Name: Retail/Entertainment - Restaurant Fast Casual
Brand: ProjectionHub
Price: 99 USD
Availability: OnlineOnly

Types of Businesses that have used this template

Popular Fast Casual Franchises
Sandwich Shop
Deli
Mexican Restaurant
Gyro & Greek Restaurant
Chinese Restaurant
Burger Restaurant
BBQ Restaurant

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

The Revenue Model

The revenue model will help you predict your restaurant and catering revenue and cost of goods sold (direct food and direct labor costs) for five years by helping you determine expected customer visits and expected spend per customer for food and drinks.
When you input your food costs and hourly employee needs, your cost of goods sold will be calculated and updated on the financial statements.

The Operating Expense Model

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.
The first three months of the model are broken out separately so that you can enter start-up expenses.

The General Assumptions Model

The general assumptions model will guide you to enter 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.

The Salaries And Distributions Model

The salaries and distributions model 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

At-A-Glance Tab

The At-A-Glace tab shows you a financial snapshot in the form of graphs, charts, ratios, and financial summaries, all ready to be copied into a pitch deck.

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 Ready

The restaurant fast casual template is set up in a very easy to digest way for investors or potential investors to gain meaningful insights. Investors or lenders can be granted access to the template and change any of the editable fields to play with assumptions. A copy of the template can also be made for investors to have complete access.

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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

Download the Template

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.

If the model doesn’t work for you, we’re happy to provide a refund. We also offer other food/beverage templates like our fine and casual dining P&L restaurant template, restaurant and bar P&L template, and our coffee shop template.

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Questions? Get in touch.

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 Fast Casual Restaurant template now for $99

The template price: $

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

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

Fast Casual Restaurant Financial Projection Template

Our CPA developed template enables you to create professional projections based on your unique assumptions.