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If you need to do a ProForma invoice and analysis, let us help you make it as painless as possible.

You don't need an MBA or finance degree to create ProForma Invoice and spreadsheets for your new product or venture. Just one click will help you create ProForma Invoice and spreadsheets - with ease!


CaseBuilder Pro Formas lets you easily calculate and analyze

  • Profitability projections by year
  • Direct and full allocated margin
  • Internal rate of return (IRR)
  • Net present value (NPV)
  • Return on investment (ROI)

You can immediately download all six files:

Three Pro Forma spreadsheets (Microsoft Excel)
The Pro Forma templates are pre-built and easy to use. Three versions (beginner, intermediate, advanced) give you the flexibility to choose the one easiest to work within your given situation.  Simply input the areas in blue.

 All of your original data is used to populate the analysis page. The program then displays analysis by year and calculates outputs. There are no locked cells, so you can insert rows and customize the fields as needed.  The templates are pre-populated with examples to be self-teaching.  It's that easy!

Business Plan Pro Forma worksheet  (Microsoft Excel)
Specifically tailored to preparing a business plan, this spreadsheet strengthens your case, especially if you need funding to support your project. It calculates capital expenses, cost of goods sold (COGS), operating expenses, and expected cash flow. Simply input your numbers and the program processes the report.  A balance sheet is also included.

Two ROI spreadsheets (Microsoft Excel)
These spreadsheets were specifically developed for internal projects where the main driver is cost savings rather than revenue generation. Return on Investment (ROI) and other relevant metrics can be easily calculated. Two versions are included. 

Click below for sample screenshots from our Basic Pro Forma:

Data Input Page Data Input Page
Analysis Page  Analysis Page

Click Here to learn more!


Useful Resources
Visit the Small Business Administration for information pertaining to the interest of small businesses.
egov firstgov The White House
Internet Search Tools
Google                 dmoz                 yahoo


The contents of www.BusinessCase.com are Copyright © 2003 by Informed Decision Services. All Rights Reserved.

Any information, templates, or other material purchased from our site are for your personal use only. Forwarding the files to associates for their use, or posting them on your company intranet would be a violation of Copyright laws. As a customer you are free to customize the files for your own use. Please note multi-user licenses are available at a discounted rate. Please contact us for more information if you are interested in obtaining additional licenses.