Get Five Year Projection Worksheet

Filling out the Five Year Projection Worksheet is an essential task for planning and projecting your financial future. This guide will provide you with clear instructions and support as you complete each section of the worksheet online.

Follow the steps to successfully complete your Five Year Projection Worksheet.

1. Click the ‘Get Form’ button to access the worksheet and open it in your preferred online editor.
2. Start by filling out the Income Statement section. Enter the projected net sales, cost of goods sold, net operating income, operating expenses, and net income for each year from 2003 to 2007. Ensure the values are accurate for effective financial forecasting.
3. Proceed to the Cash Flow Statement. Record the beginning balance, cash inflow, and cash outflow. Calculate the ending cash balance to reflect the net cash position for each specified year.
4. Next, complete the Balance Sheet section. Begin with cash, accounts receivable, inventory, and prepaid expenses to determine total current assets. Then, list fixed assets and compute total assets.
5. Subsequently, assess liabilities by detailing accounts payable, short-term notes, accrued and other liabilities to calculate total current liabilities. Follow this by entering long-term debt and other long-term liabilities and calculating total long-term liabilities, along with shareholders' equity.
6. Review all sections for accuracy and completeness. Make any necessary adjustments to ensure that the financial projections reflect your anticipated performance.
7. Once the worksheet is complete, you can choose to save your changes, download the document, print it for your records, or share it with relevant stakeholders.

Start completing your Five Year Projection Worksheet online today to set a clear financial path.