Download 12 Month Financial Projection Free Excel Template

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Download this easy to use and free 12 month financial projection template in Microsoft Excel and Spreadsheet. Projections are shared with Lenders and Banks and Financial Institutions to get sanction on the loan. This template is perfect if you are looking for 12 month financial projection template for loan processing and application. Financial projections for bank loan excel template is easy to use and customize.

Understanding financial projections in business

Financial projections use existing or estimated financial data to forecast your business’s future income and expenses. They often include different scenarios so you can see how changes to one aspect of your finances (such as higher sales or lower operating expenses) might affect your profitability. (Source : SCORE)

Inclusions of Financial Projections

A financial projections template usually includes a few financial statements that will help you achieve better financial performance for your business. Let us break down the components and understand each of these in detail –

a. Income Statement

Also called the Profit and Loss Statement, this focuses on your company’s expenses and revenues generated for a specific period of time. A typical income statement includes expenses, revenue, losses, and gains. The sum of all these is the net income, a measure of your company’s profitability.

b. Cash Flow Statement

Taking a look at a cash flow statement makes you understand how your company’s operations work. The statement explains in detail how much money goes in and out of your business in the form of either expense or income. This document includes the following:

  • Operating Activities
  • Investing Activities
  • Financing Activities

c. Balance Sheet

Balance Sheet is a statement of your business’ liabilities, assets, and capital at a specific point in time. It details the balance of expenditure and income over the preceding period. This document provides you with a general overview of your business’ financial health. Here is an overview of these components:

  • Assets
  • Liabilities
  • Owner’s Equity

Download and use 12 month financial projection excel Free template

Our financial projection template will help you forecast future revenues and expenses by building up from payroll schedules, operating expenses schedules, and sales forecast to the three financial statements.

To use this 12 month financial projection template, you should have Microsoft Office/ Microsoft Excel installed in your system.

After installing Excel or Spreadsheet, download the zip file of this template, extract the template using WinRAR or 7Zip decompressing software. Once extracted, you can open the file using Excel and start entering data or customizing the template.

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