Personal Training Service Business Plan | Financial Model | Pro Forma | Startup Budget


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Personal Training Service Financial Model/Business Plan Excel Template

Pitch Deck Template For PowerPoint, Keynote & Google Slides

Business Plan Guide and Business Plan Template in MS Word Format

Financial Dashboard in Excel To Track Your Business Performance





Highly versatile and user-friendly personal training service 3 statement model excel for the preparation of a forecast income statement, cash flow forecast spreadsheet, and Balance Sheet with a monthly and annual timeline. Works for a startup or existing personal training service business. Consider using personal training service financial projection model before buying the personal training service business. Unlocked - edit all.


The personal training service 5 year projection template is handy and can efficiently anticipate the expected financials values by calculating the relevant performance metrics and KPIs. It also includes 5-years financial statements (projected profit and loss statement template, Balance Sheet, and cash flow forecast template excel) and Startup Summary Plan in a well-structured format by following a continuous color theme in all sheets. Moreover, This 3 statement financial model excel template clearly illustrates what you would need to do to achieve your business financial objectives. Once the model is built, and all stakeholders agree on its projections, it allows you and your investor to measure their investments and progress against the model’s predictions. These projections also enable you to obtain a loan or investments by translating your effort into real figures.



This Personal Training Service Financial Model made by an our team is a perfect tool to estimate the financial feasibility of launching or existing an personal training service. This model will do a 5-years financial forecast typically based on the company’s historical performance and assumptions about the future. It enables you and your investors to analyze and monitor the company’s financial performance to make informed business decisions.


personal training service Excel business plan forecast template presents the 5-yeas detailed three financial statements summary (forecast income statement, projected balance sheet for 5 years in excel format, and cash flow projection template for business plan) and calculates the relevant metrics such as; Free Cash Flows to the Firm, Internal Rate of Return, Discounted Cash Flow, and bep calculation, etc. Further, you can determine the volume of initial capital investments and working capital requirements needed to finance the project. Therefore, it would be much easier to forecast monthly sales and expenses.


This financial model’s objective is to give you dynamic tools that present an abstract representation of financial decision-making situations. Further, allow evaluating the risks and cost-effectiveness against various input assumptions, determine effective solutions in evaluating financial returns, and understand the impact of constraints to make the most optimal business decisions.



All in One Place

Seeing the total and unified picture for a company mean and includes aligning the three key financial statements format: the projected income statement template, the balance sheet forecast, and the cash flow projection excel, into an integrated and active model which can financially forecast the company's operations moving forward.
To achieve the fullest results in scenario planning and evaluation of your company, you will need the best and most accurate analysis, and that starts with your 3 way financial model. Our business plan excel template will deliver your core result of seeing your company at its clearest, starting from the financials, and allow you to see how any and every change affects your net income and cash flow now and moving forward.

Personal Training Service Business Plan Excel Template All In One


The Dashboard tab in the financial projection excel shows you a financial snapshot in the form of graphs, charts, ratios, and financial summaries. All these are ready to be copied and pasted into your pitch deck.

Personal Training Service Cash Flow Projection Excel Template Dashboard

A Financial Statement

All three accounting statements are important for understanding and analyzing a company’s performance from multiple angles. The projected profit and loss template provides deep insight into the core operating activities that generate earnings for the firm.
The projected balance sheet template and cash flow forecast template excel, however, focus more on the capital management of the firm in terms of both assets and structure.

Personal Training Service Cash Flow Forecast Excel Template Summary Financial Statements

Sources And Uses Of Funds

The sources and uses of cash statement in our feasibility study template excel is a very important tool, the use of which provides many positive points in the company. First of all, it is a source of information for investors, which contains information about the amount of funds required, as well as how to obtain and distribute them. Now it is one of the most popular tools for calculating the profits and losses of the company, which helps not only to predict future results, but also to effectively manage the financial flow at the moment. Knowledge of accurate calculations and monetary indicators increases the chances of the company to optimize its activities, as well as strengthening its position.
This financial model excel spreadsheet is suitable for everyone, even those who do not have much experience in this field. It is very convenient, fast and informative.

Personal Training Service Budget Excel Template Sources and Uses Breakdown Report

Break Even Calculation

Breakeven analysis is a tool used to determine when a business will be able to cover all its expenses and begin to make a profit. To calculate your breakeven analysis, you will need to identify your fixed and variable costs. Fixed costs are expenses that do not vary with sales volumes, such as rent or administrative salaries. These costs have to be paid regardless of sales levels and are often referred to as overhead costs. Variable costs vary directly related to the sales volume, such as the costs of purchasing inventory, shipping, or manufacturing a product.

Personal Training Service Financial Forecast Excel Template Break Even Chart

Top Revenue

Two important lines in a company’s proforma income statement are the top line and bottom line. The company’s revenue and profit are vital metrics and are very important for analysts and investors. Therefore, they keep an eye on these metrics on a quarterly and yearly basis.
The top line in the pro forma profit and loss reports refers to revenue or sales growth. When a company has top-line growth, it means a growth in the company’s sales and revenue. It also impacts the other Financial metrics and overall performance of any company.

Personal Training Service Cash Flow Forecast Excel Template Top Revenue

Small Business Top Expenses List

You may create a summary cost report on the Top Expenses tab. It's an internal report that breaks down the costs of running a firm. Expense reports may be used to keep track of spending by category and arrange tax time. You may, for sure, plan your financial model template for business plan for future times based on this information.
Expense reports allow you to see your total expenses for a given reporting period, which is usually a month, quarter, or year. You may also see if overall expenses were greater or lower than predicted, examine the data, and use these indicators to analyze development prospects and plan your business development.

Personal Training Service Cash Flow Projection Excel Template Top Expenses




Initial costs are necessary for the development of the company, so the primary purpose of the personal training service business forecast template is to reflect this dynamic. The start-up cost is important because they occur at the foundation building stage of a company's life.
These costs must be kept in balance to avoid major financial losses or underfunding. In our pro forma income statement template excel, you will see cost and funding information. The proforma is designed specifically for expense management and planning.

Personal Training Service Business Plan Excel Template Cost Inputs

Capital Expenditure Budget

The start up budget are an important part of financial plan startup. Financial specialists determine the start-up budget and monitor investments. Understanding the number of startup expenses is necessary for the quality of the company and the proper turnover of finances. It helps to estimate capital expenditures on cash flow proforma template and influence it. In any case, it is important to take a responsible approach to the company's startup budget.

Personal Training Service Financial Projection Excel Template Capital Expenditure Inputs

Loan Financing

The company's repayment schedule is reflected in a loan amortization schedule template. Our startup financial projection template includes a loan amortization plan with pre-built algorithms that indicates the amount of each instalment as well as the amount of principal and interest that the firm should return each month, quarter, or year.

Personal Training Service Cash Flow Forecast Excel Template Debts Inputs



Profitability KPIs

The gross margin as a percentage of sales or GPM is a commonly used financial measure that is one of the most important indications of a business's financial health. It represents the gap between sales revenue and sales expense.
When a company's gross profit margin improves, it signifies that its expenditures linked to the sale of products or services are dropping while revenues from such sales are growing. In most cases, a gross profitability is expressed as a percentage.

Personal Training Service Business Plan Excel Template EBIT EBITDA

Statement Of Cash Flows

Cash balance. The cash balance of the financial plan startup shows the total amount of money in a financial account of the company. Any company needs to hold in reserve enough amount of cash to meet current obligations.

Personal Training Service Financial Plan Excel Template Summary Cash Flow Statement

KPI Benchmarking Report

A benchmarking study plays an important role in proforma income statement, because it is needed for the objectiveness of assessing the potential of a business. To do this, take several specific indicators of the company and compare them with the indicators of another business that specializes in another industry or a company that works in the same direction. These indicators include unit costs, profit and cost margins, productivity, and others.
Benchmarking is an extremely valuable tool for startups, as it evaluates strategically important metrics and compares them with the results of more successful companies. Thus, this tool brings great benefits and provides a complete and comprehensive analysis of the company's financial base.

Personal Training Service Financial Model Excel Template Industry KPI Benchmark Report

Profit And Loss Projection

To make the best judgments, you need to know that the projected projected profit and loss statement is the most trustworthy startup financial model template excel for preparing financial reports based on the most effective forecasting technologies. With its assistance, you will be able to perform an effective diagnosis of your business's financial activity and comprehend all of the company's strengths and limitations.

Personal Training Service Business Plan Excel Template Summary Profit and Loss Statement

Pro Forma Balance

The pro forma balance is a statement of the corporation's assets and liabilities. The projected profit and loss statement (P&L) summarises the company's operational and financial performance over time (flow concept). The pro forma balance sheet template excel expresses the state of the company at a specific point in time (spot concept).
A projected balance sheet for 5 years in excel format shows the company's net worth and divides it into two categories: own equity and borrowed cash. Liquidity, solvency, and acceptable turnover ratios are all key indications that can only be found on a balance sheet.

Personal Training Service Budget Excel Template Summary Balance Sheet



Startup Valuation Template

You'll get all the data your investors need with our pre-built startup valuation in the three statement financial model.
The weighted average cost of capital (WACC) will show your stakeholders the minimal return on capital invested in the enterprise's activities. The cash flow accessible to all investors, including shareholders and creditors, will be shown in a free cash flow valuation. The value of future cash flows will be reflected in discounted cash flow in proportion to the current period.

Personal Training Service Financial Projection Excel Template DCF Valuation


The business plan financial projections template is successfully used to make money settlements. It can be used to estimate various financial indicators, such as sales, as well as other financial projections. There is also a cap table template that can serve as an auxiliary tool for users. Calculations with it are done in a more structured way and have a clear division for more understanding.

Personal Training Service Financial Projection Excel Template Capitalization Table



Saves you time

Budget Financial Model allows you to spend less time on finances and more time on your products, customers and business development

Avoid Cash Flow Shortfalls

Unexpected cash flow budget template excel shortfalls can cause significant damage to your business, and it may take months to recover. Negative Cash Flow can appear if you don't continuously track the incoming cash and outgoing of your business. Fortunately, you can solve cash flow budgeting and forecasting shortfalls with a bit of effort. Forecasting your cash flow model excel will help you identify — and plan for — market fluctuations, sales seasonality, and other cases that can lead to unpredictable format of cash flow statement in excel. 5 year cash flow projection template can even help you visualize forecast cash flow statement trends with the help of automatically generated charts and graphs.

Manage surplus cash

Most companies don't have excess cash in the bank. It is a well-known situation. But managing surplus cash for reinvestment in new market opportunities, or debt repayments can be essential to keeping stay in the business. Managers are entirely ready to plan for what to do with the cash surplus if they have the forecast of when and where the business will have surplus cash in the bank account. cash flow budgeting and forecasting will provide supplementary guidance on what to do with a cash surplus.

Easy to follow

Clear and transparent personal training service excel financial model template structure (15+ separate tabs, each focusing on a specific planning category, colour coded => input, calculation and report sheets).

Saves you time

Allows you to spend less time on format of cash flow statement in excel and more time on your products, customers and business development



Forecast All 3 Financial Statements With personal training service business plan financial projections template excel

Evaluate Your Business With personal training service business plan financial projections template

Determine Your Personal Training Service Financial Needs

Easily Model personal training service Income Statement And Balance Sheet

Develop Sales Strategy With personal training service financial projection startup

Customer Reviews

Based on 2 reviews

This is a very well constructed template.



Customer Reviews

Based on 2 reviews

This is a very well constructed template.



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Personal Training Service Business Plan | Financial Model | Pro Forma | Startup Budget