Coffee Shop Financial Projections Template in Excel

Purchase and download our coffee shop financial projections template. Our CPA prepared coffee shop financial plan Excel template is ideal for internal planning, an investor pitch, or a loan application. Save time and money by downloading the financial projection of coffee shop template online at ProjectionHub.

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

Our CPA developed this coffee shop template to help you create realistic projections based on your unique business plan.

Create funder-friendly projections in less than an hour.

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.

Developed for coffee shops specifically  — our spreadsheet template allows you to build a model that is built around the number of customer tickets per month and the average customer spend per order. It allows you to add both food and drink options as well as merchandise sales. The template allows you to enter in expenses as a fixed monthly amount or as a % of sales. You can enter in barista and managers as either a labor cost as a % of revenue or a monthly salary.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get a Coffee Shop template now for $79

The template price: $



100% money-back guarantee for 30 days!

Other 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!

Download Now

Step 2: Enter your assumptions on the input tabs

Coffee Shop Sales Forecast

  • The sales projections section will help you forecast your revenue and cost of goods sold for five years by helping you determine expected customer visits and expected spend per customer for coffee, food, and merchandise. ​When you input your food and merchandise costs, your cost of goods sold will be calculated and updated on the financial statements. 

Coffee Shop Operating Expenses

  • You will be guided to enter your expenses in the operating expense model, which includes some default expenses to help get you started based on coffee industry standards. Enter your expenses as either fixed amounts or variable based on a percentage of revenue for expenses like point of sale payment processing system costs.  

General Coffee Shop Financial Assumptions

  • The general assumptions section will allow you to enter balance sheet items such as fixed assets like espresso machines, coffee bean roasters, refrigerators, as well as, loans, investments, and inventory assumptions. Enter some basic assumptions and the spreadsheet will do the heavy lifting calculations for you. 

Coffee Shop Salaries Sheet

  • The salaries section helps you calculate your forecasted monthly salaries expense, including taxes and fringe benefits. This model also helps you determine what you will be able to afford in terms of owner’s draws and dividends.

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

Coffee Shop Financial Snapshot

  • The At-A-Glace sheet displays a financial snapshot through various charts, financial summaries, and graphs that will fit perfectly into a pitch deck or business plan. 

Coffee Shop Pro Forma Financial Statements

  • There are six Financial Statement tabs with annual and monthly versions of the projected income statement, cash flow, and balance sheet. 

Investor Friendly Report

  • This template delivers all the details an investor or even a lender would need to know during their due diligence process. You can even provide access to the template in order for investors to test various scenarios and learn what variables may impact breakeven for example.

 Income Projection Chart Example

Coffee Shop Financial Dashboards include:

Tables, charts, graphs and dashboards include:

  • P&L at a glance table
  • Startup costs graph
  • Key industry ratios
  • ​​Cash flow from operations ​
  • 5 years of annual and monthly pro forma financial statements

  • 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 a Coffee Shop template now for $79

The template price: $



100% money-back guarantee for 30 days

Back to Top

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

You may also like these templates

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

How profitable is a coffee shop?

Many reports indicate that the average coffee shop has a net operating income of 2 to 3% after paying the owner.  By comparison, an average Starbucks location may expect a profit margin of 15%, so as your coffee shop grows sales and improves efficiency it is possible to increase your profit margin over the industry average of 2 to 3%. 

How long does it take for a coffee shop to be profitable?

The breakeven for a coffee shop is a function of your fixed monthly expenses, your sales, and your cost of goods sold.  In order to calculate when your coffee shop will breakeven you can take your fixed monthly expenses and divide by your gross profit margin to determine what dollar amount of sales you will need to reach in order to breakeven.  Our coffee shop financial projection template will help you visualize exactly which month you are expected to reach profitability.   

Why do coffee shops fail?

There can be a number of reasons why a coffee shop fails, but typically we see coffee shops fail when they overestimate their sales projections.  For example, a coffee shop owner might think they can sell $20,000 per month, so they take on debt and other fixed expenses that might be sustainable if their sales were $20,000 per month, but can become unsustainable if sales only reach $15,000 per month.  In order to avoid this pitfall you should carefully build out your sales projection assumptions based on industry standards, your location and your potential market. 

Is a coffee shop a good investment?

With an average net operating income of just 2.5%, a coffee shop might not be the best investment from an ROI perspective; however, you can make a good living and enjoy your work if you own a successful coffee shop. 

What are the risks of opening a coffee shop?

There are a number of risks associated with opening a coffee shop, but the primary risk is establishing a fixed cost and debt repayment structure that is too large for your customer base to support.  I have seen coffee shops start for as little as $50,000 in startup costs to as high as $500,000 in startup costs.  If you spend too much on startup costs and establish a fixed cost structure that requires you to sell more coffee than you are able to secure, your coffee shop will become financially unsustainable. 

How many coffees per day does a coffee shop sell?

According to the National Coffee Association a large corporate coffee shop like Starbucks could sell up to 700 cups of coffee per day, while the average independent coffee shop will sell between 200 and 300 cups per day.