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Try this financial projections template

Document data and crush cash flow projections with our Financial Statement Template.

Small businesses and enterprises alike can use our board and workdoc to manage everything from business planning and financial tracking in the long term to quick tracking of operating expenses.

Use template
Financial Projections Board

Integrate with your favorite tools

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harvest
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surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
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typeform
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slack
outlook
ms teams
jira
linkedin
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hubspot
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github
gmail
gitlab
excel
copper
github
mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github

Tips for customizing your financial forecast template


Unlike most free financial statement templates out there, monday.com’s is truly customizable to be used for any financial function in real-time. Whether you want to create a balance sheet and manage cash flow statements or monitor sales projections, there is an option for you.
Groups

Organize income statements

Clean up messy income statement storage with our pre-created groups for organization by category, date, and more.
Conditional formatting

Identify
trends

Quickly understand if your numbers are in profit vs. deficit using red and green conditional formatting that is already built into the template.
Dashboard

Visualize revenue projection

Easily switch to the Dashboard View to get a streamlined and colorful visual of where everything stands.

Key financial projection template features

Tracking and planning all aspects of your financial model becomes more streamlined when you use our Financial Statement Template. Here are a few more features for optimized financial planning.

  • Automations Save time on manual work like requesting weekly financial ratio reports by setting up a recurring automation for the task owner.
  • Easy sharing While not everyone in your organization might be an accounts payable whiz, quickly share key numbers with other stakeholders within the same company.
  • Embedded boards No need to jump back and forth between our template’s workdoc and board with the ability to directly embed board data into your clean page.
  • SEO LP Collumns drag Updated

    Gain financial insights faster with monday.com Work OS

    Keep you and your team’s fingers on the pulse for all things financial with our template

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    Frequently Asked Questions

    Questions?
    • What is included in financial projections? Here are a few recommendations:

      1. Startup expenses
      2. Payroll expenses
      3. Forecast of sales
      4. Operating expenses for a set period
      5. Cash flow statements for a set period
      6. Income statements for set time period
      7. Your balance sheet
      8. Breakeven analysis
    • Here is one model recommended for startups or those just starting out:

      1. Use spending and sales data to project future numbers
      2. Determine financial needs
      3. Create your plan
      4. Include contingencies and unplanned expenses in your plan
      5. Monitor your progress with a Work OS like monday.com.

    • Goal identification
      Listing assets and liabilities
      Monitoring cash flow and expenses
      Insurance planning
      Monitoring and optimization