Financial Projections Template

This free 3 page Excel business plan financial projections template can be used by any business to produce income statements, balance sheets and cash flow projections for the full five year period.

The financial projections template is available for free download below.

Financial Projections Template Download

Download the latest available release of our FREE financial projections template in Excel format by subscribing to our email list using the quick form below.


Financial Projections Template Preview

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Income Statement and Balance Sheet Preview
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Cash Flow Statement Preview
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Ratios and Graphs Preview

Alternatively you can view the financial projection template preview in PDF format.

What’s Included in the Financial Projection Template?

There are three pages to the business plan financial projection template, supplying everything you need to test out your business idea.

The first page of the financial projections template shows two of the main financial statements:

  1. Income statements for 5 years
  2. Opening balance sheet and balance sheets for 5 years

The second page provides the cash flow statement:

  1. Cash flow statements for 5 years

The third page of the financial projections template contains a selection of useful financial ratios for comparison purposes, together with revenue, net income, cash balance, and cumulative free cash flow by year in graph form for easy reference.

  1. Ratio analysis for each of the 5 years
  2. Revenue, profit and cash graphs

How to use the Financial Projections Template

If you want to know how to use the financial projections template, then we recommend reading our How to Make Financial Projections post, which explains each step in detail.

Financial Projections Additional Templates and Calculators

Additional templates and calculators are available to help you calculate revenue, weighted average gross margin, and activity ratios such as accounts receivable, inventory and accounts payable days, for use in the financial projections template.

Select a category from the menu to the left or chose one of the templates or calculators below.

Popular Revenue Projection Templates

Popular Calculators

Financial projections are critical to the success of your business plan, particularly if the purpose is to raise finance. Our financial projections for startup template has been designed to help you in the process of testing out your business idea and creating a five year business plan financial projection.

The financial projection template will help you to carry out your own financial projections and test your business idea. Simply amend the highlighted input elements to suit your purposes, and the financial projections template does the rest.

Alternatively, our online calculator can be used to provide a quick and easy way to test the feasibility of your business idea.

Notes and major health warnings
Users use this business finance template at their own risk when deciding how to make financial projections and carry out a startup financial analysis. We make no warranty or representation as to financial projection model template accuracy and we are covered by our Terms and Conditions, which you are deemed to have read. This is an example of a five year financial projection template format that you might use when considering how to do a startup business plan financial modeling template. It is purely illustrative. This is not intended to reflect general standards or targets for any particular company or sector. If you do spot a mistake in the startup business proposal template, please let us know and we will try to fix it.
Financial Projections Template June 21st, 2017Team