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SMALL BUSINESS FINANCIAL FORECAST TEMPLATE

Free
Forecast Pro

A simple CFO-style financial forecast tool — so you can stop guessing and start deciding with confidence.

A business owner looks at financial reports on a laptop
Business growth srategist Shari Daneilak

What This Financial Forecast App Includes

Forecast Pro is a easy to use revenue forecasting application that makes it easy to put your revenue and expense assumptions together easily so you can stop guessing and start deciding with confidence.

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Upgrade to layer in capacity planning, tax planning, resource planning.

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This transforms the dread and procrastination of planning your numbers into fast (and fun!) results that will help you move the needle in your business.

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With the Forecast Pro you'll:

See where you cash is really going.
Understand the impact of spending before you commit
 
Spot gaps before they become problems.
Make aligned confident decisions

No accounting jargon. No complicated formulas. Just clarity.

A real world example:

One of my clients had been procrastinating for months over whether to outsource part of her work to free up time.

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She was afraid to spend the money.

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We created a forecast document, mapped her income and expenses together, and within 20 minutes, the answer was obvious.

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The numbers showed:

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  • She could afford it

  • Cash flow would remain healthy

  • The time freed up would support growth

 

The fear disappeared — not because she took a leap, but because she had visibility.

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That’s the power of seeing it on paper.

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Created by a financial strategist for female entrepreneurs

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