Financial Projections

Overview - Recovery Plan - Expert Session

The financial projections video walkthrough and template will walk you through how to project your future income and expenses for 2021, using your past financial data while acknowledging changing market trends. Your financial projections should tie in directly with your recovery plan and reflect the SMART goals that you have developed.

First watch the video below, which explains how to use the template. Then, open the template using the buttons below and complete it with data that is specific to your business.

Financial Projections Video Walkthrough:

Financial Projections Template:

Note: If you would like to fill out the file using Google Sheets, you must first log in to Google Drive and then, on the document, go to “file” > “make a copy” in order to create a personal copy of the file.