This free 4 page Excel business plan financial projections template produces annual income statements, balance sheets and cash flow projections for a five year period for any business.
The financial projections template is available for free download below.
Financial Projections Template Download
What’s Included in the Financial Projection Template?
1. Income Statements
The first page of the financial projection template shows income statements for the business for 5 years.
2. Balance Sheets
The second page of the financial projection template shows the opening balance sheet and the balance sheets for 5 years.
3. Cash Flow Statements
The third page provides the cash flow statements for 5 years.
4. Ratios and Graphs
The final page of the financial projections template contains a selection of useful financial ratios for comparison purposes. In addition it shows revenue, net income, cash balance, and cumulative free cash flow by year in graph form for easy reference.
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.
More Financial Projections Templates and Calculators
Extra 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 right or chose one of the templates or calculators below.
Popular Revenue Projection Templates
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Popular Calculators
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Financial projections are critical to the success of your business plan, particularly if the purpose is to raise finance. Accordingly we have designed our financial projection for startup template to help you test your business idea and create 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. Therefore simply amend the highlighted input elements to suit your purposes, and the financial projection template does the rest.
Alternatively, you can use our online calculator to provide a quick and easy way to test the feasibility of your business idea.
Users use this business plan financial projections template excel at their own risk when deciding how to make financial projections for startups and carry out a startup financial analysis. We make no warranty or representation as to financial projection model template accuracy. Additionally 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 example template format that you might use when considering how to do a startup financial projection 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 projected financial statement template, please let us know and we will try to fix it.
About the Author
Chartered accountant Michael Brown is the founder and CEO of Plan Projections. He has worked as an accountant and consultant for more than 25 years and has built financial models for all types of industries. Michael has been the CFO or controller of both small and medium sized companies and has run small businesses of his own. He has been a manager and an auditor with Deloitte, a big 4 accountancy firm, and holds a BSc from Loughborough University.