• Get 10 ProFormas for 1 low price!
  • Excel spreadsheats, no special software
  • Simple inputs, no macros or locked cells


10 Easy-to-use Pro Forma Templates (Excel)

Download our Pro Forma templates and create your own professional Pro Forma financial statements– the easy way. You don’t need a finance degree and you won’t have to spend hours creating formulas. With our Pro Formas you won’t waste a single minute. Just input your numbers and the Excel spreadsheets do the rest!

Don’t be constrained by one size fits all products – download them all and choose the Pro Forma template that best meets your needs.

Download ALL TEN Excel Pro Formas Right Now.

Three versions of Pro Forma spreadsheet

You simply input the areas in blue to populate the analysis page. The spreadsheet displays analysis by year and calculates outputs including: profitability projections by year, direct and full allocated margin, internal rate of return (IRR), net present value (NPV), and return on investment (ROI). There are no locked cells, so you can insert rows and customize fields as needed. The templates are pre-populated with examples to be self-teaching. It’s that easy! (Versions: Annual Static, Annual Variable, Monthly)

Three versions Business Plan Pro Forma spreadsheet

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. A balance sheet is also included. (Versions: 10 year, 5 year, 5 year monthly year 1)

Three versions of ROI spreadsheets

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. (Versions: Basic, Annual Static, Annual Variable)

TCO – Total Cost Ownership spreadsheet

Easily compare options with our TCO Spreadsheet. Simple to use and powerful results.

> If you need a Real Estate ProForma click here

For only $49.95 for a single license, it’s the smartest investment you can make in your business. And if you’re not satisfied for any reason, simply email us and we will refund your money. No questions asked. With our no-risk, 30-day money-back guarantee you’ve got nothing to lose!

6 Reasons to Choose CaseBuilder Pro Formas

1. You don’t have to reinvent the wheel.
Preparing Pro Forma spreadsheets from scratch takes hours or days, even if you’ve done it before. But why bother? Our no-hassle Pro Forma templates save you the time and effort. And you can use them again and again.

2. You can select the version that meet your needs.
Whether you’re a novice or expert at Pro Forma preparation, you’ll get a version to suit your needs and knowledge — whether beginner, intermediate or advanced. ROI spreadsheets also calculate return on investment from cost savings.

3. You can customize the templates with ease.
Because there are no locked cells, CaseBuilder Pro Forma templates can be easily customized and adapted to your situation. Insert, delete or rearrange rows and data as you see fit. The result is a relevant analysis that speaks to your specific business.

4. You don’t need a finance degree to use them.
We’ve taken the drudgery out of Pro Forma analysis. You simply input your numbers and the spreadsheet does the rest! Even non-finance managers can easily create and understand the report.

5. You’ll look like a professional.
With CaseBuilder Pro Formas you can count on a solid analysis that’s pleasing to the eye. What’s more, we’ve formatted the worksheet for easy reading and clear interpretation.

6. You can’t make a smarter investment in your business.
At only $49.95, CaseBuilder Pro Formas pays for itself in the first hour. And if you’re not satisfied, we offer a no-risk, 30 day money-back guarantee.

No-risk, 30-day money back guarantee
If you’re not satisfied for any reason,
just email us and we’ll refund your money.
No questions asked.

Pro Forma Templates


    The Business Case Team is made up of a small group of professionals, each from different business backgrounds, but with one thing in common: a passion for analyzing business decisions. 



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