Restaurant Sales Projections & Forecast Template

Create financial projections for a startup fine and casual dining restaurant for planning your business, pitching to an investor, or even applying for a loan. Our fine and casual dining restaurant template can save you days of tedious excel work with a top-quality outcome

How it works?

Our CPA developed template gives you the ability to create professional restaurant financial projections based on your unique idea and assumptions.

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 for fine and casual dining restaurants specifically —our ProjectionHub software has been used by over 2,500 restaurants to develop financial projections and models. Based on this substantial evidence we decided to create a customized restaurant financial plan Excel template that makes creating SBA and investor-ready financial projections for restaurants achievable all by yourself.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get a Fine and Casual Dining Restaurant template now for $99


The template price: $



100% money-back guarantee if you are not satisfied.

Step 1: Purchase and download the template

After purchase, you will download an unlocked Excel file with a ready-to-usefinancial projection template for your business model

Get the template

Step 2: Enter your assumptions on the input tabs

Fine and Casual Dining Restaurant Sales Forecast Sheet

  • The Sales prediction financial model template will help you forecast your restaurant revenue and cost of goods sold (direct food and direct labor costs) for five years by estimating the total capacity of your restaurant and predicting how capacity used will grow over time. ​From there, the model estimates customer visits and expected spend per customer for food and drinks for various times of the day. ​When you input your food costs and hourly employee needs, your cost of goods sold will be calculated and updated on the financial statements. ​We have added a takeout & delivery revenue section to help you plan for a variety of economic environments. 

Restaurant Operating Expenses Model

  • You will enter your planned expenses in the operating expense model, which includes some suggested line items and values to help you get started. ​This model will insert the expenses and cash flows on the financial pro formas for you. You can enter your unique monthly expenses as either fixed amounts or you can set them as a percentage of revenue for variable items. 

Fine and Casual Dining Restaurant

  • General Assumptions The general assumptions section will ask you to enter balance sheet items such as fixed assets like kitchen equipment, furnishings, technology equipment, as well as loans, investments, inventory assumptions, and accounts receivable assumptions. The model will have you input some basic data and then the model will do the heavy lifting by tabulating: loan amortization, interest expense, depreciation expense, inventory purchases, etc. 

Restaurant Salaries and Distributions

  • The salaries and distributions model helps calculate monthly expenses for payroll, 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

The Restaurant Snapshot Tab

  • The At-A-Glace tab visualizes your financial snapshot in the form of various helpful graphs, charts, ratios, and financial summaries, all ready to be copied and pasted directly into your pitch deck. 

Fine and Casual Dining Financial Pro Formas

  • There are six Financial Statement tabs: the annual formats of the income statement, cash flow statement, and balance sheet, and the monthly breakdowns of the same financial statements. 

Investor Friendly Template

  • This template was made first for a greater user experience to make accurate and reliable projections and second for potential funders to be able to confidently digest the information in front of them. Once granted access, investors can manipulate any of the inputs in order to test different scenarios specifically in the sales forecast template.

Tables, charts, graphs and dashboards include:

Tables, charts, graphs and dashboards include:

  • Restaurant 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.

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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 insinullght 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.

What others have to say about our templates

We are available to help you complete your projections


We'll answer your questions about how the template works


We'll help you customize your template, add a cafe, bookstore, or brewery to your coffee shop

Frequently Asked Questions

What are the problems of over predicting the sales of a restaurant?

Developing overly optimistic sales projections for your startup restaurant can cause a number of problems.  When your sales projections are overly optimistic it will cause you to overstock inventory and overstaff the restaurant as well.  Especially in a fine dining restaurant, you want to avoid wasted overhead since the high quality food and staff require more capital to operate. 

Is a restaurant a good investment?

As the restaurant industry has a fairly low barrier to entry, there will be a lot of competitors. Additionally, the pandemic situation also made the business seem very risky. However, opening a restaurant can be a very profitable investment, provided you manage it well. Our template can help you be more confident in making financial decisions by providing you with a multi-faceted financial projection. Also visit our coffee shop template and donut shop business model template.

What makes a restaurant high end?

Usually, customers expect high quality food prepared by professional chefs. Additionally, well-known brand beverages and excellent servers are must haves. The ambiance of the restaurant can also help you set yourself apart as “high-end.”

What's the fastest growing ethnic restaurant?

Mexican themed restaurants have been the fastest growing ethnic restaurant type  in recent years in the United States.

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 Fine and Casual Dining Restaurant template now for $99


The template price: $



100% money-back guarantee if you are not satisfied.