E-Commerce Wholesale Financial Projection Model Template

Ideal for business plans, investor presentations, and loan applications, this Excel-based template will generate your 5-year financial statements, 20+ charts and metrics using your custom numbers.

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 custom CPA developed template provides you the ability to create professional projections based on your very own assumptions.

Generate ready to go 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 for e-commerce + wholesale startups specifically—ProjectionHub has been used by more than 2,500 e-commerce businesses to develop financial predictions and pro formas. This customized Excel template tool that makes creating SBA and investor-ready financial projections for e-commerce + wholesale incredibly manageable.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get an E-commerce + Wholesale 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

Ecommerce + Wholesale sales forecast template

  • The sales forecast model will help you predict your ecommerce startup’s monthly revenue and cost of goods sold for five years. The model starts by determining website visitors and your conversion rate to estimate monthly sales units. ​You will set various product or product categories and their associated cost, revenue, and shipping and packing expenses. The model then projects out your revenue and direct expenses for five years and automatically updates the financial statements. 

Ecommerce + Wholesale Operating Expenses

  • You will provide your other expenses directly into the operating expense model, which includes some suggested line items for this industry and some default amounts to help you get started. ​This model will propagate the expenses and cash flows on the ecommerce financial models for you. You can enter your specific monthly expenses as either fixed amounts or you can set them as a percentage of revenue for variable items like software and subscription, transaction fees, ad spend, etc. The first three months of the model are broken out separately so that you can enter start-up expenses. 

Ecommerce + Wholesale General Assumptions

  • The general assumptions phase will prompt you to punch in balance sheet items such as fixed assets, loans, investments, inventory assumptions, and accounts receivable assumptions. The model will have you provide a few basic data points and then it will calculate the more challenging things for you: loan amortization, interest expense, depreciation expense, inventory purchases, etc. 

Ecommerce + Wholesale Salaries and Distributions

  • The salaries and distributions model helps calculate monthly expenses for your workforce, including items like employer taxes and benefits, but 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

Ecommerce + Wholesale Financial Snapshot

  • The At-A-Glace tab shows you a financial snapshot in the form of graphs, charts, ratios, and financial summaries, all ready to be used at any time for a pitch deck or presentation. 

Ecommerce + Wholesale Financial Statements

  • There are six Financial Statement tabs: the annual formats of the ecommerce + wholesale, cash flow statement, and balance sheet, and the month-by-month breakdowns of the same financial statements. 

Investor Dashboard Tab

  • The Investor Dashboard tab enables you and any other stakeholders to see the results of changing any of the main assumptions of the sales forecast template. This tab presents the income statement from your model and a modified income statement that updates live as you change major assumptions. This enables you to see how sensitive your model is to certain variables without changing the data you already filled out.
 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 ​
  • Investor friendly
  • ​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 an E-commerce + Wholesale 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.
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

Is ecommerce + wholesale really profitable?

The ecommerce and wholesale business can be competitive and complex, often requiring careful planning to operate profitably. The average gross profit margin might vary between the retail and wholesale sides of the business. In the wholesale segment, margins could be slimmer, around 10-20%, while ecommerce could retain the higher margins, closer to 40%. To accurately assess your potential profitability, you'll need to create a detailed financial model that encompasses both sides of your business. This includes considering operating expenses like rent, shipping, bulk purchasing, advertising, professional services, and wholesale-specific costs. Then, based on your specific gross profit margins, you can calculate the sales you'll need to reach in order to breakeven. For instance, if you had $150,000 in combined operating expenses and an overall gross profit margin of 30%, you would need to generate sales of $500,000 to reach $150,000 in gross profit and breakeven. Utilizing an ecommerce + wholesale financial projection template can assist you in understanding and planning for the unique financial dynamics of your integrated business model.

How much money does it take to start an ecommerce + wholesale business?

Starting an ecommerce and wholesale business typically requires a more substantial investment than a purely retail ecommerce venture. If you're planning to enter the wholesale sector, you'll need to consider bulk purchasing of inventory, warehousing, and potentially more complex shipping and logistics arrangements. You may still opt to utilize platforms like Amazon for retail sales through their Fulfillment By Amazon (FBA) program, but you'll also need to set up relationships with retailers or other bulk buyers. If you're looking to sell directly to consumers, you could establish a Shopify store or another ecommerce platform for that part of the business. Startup costs can vary widely, ranging from $10,000 to over $100,000, depending on the scale of the wholesale operation and the types of products involved. The use of a comprehensive ecommerce + wholesale financial projection template can help you assess and plan for the specific costs relevant to your business model.

What are the typical startup costs for an Ecommerce + Wholesale business?

The startup costs for an Ecommerce + Wholesale business can vary based on the scale and nature of the products being sold. Typical expenses include website development, inventory purchases, packaging materials, shipping costs, marketing, permits, and initial working capital. Startup costs may range from a few thousand to several hundred thousand dollars.