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Starting a cafe business? That’s where a Cafeteria Business Plan Financial Model Template comes to get you there.

Get a Best Cafe Business Plan Template

Buy Cafe Business Plan. Start Cafe Business with Cash Flow Projection. Check how to open a Cafe business!

A cafe is a place for meetings with friends, for negotiations and romantic dates. More and more consumers are willing to pay for this service. That is why new cafes, coffee houses, cafeterias grow at every step like mushrooms after rain.
If you are wondering how to open and start a cafe business with a low budget or with no money, first you need to decide on the type of foodservice institution and its scale. So, to open a small cafe, you will need much less starting capital, time, and personal labor than when opening a large restaurant. And the risks in this matter are much smaller.

It is worth considering the high competition in the field of foodservice. Such type of business is popular among many entrepreneurs, however, to not only open a cafe but also make it a profitable business, you need an excellent cafeteria business plan with a definite starting up a cafe checklist. And we are ready to help you with its development.

Our opening a cafe business plan examples and templates will help you organize your future business correctly, provide the necessary calculations on the number of initial costs for the purchase of essential equipment and products, for hiring staff, and renting a room. Our elaborate opening a cafe checklist will tell you what to pay priority attention to, to know what determines the success of a cafe as a business.
Here you will find a startup cafe business plan for both small and large-scale food services. With our help, you’ll have the ability to research the market, analyze the numbers, and put together the prices.
So, if you want to open a cafe with quick payback and high popularity, you cannot do without a business plan. And we will help you to develop it!

Cafe Financial Plan Template Will Help You

  • Create Sales Mix assumption plan
  • Set up products, sales mix, price and COGS by years
  • Analyze sales and profitability by product category
  • Take into account sales seasonality
  • Build daily Cafe Sales Projection
  • Create flexible, 5-year Expense Assumption Plan
  • Plot your Startup Loans repayments
  • Compute a Startup Costs of a Cafe
  • Reckon a break-even point and return on investment
  • Use 161 Currencies for inputs and outputs

Benefits of using a Cafe Financial Plan Excel Template

Simple and Incredibly Practical
Simple-to-use yet very sophisticated financial planning tool. Whatever size and stage of development your business is, with minimal planning experience and very basic knowledge of Excel you can get complete and reliable results. Additionally, you will receive uncompromised after-sales service and access to valuable tutorial videos and blog posts.

Key Metrics Analysis
Creates 5-year financial projections, proforma, financial statements, and financial ratios in GAAP or IFRS formats on the fly.

Convenient, All-In-One Dashboard
Includes all required forecasting reports, including assumptions, profit and loss accounts (income statements), cash flow projections & statements, balance sheets, performance reviews and summaries for months and years (incl. numerous graphs and KPIs).

We do the math
Have all the features above ready with no formulas writing, no formatting, no programming, no charting, and no expensive external consultants! Concentrate on the task of planning rather than programming.

Weekday Revenue Assumption Plan
Wouldn’t it be great to have an estimate of how many working days you’ll have per year, as well as – which ones will be the busiest? Financial Template includes a weekday revenue assumption plan. You will find which days bring in the most revenue and be able to plan ahead for the busy periods.

Update anytime
You can easily adjust inputs at the launch stage and throughout the further activities of your store to refine your forecast.

Build your plan and pitch for funding
Impress bankers and investors with a proven, solid financial model that impresses every time.

Follow Seasonality Trends
Most Cafes has to adapt to some sort of seasonality trends. Your area might be flooded with visitors over the summer, but over the winter your sales decline. Or you might have special Christmas selection. This template will help you keep track of seasonality trends year-round.

Cafe Financial Plan Template Reports

Get a robust, powerful financial model which is fully expandable
This well-tested, robust and powerful Excel template is your solid foundation to plan a wide range of different business models. Advanced users are free to expand and tailor all sheets as desired, to handle specific requirements or to get into greater detail.

All-in-one Dashboard
consists of Income Statement, Balance sheet and Cash flow statement monthly and annual information, presented both with figures and charts

Balance sheet
It shows the owner and investors where the funds have been invested, what property the business has, what obligations it has and the value of the company as a whole.

Profit and Loss Statement
It indicates how much an enterprise earns, its income and expenses and its ability to gain money.

Cash Flow Statement
It is one of the most important reports because the main goal of each business is to generate cash flow. It shows how much you have consolidated money, how much is not enough when you need to attract additional financing.

Operational performance graphs
Here you may visually track your key performance indicators in the form of charts.

Financial performance KPIs
here is where you can track your core financial performance indicators in the form of charts.

Break-even point calculation
This indicator is calculated at the beginning of each startup for understanding whether it is appropriate for doing this kind of business. It shows what revenue should be to cover all the costs of doing business, including taxes. When it is reached, the company begins to bring in profits, which means that the investments made in the startup start to pay off.

Industry benchmarks
comparison of performance indicators in the model and in the industry.

Top Expenses
This tab displays your 4 biggest expense categories and the rest of the expenses as the “other”.

Valuation Report
with just a few rate inputs in the Cost of Capital, we have a Discounted Cash Flow valuation calculated

Print-ready Reports
Solid package of print-ready reports, including a profit and loss statement, cash flow statement, a balance sheet, and a complete set of financial ratios.

Originally published at finmodelslab.com

When starting a Cafe business, consider a best-practice Cafe financial model for your Cafeteria business plan.


Key questions/purposes which will be answered with the help of the Cafe financial Excel model are as follows:

- to understand, whether the Cafe ideas are profitable;
- to realize how profitable are Cafe;
- to calculate overall costs of starting a Cafe business;
- to calculate expenses on salaries and wages of Cafe workers;
- to calculate Cafe start-up costs and running a Cafe business;
- to estimate costs of Cafe financing and time needed to loan payback;
- to craft an effective strategy of how to start a Cafe business;
- to estimate how much do Cafe make;

The model consists of:

- Dashboard with core assumptions, financials, and outputs
- Workload-based on days open per week and weekends & holidays per year drivers;
- Revenue calculations based on sales mix and daily revenue drivers;
- COGS calculations based on COGS drivers;
- Flexible revenue & expenses setup
- Simple by efficient safety stock setup
- Expenses, Wages and staff strength model
- Summary Financial metrics on graphs
- Top Revenue & Top Expenses reports
- Break-even Analysis
- Debt Financing and repayment schedule
- Income Statement, Cash Flow Statement, and Balance Sheet for 5 years
- DCF Valuation of the Cafe


First and foremost, we did not hard-code any assumptions.

It is very helpful both for the client and financial modeler, as all the variables could be edited directly from the dashboard or from the revenue/expense/wages/etc sections.

Thanks to that, we could test different alternatives and make any edits literally on the fly.

Besides it, the fiscal year is editable. You may start your Cafe business plan financial model in the middle of the year.

Last but not least, the Cafe business plan financial model considered the interest and the repayment period of the debt.

As a result, the user received a maximally accurate financial statement summary.

Thus, our Cafe financial metrics are flexible and editable, which provides the client with great user experience and confidence in the profitability of your business idea.

Use our professional Cafe financial model Excel template when starting a Cafe. Financial planning is one of the crucial steps in starting a Cafe business. Every Cafe can benefit from a best-practice Cafe business plan enhanced with a budget for starting a Cafe business.

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  • Editable Files
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  • Works on MAC and PAC
  • All Excel Versions