How do the Projection Templates work?

Browse the list of 70+ CPA developed financial projection templates to find your industry
Don't worry, if you don't see your industry listed or the one you purchase isn't the best fit, we'll help you find the right template and swap it for no extra charge!

Fill out your projection template

Every template organizes the information into a few tabs, and all of the cells where your numbers are needed are highlighted to guide you along
Our team is standing by to offer help as you go

After you enter your information into the template, you can upload your file to our team and get a custom video of our experts walking through your projections with feedback so you can be sure they are ready

Ready to get started? Search through our industry specific financial templates here!

Used for: Brewery, Microbrewery, Brewpub, Gastro Pub, Brewery and Dining Room, Tap Room, Keg distribution
Used for: Mobile Apps, Web-based app, Fintech app, Games with microtransactions

Fine and Casual Dining

Used for: Fine Dining, Sushi Restaurant, Steakhouse, Mexican Restaurant, Cajun Restaurant, Seafood Restaurant, Italian Restaurant, Hibachi Grill Restaurant

Don't see your Industry? Let us make a recommendation!

Not a fan of worksheets or looking for something a little more custom? We've got you covered.

Financial Projection Software App

Use our custom projection building software which you can start a free trial today with no credit card required
Work directly with our CPA, Grace, to build custom financial models exactly to your specifications and needs so you can feel confident raising investment, applying for a loan, or planning your next expansion

Join Thousands of Other Happy Founders

“…display our financials in an easily digestible, standard format.

"Initially, Fathom Voice created a complex set of investor documents, but this turned out to be a mistake, as they were not in a standard format for Angel investors
I needed a product that would display our financials in an easily digestible, standard format, ProjectionHub was the perfect solution
"

“…valuable tool for entrepreneurs

"ProjectionHub is a valuable tool for entrepreneurs who need a quick set of financial projections in a standard format
For entrepreneurs without the budget to hire a financial modeling expert, ProjectionHub's Do-It-Yourself model delivers a solution to easily create and share financial projections
"

Your Financial Projection Hub

Enter what you know about your revenue, expenses, assets,
and liabilities and we’ll take care of the projections

How Do You Create Financial Projections?

To make accurate and reliable business financial projections, you should start by building a revenue model specific to your business model
The revenue model will contain several assumptions – such as how you will attract leads, what percentage of leads you will convert into customers, and what your average customer will spend on your products and services
Modeling your expenses should take a similar approach

Once you have a good understanding of your revenue and expenses, you can integrate your custom revenue projections into an existing business financial statement template with ProjectionHub
This will help you automatically create your projected balance sheet, cash flow and income projections

What Do Financial Projections Include?

A financial projection utilizes two key elements: a set of assumptions that will drive the model and the financial projection statements
Your assumptions should help the reader understand how you arrived at your revenue projections and expense numbers
These assumptions should then be tied together in a financial model to create a projected profit and loss statement, cash flow statement and balance sheet

Which product is right for me?

Full Custom Model in Excel