14+ Pro Forma Excel Templates

proformaexceltemplates

A pro forma is any kind of document which is given as a formality or courtesy and contains information about a particular event. It is usually made for accounting purposes, as a record of a company’s various financial transactions. A pro forma has to be very detailed and takes a lot of time to be written. To save you of the extra effort, we have listed below pro forma Excel Templates, which you can use to make a pro forma in minutes.

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Proforma Invoice Template

proforma invoice template
Details
File Format
  • Google Docs
  • Google Sheets
  • MS Excel
  • MS Word
  • Numbers
  • Pages

Size: A4, US

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Basic Proforma Invoice Template

basic proforma invoice template
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File Format

Size: A4, US

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Simple Proforma Invoice Template

simple proforma invoice template
Details
File Format
  • Google Docs
  • Google Sheets
  • MS Excel
  • MS Word
  • Numbers
  • Pages

Size: A4, US

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Proforma Balance Sheet Template

proforma balance sheet template
Details
File Format
  • Google Docs
  • Google Sheets
  • MS Excel
  • MS Word
  • Numbers
  • Pages

Size: A4, US

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Proforma Invoice Word Template

proforma invoice word template
Details
File Format
  • MS Excel
  • MS Word
  • Numbers
  • Pages

Size: A4, US

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Simple Proforma Invoice Excel Template

simple proforma invoice excel template
Details
File Format
  • MS Excel
  • MS Word
  • Pages
  • Numbers

Size: A4, US

Download

How to use the Pro Forma Excel Templates?

The use of a pro forma Excel balance template is dependent on the type of template you are using. Some templates provide you with blank spaces to fill specific values, while others are a set of guidelines. In the blank templates, regions are specified where you have to list the amounts involved in various transactions.

This includes your various assets like cash and investments, your liabilities like accounts that are payable, and your surplus, which includes your cash reserves. By making these entries, you can calculate your net profit or loss. Templates that provide guidelines should be followed step by step.

Free Simple Proforma Invoice Template

simple proforma invoice template
Details
File Format

Size: A4, US

Free Download

Proforma Invoice Template

proforma invoice template
Details
File Format

Size: A4, US

Free Download

Pro Forma Income Statement Template Excel

Details
File Format
  • Xls
  • Xlsx

Size: 35.3KB

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This pro forma Excel template gives you various useful guidelines on the use of Microsoft Excel and Microsoft Office for the creation of spreadsheets and the use of its multiple functions. You can also see Excel Matrix Templates.

Pro Forma Balance Sheet Template

Details
File Format
  • Xls
  • Xlsx

Size: 40.4KB

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This is a very useful pro forma Excel template that can be used to create a pro forma balance sheet for a company by listing its various assets, liabilities, and surplus.

Pro Forma Financial Statement Excel Template

Details
File Format
  • Xls
  • Xlsx

Size: 504.3KB

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If you are looking to create a pro forma financial statement, then you can have great benefits should you choose to use this very well designed pro forma Excel template.

Pro Forma Balance Sheet Template Excel

Details
File Format
  • Xls
  • Xlsx

Size: 33.8KB

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If you are looking to create a balance sheet of your company’s transaction for a particular time interval, then this pro forma Excel template will turn out to be of immense assistance to you.

Who can use the Pro Forma Excel Templates?

A very diverse group of people can use pro forma Excel templates. Accountants are the ones who will find the most use for it, as they are the ones who are mostly responsible for keeping a record of a company’s various transactions. The Excel balance sheet templates that are available online on the internet can be of great help to you.

Cash flow templates can be used by families who have rented an apartment or a bungalow. They can make use of it to show their various sources of income, including the financial subsidies which they are making use of to pay the rent. Balance sheet templates can be made use of by various types of organizations and businesses.

Pro Forma of Cash Flow Template

Details
File Format
  • Xls
  • Xlsx

Size: 1.6MB

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This is a pro forma Excel template that is specially designed to make a pro forma to show the role of your finances in supporting you with your housing needs.

SSR Development Proforma Template

Details
File Format
  • XLs
  • Xlsx

Size: 201.2KB

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Pro Forma of P&L Template

Details
File Format
  • Xls
  • Xlsx

Size: 49.2KB

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Final Thoughts:

Should you choose to make use of any of the above-given pro forma templates, you will find out that they have various benefits. A huge amount of time is saved by making use of these templates. To create balance sheets, you have to list all the transactions separately and then add them together assets and surplus together and subtract the sum of all the liabilities to calculate the net profit or loss. This is a very lengthy calculation and has a lot of room for error.

Templates require you just to put specific values, and the calculation is done by making use of the inbuilt functions in Excel. Excel financial templates can be of great support to accountants in their daily activities. The pro forma invoice templates that have been listed above are proven to be useful and will surely reduce your burden of making a pro forma. Choose the ones that you find best suited for your purpose to build a pro forma using it.

General FAQs

1. What is a Pro Forma?

A pro forma can be defined as a practice or a document that is provided as a courtesy to the other. It has minimum requirements, conforms to a certain nor, and is considered only a formality for an agreement or a contract between two or more parties.

2. What is the purpose of a Pro Forma?

Proforma is a process of presenting financial projections for a specific period of time. Many business organizations use pro forma statements for decision making in planning and control, and also, external reporting to investors, creditors, and owners.

3. What should be included in a Pro Forma?

A pro forma must include the following:

  • Details of all the parties involved
  • The profit or loss statements (also called the income statement)
  • Cost of sales
  • Interests and taxes
  • Operating expenses
  • Signature of those involved

The above points make an effective pro forma you need.

4. What is the use of Pro Forma in business?

In business, a pro forma is prepared in advance of a planned transaction. This transaction could be a merger, a new capital investment, an acquisition, and so on. It anticipates the results of the deal with an emphasis on the projected cash flows, taxes, and net revenues.

5. How to make a Pro Forma?

Making a pro forma is pretty easy when you follow the given tips:

  • Use a price quote
  • Fix the price for the product/service
  • Describe the products/services in a proforma invoice
  • Mention the financial and shipping terms
  • Put a date
  • Make the invoice official by adding signatures of the respective people involved in it.

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