Bakery Financial Model Excel Template
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Bakery Financial Model Excel Template

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Model Highlight

Five-year financial model template for Excel for Bakery 3 Way Forecast Excel Template with prebuilt three statements - consolidated statement of profit and loss proforma, balance sheet, and startup cash flow statement. Key financial charts, summaries, metrics, and funding forecasts built-in. Created with the mind of the bakery business. Use Bakery Business Plan Pro Forma Template Excel to get funded by banks, angels, grants, and VC funds. Unlocked - edit all - last updated in Sep 2020.

Model Overview

The bakery cash flow proforma template includes all necessary forecasting reports, includes industry-specific assumptions, pro forma profit and loss statement (p&l proforma), startup cash flow statement, break-even analysis, performance KPIs, and financial summaries for months and years (incl. numerous graphs and KPIs).




  • Prove To Lenders Your Ability To Repay On Time
  • Build Bakery Cashflow Projection And Pitch For Funding
  • Predict Cash Shortages And Surpluses
  • Attract Top Talents
  • See Where The Bakery Cash Is Coming In And Going Out
  • Forecast All 3 Financial Statements With Bakery Financial Model Excel
  • Estimate Bakery Expenses For Next Periods
  • Easily Model Bakery Income Statement And Balance Sheet




Update anytime 
You can easily adjust inputs at the launch stage and throughout the further activities of your store to refine your forecast.

Identify cash gaps and surpluses before they happen. 
Forecasting your future cash balance helps you see well in advance when you may have a cash deficit that could hurt your business. Statement Of Cash Flows will give you enough time to take action to prevent a crisis. It will enable you to access better loan rates or speed up incoming payment to bridge the gap. On the other side, if you know ahead of time that the large lump of cash will lay in your bank account within the next three months. In this case, you might need to explore options to reinvest it in your business to drive growth.

Get a robust, powerful financial model which is fully expandable 
This well-tested, robust and powerful Bakery Financial Projection Excel is your solid foundation to plan bakery business model. Advanced users are free to expand and tailor all sheets as desired, to handle specific requirements or to get into greater detail.

External stakeholders, such as banks, may require a regular forecast. 
If the business has a bank loan, the bank will ask for a Bakery 3 Way Financial Model regularly.

Confidence in the future 
Using our financial model, you can effectively plan, prevent risks, manage stocks and cash flows and foresee your prospects for the next 5 years.

Print-ready Reports 
Solid package of print-ready reports, including a p&l projection, cash flow statement, a balance sheet, and a complete set of financial ratios.




With our pre-built valuation template in the Bakery Business Plan Pro Forma Template Excel, you will receive all the data your investors might need. The weighted average cost of capital (WACC) will show your stakeholders the minimum return on enterprise funds invested in its activities capital. Free cash flow valuation will show a cash flow available to all investors, including shareholders and creditors. Discounted cash flow will reflect the value of future cash flows in relation to the current time.

Top Revenue 
The top line and bottom line are two of the most important lines on a company's forecasted income statement. Investors and analysts pay special attention to the company's revenue and profits and carefully monitor any changes regarding these financial metrics from quarter to quarter and year to year. The top line of the projected p&l statement refers to a company's revenues or gross sales. Therefore, when somebody says that the company has 'top-line growth,' it means that the company is experiencing an increase in gross sales or revenues, which should positively impact other company's financials and overall performance.

All in One Place 
This Bakery P&L Projection will give the entrepreneurs financial assumptions regarding costs and income that can be brought together to get the business's full picture.

Break Even 
Break-even point calculation is a part of this Bakery Financial Model In Excel Template. This financial indicator is essential for every start-up to understand whether it is appropriate for doing this kind of business. Break-even analysis shows the company's required revenue level that will cover all the business costs, including taxes. When this revenue level is reached, the company begins to bring in profits, which means that the start-up investments start to pay off.

Financial Statements 
Our Bakery Financial Projection Template Excel has pre-built consolidated financial statements: pro forma p&l statement, Balance Sheet, and cashflow forecast. These financial statements can be presented on a monthly, quarterly, and annual basis. Users can also import existing financial statements and reports from Quickbooks, Xero, Freshbooks, and other accounting software to create rolling forecasts and to make actuals vs. forecasts comparison.

Our Bakery Financial Projection Excel has a dashboard that summarizes information from the other spreadsheets of the financial model. With this dashboard, you can set your key performance indicators (KPIs), and the dashboard will include them into the calculations and the information from the financial statements. You can create the dashboard with core financial information on a month-by-month basis and change any time you need.

Loan opt-in 
A loan amortization schedule template reflects the company's schedule to which it repays its loans. Our Bakery Financial Projection Model Template has a loan amortization schedule with pre-built formulas that shows the amount of each installment and much principal and interest the company should repay each month, quarter, or year.

Customer Reviews

Based on 3 reviews

Very helpful

Edward Palacios


Kiara Mendez


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