Pro Forma Financial Statement
Free pro forma template for Excel. Project future revenue, expenses, and profitability with scenario planning.
| Line Item | Current Year | Year 1 (Proj) | Year 2 (Proj) |
|---|---|---|---|
| Revenue | |||
| Product Revenue | $500,000 | $600,000 | $720,000 |
| Service Revenue | $150,000 | $180,000 | $216,000 |
| Total Revenue | $650,000 | $780,000 | $936,000 |
| Operating Expenses | |||
| Cost of Goods Sold | $260,000 | $294,000 | $332,000 |
| Operating Expenses | $200,000 | $220,000 | $242,000 |
| Total Expenses | $460,000 | $514,000 | $574,000 |
| Net Income | $190,000 | $266,000 | $362,000 |
| Key Assumptions | |||
| Revenue Growth Rate | — | 20% | 20% |
| COGS % of Revenue | 40% | 37.7% | 35.5% |
Pro Forma Financial Statement
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3-Year Projection
Current + 2 projected years
Scenario Planning
Best/worst/base cases
Assumptions Tracker
Growth rates and metrics
Auto-Calculations
Projections computed
How to Use
1. Enter current year actual figures from your P&L.
2. Set growth assumptions for revenue and expenses.
3. Create scenarios with different assumption sets.
4. Use projections for investor presentations or loans.
What's Included
Pro forma with integrated sections:
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