Dental Office Financial Projection Template
Originally published: 05/10/2020 04:29
Last version published: 06/10/2020 07:57
Publication number: ELQ-56475-2
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Dental Office Financial Projection Template

A financial projection template built specifically for dental office

Description
Build projections you can rely on for your Dental Office with this Excel Template.

How do I use this template?
1) Download our ready-to-use Excel file.
2) Input your Dental Office’s information on these various input tabs:
- Revenue model helps predict your client base and its growth over a period of five years. Cited sources are included to enable you to determine each client’s spend per year for various service types. As you input your figures, your cost of goods sold is updated on the financial statement.
-You are prompted to input your expenses to the operating expense model. This generates your expenses and cash flows on your financial statements. You can input your fixed monthly expenses or monthly expenses as a percentage of revenue for variable items, you decide. Also, as the first 3 months of the template are broken down individually, start-up expenses can be input easily.
-The general assumptions model does all the hard calculations, so you don’t have to, such as loan amortization, interest, depreciation expenses, inventory purchases etc. Simply input information from your balance sheet and the rest is done for you!
-Calculate monthly taxes, salaries and benefits expenses with the salaries and distribution model. It also in turn enables you to plan for distributions to owners.

3) Next, these various output tabs will be automatically updated:
-The ‘at-a-glance’ tab shows you a snapshot of the finances via financial charts, ratios and graphs. These are ready-to-use in your pitch deck.
-The financial statements tab contains the income statement, cash flow statement and balance sheet (which always automatically balance). Each statement also has monthly breakdowns.
-Test how sensitive your model is to changes in specific variables without altering your data with the Investor Dashboard tab. This tab displays your models’ income statement along with a modified income statement that updates as you alter the main assumptions.

Need help? Feel free to reach out to us via private message! We are happy to help with any issues and we can modify any of the templates we distribute.

If this model doesn’t work for you, let us know and we can find a solution to meet your needs.

This Best Practice includes
1 Excel File

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Further information

Template to create a financial projection for dental office

Startup and existing dental office seeking investment or loan funding

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