ðŸ’°

Simplify your financial planning with our comprehensive template, guiding you step-by-step from defining objectives to presenting final projections.

1

Define financial objectives

2

Identify key business assumptions

3

Calculate start-up costs if applicable

4

Estimate sales revenue

5

Determine cost of goods sold

6

Estimate operating expenses

7

Calculate gross margin

8

Compute net income

9

Prepare income statement projection

10

Create balance sheet projection

11

Formulate cash flow statement projection

12

Calculate key financial ratios

13

Perform sensitivity analysis

14

Prepare summary of financial projections

15

Approval: Review Financial Projections Summary

16

Incorporate feedback

17

Finalize financial projections template

18

Present financial projections to key stakeholders