Financial Projection Template In Excel Google Sheets Download

Bonisiwe Shabane

-Dec 28, 2025, 3:31 AM

financial projection template in excel google sheets download

We’ve collected the top free financial projection and forecasting templates. These templates enable business owners, CFOs, accountants, and financial analysts to plan future growth, manage cash flow, attract investors, and make informed decisions. On this page, you'll find many helpful, free, customizable financial projection and forecasting templates, including a 12-month financial projection template, a startup financial projection template, a 3-year financial projection template, and a small business... You’ll also find details on the elements in a financial projection template, types of financial projection and forecasting templates, and related financial templates. Download a Sample Simple Financial Projection Template for Excel | Google Sheets Download a Blank Simple Financial Projection Template for

Small business owners and new entrepreneurs are the ideal users for this simple financial projection template. Just input your expected revenues and expenses. This template stands out due to its ease of use and focus on basic, straightforward financial planning, making it perfect for small-scale or early-stage businesses. Available with or without sample text, this tool offers clear financial oversight, better budget management, and informed decision-making regarding future business growth. Looking for help with your business plan? Check out these free financial templates for a business plan to streamline the process of organizing your business's financial information and presenting it effectively to stakeholders.

A financial projection template is a structured document that individuals and businesses use to estimate their future financial performance. By analyzing industry trends and historical data, the template can outline future costs, profits, revenues, cash flows, etc., over a particular period. For businesses and startups, the template has strategic value in the context of financial planning. It serves as a roadmap, turning goals into measurable outcomes, making it easy for businesses to set realistic targets, measure progress, and allocate resources efficiently. Also, regular updates to the template allow businesses and startups to adapt to an ever-changing market. This flexibility leads to business sustainability.

The template exists for various reasons: Financial projection can be a difficult task, especially when you are not using a template. That is why we are providing you with ready-to-use financial projection templates to help you develop an effective financial plan for your business. It also makes work easier as opposed to starting from scratch. A financial projection template contains key elements that make it structured and effective. They are:

Planning for the future of a business is not about guessing. It’s about using real numbers to map out where you’re headed. Whether you’re preparing to pitch to investors, apply for a loan, or just want to see how your business might perform over the next five years, financial projections give you the clarity to make... This financial projection template in Excel helps you lay out your revenue, expenses, profit, and cash flow in a structured way. It’s built for both new entrepreneurs trying to understand the road ahead and experienced owners who need to adjust their forecasts with updated assumptions. Before you dive into the spreadsheet, let’s walk through what goes into a solid projection—and how to use this tool the right way.

FPs are long-term forecasts about the future monetary value of your assets, expenses, costs, liabilities, equities, profits, income & revenue. A sound projection contains multiple statements & reports, but the three most vital ones are: a cashflow statement, an income statement, and of course, a final balance sheet pitting your total assets against your... Forecast your business's financial future with our Free Financial Projection Template, which was Designed to help businesses make informed decisions based on accurate financial data. With Fillable sections for Revenue, Expenses, and Cash Flow, this Template can be tailored to meet the specific needs of your business. Download it Now. 15+ Construction Financial Projections Template Bundle

Financial Cost Saving Projection Template Financial Investment Growth Projection Template Transport and Logistics Financial Forecast and Projection Template Building up forecast from payroll schedules, operating expenses schedules and sales forecast to the three financial statements Our financial projection template will help you forecast future revenues and expenses by building up from payroll schedules, operating expenses schedules, and sales forecast to the three financial statements. Below is a screenshot of the financial projection template:

This financial projection template contains the following sections: In the payroll (current year) worksheet, you will input the payroll expenses for each of the full-time employees, part-time employees, and contractors. The model helps you break down the salary, taxes, employee insurance, pension, and employee bonus expenses so you can easily track the total amount for each of the items. These individual monthly payrolls then roll up to the summary tables, which automatically calculate the average hourly wage and net pay for each month (all expenses except bonuses) by staff type. Detailed excel spreadsheet with instructions on creating financial projections you can use for business planning, investor presentations, and funding requests. The financial projections template is available for free download below.

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. Forecast your business's financial future with our free financial projection template, which was designed to help businesses make informed decisions based on accurate financial data. People who want to manage their finances and always have enough money in their pockets to make financial decisions need the financial projections worksheet. Financial projections are critical for businesses and individuals who want to predict their business’s income and expenses in the future. Download a sample simple financial projection template for. Looking for more fun printables?

Check out our How To Write A Curriculum Template. Detailed excel spreadsheet with instructions on creating financial projections you can use for business planning, investor presentations, and funding requests. Forecast revenue, expenses, employee costs and generate an income statement, balance sheet, and cash flow pro forma automatically Free excel template to create financial projections for any business startup and first year. Our financial projection template will help you forecast future revenues and expenses by building up from payroll schedules, operating expenses schedules, and sales forecast to the three financial statements. Detailed excel spreadsheet with instructions on creating financial projections you can use for business planning, investor presentations, and funding requests. With fillable sections for revenue, expenses, and cash flow, this template can be tailored to meet the specific needs of your business.

If you already have a business, a financial. Our financial projection template will help you forecast future revenues and expenses by building up from payroll schedules, operating expenses schedules, and sales forecast to the three financial statements. Small business owners and new entrepreneurs are the ideal users for this simple financial projection template. Just input your expected revenues. Top-tier financial planning is as much about organization as it is about savvy decision-making, and your company’s financial future depends on the clarity teams bring to the planning process. With that in mind, we’ve developed the financial projections template to give you an easy, well-organized way to build more financial transparency.

Download the template and follow the simple steps in each spreadsheet to consolidate all your financial plans. The template has spreadsheets for sales forecasts, payroll, and expenses. It also contains a tab to build a simple set of financial statements using your current financial data. Financial projections are an essential growth-planning tool for small businesses and established companies. Finance teams use these models to build financial forecasts of how the business might perform in the near future and make data-driven decisions. Financial projections allow companies to make educated guesses about future sales and expenses, informing expected profitability and capital levels for expansion.

By understanding the inflow and outflow of a company’s money, a leadership team can make data-informed choices about investments or other strategies to help achieve long-term objectives. Financial projection spreadsheets also give executives insight into potential risks associated with certain decisions, allowing them to assess tradeoffs between short-term gains and long-term stability. Using these models, businesses build realistic plans to grow net income and support prolonged success. Most financial projection templates are either too basic or way too complicated. This Excel template includes everything you need to build investor-ready projections — without the usual complexity. Just fill in the green cells — everything else runs automatically.

Summary tables give you instant insights, so you can focus on decisions, not spreadsheets. Only the green cells require input — these represent your core assumptions. This makes it easy for investors to understand and adjust the model, helping them engage with your vision rather than second-guess your math. Summary tables update automatically to reflect your inputs. That means you’re always a click away from a clean overview — perfect for internal reviews, board decks, or investor calls. You need to insert inputs only in the cells marked in green.

In case you have any doubts, you will find notes and explanations on the right side. Everything else is already set!

Financial Projection Template In Excel Google Sheets Download

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