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Project-Based Revenue Template

The Project-Based Revenue is 3 financial statements template with a plug to calculate your Revenue based on projects. It is ideal for agencies, consulting businesses, and other service providers that charge for services.

What it includes

P&L, with supporting tables for Revenues and Expenses.

The Revenue table includes a generic list of projects, with a template for calculating project revenue based on hourly fees plus upfront fee.

Balance Sheet, with supporting tables for Assets, Liabilities, and Equity.

Cash Flow, automatically calculated based on your P&L and Balance Sheet.

How to use it

After selecting this template, your first step should be to take a few minutes to look at the supporting tables for Revenues, Expenses, Assets, Liabilities and Equity.

The template is completely customizable, so you can change field names, add new line items, and even change formulas to fit it to your financial plan. For example, on the Revenue table, change Project #1 and Project #2 to names of your projects or clients, and add any extra projects you might have.

Once you make the modifications and upload your data, you will have your three financial statements ready to go.

Ready to try it out?