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Entrepreneurship Research Guide : Projecting Financials

This guide is a collaborative effort between the Wisconsin School of Business and the Business Library.

Projecting Financials

  • Start with a sales forecast - 3 years
  • Create an expenses budget
  • Develop a cash-flow statement 
  • Income projections
  • Deal with assets and liabilities 

How much profit will you earn? When?

  • What percent of your total costs are variable? 
  • What percent of your total costs are fixed? 
  • What is your contribution margin for each month, year and/or product? 
  • What is your contribution margin as a % of sales? 

Describe your financial projections

  • What are the assumptions behind your revenue projections?
    • Make sure you document those in your projections 

Suggested readings

Library Resources