10+ Financial Projection Templates in Google Docs | Google Sheets | Excel | Word | Numbers | Pages | PDF

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With the uncertainties of the future, people have to prepare the necessary precautions to avoid disaster. Although there’s no telling when one problem may arise, so it’s best to plan out steps to evade detrimental results. In business, financial stability is a priority. Companies, whether a small business or a well-known enterprise, need to utilize financial projections to dodge unwanted loses in both capital and revenue. This article features well-versed and easy-to-edit financial projections statement templates that various corporations can customize according to their preferences.

10+ Financial Projection Templates in Google Docs | Google Sheets | Excel | Word | Numbers | Pages | PDF

1. Financial Projections 3 Years Template

financial projections 3 years
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File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

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Some entrepreneurs prefer financial projections that compare progress over the years. If you’re a business owner who favors that type of template, this file is for you. The Financial Projections 3 Years Template has an organized and easy-to-understand layout complete with readable fonts for the convenience of readers and writers. Make haste and get a copy of this finance statement template right now!

2. Financial Budget Planner Template

financial budget planner
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File Format
  • Google Docs
  • Google Sheets
  • MS Excel
  • MS Word
  • Numbers
  • Pages

Size: A4 & US

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In a way, financial projects become a budget plan for corporations because the allocation of resources depends on the predictions of revenues and loses. The Financial Budget Planner Template has a well-arranged and professional format that helps business owners plan expenditures well. Don’t miss the opportunity and download this right away!

3. Weekly Sales Projection Spreadsheet Template

weekly sales projection spreadsheet
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File Format
  • Google Docs
  • Google Sheets
  • MS Excel
  • MS Word
  • Numbers
  • Pages

Size: A4 & US

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Are you searching for a financial projection sample to measure your restaurant’s weekly sales forecast? If that’s a yes, you came to the right article (and website). The Weekly Sales Projection Spreadsheet Template is specifically for business especially food stores or chains that want to know the assumed number of sales every week. You have nothing to worry about because this template is editable in MS Excel. Grab your copy now!

5 Steps in Making a Financial Projection

Step 1: Determine the Possible Expenses

Before creating the template, you first have to understand financial projections and forecasting. According to Intuit, a financial forecast is a well-detailed document that contains the future revenues and expenses of a business. It uses internal and external data to come up with an estimate of the company’s finances. In making your financial projection template, make sure you know the expenses that the company might encounter. The three common expenditures that businesses incur are one-time expenses, variable expenses, fixed-recurring expenses (non-labor and labor). After gathering data, you can decide on the parts of the template which are relevant to your business.

Step 2: Revenue Projections

When you’ve categorized the expenses that the enterprise might incur, you can direct a section for the revenue projections. Whether the company’s end-product is tangible or not, revenue projections still help businesses determine if they’ll need to push or lessen the production. It also contains the predicted profit in a particular timeframe.

Step 3: Get Details (Information) from Financial Statements

To validate the content of your financial projection, you need to make sure that you have a record of the company’s financial statements. Financial forecasts are assumptions for the future of the business. Although these are only predictions, it’s wise to consider the results it produces.

Step 4: Alignment of Your Business Plan and Financial Projections

Without end-goals, corporations would have no direction. That’s the reason why every company must have a business plan. However, the ever-changing work environment in business encourages organizations to reevaluate the contents of their plans. Moreover, financial projections and business plans work hand-in-hand to ensure stability for the company.

Step 5: Update Your Financial Projection Template

When the short-term or long-term financial projections are complete, you can start making predictions for the future of the business. Revisit the template, edit and update the content according to the projections for the following year or months.

4. Finance and Sales Projections Template

sales projections
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File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

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In business, you have to prepare for any possible outcome may it be good or bad. Of course, everyone prefers the latter. To avoid undesirable results, companies have to prepare for everything. The Finance and Sales Projections Template has a clean and well-organized format with different sections for the benefit of entrepreneurs. Don’t skip this opportunity and download this finance statement template at this moment!

5. Financial Projections Worksheet Template

financial worksheet
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File Format
  • Google Docs
  • Google Sheets
  • MS Excel
  • MS Word
  • Numbers
  • Pages
  • Editable PDF

Size: A4 & US

Download

Keeping track of the progress and delays of your projects and production is vital for companies. Together with the projections provided by your team, you can pinpoint the places that need improvement. The Financial Projections Worksheet Template has a horizontal orientation to utilize space. It also has detailed divisions to help business owners. Yours for the rest of your life when you click that orange button; download it now!

6. Monthly Cash Flow Forecast Template

 

cashflow forecast monthly 1
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File Format
  • MS Excel
  • MS Word
  • Numbers
  • Pages

Size: US, A4

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Knowing the cash flow or income of your business helps determine the strong points and weak spots of your product or service. The Monthly Cash Flow Forecast Template has a professional and easy-to-navigate layout that is editable to the preference of the data encoder. You can also download an assessment sheet with this template to enhance your business. Download now!

7. Project Weekly Status Report Template

project weekly status report template 1
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File Format
  • MS Word
  • Pages

Size: A4, US

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Whenever there’s a project, companies have financial projections about its profitability and expenses. The Project Weekly Status Report Template has a well-arranged content that includes graphs for visualization. It also has sections to organize information that needs to be in the document samples. Use this for your projects and download this right this instant!

8. Free Financial Accounting Calendar Template

financial accounting calendar
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File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4 & US

Free Download

Track the preciseness of the financial projections for your business with the use of this essential template sample. With its 1-year plan format, the Free Financial Accounting Calendar Template is a file that needs to be in your electronic gadget. Click that download button to get this calendars sample right now!

9. Free Monthly Financial Report Template

free monthly financial report template
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File Format
  • Google Docs
  • Google Sheets
  • MS Excel
  • MS Word
  • Numbers
  • Pages
  • Editable PDF

Size: A4 & US

Free Download

When you’re monthly financial projections are complete, you will need to report your findings. The Free Monthly Financial Report Template has a simple format supplemented by eye-pleasing colors. Editable in Google Sheets, this template is convenient and perfect for busy staff members. Download now!

10. Financial Projection Sample

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File Format
  • Editable PDF

Size: 149KB

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Including charts sample and tables in your financial projections is an excellent way to ensure that there’s a record for everything. The Financial Projection Sample has a systematic layout complete with legible font styles. Make your worries disappear and download this template sample this instant!

11. Financial Projections Guide Sample

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File Format
  • Editable PDF

Size: 545KB

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Start-up businesses are usually the ones with many questions about financial projections. Especially when they’re still immersing themselves in the environment, knowing where to begin is challenging. To make ends meet, companies should have a guide. The Financial Projections Guide Sample has more than ten pages of well-written content that guides businesses with what to write or prioritize. Don’t wait for tomorrow and download this sample right now!

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