Carrying finance forward info@karryforward.com
Available Now · Excel (.xlsx)

5-Year Business Projection Template

A complete end-to-end financial planning toolkit. Income Statement, Balance Sheet, Cash Flow, KPI Dashboard, and 5-year projections — all in one fully-linked Excel model. Designed for startups, SMEs, and financial advisors.

9
Modules
5
Year Projection
4
Revenue Streams
24
Months Detail
Price
$19
One-time · Lifetime updates included
Buy Now

How it works: Click Buy Now → fill the purchase form → we email you payment details (Wise / Payoneer / bank transfer) → on confirmation, we send the Excel file to your inbox within 24 hours.

Live Excel preview · Click tabs to browse · Full editable file delivered after purchase

Fully Linked
Change one driver — every statement, dashboard, and chart updates automatically.
Editable
No locked cells. Replace placeholders with your business name, products, and numbers.
Print-Ready
Formatted for A4 landscape with repeating headers — investor-ready out of the box.
Lifetime Updates
Buy once. Get every future improvement to this template at no extra cost.
Live preview

See inside the model.

Click any tile to view full size.

Cover
Cover Page
Assumptions
Assumptions
KPI Dashboard
KPI Dashboard
Financials
Financials
Charts
Charts
What's included

A complete financial planning toolkit.

Income Statement

Revenue, COGS, Gross Margin, Opex, EBIT, Net Income — monthly and annual.

Balance Sheet

Assets, Liabilities, Equity — fully balanced with built-in auto-check.

Sources & Uses

Cash flow statement with financing activities tracking.

KPI Dashboard

4-panel snapshot: P&L, Balance Sheet, Cash, Key Ratios — Year 1/3/5.

Sales Projections

4 product/service lines with monthly unit pricing and volume.

Staffing Plan

Headcount by department, salaries, benefits, start dates.

Equipment & Depreciation

Hardware, software, fixed assets with depreciation schedules.

Manufacturing & Inventory

COGS build-up, material costs, inventory days — skip for service businesses.

Financing Activities

Equity raises, debt facilities, credit lines, interest schedules.

Built for usability

Auditable, transparent, ready to hand over.

Color-Coded Cells

Blue = inputs, Black = formulas, Green = links — industry standard.

Built-in Error Checks

Balance Sheet, S&U, and Rec & Disb checks must all equal zero.

No Macros Required

Pure Excel formulas — works on any version of Excel, including Mac.

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Need it tailored?

Customization and advisory available on request.

Tell us your chart of accounts, reporting structure, or specific use case — we'll scope a customization for you.

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