Financial Projections Template

Maximize your business performance with our Financial Projections Template! Plan, monitor, and optimize to reach your goals faster.
Or import into an existing account
Financial Projections Template

What is a Financial Projections?

A financial projection is a forecast of a company's future financial performance. It is used by businesses to plan for the future and make decisions about investments, budgeting, and other financial matters. Financial projections are typically made by accountants, financial analysts, and business owners.

What's included in this Financial Projections template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Financial Projections template for?

This Financial Projections template is designed to help business owners, accountants, and financial analysts forecast the financial performance of their businesses. This template can be used for budgeting, planning investments, and making other financial decisions.

1. Define clear examples of your focus areas

A focus area is a specific area of business that you would like to improve or grow. Examples of focus areas may include Financial Projections, Business Development, Technology, and more. For each focus area, you will want to set objectives and measurable targets.

2. Think about the objectives that could fall under that focus area

An objective is a measurable goal that you are trying to achieve within a focus area. For example, under Financial Projections, an objective could be to increase revenue or reduce expenses.

3. Set measurable targets (KPIs) to tackle the objective

A KPI (Key Performance Indicator) is a measurable target that you set to help you achieve your objective. KPIs should be specific, measurable, attainable, realistic, and timely. For example, under Financial Projections, the KPI could be to increase total revenue from $200,000 to $300,000.

4. Implement related projects to achieve the KPIs

A project (action) is a specific set of activities that you undertake to help you reach your KPI. For example, under Financial Projections, the project (action) could be to expand market share to help increase total revenue.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform helps businesses streamline the strategy execution process. It can help you track progress, monitor KPIs, and achieve your objectives faster.

Getting started with your
Financial Projections Template
only takes 20 seconds.
Or import into an existing account