Trucking Financial Projection Template

Construct comprehensive financial projections for investor pitches, loan applications, and other purposes. This Excel template is fully customizable and incorporates automatically generated 5-year financial statements, over 20 charts with 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 built trucking spreadsheet template allows you to create trucking industry standard projections based on your unique plan.

Looking for a business loan or investment to grow your trucking business? Our trucking business financial model excel template will help you impress potential funders.

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 trucking financial models specifically — our software has been used by hundreds of trucking companies to develop financial forecasts. From hot shot trucking startups to moving truck businesses and everything in between. Based on this experience we decided to create a customized Excel template that makes creating trucking business pro-formas easy.

How it works?

3 Trucking spreadsheet Templates for the price of 1

When you purchase our trucking template you will get access to:

Watch a demo of the template

Save time & money - get organized with our template!

Get our trucking spreadsheet templates now for $79

Purchase includes 3 trucking templates for the price of 1

The template price: $



100% money-back guarantee for 30 days!

Types of Businesses that have used this 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

Trucking Sales Forecast

  • The revenue model has two categories of revenue: dedicated routes and over-the-road / spot freight which can be used for standard semi trucks, dump trucks or hot shot trucking startups. The model helps you determine potential revenue by estimating your number of drivers and number of miles per day per driver. From there, you can set your revenue per mile for each type of route, and you can also set your costs per mile (driver pay, fuel, etc). The model will project revenue and direct expenses for you for five years. The predicted values will be automatically carried to the financial statements. 

Trucking Expense Spreadsheet

  • ​You will be asked to input monthly expenses into the spreadsheet, which already includes some industry standard expenses and dollar amounts to help you get started. The trucking business operating expenses will flow through to the financial statements for you. You can enter your monthly expenses as fixed amounts or you can set them on a per driver or per mile basis. The first three months of the model are broken out separately so that you can enter start-up expenses. 

Trucking Business Assets and Liabilities

  • The general assumptions spreadsheet tab will help you enter your predicted asset purchase timeline. For each asset (truck, trailer, equipment, etc), you can enter the purchase date, purchase price, and individual financing assumptions such as down payment, loan amount, payment period, etc. Our model will calculate the cash flows for you, as well as interest expense and depreciation. 

Trucking Salaries and Owner/Operator Distributions

  • The salaries tab helps calculate monthly expenses for salaried employees, drivers and office staff, including employer taxes and benefits.

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

Trucking Business Snapshot Tab

The At-A-Glace spreadsheet displays a financial forecast in the form of graphs, charts, ratios, and financial summaries, that will satisfy lenders like SBA, etc. 

Trucking Financial Statement Tabs

There are several Financial Statement tabs: the annual income statement (profit & loss), cash flow forecast, and balance sheet, and the month-by-month breakdowns of each report.

Investor Friendly Report

The trucking template is set up in a very informative and 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.

 Income Projection Chart Example

Tables, charts, graphs and dashboards include

Tables, charts, graphs and dashboards include:

  • Trucking profit and loss
  • Trucking startup cost graph
  • Key trucking industry ratios ​​
  • Cash flow from operations graph
  • 5 years of monthly and annual profit and loss, cash flow and balance sheet forecasts

  • 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 our trucking spreadsheet templates now for $79

Purchase includes 3 trucking templates for the price of 1

The template price: $



100% money-back guarantee for 30 days

Back to Top

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

You may also like these templates

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

Is owning a trucking company profitable?

Yes. A well run trucking company can be quite profitable.  On average, a general freight trucking company can expect a profit margin of 6% - 8% of revenue.  A single truck that is kept busy throughout the year might expect to generate approximately $185,000 in annual revenue.  After paying the driver, you could expect up to $15,000 in annual profits. If you are the owner operator, you would get to keep the driver wages as well and increase your overall take home pay.

What is the most profitable trucking business?

Specialty trucking businesses are likely to be the most profitable type of trucking business, but would also likely come with a larger startup cost.  You should not only look at what type of truck is most profitable, but which type of truck would have the best percentage return on invested capital.  Our trucking financial projection template can help you run multiple scenarios to determine which type of truck might be most profitable for your specific situation.

How much do truck owners make per month?

On average, an owner-operator truck driver could expect to make $200,000 in annual revenue per year, or just under $17,000 per month before expenses. A high performing trucking startup can generate up to $400,00 in annual revenue with a single truck.

You might also consider adding a freight brokerage service to your trucking business which could help you generate additional revenue.

How much money do I need to start a trucking company?

Although you might be able to buy a used truck for $25,000 and be on your way, we recommend that you expect to spend at least $50,000 in startup costs to start a trucking company properly.  If you are buying a used truck you will definitely need to have cash in savings for any repairs.  You will also need working capital for fuel, food, lodging etc during your first month while you wait to get paid by your customer.  It is important to create a cash flow projection before you start your trucking business so that you can determine just how much you will need to get started. Based on our research we found that the typical trucking startup costs range from $12,000 to $250,000.