Template pack · PDF download
Financial Forecasting Template Pack
3 spreadsheet-ready models for projecting revenue, expenses, and cash position — with the formulas and rules of thumb to use them.
$29one-time · secure Stripe checkoutGet the pack — $29
What's inside
12-Month Revenue Forecast
Project sales by month from prior-year revenue and a growth assumption, or from pipeline data.
Expense Budget Worksheet
Categorize fixed vs. variable costs and track budget against actuals with a variance column.
Simple Cash Position Tracker
Month-by-month cash in, cash out, and running balance — flag any month that drops below your operating cushion.
How it works
- Check out securely through Stripe.
- Your PDF download link is shown on the confirmation page.
- Rebuild each model in your spreadsheet and update it monthly.
What's next
Need someone to own the numbers with you? See FP&A Advisory or take the free Financial Performance Scorecard.
Financial Forecasting Template Pack
$29
These are planning templates, not accounting, tax, or investment advice. Work with a licensed accountant or bookkeeper for your actual financial statements and filings.