Roofing Contractor Financial Projection Template

Prepare comprehensive financial projections to support investor pitches, loan inquiries, and similar needs. This fully editable Excel template includes auto-generated 5-year financial statements, over 20 charts featuring key metrics, and a video guide.

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 CPA developed roofing contractor template enables you to create professional projections based on your specific situation.

Create investor- and lender-ready projections in hours, not days.

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 roofing contractors specifically  — we used our experience of helping more than 50,000 businesses create projections including hundreds of construction contractors. The template was built with simplicity in mind and the comfort of knowing our team will be here to ensure you have the projections you need.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get our roofing contractor template now for $79

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

The Roofing Revenue Model

  • The revenue model of the roofing contractor projection template will help you calculate how much income the business will generate. The roofing revenue model will first calculate how and how many customers you will generate. Then you will be able to outline your services for both residential and commercial. You can even account for your sales team and their corresponding commission structure. The model will then automatically calculate your revenue totals and the direct material and labor costs. These items wil be injected directly to your financial statements.

Roofing Operating Expenses

  • The operating expenses section of the roofing contractor template will help you plan out each of your operating expenses. There will be some default expenses listed to help you get started. Expenses can be entered as a fixed amount or percentage of revenue if you expect them to grow with revenue.
  • The first three months of the operating expenses are broken out separately to help account for startup expenses. All of the expenses will be passed through to your income statement and cash flow statement.

Roofing General Financial Assumptions

  • The starting assumptions for your roofing business will include things like fixed assets, any loans, investments in your business, inventory, and accounts receivable terms. From here, the model will automatically calculate items like interest expense, depreciation, amortization, and more that will be input on your balance sheet for you.

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

Roofing Financial 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.

Roofing Pro Forma Financial Statements

Six pro forma financial statements will automatically be produced including the annual formats of the income statement, cash flow statement, and balance sheet, and the month-by-month breakdowns of the same financial statements.

Lender Ready

Investors and lenders find our templates incredibly informative and simple to use. Any blue fields can be edited by anyone with access to the model in order to play with the outcomes including your stakeholders.

 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
  • ​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.
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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 our roofing contractor template now for $79

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

What is a good profit margin for roofing companies?

Profit margins for roofing companies can vary significantly depending on various factors, including location, scale of operations, labor and material costs, and more. As a benchmark, well-managed roofing companies might aim for a net profit margin between 5% and 15%. However, market conditions can change, so it's always advisable to conduct updated market research to understand the current landscape.

How many roofing contractors are there in the US?

As of 2021, there were approximately 100,000 roofing businesses in the United States. Please note that this is an estimate, and the current number may vary. We recommend checking with a reliable and up-to-date source for the most accurate numbers.

What are the steps to start a roofing business?

Starting a roofing business involves several key steps:

  • Starting a roofing business involves several key steps:
  • Developing a comprehensive business plan outlining your target market, customer acquisition strategy, service offerings, and financial forecasts.
  • Setting up a legal business structure, registering your business, and obtaining any necessary licenses and permits. Requirements can vary depending on your location.
  • Securing appropriate insurance coverage, including liability insurance and workers' compensation insurance, given the high-risk nature of the roofing industry.
  • Acquiring a contractor's license if required by your state.
  • Purchasing the necessary tools and equipment to provide roofing services.
  • Assembling a skilled and reliable team.
  • Creating and executing a marketing plan that leverages both online and offline channels to reach potential customers.

How much does it cost to get a roofing license?

The cost of obtaining a roofing contractor license varies by state and can include application fees, examination fees, and sometimes background check fees. As of 2021, you could expect to pay anywhere from $100 to $1,000. For the most accurate and up-to-date information, we recommend checking with your local licensing board or department of professional regulation.