12-Month Cash Flow Forecast
Sheets + Excel4 slides
FreeFinancial projections templates
6 templates
All templates
Cash Flow Forecast Report
Docs + Word7 pages
Free
Break-Even Analysis Report
Docs + Word7 pages
Free
Financial Forecast Presentation
Slides + PowerPoint11 slides
Free
Financial Projections Report
Docs + Word8 pages
Free
Three-Year Forecast for Small Businesses
Docs + Word8 pages
Free- Browse all templates
Compare financial projections versions
 12-Month Cash Flow Forecast |  Cash Flow Forecast Report |  Break-Even Analysis Report |  Financial Forecast Presentation | |
|---|---|---|---|---|
| Format | Spreadsheet | Document | Document | Presentation |
| Works in | Google Sheets and Excel | Google Docs and Word | Google Docs and Word | Google Slides and PowerPoint |
| Length | 4 slides | 7 pages | 7 pages | 11 slides |
| Style | Corporate | Corporate | Minimal | Corporate |
How to choose a financial projections template
Financial projections estimate a business’s future revenue, costs and cash. Lenders and investors use them to judge a plan.
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Cover key assumptions, revenue forecast, cost forecast, cash flow, break-even point, and best and worst cases.
Show the assumptions behind each number, so readers can test your thinking.
Compare 12-Month Cash Flow Forecast, Cash Flow Forecast Report, and Break-Even Analysis Report, all 4 to 11 pages long, then pick the closest match and replace the sample text with your own.
Questions
What is a set of financial projections?
Financial projections estimate a business’s future revenue, costs and cash. Lenders and investors use them to judge a plan.
What should a set of financial projections include?
Include key assumptions, revenue forecast, cost forecast, cash flow, break-even point, and best and worst cases. Show the assumptions behind each number, so readers can test your thinking.
Which financial projections template should I start with?
Start with 12-Month Cash Flow Forecast: Plan the money coming in and going out each month for a year and see the bank balance at every month end. If that is not the right fit, compare it with Cash Flow Forecast Report.
How long is a set of financial projections?
The templates here are 4 to 11 pages long. Cut any section you do not need; each template explains what its sections are for.
Which apps can I use for a set of financial projections?
Yes. These financial projections templates work in Google Sheets, Microsoft Excel, Google Docs, Microsoft Word, Google Slides, and Microsoft PowerPoint. All 6 templates are free, with no account or email needed.
Who are these financial projections templates written for?
Mostly small businesses and startups and founders. The sample text in each one is written for a specific situation, so replace it with your own details.