Coffee Shop Financial Model Template

If you're starting a coffee shop, there's a good chance you enjoy coffee. Whether it's the culture around coffee, the scientific precision required to make the perfect cup, or simply the smell of a fresh brew there's a lot to love. As much as there is to enjoy about coffee and the prospect of running your own shop, one thing you probably don't enjoy is messing around with spreadsheets and creating financial projections. This is why we created the coffee shop financial model template.

Poindexter makes it easy to create a financial plan for your coffee shop so you can get back to working on the things you enjoy as quickly as possible. There are no spreadsheets, complicated equations, or reports to format. All you need is knowledge of your business, and Poindexter automatically generates a complete financial analysis, including all of the documents you'll need to get a loan, investment, or simply to understand the financial viability of the business.

How the Coffee Shop Financial Model Template Works

The coffee shop financial model template is designed to be used as a starting point for your financial plan. We know your business is unique, and your time is best spent focusing on the parts of the plan that are specific to your financial story, which is why we've included a number of common revenue streams, costs, and investments to show you how everything works. Updating, removing, and adding new items takes no time at all!

Poindexter works a lot like legos. Simply select from our list of pre-built business model "components," link them with other components, and then adjust a few assumptions. It's really that easy.

To get you started, we've included basic examples in the following areas:


The revenue model we've created for you is based on a simple forecast of the number of customers expected each month, and the percentage of customers that purchase specific products. For simplicity's sake, we've set up five different revenue streams for each product sold. Adding, updating, and removing products to reflect your actual product offering takes only seconds. You can even change up the entire model to forecast revenue based on something else entirely. We're always happy to jump on a call and help modify the template to meet your needs.


There are a number of example costs you're likely to encounter included that demonstrate how both fixed and variable expenses work. The fixed costs tend to be more straightforward and include items like rent, salaries, and advertising. There are many different methods for calculating variable costs, and for this template, we start you out with the cost of goods forecasted as a percentage of sales with each product broken out separately. Like revenues, updating your cost structure to reflect your unique situation takes only minutes.


Forecasting balance sheet transactions is an area that often trips up those new to financial modeling. With Poindexter, these troubles are now a thing of the past. The coffee shop financial model template includes an example purchase for kitchen equipment to show just how easy it is. You can also add loans, equity investments, and other balance sheet events without any issue.

Full Pro Forma Financial Statements for Your Coffee Shop

All financial results are generated automatically, so once you're finished fine-tuning the assumptions your work is done! Now it's time to make sure all of the finances align with your expectations. Some of the outputs you'll have at your disposal include:

  • Pro Forma Income Statement (P&L)
  • Pro Forma Balance Sheet
  • Pro Forma Cash Flow Statement
  • Financial Summary Dashboard
  • Expected Funding Requirements
  • Charts, Graphs & more!

Sharing your plan with other stakeholders, whether inviting collaborators to work alongside you or generating a read-only link without edit access is also supported. You can even download your plan to Excel for further analysis or presentations. Sign up today to try the template for free!

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