![]() Pro Forma Balance Sheet: This document conveys how your business plans to manage assets, including receivables and inventory.Pro Forma Cash Flow Statement: This area outlines the projected cash inflows and outflows the business expects to generate from operating, financing, and investing activities during a specific timeframe.Pro Forma Income Statement: Also known as a profit and loss statement, this section details the sales, cost of sales, profitability, and other vital financial information to stakeholders.Break-Even Analysis: This calculation helps establish the selling price of a product or service, and determines when a product or service should become profitable.Key Assumptions: This component details the basis for your financial projections, including tax and interest rates, economic climate, and other critical, underlying factors.If you prefer, you can also add a brief description of each statement in the respective statement’s section. Financial Overview: This section provides a brief summary of the financial section, and includes key takeaways of the financial statements.The financial section should demonstrate the feasibility and profitability of your idea and should support all other aspects of the business plan.īelow, you’ll find a quick overview of the components of a solid financial plan. Whether your organization is a startup, a small business, or an enterprise, the financial plan is the cornerstone of any business plan. Discover a Better Way to Manage Business Plan Financials and Finance Operations.Elements of the Financial Section of a Business Plan.Other Financial Templates for Business Plan.Business Budget Templates for Business Plan.Break-Even Analysis Template for Business Plan. ![]() 3-Year Sales Forecast Template for Multiple Products.12-Month Sales Forecast Template for Multiple Products.Sales Forecast Templates for Business Plan.Monthly and Quarterly Balance Sheet Template.Balance Sheet Templates for a Business Plan.3-Year Cash Flow Statement Template Set.Cash Flow Statement Templates for Business Plan.Small Business Profit and Loss Statement.Pro Forma Income Statement/Profit and Loss Sample.Income Statement Templates for Business Plan.Financial Plan Projections Template for Startups.Getting started with the Smartsheet API.ENGAGE Smartsheet ENGAGE brings together our global customers, experts, and partners to share their experiences, ideas, and best practices.Smartsheet events Your hub for Smartsheet events, webinars, Q&As, and user groups.Partners Learn about the Smartsheet partner program and access our partner directory.Community Explore user-generated content and stay updated on our latest product features.Help and Learning A comprehensive knowledge base, including articles, tutorials, videos, and other resources that cover a range of topics related to using Smartsheet.Content Center Articles and guides about project management, collaboration, automation, and other topics to help you make the most of the Smartsheet platform.
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