Retail & Ecommerce Financial Projections Template

Build financial projections for Retail + Ecommerce businesses for internal planning, an investor pitch decks, or an SBA loan application ready in no time, saving more than 20 hours.

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 very own CPA developed an excel template that enables you to create comprehensive projections based on your unique scenario.

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 Retail + Ecommerce models specifically — the ProjectionHub software has been used by over 2,500 e-commerce businesses to develop financial projections so you can be confident in yours. This led us to create a customized Excel template that makes creating SBA loan and investor-ready financial projections for retail + e-commerce models so easy anyone can do it.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get Retail + Ecommerce 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

Retail + Ecommerce Sales Projections

  • The revenue projection model will help you predict your unique monthly revenue and cost of goods sold for five years. The model starts by determining website and retail location visitors and your conversion and sales rate to calculate monthly sales units. ​You will set however many products or product categories and their associated cost, revenue, and shipping and packing expense. The model then forecasts out your revenue and direct expenses for five years and automatically passes that information through the financial statements. 

Retail + Ecommerce Operating Expenses

  • The model will guide you to enter your specific expenses in the operating expense model, which includes some suggested line items and default amounts to help form a starting point. ​This model will pass through the expenses and cash flows on the financial statements for you so you won’t have to manually input them later. You can choose to enter your monthly expenses as either fixed amounts or 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. 

Retail + Ecommerce General Assumptions

  • The general assumptions tab will guide you to enter typical balance sheet items such as fixed assets, loans, investments, inventory assumptions, and accounts receivable assumptions. After you provide some basic data points it will calculate the difficult things for you like loan amortization, interest expense, depreciation expense, inventory purchases, etc. 

Retail Ecommerce Salaries Sheet

  • The salaries and distributions model will help calculate monthly expenses for salaried employees which can be tricky, including items like employer taxes and benefits. If you plan to have owner draws or dividends this model can help you account for that as well.

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

Retail Ecommerce Financial Overview

  • This At-A-Glace tab shows you a financial summary in the form of data visualizations, ratios, and financial summaries, all ready to be copied into a pitch deck. 

Ecommerce Financial Pro Formas

  • There are six different 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 Dashboard Tab

  • The Investor Dashboard tab enables you, a lender, or an investor to play with any main assumptions of the revenue model. This tab will then display the income statement from your model and a special, modified income statement that updates as you manipulate the assumptions. This enables you to see how sensitive your model is to certain variables without any redundant data entry

 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 dashboard ​
  • 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 Retail + Ecommerce 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

How to add an ecommerce division to my retail business?

If you have a bricks and mortar retail business today, you must be thinking about your ecommerce strategy.  You might consider selling through Amazon which can give you access to millions of customers, but also comes with a lot of competition and risk of relying too much on Amazon for the success of your ecommerce strategy.  Alternatively, you might consider setting up your own ecommerce store with a tool like Shopify.  The downside is that you won’t have access to the customers available on Amazon, but you will control your own destiny and won’t have to worry about the risk of Amazon deplatforming your business. 

What are the 3 types of e-commerce?

Business to business, business to consumer, and consumer to consumer. Their appropriate examples would be Zoey, Amazon, and Ebay.

What skills do you need for e-commerce?

In addition to the usual soft skills in any business, it is critical that you have strong data-analysis and software development skills on your team in order for the business to be successful.  If you don’t have these skills you will need to find an agency that specializes in supporting ecommerce businesses.