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3-Year Financial Forecast
A monthly, three-year forecast of revenue, costs, profit and cash, ready for your business plan, pitch deck and funding applications.
- Instant download
- Secure Shopify checkout
- For your own business use
What's inside
- Assumptions: revenue streams, operating expenses, people, equipment, funding and tax rate
- Monthly: the forecast month by month, with a cash check that warns you when cash runs low or short
- Annual Summary: figures and charts that update automatically
- Scenarios: switch to a conservative case to test a slower year
- A loan schedule
Who it's for
Owners writing a business plan or applying for funding.
Format
Excel workbook, 4 tabs. Instant digital download.
Also included in The Business Plan Guide & Template. A planning model, not accounting. Sales taxes are not modelled.
Every download includes our Products and Prices list. Prices are subject to change at any time without notice.
Digital products are final sale. For general information and education only; not legal, tax, accounting, employment, investment or financial advice.
How it works
Buy once. Use it in your business.
Check out securely
Pay through Shopify's secure checkout. Free resources check out at $0.
Download instantly
Your link arrives by email right away, and your files stay in your account.
Make it yours
Fill in, edit and adapt the files for your own business.
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