Wholesale & Distribution Projection Template

Create detailed financial projections for investor pitches, loan applications, and more. This Excel template is fully editable and includes auto-generated 5-year financial statements, 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

This easy to use wholesale or distributor template was built by our own CPA, and financial modeling expert

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 specifically for Wholesalers - ProjectionHub has helped more than 50,000 businesses create financial projections so you can be confident that your business will have reliable and realistic projections using this wholesale and distribution financial model

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get the Wholesale Distribution template now for $99

The template price: $



100% money-back guarantee for 30 days!

Types of Businesses Who Would use 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!

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Step 2: Enter your assumptions on the input tabs

Wholesale Sales Projections

  • The wholesale distribution revenue forecast model takes predicting your monthly income and the cost to acquire buyers and sellers. Using inputs like ad spend, conversion rates, sales teams, and product mix you will form a revenue and cost of goods sold projection that automatically passes through to the financial pro forma statements.

Wholesale Distribution Operating Expenses

  • This template takes your unique expected or actual monthly operating expenses and then calculates the profitability of your wholesale business. The template begins with some pre-filled expenses to help you get started and gives you the option to set expenses as a fixed amount or percentage of revenue so it can scale as you grow your business. The calculated values will automatically fill in on your pro forma financial statements.

Wholesale Distribution General Assumptions

  • Reliable wholesale distribution financial projections give you an accurate understanding of how much it will cost to start a wholesale distribution business. The starting assumptions section of this template will take several different balance sheet type items like assets you plan to purchase or own, loans, investments, inventory, accounts payable and accounts receivable. Then, the template calculates amortization, depreciation, and interest expense and then automatically passes all of this info into the financial statements.

Wholesale Distribution Salaries Planning

  • Precisely plan how many employees your wholesale distribution business will need and how that will impact your bottom line. The template will handle things like employer taxes, benefits, and any owner draws you plan to have.

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

Wholesale Distribution Financial Overview

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

Wholesaler Financial Pro Formas

  • There are six different wholesale distribution 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 & Lender Friendly

  • 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
  • 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, let us know and we can help customize a financial model for your situation.

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 the Wholesale Distribution 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

What are common example of a distribution or wholesale business?

One example of a distribution business could be a fresh fruit and vegetable distributor that might store fruits and veggies at their warehouse in bulk and then distribute smaller quantities to retailers like gas stations, independent retail stores, schools, hospitals, and more. Another common example of a wholesale business could be a reverse logistics business that buys returned merchandise from retailers by the truckload and then sells the merchandise to smaller retailers, Ebay power sellers, and flea marketers by the pallet.

How much does it cost to start a wholesale business? 

According to StarterStory's analysis, the average startups costs for a distribution business will be roughly $33,000. Your specific startup costs will vary depending on the business approach you take.

What is the difference between a wholesaler and a distributor? 

Generally speaking a wholesaler and a distributor have a very similar business model. Typically both will have product in larger quantities that they sell and or distribute to smaller retailers or customers. One key difference between a wholesaler and a distributor is that a wholesaler will actually purchase the products from the manufacturer or vendor in larger quantities, and wholesale prices, and will then sell the product in smaller quantities to end customers. A distributor on the other hand may not actually purchase the inventory from the manufacturer, they might simply provide a distribution service. The distributor might have existing relationships with end customers that want a vendor's product, so it is easy for the vendor to simply hire the distributor to deliver (distribute) the products to end customers.