6+ Pro Forma Excel Templates

A pro forma is any kind of document which is given as a formality or courtesy and contains information about a particular event. Pro forma are 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.

Pro Forma Income Statement Template Excel

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File Format
  • Xls
  • Xlsx

Size: 35.3KB

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

Pro Forma Balance Sheet Template

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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

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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

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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.

Pro Forma of Cash Flow Template

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File Format
  • Xls
  • Xlsx

Size: 1.6MB

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

SSR Development Proforma Template

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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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> How to use the Pro Forma Excel Templates?

The use of a pro forma Excel 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. It the blank templates, regions are clearly specified where you have to list the amounts involved in various transactions, like your various assets like cash and investments, your liabilities like accounts which are payable and your surplus which includes your cash reserves. By making these entries, you can calculate your net profit or loss. Templates which provide guidelines should be followed step by step.

Who can use the Pro Forma Excel Templates?

Pro forma Excel templates can be used by a very diverse group of people. 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. You can also see Excel Balance Sheet Templates.

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 organisations and businesses.

What are the Benefits of using a Pro Forma Excel Template?

Should you choose to make use of the above given pro forma Excel 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 the 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 to just 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 Excel 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 suted for your purpose to build a pro forma using it.

by Abigail Breslin

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