Supermarket Pro-forma Template to Save Time and Efforts
Originally published: 21/12/2020 21:31
Publication number: ELQ-84006-1
View all versions & Certificate

Supermarket Pro-forma Template to Save Time and Efforts

Download Supermarket Financial Model Template. Includes inputs, outputs and charts to present it in an investor-friendly

Model Highlights

Generates 5-year supermarket 3 way financial model, cash flow projection, financial dashboard, and core metrics in GAAP/IFRS formats automatically.
Use Supermarket 3 Way Financial Model Template before acquiring supermarket business, and get funded by banks or investors. Unlocked - edit all - last updated in Sep 2020.

Model Overview

Generates pro forma budget for the supermarket, projected cashflow statement, sources and uses, and financial metrics in GAAP/IFRS formats automatically.


All necessary reports
When creating a Supermarket Cashflow Projection, you will not need to independently prepare financial reports and study the requirements for them. Our Excel template contains all the necessary reports and calculations that correspond with the lenders demand.

Convince investors and lenders
Enhance your pitches and impress potential financiers with a P&L Projection delivering the right information and expected financial and operational metrics. Facilitate your negotiations with investors for successful funding. Raise money more quickly and refocus on your core business.

Great Value for Money
Use a robust and proven Supermarket Excel Financial Model Template based on years of experience at an affordable price. This pro forma projection has a one-off payment and absolutely no hidden fees or monthly payments.

Convenient, All-In-One Dashboard
Includes all required forecasting reports, including assumptions, p&l projection, pro forma cash flow projection, balance sheets, performance reviews and summaries for months and years (incl. numerous graphs and KPIs).

Update anytime
With Three Way Financial Model you can easily adjust inputs at the launch stage and throughout the further activities of your store to refine your forecast.

Manage accounts receivable.
By creating a cash flow statement projection that takes invoices and bills into account, you'll be more easily able to identify who is systematically paying late. You could even go on to model different payment dates on overdue invoices to see the real effect of late payments on your cash flow.


Performance KPIs
Cost of acquiring new customers. The cost of acquiring new customers is a critical financial metric for start-ups, and it should be in our Supermarket Financial Model In Excel Template. The cost of acquiring new customers is the total cost of the marketing divided by the customers' number during the year.

All in One Place
We created the fully modular Excel Financial Model that separates the financial core: financial statements, operating costs, hiring plan, cap table, valuation, and actuals reporting. It contains growth forecasts and revenue projections, and you can easily change or delete any input or projection.

The Financial Model structure allows extending it by adding additional details or financial forecasting methods for specific business types. All cells and formulas are completely open and unlocked so that you can edit or change anything in the Supermarket Financial Projection.

Profitability KPIs
Revenue breakdown. The Supermarket Financial Projection Model has a revenue breakdown proforma in the form of a chart. It shows the revenue from five products monthly. If needed, you can add more products or change the period for financial analysis.

Financial Statements
Our Supermarket Cash Flow Proforma has a pre-built integrated financial summary that contains all the financial information from other spreadsheets, including the primary financial statements: Balance Sheet, Statement of financial position, and projected cashflow statement. Our specialists have already formatted this financial summary for your pitch deck.

Sources and Uses
The Profit Loss Projection Sources and Uses (or so-called S&U) statement shows the stakeholders how the company plans to finance its project or overall business activities and where the capital will go.
The Sources and Uses of cash statement's primary rule is that the funds' sources must balance with the combined uses. This report can have a basic format, or you can extend it and change it in a way that fits best with your company's needs.

In the Sources part of the statement, the business owner should mention the funding sources on a line-by-line basis. Similarly, the Uses section should reflect on a line-by-line basis the company's plan on how to use these funds.
Ideally, the Sources and Uses section of this statement should match, or the Sources section should be bigger.

If the Sources section is bigger than the Uses section, it means that the company has more funds than it needs for the current business activities. In this case, the company may plan an extension of the business or other cash flow distribution ways.
Otherwise, if the Uses section is bigger than the Sources section, it means that the company requires additional equity.

A capital expenditure ('CapEx' for short) table reflects the company's expenses, either cash or credit, on purchases of goods that are capitalized on the balance sheet. Such capitalized expenses, the company does not reflect directly in the proforma income statement as expenses, and such expenses are considered as an investment in the company's expansion.

A benchmarking study as the element of the Pro Forma Projection is usually used to evaluate a business's performance by focusing on one or more particular indicators and comparing them with similar indicators of other companies in the industry.
In respect of the financial benchmarking study, these indicators could be profit margins, cost margins, cost per unit, productivity margins, or others. Later the company's performance indicators should be compared to that of other companies within the same industry.

Benchmarking is a useful strategic management tool, which is essential for start-ups. Companies can evaluate any economic, business, or financial metric or process and compare them to the processes of 'best practice' companies within the same field or industry.


Increase your productivity with Excel Templates. Plan future Cash Flow Statements to avoid Cash Flow shortfalls. Manage finance with Budgeting Spreadsheets.

Welcome to

- Henry Sheykin

This Best Practice includes
1 Supermarket Financial Model Excel Template

Acquire business license for $129.00

Add to cart

Add to bookmarks


Further information

The purpose of the Supermarket financial model excel template is to provide the user with a useful tool to craft an effective strategy for business development and understand, whether the business idea is profitable or not.

Key questions/purposes which will be answered with the help of the Supermarket Financial Model Excel Template are as follows:
– to understand, whether the Supermarket business ideas are profitable;
– to calculate average Supermarket revenue;
– to understand how much does it cost to open Supermarket;
– to calculate expenses on salaries and wages of Supermarket workers;
– to calculate Supermarket startup cost and Supermarket monthly expenses;
– to estimate costs of Supermarket finance and time needed to loan payback;
– to craft an effective strategy of how to open an Supermarket in your home;
– to estimate how much does an Supermarket owner make.


  • Be the first to review this Downloadable Best Practice

    Write a review

More Best Practices from Henry Sheykin

See all

Any questions on Supermarket Pro-forma Template To Save Time And Efforts?

The user community and author are here to help. Go ahead!

0.0 / 5 (0 votes)

please wait...