Jan 3, 2024 · Profit and Loss Forecast: This projects the profit or loss by subtracting projected expenses from projected revenues. Cash-Flow Projection: This assesses the inflows and outflows of cash, indicating liquidity over time. Balance Sheet Projection: This predicts the future financial position, showing assets, liabilities, and equity. ... Download profit and loss projection template in Microsoft Excel and Spreadsheet. You can use this template to track revenue, cost of sales and income for twelve month. This template is useful for accountants, sales managers, business managers, financial planning analyst and business owners. About Profit and loss projection excel template ... This 5-Year Financial Plan spreadsheet will make it easy for you to calculate profit and loss, view your balance sheet and cash flow projections, as well as calculate any loan payments you may have. Whilst the wording on this spreadsheet is focussed around products, it can just as easily be used for businesses who largely provide services to ... ... Aug 30, 2021 · The Profit and Loss Projection Template helps you create a 3-year projection of income and expenses for your business. It uses the same list of categories as the business budget , but also includes columns for calculating the Percentage of Total Sales , which helps you to analyze cost of goods sold and operating expenses. ... Nov 12, 2019 · It is performed by investors before investing in a business. It utilizes the historical performance of the business to predict future profit and loss using forecasting methods. You can also check a simple project management template excel. Listed are strategies to make the Projected Profit and Loss statement template using the excel spreadsheet ... ... The main difference is that the Goods worksheet includes a Cost of Goods Sold section for recording inventory and purchases and calculating Gross Profit. Using the Profit and Loss Excel Template. Certainly the difference between a business budget and a profit and loss projection is subtle, but important. After creating a profit and loss ... ... ">

Free Financial Projection and Forecasting Templates

By Andy Marker | January 3, 2024

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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  1 2-month financial projection template , a  startup financial projection template , a  3-year financial projection template , and a  small business financial forecast template , among others. You’ll also find details on the  elements in a financial projection template ,  types of financial projection and forecasting templates , and  related financial templates .

Simple Financial Projection Template

Simple Financial Projection Example Template

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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.

Financial Forecast Template

Financial Forecast Example Template

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Excel  | Google Sheets   Download a Blank Financial Forecast Template for 

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This template is perfect for businesses that require a detailed and all-encompassing forecast. Users can input various financial data, such as projected revenues, costs, and market trends, to generate a complete financial outlook. Available with or without example text, this template gives you a deeper understanding of your business's financial trajectory, aiding in strategic decision-making and long-term financial stability. 

These  free cash-flow forecast templates help you predict your business’s future cash inflows and outflows, allowing you to manage liquidity and optimize financial planning.

12-Month Financial Projection Template

12-Month Financial Projection Example Template

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Use this 12-month financial projection template for better cash-flow management, more accurate budgeting, and enhanced readiness for short-term financial challenges and opportunities. Input estimated monthly revenues and expenses, tracking financial performance over the course of a year. Available with or without sample text, this template is ideal for business owners who need to focus on short-term financial planning. This tool allows you to respond quickly to market shifts and plan effectively for the business's crucial first year. 

Download  free sales forecasting templates to help your business predict future sales, enabling better inventory management, resource planning, and decision-making.

Startup Financial Projection Template

Startup Financial Projection Example Template

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This dynamic startup financial projection template is ideal for startup founders and entrepreneurs, as it's designed specifically for the unique needs of startups. Available with or without example text, this template focuses on clearly outlining a startup's initial financial trajectory, an essential component for attracting investors. Users can input projected revenues, startup costs, and funding sources to create a comprehensive financial forecast.

3-Year Financial Projection Template

3-Year Financial Projection Example Template

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This three-year financial projection template is particularly useful for business strategists and financial planners who are looking for a medium-term financial planning tool. Input data such as projected revenues, expenses, and growth rates for the next three years. Available with or without sample text, this template lets you anticipate financial challenges and opportunities in the medium term, aiding in strategic decision-making and ensuring sustained business growth.

5-Year Financial Forecasting Template

5-Year Financial Forecasting Example Template

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CFOs and long-term business planners can use this five-year financial forecasting template to get a clear, long-range financial vision. Available with or without example text, this template allows you to plan strategically and invest wisely, preparing your business for future market developments and opportunities. This unique tool offers an extensive outlook for your business’s financial strategy. Simply input detailed financial data spanning five years, including revenue projections, investment plans, and expected market growth. Visually engaging bar charts of key metrics help turn data into engaging narratives.

Small Business Financial Forecast Template

Small Business Financial Forecast Example Template

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Excel  | Google Sheets   Download a Blank Small Business Financial Forecast Template for 

Excel  | Google Sheets 

The small business financial forecast template is tailored specifically for the scale and specific requirements of small enterprises. Business owners and financial managers can simply input data such as projected sales or expenses. Available with or without sample text, this tool offers the ability to do the following: envision straightforward financial planning; anticipate future financial needs and challenges; make informed decisions; and steer the business toward steady growth.

Elements in a Financial Projection Template

The elements in a financial projection template include future sales, costs, profits, and cash flow. This template illustrates expected receivables, payables, and break-even dates. This tool helps you plan for your business's financial future and growth.   

Here are the standard elements in a financial projection template:   

  • Revenue Projection: This estimates future income from various sources over a specific period.
  • Expense Forecast: This predicts future costs, including both fixed and variable expenses.
  • Profit and Loss Forecast:  This projects the profit or loss by subtracting projected expenses from projected revenues.
  • Cash-Flow Projection: This assesses the inflows and outflows of cash, indicating liquidity over time.
  • Balance Sheet Projection: This predicts the future financial position, showing assets, liabilities, and equity.
  • Break-Even Analysis: This calculates the point at which total revenues equal total costs.
  • Capital Expenditure Forecast: This estimates future spending on fixed assets such as equipment or property.
  • Debt Repayment Plan: This outlines the schedule for paying back any borrowed funds.
  • Sales Forecast:  This predicts future sales volume, often broken down by product or service.
  • Gross Margin Analysis:  This looks at the difference between revenue and cost of goods sold.

Types of Financial Projection and Forecasting Templates

There are many types of financial projection and forecasting templates: basic templates for small businesses; detailed ones for big companies; special ones for startup businesses; and others. There are also sales forecasts, cash-flow estimates, and profit and loss projections. 

In addition, financial projection and forecasting templates include long-term planning templates, break-even analyses, budget forecasts, and templates made for specific industries such as retail or manufacturing. 

Each template serves different financial planning needs. Determine which one best suits your requirements based on the scale of your business, the complexity of its financial structure, and the specific department that you want to analyze.

Here's a list of the top types of financial projection and forecasting templates:  

  • Basic Financial Projection Template: Ideal for small businesses or startups, this template provides a straightforward approach to forecasting revenue, expenses, and cash flow.
  • Detailed Financial Projection Template: Best for larger businesses or those with complex financial structures, this template offers in-depth projections, including balance sheets, income statements, and cash-flow statements.
  • Startup Financial Projection Template: Tailored for startups, this template focuses on funding requirements and early-stage revenue forecasts, both crucial for attracting investors and planning initial operations. 
  • Sales Forecasting Template:  Used by sales and marketing teams to predict future sales, this template helps you set targets and plan marketing strategies. 
  • Cash-Flow Forecast Template: Essential for financial managers who need to monitor the liquidity of the business, this template projects cash inflows and outflows over a period. 
  • Profit and Loss Forecast Template (P&L):  Useful for business owners and financial officers who need to anticipate profit margins, this template enables you to forecast revenues and expenses.  
  • Three-Year / Five-Year Financial Projection Template: Suitable for long-term business planning, these templates provide a broader view of your company’s financial future, improving your development strategy and investor presentations. 
  • Break-Even Analysis Template:  Used by business strategists and financial analysts, this template helps you determine when your business will become profitable. 
  • Budget Forecasting Template:  Designed for budget managers, this template uses historical financial data to help you plan your future spending. 
  • Sector-Specific Financial Projection Template:  Designed for specific industries (such as retail or manufacturing), these templates take into account industry-specific factors and benchmarks.

Related Financial Templates

Check out this list of free financial templates related to financial projections and forecasting. You'll find templates for budgeting, tracking profits and losses, planning your finances, and more. These tools help keep your company’s money matters organized and clear.

Free Project Budget Templates

Simple Budget Plan Template

Use one of these  project budget templates to maintain control over project finances, ensuring costs stay aligned with the allocated budget and improving overall financial management.

Free Monthly Budget Templates

profit and loss projection for business plan excel

Use one of these  monthly budget templates to effectively track and manage your business’s income and expenses, helping you plan financially and save money.

Free Expense Report Templates

Simple Expense Report Template

Use one of these  expense report templates to systematically track and document all business-related expenditures, ensuring accurate reimbursement and efficient financial record-keeping.

Free Balance Sheet Templates

Basic Balance Sheet Template

Use one of these  balance sheet templates to summarize your company's financial position at a given time.

Free Cash-Flow Forecast Templates

Cash Flow Forecast Template

Use one of these  cash-flow forecast templates to predict future cash inflows and outflows, helping you manage liquidity and make informed financial decisions.

Free Cash-Flow Statement Templates

profit and loss projection for business plan excel

Use one of these  cash-flow statement templates to track the movement of cash in and out of your business, so you can assess your company’s level of liquidity and financial stability.

Free Discounted Cash-Flow (DCF) Templates

Sample Discounted Cash Flow Template

Use one of these  discounted cash-flow (DCF) templates to evaluate the profitability of investments or projects by calculating their present value based on future cash flows.

Free Financial Planning Templates

Business Budget Template

Use one of these  financial planning templates to strategically organize and forecast future finances, helping you set realistic financial goals and ensure long-term business growth.

Free Profit and Loss (P&L) Templates

Printable Profit and Loss Statement Template

Use one of these  profit and loss (P&L) templates to systematically track income and expenses, giving you a clear picture of your company's profitability over a specific period.

Free Billing and Invoice Templates

Commercial Invoice

Use one of these  billing and invoice templates to streamline the invoicing process and ensure that you bill clients accurately and professionally for services or products.

Plan and Manage Your Company’s Financial Future with Financial Projection and Forecasting Templates from Smartsheet

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Download profit and loss projection template in Microsoft Excel and Spreadsheet . You can use this template to track revenue, cost of sales and income for twelve month . This template is useful for accountants, sales managers, business managers, financial planning analyst and business owners. 

About Profit and loss projection excel template

Once you download this business excel template , You can start capturing data of your company or your client’s business. With the help of this template, you can track company revenue, cost of sales, and income with this twelve-month profit and loss spreadsheet.

The worksheet calculates total sales for each month and year, and annual sales from different sources .

What does a P&L statement tell you about your business ?

A profit and loss statement lets you know exactly how your business is doing . Often used to determine both strengths and weaknesses in businesses , a profit and loss statement can also tell you the following –

  • Whether your products or services are profitable ?
  • Whether your business is trending in the right direction ?
  • How healthy your business is overall ?

Download and Use Profit & Loss Projection Free Excel Template

To use this Profit and Loss Projection Free excel template , you should have Microsoft Office/ Microsoft Excel installed in your system. After installing Excel or Spreadsheet, download the zip file of this template.

Now, extract the template using WinZip , WinRAR or 7Zip decompressing software. Once extracted, you can open the file using Excel and start entering data or customizing the template.

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5-Year Financial Plan Template

Whether you are already running a business, or making plans to start one up, financial planning is a vital part of ensuring your success. Not knowing your expected income and expenditure will make it difficult to plan, and hard to find investors.

This 5-Year Financial Plan spreadsheet will make it easy for you to calculate profit and loss, view your balance sheet and cash flow projections, as well as calculate any loan payments you may have. Whilst the wording on this spreadsheet is focussed around products, it can just as easily be used for businesses who largely provide services to their customers.

5-Year Financial Plan Projection

5-Year Financial Plan Projection Screenshot

How to use Financial Plan

Model inputs.

Use the Model Inputs sheet to enter information about your business that will be used to model results seen on the other pages.

Forecasted Revenue

The forecasted revenue section allows you to estimate your revenue for 4 different products. Simply use the white boxes to enter the number of units you expect to sell, and the price you expect to sell them for, and the spreadsheet will calculate the total revenue for each product for the year. If you want to give your products names, simply type over the words "Product 1", "Product 2" etc. and these names will be carried through to the rest of the spreadsheet.

Cost of Goods Sold

Your margins are unlikely to be the same on all of your products, so the cost of goods sold allows you to enter your expected gross margin for each product into the white boxes in Column B. The spreadsheet will automatically calculate the annual cost of goods sold based on this information, along with your forecasted revenue.

Annual Maintenance, Repair and Overhaul

As the cost of annual maintenance, repair and overhaul is likely to increase each year, you will need to enter a percentage factor on your capital equipment in the white box in Column B. This will be used to calculate your operating expenses in the profit and loss sheet.

Asset Depreciation

Use the white box to enter the number of years you expect your assets to depreciate over. This may vary greatly from business to business, as assets in some sectors depreciate much more quickly than they do in others.

In most parts of the world, you will have to pay income on your earnings. Enter the annual tax rate that applies to your circumstances in the white box in Column B. If you have to pay any other taxes, these can be entered later on the Profit and Loss sheet.

Although you cannot be certain of the level of inflation, you will still need to try and plan for it when coming up with a 5-year financial plan. The International Monetary Fund provide forecasts for a number of countries, so is a good place to look if you are unsure what to enter here. Simply enter your inflation rate in the white box.

Product Price Increase

As a consumer, you are no doubt aware that the price of products goes up over time. Enter a number in the white box to show the expected annual price increase of your products to enable the spreadsheet to calculate income in future years. If you are unsure what to put here, increasing your product price in line with inflation is a good starting point. If your business is just starting out, you may be able to command higher prices for your products or services as the years go on, as you build up brand recognition and a good reputation.

The funding section allows you to enter information about your business loan. To use this section, simply fill in the three white boxes representing the amount of the loan, the annual interest rate and the term of the loan in months - for example, 12 for 1 year, 24 for 2 years, 36 for 3 years, 48 for 4 years, or 60 for a 5 year loan.

Profit and loss

This sheet calculates your profit and loss for each year over a 5 year period. The profit and loss assumptions, along with income, are automatically calculated using information entered in the model inputs sheet.

Non-Operation Income

You may have, or be expecting some income in addition to your operating income. These can be entered manually in the white cells in Column B for Year 1, Column C for Year 2 and so on. There are pre-entered categories for rental, lost income and loss (or gain) on the sale of assets, as well as an additional row where you can enter your own non-operation income.

Operating Expenses

Some parts of this are already filled in based on information you put on the Model Inputs, for example, depreciation, maintenance and interest on long-term debt. Years 2-5 are also filled in for you across all categories based on the inflation information entered in the Model Inputs sheet. You therefore only need to enter your Sales and Marketing, Insurance, Payroll and Payroll Tax, Property Taxes, Utilities, Administration Fees and any Other Expenses into the white cells in Column B for Year 1.

Non-recurring Expenses

This section is for entering any expenses that you will not be paying on an annual basis. The Unexpected Expenses row allows you to enter a contingency for unexpected expenses, whilst the Other Expenses row allows you to enter any other one off expenses you may be expecting to make, for example the purchase of new equipment part way into your 5 year plan.

Income Tax is filled in based on the information you enter into the model inputs. Depending on where your business is based, you may find yourself having to pay other taxes. These can be entered in the Other Tax row. You can rename this row by typing over the "Other Tax (specify)" text.

Balance Sheet

The annual balances for Years 1-5 are, in most cases, filled in for you, based on the information you have entered on the Model Inputs sheet and in the Initial Balance column of the Balance Sheet column itself. This makes it very easy to use.

Current Assets

This is where you can enter the value of any of your current assets, with spaces to enter information about Cash and Short-term Investments, Accounts Receivable, Inventory, Prepaid Expenses and Deferred Income Tax. At the bottom of this section is a space for you to enter any other current assets you may have that do not fall into any of these categories.

Property and Equipment

Depending on the nature of your business, you may have assets such as Buildings, Land, Capital Improvements and Machinery. Enter the value of these assets into Column B, and these values will be copied over to each of the 5 years of the plan. The depreciation information entered into the Model Inputs sheet will be used to calculate the depreciation expenses, which allows a total for property and equipment to be calculated automatically.

Other Assets

This section is for entering information on any assets that don't fit in the other sections. These could be Goodwill Payments, Deferred Income Tax, Long-term Investments, Deposits, or any Other long-term assets. Enter the information into Column B, and it will be carried across to the yearly columns automatically.

Current Liabilities

As well as assets, your business is likely to have liabilities. There are spaces to enter Accounts Payable, Accrued Expenses, Notes Payable and Short-term Debt, Capital Leases and Other current liabilities. Just leave blank any rows where you do not have any liabilities, and the totals will be calculated for you.

Your long-term debt/loan information will have already been entered in the Model Inputs sheet, so the only thing to do here is to enter any other long-term debt. Unlike much of the rest of the Balance Sheet, you can manually enter different amounts for each year, as you may, for example, be expecting to take on another loan to purchase some new equipment in Year 3 as your business expands.

Other Liabilities

Use this section to enter any liabilities not covered by the pre-defined labels. You can amend the text in Column A, in order to specify the liabilities, and then enter the cost of these liabilities in Column B.

Your business is likely to have some equity, and this can be entered into this section. You can fill out the Owner's Equity, Paid-in Capital and Preferred Equity in Column B. Your retained earnings are automatically calculated based on the Profit and Loss sheet.

Much of the information on the cash flow sheet is based on calculations in the Balance Sheet. It is important to plan your cash flow carefully, so that you know what funds you will have available to buy new stock and equipment.

Operating Activities

Much of this section is automatically filled in based on your balance sheet. There are only three rows to fill out, which are Amortization, Other Liabilities and Other Operating Cash Flow. You only need to fill out the white boxes in Column B for Year 1, as these values will automatically be carried over into subsequent years for you.

Investing Activities

Your capital expenditures and sale of fixed assets will be automatically populated if you have filled out the relevant sections of the Balance Sheet. They will be blank if they do not apply. As investing activities can vary year on year, you will need to fill out any investment activities for each of the 5 years in the appropriate columns for Acquisition of Business, and any Other Investing Cash Flow items.

Financing Activities

The long-term debt/financing row will be pre-filled based on the loan information previously entered. Use Column B to fill out your Preferred Stock, Total Cash Dividends Paid, Common Stock and Other Financing Cash Flow items for Year 1. This information will automatically carried over to Years 2-5.

Loan Payment Calculator

There is nothing to enter on this sheet, as it is for information only. Whether or not you already have a loan, or are using this spreadsheet as a part of a business plan to help you obtain one, it allows you to easily see how much you will be paying each month, showing how much you are paying off your loan, and how much you are paying in interest. This will allow you to get an idea of whether or not you can afford to borrow a bit extra, if you feel it would allow you to push your business into higher places, or whether you need to shop around for a better interest rate or adjust the loan term in order to afford the loan payments.

Related Templates

Restaurant Profit and Loss Statement

Profit and Loss Template

A Profit and Loss Statement is another name for the Income Statement . If you want to create a profit and loss statement, you can use our income statement template and change the title. The Profit and Loss Template below is used for creating a 3-year projection , or an estimate of how you expect your business to perform from year to year. The profit and loss projection template is based on our Business Budget Template and uses the same income and business expense categories.

If you'd like to perform a cash flow analysis, and are looking for a 12-month profit and loss template, try the 12-Month Business Budget Template . All you would need to do is change the title to "12-Month Profit and Loss Projection." You can also use the profit and loss template below for a monthly cash flow analysis by changing the column labels from years to months.

Profit and Loss Projection Template

Other versions, template details.

License : Private Use (not for distribution or resale)

"No installation, no macros - just a simple spreadsheet" - by Jon Wittwer

Description

The Profit and Loss Projection Template helps you create a 3-year projection of income and expenses for your business. It uses the same list of categories as the business budget , but also includes columns for calculating the Percentage of Total Sales , which helps you to analyze cost of goods sold and operating expenses.

This workbook contains two profit and loss templates designed for companies providing services or selling goods. The main difference is that the Goods worksheet includes a Cost of Goods Sold section for recording inventory and purchases and calculating Gross Profit.

Using the Profit and Loss Template

The difference between a business budget and a profit and loss projection is subtle, but important. After creating a profit and loss projection, you could simply change the title of your spreadsheet to "Budget". However, if you are like me, your budget will be much more conservative than your projection. A projection should be as realistic as possible.

The profit and loss template includes the same set of categories as the business budget, and information about income categories and expense categories can be found on the Income Statement and Business Budget pages.

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Free editable projected income statement template.

Whatever is the scale of business, what matters is how much profit it gives at the end of the day. Companies keep track their income and expenses with projected income statement template for a certain period depending on the scale of business e.g. shopkeepers do a calculation of what they have spent and what they have earned at the end of each day while in large cooperate sectors monthly closing schemes are followed by accounts department for evaluating the performance of a business.

Income Statement shows income, expenses, and net income or loss of business for a specific time. This can be done daily, weekly, monthly, quarterly, semi-annually, or annually depending on company scale and policies. Usually for developing business, owners prefer to monitor business statements weekly it helps to evaluate business performance. You can also like Quickbooks deposit slip template .

The income projection template is an estimate of the financial results of the business in a future time. It’s often presented in the form of an income statement. Statistical tools are applied to historical data to forecast future incomes.

Table of Contents

Strategies to make the best income plans

For making the projected income statement of a business, different statistical forecasting methods are used to get estimates of future sales. The following are the four types of forecasting methods used by analysts for the estimation of future sales and variable costs of business. You can also see the production schedule template excel .

  • Straight Line Method
  • Moving Average Method
  • Simple Linear Regression Method
  • Multiple Linear Regression Method
  • Following are the key elements of the income statement should present,
  • Total Sales or Revenue
  • Total Expenses or Costs (Variable and Fixed)
  • Contribution Margins
  • Net Income (Profit or Loss)

Read about the Income statement .

For making projected income statement template excel spreadsheets are used most commonly. After getting projections of future sales and expenses one can easily make projected income statements out of it.

Simple Projected Income Statement Template Pdf

projected income statement template

Projected Income and Expenditure Statement Template

projected income and expenditure statement template

Projected Profit and Loss Statement Template Excel

projected profit and loss statement template excel

Projected Profit and Loss Statement Example

Projected profit and loss statement example

Projected Financial Income Statement Template

projected financial income statement template

Projected Profit and Loss Statement Template

Projected profit and loss statement template

How lengthy the projected income statement sheet is, it depends on the nature of the business and forecasting method adopted to predict future projections. Projected income statements can be very simple to complex based on how many variables are taken into consideration. Income statements are also sometimes referred to as profit and loss statements.

One good Projected Profit and Loss Statement Examples investment feasibility analysis. It is performed by investors before investing in a business. It utilizes the historical performance of the business to predict future profit and loss using forecasting methods. You can also check a simple project management template excel .

Listed are strategies to make the Projected Profit and Loss statement template using the excel spreadsheet,

  • At the top mention time for which income statement is under construction.
  • Write down the total sales revenue value in the next row.
  • Enlist breakups and total of all variable costs like raw material cost, electricity cost, maintenance cost, and another administrative cost.
  • Write down contribution margins in the next row. Contribution margin is calculated as CM = Total Revenue – All Variable Costs
  • Enlist breakups and total of all fixed costs like salaries, rental payments, depreciation, interest, and taxes.

To calculate net income (Profit or Loss), subtract fixed costs from contribution margins. Just to evaluate if Net Income results as a positive value it’s a profit while negative value reflects loss equivalent to the resultant amount.

Repeat all the above steps for historical periods which are used to forecast projections and for projected data of future time.

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Download Profit and loss projection Template In Excel

  • Excel Templates , Financial Management , Financial Statement

A  Profit and Loss projection is another name for the Income Statement. This template is used for creating a 3-year projection.  This template is based on our Free Business Budget Template and uses the same income and business expense categories.

For instance, If you’d like to perform a cash flow analysis for a 12-month profit and loss template , try the 12-Month Business Budget Template . All you would need to do is change the title to “12-Month Profit and Loss Projection.” You can also use the profit and loss template below for a monthly cash flow analysis by changing the column labels from years to months.

Projected Profitability Statement Excel Template

This template helps you create a 3-year projection of income and expenses for your business. It uses the same list of categories as the business budget, but also includes columns for calculating the Percentage of Total Sales , which helps you to analyze cost of goods sold and operating expenses.

This workbook contains two profit and loss templates designed for companies providing services or selling goods. The main difference is that the  Goods  worksheet includes a  Cost of Goods Sold  section for recording inventory and purchases and calculating Gross Profit.

Using the Profit and Loss Template

The difference between a  business budget  and a  profit and loss projection  is subtle, but important. After creating a profit and loss projection, you could simply change the title of your spreadsheet to “Budget”. However, if you are like me, your budget will be much more conservative than your projection. A projection should be as realistic as possible.

Forecasted Profit & loss statement

The Profit and Loss Projection template helps you create a 3-year projection of income and expenses for your business. It uses the same list of categories as the business budget, but also includes columns for calculating the Percentage of Total Sales , which helps you to analyze cost of goods sold and operating expenses.

Using the Profit and Loss Excel Template

Certainly the difference between a business budget  and a  profit and loss projection  is subtle, but important. After creating a profit and loss projection, you could simply change the title of your spreadsheet to “Budget”. However, if you are like me, your budget will be much more conservative than your projection. A projection should be as realistic as possible.

The profit and loss template includes the same set of categories as the business budget, and information about income categories and expense categories can be found on the Income Statement and Business Budget pages.

Download this Profit and loss projection template in Excel Format

Our easy to use editable Excel templates and save your significant amount of time and effort. Here’s how to download and use one of our templates:

Download this free Excel Template : Once you’ve browsed through our collection of templates and find the one that best fits your needs. Once you’ve found the template you want, click on the download button.

Replace sample data with your actual data: Once the template is downloaded, open it in Excel. You’ll see that it is already set up with sample data. To start analyzing your own data, simply replace the sample data with your actual data.

Customize the template: Our templates are completely editable, which means you can customize them to fit your specific needs. For example, you can change the formatting, add or remove columns, or create new charts and graphs.

Use the Excel template: Once you’ve fed in your data and customized the template, you’re ready to start using it for data analysis. Use the various tools and features of Excel to analyze and visualize your data, and make informed business decisions.

Save and share: Once you’ve finished working on the template, save it to your computer and share it with other members of your team or stakeholders as needed.

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Profit and loss projection Template

Profit-and-loss-projection

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  1. Profit And Loss Projection Template Excel

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COMMENTS

  1. Free Financial Projection and Forecasting Templates

    Jan 3, 2024 · Profit and Loss Forecast: This projects the profit or loss by subtracting projected expenses from projected revenues. Cash-Flow Projection: This assesses the inflows and outflows of cash, indicating liquidity over time. Balance Sheet Projection: This predicts the future financial position, showing assets, liabilities, and equity.

  2. Download Profit and Loss Projection Free Excel Template

    Download profit and loss projection template in Microsoft Excel and Spreadsheet. You can use this template to track revenue, cost of sales and income for twelve month. This template is useful for accountants, sales managers, business managers, financial planning analyst and business owners. About Profit and loss projection excel template

  3. 5-Year Financial Plan | Free Template for Excel

    This 5-Year Financial Plan spreadsheet will make it easy for you to calculate profit and loss, view your balance sheet and cash flow projections, as well as calculate any loan payments you may have. Whilst the wording on this spreadsheet is focussed around products, it can just as easily be used for businesses who largely provide services to ...

  4. Profit and Loss Template for Excel

    Aug 30, 2021 · The Profit and Loss Projection Template helps you create a 3-year projection of income and expenses for your business. It uses the same list of categories as the business budget , but also includes columns for calculating the Percentage of Total Sales , which helps you to analyze cost of goods sold and operating expenses.

  5. Free Editable Projected Income Statement Template - Excel TMP

    Nov 12, 2019 · It is performed by investors before investing in a business. It utilizes the historical performance of the business to predict future profit and loss using forecasting methods. You can also check a simple project management template excel. Listed are strategies to make the Projected Profit and Loss statement template using the excel spreadsheet ...

  6. Download Profit and loss projection Template In Excel

    The main difference is that the Goods worksheet includes a Cost of Goods Sold section for recording inventory and purchases and calculating Gross Profit. Using the Profit and Loss Excel Template. Certainly the difference between a business budget and a profit and loss projection is subtle, but important. After creating a profit and loss ...