Create a funder-ready financial plan in just a few hours
Are you struggling to prepare a professional financial forecast for your business plan or funding application?
Our DIY Financial Forecast Excel Tool gives you everything you need to confidently plan your numbers — even if you’re not an accountant.
This easy-to-use spreadsheet guides you step-by-step through all the important financial details, including investments, expenses, sales assumptions, salaries, cost of sales, loan terms, and working capital.
All calculations are automated. You simply enter your information in the Input and Assumptions sheets, and the system does the rest.
What this tool helps you do
Build a 12–36 month financial forecast with zero stress
Calculate setup costs, assets, and working capital
Plan your monthly expenses and salaries
Forecast your sales, units, pricing, and cost of sales
Determine loan repayment terms and cash vs 30-day payment cycles
Break yearly sales into realistic monthly percentages
Make sure your cash flow stays positive
Produce clean, structured financial tables funders understand
Perfect for:
Startups preparing a funding application
Existing businesses planning growth
Entrepreneurs who want clarity on their numbers
Anyone who needs a simple but professional forecast
Why entrepreneurs love it
Beginner friendly
Accurate calculations
Funder-approved structure
Easy to update anytime
Saves hours of confusion and mistakes
What’s included
Fully formatted Excel workbook
Automated formulas
Clear instructions and guidance
Working capital calculator
Sales, expenses, salaries & cost-of-sales templates
Loan repayment calculator
Ready to use for banks, SEFA, NEF, IDC, investors, and grant applications
Create your forecast with confidence and present funders with solid, credible numbers.
Get your DIY Financial Forecast Tool today and take control of your business finances!