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Startup Financial Projection Model

A 36-month plan for a new business: revenue, costs, profit, cash and when you break even.

Startup Financial Projection Model dashboard sheet (dark theme, sample data)

What is inside

  • Assumptions you set once drive a 36-month model
  • Revenue, costs, profit and cash by month
  • Annual summary
  • Break-even month on the dashboard

Sheets in the workbook

  • Start Here
  • Dashboard
  • Assumptions
  • Annual
  • Model

Who it is for

  • Founders and small business owners planning a new venture
  • Anyone who wants a 36-month plan covering revenue, costs, profit and cash
  • Owners preparing for a conversation with a lender or partner

A look inside

Screenshots use the sample-filled copy. Your download also includes a blank copy.

Startup Financial Projection Model assumptions sheet (dark theme, sample data)Startup Financial Projection Model annual sheet (dark theme, sample data)Startup Financial Projection Model model sheet (dark theme, sample data)Startup Financial Projection Model dashboard sheet (light theme, sample data)

A planning tool, not financial or tax advice.

Questions

What do I get?

An instant download with the workbook in light and dark versions, a sample-filled copy so you can see it working, and a how-to guide. You pay once and there is no subscription.

Which apps does it work in?

Every template works in both Microsoft Excel and Google Sheets. To use one in Google Sheets, upload the file to Google Drive and open it with Sheets.

How do I get the file?

Right after checkout you land on a download page, and the same link is emailed to you.

Can I get a refund?

Digital downloads are all sales final once delivered. If a file is broken or missing, email us and we will replace it. See the Refund Policy.

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