Restaurant Sales Forecast & Projection 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?

Template price: $

99

  • 5 Year Projected Financial Statements
  • CPA Developed & Completely Customizable
  • Video Guide Included
  • Free Support & Projections Review
  • Compatible with Google Sheets

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

Create investor- and lender-ready restaurant 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 sales forecast Excel template that makes creating SBA and investor-ready financial projections for restaurants achievable all by yourself.

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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: $

99

USD

100% money-back guarantee for 30 days!

Types of Businesses that have used our restaurant projections and forecasting 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!

Download Now

Step 2: Enter your assumptions on the input tabs

Fine and Casual Dining Restaurant Sales Forecasting Excel Template

  • The Sales projection 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. 

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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. 

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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. 

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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.

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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. 

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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. 

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Investor Friendly Template

  • Our restaurant projections 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 restaurant sales forecast template.

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Income Projection Chart Example

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

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.

Contact us in the most convenient way for you. We're here to help you

If the model doesn’t work for you, check out our fast casual restaurant pro forma, otherwise we’re happy to provide a refund.

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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 Fine and Casual Dining Restaurant template now for $99

The template price: $

99

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

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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

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

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.

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