Coffee Shop Financial Projection Template Excel

Food & Beverage

5-year financial projection template/cash flow forecast for coffee shop. Excel/Google Sheets template download.

Perfect for:

Coffee Shops

Cafes

Bubble Tea/Boba Shops

Espresso Bars

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How It Works

Get started in minutes — download, customize, and take control of your business finances.

Choose Your Template

Select the financial model template that suits your brand.

Customize in Excel or Google Sheets

Open the Excel or Sheets file and enter your business numbers — no advanced skills required.

Plan with Confidence

Generate ready-to-use financial reports, charts, and dashboards.

How It Works Dashboard

What Our Customers Say

Sarah Johnson

Small Business Owner

"This template saved me hours of work. The financial projections were exactly what I needed for my investor pitch."

Michael Chen

Startup Founder

"Clean, professional, and easy to use. Highly recommended for anyone starting a new venture."

David Smith

Financial Analyst

"Great structure and formulas are accurate. A solid base for building complex models."

What You Get

Summary Page

Summary Page

Easily see all your key financial metrics — sales, profit, and cash flow — in one clean 5-year overview built for lenders and investors.

Income Statement

Income Statement

Track your business performance with a fully linked income statement that automatically updates as you change your assumptions.

Balance Sheet

Balance Sheet

View assets, liabilities, and equity all connected to your model so you can see how your business’s value builds over time.

Cash Flow Statement

Cash Flow Statement

Understand exactly where your cash is coming from and going — with built-in logic for operating, investing, and financing activities.

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.