Financial forecast template

Twenty slides projecting three years forward: revenue, costs, profitability, cash, and the balance sheet, with the assumptions written down and tested against best and worst case. Select it, brand it to your organization in one click, add your figures, and export to PowerPoint, Google Slides, or Keynote.

Use this template See all 20 slides

Free to start. No credit card required.

Slide 01

Title

The forecast period, the organization, and who prepared it.

Built using “Title” slide

Slide 02

Executive Summary

Revenue, growth rate, cash, and headcount at the end of the period, against today.

Built using “Executive Summary” slide

Forecast overview and key assumptions slide, financial forecast template, the assumptions behind the model

Slide 03

Forecast Overview & Key Assumptions

The assumptions the model rests on, grouped and stated plainly.

Built using “Simple Text” slide

Slide 04

Revenue Forecast

Total revenue across three years, charted with year-over-year growth.

Built using “KPI Dashboard” slide

Slide 05

Cost of Goods Sold

Direct cost projection and the gross margin trend behind it.

Built using “KPI Dashboard” slide

Slide 06

Operating Expense Forecast

OpEx by category, with the efficiency metrics that track it.

Built using “KPI Dashboard” slide

Slide 07

Profitability Projection

EBITDA and margin expansion across the forecast period.

Built using “Financial Table” slide

Slide 08

Cash Flow Forecast

Operating, investing, and financing activities, charted year by year.

Built using “Financial Table” slide

Slide 09

Balance Sheet Projection

Assets, liabilities, and equity as they evolve across the period.

Built using “Financial Table” slide

Slide 10

Key Financial Ratios

Profitability, liquidity, efficiency, and leverage ratios across all three years.

Built using “Simple Numbers” slide

Slide 11

Scenario Analysis

Best case, base case, and worst case, side by side with the sensitivity behind each.

Built using “Charts” slide

Capital requirements and funding slide, financial forecast template, total capital by use and source

Slide 12

Capital Requirements & Funding

Total capital needed on a donut, split by use and source.

Built using “Investment” slide

Capital requirements and funding slide, financial forecast template, financing plan, instruments, and timing

Slide 13

Capital Requirements & Funding

The financing plan itself: instruments, timing, and what each tranche unlocks.

Built using “Timeline” slide

Market assumptions and drivers slide, financial forecast template, external factors, market size, and share

Slide 14

Market Assumptions & Drivers

The external factors the forecast depends on, with market size and share.

Built using “Grouping” slide

Slide 15

Risk Assessment

Key risks plotted by probability and impact.

Built using “Matrix (3×3)” slide

Slide 16

Risk Assessment

The same risks tabled, each with its response plan.

Built using “Comparison” slide

Slide 17

Implementation Timeline

The quarterly roadmap as a Gantt chart, with deliverables against each phase.

Built using “Gantt Chart” slide

Slide 18

Implementation Timeline

The same milestones as a table, with owners and dates.

Built using “Roadmap” slide

Slide 19

Appendix

The detailed assumptions and methodology behind the figures.

Built using “Simple Numbers” slide

Slide 20

Thank You

The close, with contacts for the finance team.

Built using “Title” slide

About the financial forecast template

The structure, the slides, your brand, and a file you can edit anywhere.

Built for the first question a forecast gets asked

A forecast is only as good as the assumptions under it, and the first question anyone asks is what happens if they’re wrong. This template writes the assumptions down on slide three, projects revenue, cost, cash, and the balance sheet across three years, then stress-tests the whole thing against best and worst case before the funding ask.

Built from 9,000+ slides across 134+ categories

Every slide here comes from the same library. Financial tables, charts, Gantt charts, investment breakdowns, and risk matrices are already in it, so adding a fourth year or another scenario takes a minute. Everything sits on the same grid, so the layout still holds.

Brand the whole presentation in one click

Add your logo, colors, fonts, and background once. It applies to the whole presentation and the entire slide library at the same time. The version that goes to the board and the one that goes to a lender look like they came from one organization.

Export to PowerPoint, Google Slides, or Keynote

You get a real file, not a locked link. Export it and keep editing in the tool you already use. Every table and chart stays editable, so the model can move between drafts without a rebuild.

How Choladeck works

From blank page to finished presentation in four steps.

STEP 01

Browse 9,000+ slides across 134+ categories, or open one of the 74 premade presentations.

STEP 02

Add your logo, colors, and fonts in one click. The whole presentation instantly matches your company.

STEP 03

Add your text, numbers, charts, and tables. Everything on the slide is editable.

STEP 04

Send it to PowerPoint, Google Slides, or Keynote, and present.

Build your own

Nothing here fits? Build your own financial forecast

This template is assembled from the same 9,000+ slides. Pick the slides you need, drop them into one file, and brand the whole thing in one click.

Open the slide library Book a demo

Questions about the financial forecast template

What's inside the template, and how far you can change it.

Using the template

Is the template fully editable?

Yes. Text, tables, charts, icons, and colors on every slide are yours to change. Nothing is locked and nothing is a flat image.

How do I brand it to my organization?

Add your logo, colors, fonts, and background once. It applies to the whole presentation and the entire slide library at the same time.

Can I add slides from the slide library?

Yes. Add any slide from the library into this one, or swap out one that doesn't fit. Everything works together.

What's included

Does it cover more than one scenario?

Yes. A scenario analysis slide runs best, base, and worst case side by side, with the sensitivity testing behind each.

Does it have to be three years?

No. The projections are tables and charts you can extend or shorten, so the same structure works for a one-year or five-year horizon.

Is placeholder content included?

Yes. Every slide comes with realistic text, sample figures, and filled-in charts, so you can see how the financial forecast reads before you put your own numbers in.

Start your financial forecast
from one that's already done

Pick it, brand it, add your content, and export.

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Financial forecast template