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

Excel (.xlsx) • PDF (.pdf) • 3-Year Projection • Scenario Planning • Free download

Excel (.xlsx) PDF (.pdf) Google Sheets
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:

Revenue Projections Expense Forecasts Net Income Assumptions Scenarios Auto-formulas

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