Evaluating your company’s financial performance is great. But planning for the future is just as important.
Sound financial projections give startups and established businesses a significant boost in making informed decisions and preparing for unexpected events. It forecasts estimated cash flow, sales, expenses, profit and other financial results you plan to achieve.
But that’s not all. When seeking funding, financial projections not only validate your business to investors or partners but also convince them of its growth potential.
So, how do you create one? Financial projection templates make the entire process a breeze. In this article, we’ve compiled 14 financial projection templates to simplify your financial planning process and help you make well-informed business decisions.
A financial projection is a forecast of a business's future financial performance. It helps you estimate critical financial figures, such as revenues, expenses and profits, over a specific period.
By creating financial projections, business owners can plan, make informed decisions, and prepare for various possibilities. These predictions also act as a roadmap to guide growth, attract investors and estimate profitability.
Therefore, financial projections are necessary to run a business successfully, regardless of size and type.
Here's an example of what a financial projection document looks like and the insights it offers.
When creating a financial projection, there are three main sections you should focus on. These are the income statements, cash flow projections and balance sheet projections.
This is the storyteller of your company's performance, focusing on four essential items: revenue, expenses, gains and losses over a specific period. It reflects the results of your business operations and provides insights into whether you are losing or making money.
The income statements display your company's revenue, gross margin, costs, gross profit, taxes paid, marketing and other expenses.
This example shows your projected income statements.
Cash flow projections forecast the amount of money expected to come in and go out over a specific period. This report will help you manage your business operations and payments more effectively, especially during negative cash flow.
Additionally, it provides a quick overview of your company's liquidity and short-term financial stability.
The balance sheet projection gives you a bird's eye view of your business's financial health. It forecasts your assets, liabilities and equity. By incorporating it into your financial projection, you can predict your financial status, plan for funding requirements and assure stakeholders about the financial stability of your business.
Use these comprehensive templates to analyze and forecast your business's financial future. The templates are fully customizable, ranging from presentations and reports to budgets and tables.
Choose your template wisely and customize it using Visme’s budget planner.
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This financial projection template is designed to transform your data into meaningful insights. It provides a clear and concise overview of your financial projections, including income statements, balance sheets, assets, liabilities and equity.
The tool offers unique features—such as radial gauges for income statement predictions and a dual chart—that visually illustrate total liabilities and equity. Additionally, the template showcases balance sheet ratios across different countries using an innovative vertical bar graph, providing a global perspective.
Visme's AI presentation maker can help you create professional-looking financial projection presentations in just a few minutes. This advanced tool simplifies the design process and helps you reduce the time spent on presentation design.
Provide your prompt, choose your preferred style, and the tool will generate everything - including the text, images and illustrations.
Here's a template that looks similar to the previous one but comes in a different color. However, with Visme, you don't have to restrict yourself to a limited color palette. In the editor, you can use the color wheel to create your own unique colors, apply a specific HEX code or choose from any of the color presets available.
Whether reviewing your company's finances or presenting to stakeholders, this balance sheet presentation template is a great way to show your financial projection.
It's designed with separate slides for different financial aspects, such as assets, liabilities and stockholder equity. The template also separates current and long-term liabilities into distinct slides and tables, making it easy to organize your financial data.
Turn numbers and statistics from your balance sheet into beautiful, meaningful visuals using Visme's data visualization tools. Visme offers 30+ data widgets such as radial gauges, progress bars, population arrays and many others to help you visualize data.
For larger data sets, you can choose from 20+ types of charts and graphs, including bar graphs, line graphs, pie charts and more.
A well-audited financial report is crucial for financial projections and this template provides a classic way to communicate your findings effectively without drowning in numbers.
This comprehensive template presents asset data, including current and fixed assets and other elements such as income statements, cash flow, liabilities and partners' capital deficits. It displays detailed information in organized tables, with the added clarity of table and bar graphs for income statements.
Using this template makes it easy for you to spot trends and make forecasts in your business finances.
Are you looking for a way to save time on report creation? Visme's AI report writer is the solution you need. Whether you are compiling a quarterly financial summary or an end-of-year financial analysis, the tool guides you through the process.
All you need to do is generate your first draft report using a prompt. Once you've done that, you can choose a style and the tool will generate text, graphics and visuals to match. And if you want to make further tweaks, customize the template until you're happy with the final design.
RELATED READING: 11 Professional Audit Report Templates for Business
Illustrate your company's financial performance to ensure accuracy for tax, financing or investing purposes using this financial statement presentation template.
This template combats information overload by focusing on key facts, presented with minimal text and maximized data visibility. The creative use of icons and images reinforces information, making it more digestible and engaging. It's the perfect tool to present complex financial figures and estimates in an appealing and easy-to-understand format.
And if you need help writing the content for your financial projection templates, Visme’s AI writer is here to help. It can draft an entire financial statement, create a structure for your presentation and even proofread your text for grammatical or syntax mistakes.
Need to summarize a hefty report? Visme AI Writer can do it. Need persuasive CTAs for your stakeholders? It has you covered. All you need to do is explain what you want the tool to do for you and you're good to go.
The financial analysis presentation template empowers you to create a vivid, compelling narrative about your organization's financial health. It focuses on critical financial elements such as the profit vs. loss landscape, project earning capacity, assets and the operating profitability ratio.
With this template, you can easily translate complex figures into a simplified visual language that anyone can understand. You can quickly and efficiently explain your financial standpoints by examining assets and disclosing your operating profitability ratio.
Apply your brand's visual identity to your financial projection templates easily using Visme's brand design tool.
Simply copy and paste your website URL and the brand wizard will extract your brand colors, brand fonts and company logo from your website. Once saved, anyone from your team can apply your branding elements to any design with a single click.
This will help you establish credibility and reinforce your brand identity while presenting financial insights to stakeholders and team members.
The company finance report template simplifies how you analyze your business's finances. It clarifies the amount of money your company has and the amount it owes by breaking down assets and liabilities. It also allows you to compare your expected financial outcomes with the actual results, guiding you to stay on track.
Additionally, it summarizes financial market movements, helping you understand how your company fits into the larger financial landscape. It makes tracking your monthly operational expenses smoother, enabling you to manage costs effectively.
A budget template makes it easy for you to plan and control financial activities in your business.
This company financial budget template helps you navigate the crucial aspects of budgeting, such as salaries, operating expenses and other miscellaneous costs. It strengthens your budgeting process with detailed income statements, ensuring you have a comprehensive view of your cash inflows, outflows and net cash flow.
Use Visme's dynamic fields feature to maintain consistency across all your financial projection documents. Create custom fields such as costs, revenue projections, profit margins or anything else you want.
Whenever you update the information, the tool automatically updates all the other documents or projects containing these fields. This way, you can ensure that your financial projections are always up-to-date and accurate.
Use this template to plan your company's operating budget and create the sales forecast, the crucial elements for financial projections. It provides a detailed revenue and expense expectations plan, enabling you to predict future financial performance, strategically allocate resources and make informed decisions to achieve your financial goals.
It helps you simplify your company's cash flow and guides you toward fiscal targets with precision for upcoming periods or long-term planning.
Creating financial projection documents can be a complex task. It often requires the active collaboration of different members across an organization.
Visme's design collaboration tools can help simplify this process. It brings transparency, efficiency and security to the task.
With Visme, you can share the financial projection template with your team by sending email invitations or sharing a project link. It allows them to leave comments, annotate specific elements and edit the document together.
Accurate tracking of expenses and smart budgeting are essential for the success of any business. This company expenses report template is designed to be your perfect companion in achieving this. It helps you systematically categorize your major corporate expenses, such as employee, office and marketing.
This template is not just a record of what you spend. It's also a tool to help you identify potential areas where you could better allocate the budget. It highlights sections where the expenditure proves beneficial, deserving more allocation and points out those costs you could cut.
With Visme's workflow management features, customizing your financial project and expense reports templates becomes more efficient and organized. You can assign specific tasks to team members and manage roles, tasks, progress and deadlines in one place.
Forecasting a company’s financial future is no small task. The financial projection template is a comprehensive yet concise one-pager that provides a data tableau for each year over a specific period.
It features information about debts, liabilities, overdue amounts, assets and a detailed snapshot of your company’s financial status.
This template ensures key stakeholders can quickly grasp your financial standing and predict future trends. Besides the concise presentation, the template can be a valuable tool for strategists and analysts conducting in-depth studies on the company’s financial health.
The cash flow financial model table template is an easy-to-use tool that helps you manage and comprehend your business' finances. This template includes sections for all of your financial activities. It begins with the income earned from sales, grants and refunds.
Then, there is a segment that lists all the expenses of running your business, from buying supplies to paying for advertisements or investing in the growth of your business. All of this data allows you to determine whether you are earning more money than you are spending or the opposite.
The monthly operating expenses dashboard template is an invaluable resource for keeping track of your financial activity and budget effectively. This template visually represents your company's monthly expenses, clearly showing expenditures across different categories, such as salaries, utilities and office supplies.
Using this organized and concise dashboard, you can quickly assess your spending, identify cost-saving opportunities and make more informed operational decisions to maintain financial stability.
With Visme's animation and interactivity tools, you can bring your financial projection templates to life.
With these tools, you can create interactive elements such as clickable menus, pop-ups, hover effects and more. You can add animated icons, illustrations and special effects to make the document more engaging.
With an intuitive and visually appealing layout and bar graphs, this dashboard displays critical financial metrics, including revenue, net profit and cash flow. The dashboard makes it easy for financial analysts to compare the current and previous month's performance and calculate the month-on-month change.
Seamlessly integrate your favorite applications like HubSpot, Salesforce and Mailchimp with Visme. This integration lets you export your charts, graphs and dashboards into third-party platforms for real-time insights into your financial performance.
For instance, you can integrate Salesforce data into your Visme documents to get live sales pipeline data and customer behavior that directly influences your financial projections.
Creating financial projections is straightforward with Visme. Just follow these three simple steps:
First things first, head over to the Visme website. If you're new, sign up for an account using your name and email address. If you already have an account, simply log in.
Once you're in, browse through Visme's collection of templates and pick one for financial projections. You’ll find a design that aligns well with your business needs and aesthetics.
The next step is to make that template yours. There are many ways to customize your templates in Visme.
One of the first steps in customizing the template includes adjusting the projected revenue forecasts, expense estimates and other figures. You'll find preset numerical values you can replace with your own to make the document valid for your business.
Insert your company's name, address, and other details into the template. This will make the template uniquely yours and aid in better business recognition.
Visme lets you change fonts and colors according to your liking or brand image. You can use Visme's color wheel to create your own colors, copy-paste a HEX code or choose from the color presets.
Also, Visme comes with various fonts and font combinations that you can choose from.
To visualize more extensive data sets, you can choose from 20+ types of charts and graphs. Or, use the data widgets like progress bars, population arrays and radial gauges to visualize smaller data sets.
Edit the existing data visualizations to input your own values just by clicking on them and changing them from the sidebar.
After fine-tuning your financial projection, it's time to download and share it. Download your document in formats like PDF, JPG or PNG for offline use.
If you want to share it directly with colleagues or stakeholders online, Visme allows you to generate a shareable link. You can even publish your work online by generating a snippet of code to embed it on your website or landing page.
Financial projections are crucial for several reasons:
Businesses use financial projections for these purposes below
To calculate financial projections for a business plan, you will need to estimate the future revenue, expenses and cash flow of your business.
A 3 year financial projection is a document that estimates a company's future financial position based on expected revenues, expenses and cash flow over a three-year period.
Here's how you can make a 3-year financial projection:
No, a financial projection is not the same as a financial plan. A financial projection forecasts future revenue and expenses, estimating how much money the company may make or spend. A financial plan is broader; it outlines the business's financial goals and how to achieve them, including savings, investments and budgeting.
No, though often used interchangeably, financial forecasts and financial projections are not the same. A financial forecast predicts the financial outcomes in the near future based on current conditions and expected short-term trends. In comparison, a financial projection is a calculation that shows what could happen if the business performs in a certain way.
In other words, a forecast is based on current conditions, whereas projections are based on potential scenarios.
A financial projection is like a weather forecast but for your business! It's your best guess of how much money your business will make (revenues), how much it will spend (expenses), and what will be left after paying everything off (profits) in the future.
Creating financial projections is always challenging and time-consuming. But it's worth the effort to create a financial projection to help you make better decisions about your business.
With Visme, crafting financial projections becomes straightforward. All you need is your financial data, a Visme account, and a few minutes. You can use the financial projection templates provided in this article as a starting point and customize them using Visme’s advanced tools.
Besides financial documents, Visme also helps create various documents for different teams, such as marketing, human resources, training and development, and others. This way, Visme ensures you have all the documents you need to run and grow your business successfully.
Sign up for Visme today and take your financial projections to the next level.
