Convenience Store Financial Projection Template

Prepare comprehensive financial projections to support investor pitches, loan inquiries, and similar needs. This fully editable Excel template includes auto-generated 5-year financial statements, over 20 charts featuring key metrics, and a video guide.

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

This easy to use convenience store template was built by our own CPA projections expert

Create investor- and lender-ready projections in a matter of 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 convenience stores- more than 50,000 businesses have trusted ProjectionHub to help create their financial projections and over 2,500 of those are retail businesses. With that experience, we created a template meant just for convenience stores.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get the Convenience Store template now for $99

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!

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Step 2: Enter your assumptions on the input tabs

Convenience Store Revenue Projections

  • The convenience store revenue forecast section helps you calculate the sales your convenience store locations will generate. Using data like number of store locations, average visitors per day per store, average spend per customer, and then a list of product categories the template will automatically calculate your monthly revenues. You will also provide the average cost of each product or product category and the model will calculate your COGS. All calculated numbers will be automatically be placed on your pro forma financial statements.

Convenience Store Operating Expenses

  • The operating expenses tab of the convenience store projection template will enable you to list every expense or expense category that you pay each month/year. You can input the expense as a fixed number each year or as a percentage of revenue so it scales as you grow sales like credit card fees for example. The listed expense will be passed through to your cash flow and income statement to help calculate cash flows and profitability. The first 6 months of expenses are split up in case you need to account for higher startup costs.

Convenience Store General Assumptions

  • The starting assumptions for your convenience store are important as they will have a great impact on forming your balance sheet and pieces of your other financial statements. You will provide initial details about your convenience store business like any fixed assets you own or will need to purchase, loans, investment details, inventory, accounts payable and receivables, and more. The template will calculate some tricky items like amortization, depreciation, interest expense, and more and automatically fill those details on your financial pro formas.

Convenience Store Salaries Planning

  • The salaries planning section will enable you to account for all of your employees, their benefits, as well as their taxes. The template will calculate things like employer taxes, benefits, as well as owner compensation.

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

Convenience Store Financial Summary

This At-A-Glace tab shows you a financial summary in the form of data visualizations, ratios, and convenience store financial summaries, all ready to be copied into a pitch deck or business plan. 

Convenience Store Financial Pro Formas

There are six different convenience store 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 convenience store template makes it easy for you, a lender, or an investor to play with any main assumptions of the revenue model of your convenience store projections. All of the financial statements adjust immediately when any assumptions are manipulated. This enables you to see how sensitive your model is to certain variables or scenarios.

 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 Convenience Store template now for $99

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.
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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.
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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

How profitable is a convenience store?

The average net profit margin for convenience stores can range from 1% to 4%. Convenience stores can be profitable ventures, given their nature of providing easy access to everyday items for local communities. Profitability varies based on factors such as location, size, product selection, and operational efficiency. However, stores that offer specialty items or services, like prepared food or fuel, can potentially achieve higher profits.

What makes the most money in a convenience store?

Certain products and services typically generate the most revenue in a convenience store:

  • Tobacco and Alcohol: These products often have high profit margins, although they require special licenses to sell.
  • Prepared Food and Beverages: Items like coffee, sandwiches, and other ready-to-eat foods can be profitable due to their high margins.
  • Fuel: If the convenience store has a gas station, this can be a major source of income.
  • Lottery Tickets: Many convenience stores earn commission from selling lottery tickets.
  • Remember, the best-selling items can vary depending on the store's location and customer base.

Where should I open a convenience store?

The location of a convenience store is crucial to its success. Ideally, it should be in an area with high foot traffic or easy access for drivers. Consider these factors:

Residential Areas: A convenience store near homes can attract regular customers.

Near Public Transport: Locations near bus stops or train stations can bring in commuters.

Along Highways: Travelers often stop at convenience stores for rest and refreshments.

Near Schools or Offices: These locations can provide a steady stream of customers.

Thorough market research is essential before choosing a location.

Is running a convenience store hard?

Running a convenience store can be challenging, like any other retail business. It involves a variety of tasks such as inventory management, staff scheduling, customer service, and maintaining cleanliness and safety standards. However, with proper planning, efficient systems, reliable staff, and a strong understanding of the local market, these challenges can be effectively managed. Ultimately, the rewards of serving your community and running a profitable business can outweigh the challenges.