Excel and Google Sheets Financial Projection Templates for Any Business
Perfect for SBA applications, investor decks, and smart planning. Get professional results in minutes without the headache.
Popular Templates
Food
Coffee Shop Projection Template Excel
Starting a coffee shop? This Excel financial projection template helps you estimate startup costs, forecast revenue, and see when your coffee shop becomes profitable before you open.
Coffee Shops
Cafes
Bubble Tea/Boba Shops
Espresso Bars
Food
Bakery Financial Projection Template Excel
Create 5-year coffee shop revenue forecasts, startup cost budgets, and investor-ready financial statements. Fully editable Excel projection template.
Bakeries
Pastries Shops
Cake shops
Donut Shops
Food & Beverage
Restaurant Financial Projection Template Excel
Build 5-year restaurant revenue projections, cost of goods, labor planning, and profit analysis in a fully editable Excel model designed for SBA lenders.
Full Service Restaurants
Fast Casual Restaurants
Quick Service Restaurants
Diners
Everything You Need to Succeed
5-Year Revenue Projections
Detailed monthly and annual revenue forecasts with multiple scenario planning to map growth.
Complete Cost Analysis
Track rent, labor, materials, and utilities so you know exactly where money goes.
Debt Coverage
Track your debt coverage ratio to ensure you can meet your debt obligations.
Cash Flow Management
Month-by-month cash flow projections so you never run out of working capital.
Investor-Ready Reports
Professional statements and charts for banks or investor presentations.
Goal Setting & KPIs
Set targets and track KPIs that actually reflect your business performance.
Frequently Asked Questions
Everything you need to know about our projection templates.
Complete 5-year projections, break-even analysis, cash flow tools, investor-ready reports, cost calculations, KPI summaries, and optional customizations.
Browse industry models on the Models page or request a custom build tailored to your needs.
Yes—it's a fully editable Excel file. Adjust assumptions, revenue streams, and costs freely.
Included instructions and email support. We also offer custom model services.
Yes, 7 days. If you're not satisfied, contact us for a full refund.