How to make financial projections for a business plan using Excel

How to make financial projections for a business plan using Excel — a step-by-step
tutorial. Whether you're building financial projections for a startup business plan
or your first business plan in Excel, Dr. Paul Borosky, DBA, MBA, walks you through
the exact model he uses: daily sales, labor, monthly costs, and a full 12-month
profit & loss projection you can adjust to find your optimal price.

📞 Free consult with Dr. Paul: qualitybusinessplan.com/contact-us/
Call or text: (321) 948-9588

⏱️ CHAPTERS
00:00 Intro — what we're building
00:50 Setting up daily sales (products, price, cost, profit)
04:30 Formatting the daily sales table
06:30 Adding labor costs (employees, rate, hours)
09:30 Management & monthly fixed costs
12:30 Building the 12-month profit & loss statement
15:30 Projecting sales growth (5% per month)
18:00 Common sizing: costs as a % of sales
21:00 Scenario testing — find your optimal price
23:15 Wrap-up & next steps

In this video you'll learn:
- How to set up financial projections in Excel from a blank sheet
- The revenue and expense assumptions that drive the model
- How to common-size material and labor costs as a % of sales
- How to turn it all into a clean 12-month projection for your plan

Dr. Paul has helped 1,000+ business owners and supported $100M+ in funding.

More on financial projections: qualitybusinessplan.com/financial-projections-f…

▶️ WATCH NEXT
Financial Projections for a Business Plan: youtu.be/hDWMiZ_Fwqs
How to Write a One Page Business Plan: youtu.be/ileayDiq3vY

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