 40,000 entrepreneurs from around the world have used ProjectionHub to help create financial projections.

Adam also serves as the Executive Director of Bankable. Bankable is a Small Business Administration (SBA) lender that makes loans from $500 to $250,000 to Indiana small businesses that are unable to secure financing from a traditional bank.

Adam has managed the loan program since loan #1 in 2010. Since 2010, Bankable has closed over 1,200 loans totaling over $38,000,000. Adam is an entrepreneur at heart and loves working with entrepreneurs to launch and grow their business.

We are available to help you complete your projections


We'll answer your questions about how the template works


We can help you customize your template, add revenue models, expenses or custom charts, tables and graphs -> with our financial modeling services

Frequently Asked Questions