Dispensary Financial Projection Template

Generate financial projections for a cannabis or CBD dispensary for internal planning, an investor pitch, or a loan application with absolute ease.

How it works?

Template price: $

79

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

Our CPA created template gives you the ability to create professional grade projections based on your very own assumptions.

Create investor- and lender-ready projections in just hours.

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 dispensaries — our ProjectionHub software has been used by more than 40,000 real entrepreneurs to develop their unique financial projections. Based on this background, we decided to create a custom do-it-yourself Excel template that makes creating lender and investor-ready dispensary financial projections incredibly simple.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get a Dispensary template now for $79

The template price: $

79

USD

100% money-back guarantee for 30 days!

Types of Businesses that have used this template

 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!

Get the template

Step 2: Enter your assumptions on the input tabs

Dispensary Operating Expenses

  • You will be led to enter your other expenses in the dispensary operating expenses model, which includes some recommended line items and amounts to help kick things off. ​This model will populate the expenses and cash flows on the financial statements automatically so you don’t have to. You can enter your monthly expenses as either fixed amounts or even as a percentage of revenue for variable items that may change month to month. The first three months of the model are broken out separately so that you can calculate your start-up expenses. 

Dispensary Operating Expenses

  • You will be led to enter your other expenses in the dispensary operating expenses model, which includes some recommended line items and amounts to help kick things off. ​This model will populate the expenses and cash flows on the financial statements automatically so you don’t have to. You can enter your monthly expenses as either fixed amounts or even as a percentage of revenue for variable items that may change month to month. The first three months of the model are broken out separately so that you can calculate your start-up expenses. 

Dispensary General Assumptions Model

  • The general assumptions model will ask for balance sheet items such as fixed assets, loans, investments, inventory assumptions, and accounts receivable assumptions. With just a little basic information, the model will calculate the difficult things for you: loan amortization, interest expense, depreciation expense, inventory purchases, etc. 

Dispensary Salaries And Distributions

  • The salaries and distributions tab calculates monthly expenses for salaried employees, including items like employer taxes and benefits. This sheet can also help you plan for distributions made to owners.

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

Dispensary Snapshot Tab

  • The At-A-Glace tab shows you a financial overview in the form of different graphs, charts, ratios, and financial summaries, all which can be copied and placed into pitch decks 

Financial Statement Tabs

  • There are six Financial Pro Forma tabs: the annual and monthly formats of the income statement, cash flow statement, and balance sheet. 

Investor Friendly

  • Our template packages all of the models into easily digestible formats for potential investors or lenders to review. Stakeholders can even stress test the models themselves if provided a copy of the template where they can edit any of the variables or assumptions.

 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.

What others have to say about our templates

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 a Dispensary template now for $79

The template price: $

79

USD

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

Troubleshoot

We'll answer your questions about how the template works

Customize

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

How do I start a dispensary business plan?

In order to write a business plan for your dispensary you will need to make some key decisions first.  You will need to decide on a proposed location and determine the cost to rent the space.  The size of the facility will also impact your sales capacity.  Once you have these key assumptions made, you can use our dispensary financial projection template to create the financial section of your business plan.  

How can a dispensary increase sales?

According to greengrothCPA research, you can try strategies like bundling and cross sale techniques to increase the popularity of your items. For example, offer accessories along with your product sales.  You can also offer customer loyalty programs to drive customers back to your store. 

What makes a successful dispensary?

According to a Zencanna research, here are the factors that will make your dispensary stand out. Your environment and office culture, fair price, variety of selections, lab tested and certified products, and word of mouth promotion within the community can all contribute to your success as a dispensary.

Is owning a dispensary profitable?

Yes, the dispensary industry can be very profitable. 18% of dispensaries reported to be very profitable while 41% had average profit. Only 12% of the dispensaries had losses or significant losses according to a recent industry survey. 

Do dispensaries make a lot of money?

According to a study by Leafly, the long term profit margin for dispensaries can reach 15%. For a start-up dispensary, this may be significantly lower, however, our dispensary financial projection template can provide you with the most accurate estimate of your potential profit based on your unique business plan. 

What do dispensaries pay their employees?

According to potguide, generally the budtenders receive anywhere from $12-$15 per hour. You can adjust this accordingly based on the market in your specific geography. 

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