Donut Shop Financial Model Template

Are you more interested in donuts than spreadsheets? If so, then you’re in the right place. Most business owners don’t prefer to spend their time learning complex accounting rules and would instead rather spend their time focusing on the art of making donuts. That’s why we created the financial model template for donut shops.

Poindexter is software designed to make it easy for anyone to produce professional financial projections for their business quickly without spreadsheets. You won’t need to learn complicated formulas or how a balance sheet is constructed. All you need is a basic plan, and Poindexter automatically produces a complete financial analysis custom-tailored to your situation. 

How the Donut Shop Financial Model Template Works

We know each business is unique, and the problem with spreadsheets is they make it very difficult to communicate the nuances of your particular situation without breaking everything.

The donut shop financial model addresses these exact issues. Flexibility and ease of use are at the heart of the template, so it’s intended to be used as a starting point for crafting your financial plan. We’ve included some basic revenues, costs, and investments you’ll likely encounter, and they’ll provide you with a sense of how the software works so you can make any adjustments in minutes. This way, you can focus on the elements of your plan that make it unique.

Here’s a little more about what the template includes in each section:


Revenues are calculated based on a simple forecast for the number of customers per month and the percentage of those customers that purchase specific products. The revenue streams are broken down by product type, but it takes only minutes to update the model to reflect different categories, purchase amounts, or an entirely different calculation method. The initial product categories include glazed donuts, bear claws, donut holes, chocolate long johns (our favorite), and coffee.


The costs section contains examples for both of the two primary categories of expenses: fixed and variable. Fixed costs are pretty straightforward, as they are pretty consistent every month. The donut shop template includes examples of salaries, rent, utilities, and advertising to get you started. We’ve also added some one-time costs for a new website to provide some examples of the flexibility. On the variable expenses side of the equation, we’ve included the cost of goods sold on a per-product basis. Splitting out the cost of goods in this way means we can set the profit margins for each product individually. The variable expenses are calculated based on a percentage of sales, but they can easily be updated to a per-order or per-customer basis.


Balance sheet transactions are often the most difficult to forecast for those new to financial projections. However, these concerns are now a thing of the past. To show you just how easy it is to add assets to your balance sheet, we’ve included some storefront renovations and an example purchase for donut-making equipment.

Complete Pro Forma Financial Statements for Your Donut Shop

As you go about the process of fine-tuning your financial plan and adjusting the assumptions, Poindexter is hard at work in the background, automatically generating a complete financial analysis. This analysis includes all of the documentation you’ll need to raise money from investors, get a loan, or simply assess the financial viability of your plan.

Here are some of the outputs you can expect:

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

Once you’re ready to share your financial plan with others, Poindexter provides multiple options. Whether you want to invite a collaborator to help craft the plan, or you just need a read-only link to share without allowing edit access, we have you covered. You can even download your plan to Excel for presentations or further analysis. It’s free to sign up, so there’s nothing to lose! Try it out today.

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