Business Plan Financial Projections Model Templates

Financial statements and projection forecasts show how your business has been performing and how you think it will perform over time. Financial statements are historical. They show you how your business has been operating (i.e. in terms of profitability, cash flow, assets and liabilities etc.). Financial projection forecasts, on the other hand, look to the future. They project a financial situation you should be aiming for.

Financial statements and forecasts are valuable reference tools to help guide your business planning. They are also key documents for attracting funding. Investors and creditors will use them to assess the health of your business’s finances. The financial statements forecasting begins with the sales forecast and ends with recording the amount of money that would be spent by the company to get those sales. Our financial projection model templates uses this approach as well. It is a part of the broad category known as ‘predictive accounting’.

In a business plan, inancial projections refer to the three primary financial statements (balance sheet, income statement, and cash flow statement) created over a 3 to 5 year period. Financial projections can also refer to an annual projection of income and expenses for a company, division or department. A financial projection can also be an estimation of cash needs and a decision on how to raise the cash, such as through borrowing or issuing additional shares in a company. We have provided income statement projection model templates, balance sheet projection model templates, and cash flow projection model templates that provides a “plug and play” method to develop a forecast.

Financial Projections Model Templates                      


Presentation & Reports Templates