Retail Budget


Download the Demo version of the product here.

The retail budget template is an all-inclusive financial planning template for the retail industry. Whether you have a large retail chain or just a single shop – the retail budget template allows you to project financials for your company .

This is a great tool for owners/CFOs of retail business to forecast cashflow, purchases and inventory. You will be able to see how changes in the inventory level affect the company’s cashflow.

The retail budget template also allows you to see the projected profitability of your shops. Who knows, maybe some of them are bringing losses to the company?

The template contains assumptions and projections for Profit and loss statement (P&L), Balance sheet (BS) and Cashflow statement (CF). It also provides detailed projections for different cost groups, e.g. payroll, rent, marketing expenses and others. These projections influence the big picture and are logically subdivided into worksheets. Detailed instructions are given on each worksheet.

If you don’t see a specific template for your industry you might consider ordering a customized budgeting template. Please contact us at