You will get Business Financial Forecast Template | Excel or Google Sheets
Top Rated
Project details
Every business is different, so we'll work together to create a financial forecast template tailored to your goals, revenue streams, and planning needs. Whether you're launching a startup, planning for growth, preparing for investors, creating a budget, or organizing your financial planning, I'll build a practical Excel or Google Sheets template that's easy to understand, fully editable, and designed to grow with your business.
Your customized financial forecast can include:
Revenue, expense, profit, and cash flow forecasts
Monthly projections with annual and multi-year planning
Automatic formulas and calculations
Revenue streams and business-specific assumptions
Custom expense categories with dropdown menus
KPI summaries, charts, and dashboards
Budgeting and financial planning tools
Definitions and beginner-friendly guidance
Fully editable Excel or Google Sheets template
A flexible planning tool you can continue updating as your business evolves
Your customized financial forecast can include:
Revenue, expense, profit, and cash flow forecasts
Monthly projections with annual and multi-year planning
Automatic formulas and calculations
Revenue streams and business-specific assumptions
Custom expense categories with dropdown menus
KPI summaries, charts, and dashboards
Budgeting and financial planning tools
Definitions and beginner-friendly guidance
Fully editable Excel or Google Sheets template
A flexible planning tool you can continue updating as your business evolves
Language
EnglishWhat's included
| Service Tiers |
Starter
$10
|
Standard
$20
|
Advanced
$30
|
|---|---|---|---|
| Delivery Time | 1 day | 2 days | 3 days |
Number of Revisions | 1 | 2 | 3 |
Executive Summary | |||
Company Description | - | - | - |
Industry & Competitor Analysis | - | - | - |
SWOT Analysis | - | - | - |
Customer Analysis | - | - | - |
Tailored Marketing Plan | - | - | - |
Review & Critique | - | - | - |
Financial Forecast | |||
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
Frequently asked questions
75 reviews
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JB
Jennifer B.
Jul 10, 2026
Market research for a pitch deck
Dasha went above and beyond! She is a fantastic market researcher. She quickly worked through a large volume of information and delivered clear, well-organized insights for our pitch deck. Her knowledge of TAM, SAM, and SOM analysis was extremely valuable. She communicated clearly throughout the project. I would gladly work with her again.
RG
Ryan G.
Jul 8, 2026
Power Point
Dasha is an excellent presentation designer. She was responsive throughout the project and incorporated my feedback quickly. I was especially impressed with her ability to take my handwritten notes and transform them into a polished, professional presentation with a clean, engaging design.
BF
Babacar F.
Jul 8, 2026
4-Page LinkedIn Carousel Template
Dasha was amazing to work with. She was fast, talented, and created exactly what we asked for. She listened carefully to our feedback, understood our vision, and delivered a polished design that exceeded our expectations. I would definitely recommend her for graphic design and presentation projects.
FC
Flint C.
Jul 6, 2026
Digital Marketing, CRM & Administrative Support
Dasha is incredibly organized, detail-oriented, and provided us with a clear roadmap to move our project forward. Her recommendations helped us structure our reporting and CRM planning, and we'll be picking the project back up when we're ready for the next phase
TW
Toby W.
Jun 26, 2026
Customer Research & Market Intelligence Specialist Needed
Dasha exceeded expectations throughout the project. She delivered thorough, well-organized research, combined detailed analysis with strategic thinking, and proactively identified opportunities. Communication was excellent, deadlines were met, and the final report was polished, actionable, and immediately useful. She translated findings into practical recommendations, audience insights, marketing strategies, and creative direction that will continue to be valuable as the business grows. I wouldn't hesitate to work with Dasha again and highly recommend her for market research, business strategy, and marketing projects.
About Dasha
Market Research & Presentation Design | Canva, Excel & Reports
100%
Job Success
Manchester, United States - 1:39 am local time
I’m also a strong designer. I know how to improve layout, structure, readability, slide flow, formatting, and overall polish. That means your final deliverable will not only make sense, it will look professional and be easy to use.
Whether you need market research, a pitch deck, Canva presentation, Excel dashboard, or business report, you’ll get a creative and analytical partner who can organize the work and make it client-ready.
Research & Business Planning
* Market and competitive research
* Customer, industry, and trend research
* TAM / SAM / SOM
* Opportunity assessments
* Business plans and recommendations
* Research for pitch decks and reports
Pitch Decks, Canva & PowerPoint
* Pitch decks and investor decks
* Canva presentations and templates
* PowerPoint and Google Slides redesign
* Reports, proposals, and one-pagers
* LinkedIn carousels and business graphics
Excel, Google Sheets & Dashboards
* Excel dashboards and Google Sheets trackers
* KPI reporting and business intelligence summaries
* Spreadsheet modeling and planning tools
* Budget planning and forecasting inputs
* Survey, customer, and campaign data organization
Marketing Analytics & MMM Support
* ROAS, ROI, and channel performance summaries
* Marketing measurement and attribution support
* MMM support materials and stakeholder-ready slides
* Media budget planning and scenario summaries
* Data-to-deck storytelling
* Campaign reporting cleanup
Business Documents & Special Projects
* SOPs and process documentation
* CRM planning and workflow notes
* Product roadmaps and requirements
* Training and onboarding materials
* Project documentation and coordination
Steps for completing your project
After purchasing the project, send requirements so Dasha can start the project.
Delivery time starts when Dasha receives requirements from you.
Dasha works on your project following the steps below.
Revisions may occur after the delivery date.
Tell Me About Your Business
After your order is placed, I'll send a short questionnaire to learn about your business, goals, revenue streams, expenses, and planning assumptions.
Receive Your Customized Template
I'll build your financial forecast in Excel or Google Sheets and deliver a fully editable template that's easy to update as your business grows.