Dental Office Financial Projections Template

Get access to inventory spreadsheets, financial projections, and balance sheets for dental office practices. Create investor and lender-ready projections in less than one hour with a dental office financial plan projections template. Download your dental office spreadsheets 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 dental office template enables you to create professional pro formas based on your unique assumptions and circumstances.

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

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 for dental offices specifically  — our ProjectionHub software has been used by nearly 500 dentists to develop custom financial projections. As a result of this experience we decided to create a customized Excel template that makes creating SBA and investor-ready financial projections for dental offices incredibly simple and user friendly.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get a Dental office template now for $99

The template price: $



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!

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Step 2: Enter your assumptions on the input tabs

Dental Office Revenue Prediction

  • The revenue model will help you predict your client base and client base growth for five years. The model uses cited sources to help you determine spend per year per client for both regular cleanings and exams and 10+ additional service types. ​The model will calculate monthly revenue for you and update it on the financial statements. 

Dental Office Operating Expenses

  • You will be guided to enter your other expenses in the operating expense model, which includes some suggested line items and amounts to help you get started. This model will populate the expenses and cash flows on the financial statements for you. You can enter your monthly expenses as either fixed amounts or you can set them as a percentage of revenue for variable items like payment processing fees and other variables. The first three months of the model are broken out separately so that you can enter start-up expenses. 

General Dental Office Assumptions

  • The general assumptions model will guide you to enter common dental practice balance sheet items such as fixed assets, loans, investments, inventory assumptions, and accounts receivable assumptions. The model will have you input some basic data and then it will calculate the difficult things for you: loan amortization, interest expense, depreciation expense, inventory purchases, etc. 

Dental Office Salaries And Distributions Spreadsheet

  • The salaries and distributions spreadsheet helps calculate monthly expenses for salaried employees, including items like employer taxes and benefits. This model also helps you plan for distributions (dividends, owner draws) made to owners.

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

Dental Office Snapshot Tab

The At-A-Glace tab shows you a financial pro forma in the form of graphs, charts, ratios, and financial summaries, all ready to be inserted into a pitch deck or business plan. 

Financial Statement Tabs

There are six 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 Friendly Reports

Investors and lenders find our templates incredibly informative and simple to use. Any blue fields can be edited by anyone with access to the model in order to play with the outcomes including your stakeholders.

 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. We also offer other healthcare-industry specific models like our home healthcare financial model , our medical office financial projections template, and our dispensary financial projections template.

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 Dental office 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.
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

What is the typical profit margin for a dentist office?

According to Practice Financial Group research, in order for your dental practice to be profitable, you should aim for at least 40% gross profit margin.

How much does a dental office owner make?

According to ADA research, as a dentist, you can expect to earn $742,490 to $1,059,890 in revenue from your practice if you are the only dentist in the practice.  A well operated dental practice can have 25 to 40% net profit margins before paying the owner, so you could expect between $100,000 and $400,000 in profits that could be available to pay yourself as an owner’s draw.  However, this largely varies depending on your specialty, number of dentists and overhead expenses. Learn more about how much a dental office makes here.

Are dental practices profitable?

According to the American Dental Association, a dental office is generally very profitable.  However, the key for owners to take home more of that revenue is to control overhead expenses and staffing costs.  Our dental financial projection template assumes that one dentist can support 1,500 active patients. If you are able to utilize a high percentage of your capacity, your practice can be quite profitable with net income approaching $500,000 annually. 

What are the most profitable dental procedures?

According doctormultimedia research, some of the most profitable services for a dental practice include whitening, root canals and Invisalign installation.

How can I improve my dental practice?

One of the most important keys to profitability for your dental practice is to know the number of active patients that you and your staff can support and to reach a high utilization rate of that capacity as quickly as possible.  In other words, if your practice can support 1,500 active patients, you don’t want to spend much time with only 1,000 active patients.  You should aggressively market your practice in order to reach that higher capacity utilization rate as quickly as you are able to and still generate positive cash flow.