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If you want to open your own business with minimal investment and risk — the best option for you is a dropshipping business plan. This direction of online trading is actively developing and growing — and not surprising because it doesn’t need to produce, purchase, and store goods. You should be able to sell well enough. You can choose any product and start trading right now through the site, landing page, or social networks. But it is not so simple as it sounds. You have to calculate the profitability of the venture before the actual launch.

Especially for this case, we have developed the drop shipping financial plan template. The market share drives model calculations. You can individually adjust the forecasted target market and expected percentage you will get.

Our model includes all the main financial reports and calculations that will be necessary when scaling up a business and increasing turnover. You will know your profit, how much money the company will generate in the next five years, how many sales required for the break-even point when the initial investment will pay off.

The drop shipping business plan template is very flexible and easy to manage, everyone can understand it, and for this, it does not need to have specialized knowledge. You can devote much time to the main success factor of drop shipping business — sales, demand research, and following the latest trends in e-commerce.

Dropshipping Store Financial Plan Template Will Help You

  • Setup a market size projection for 5 years
  • Simulate a market share, % of total market size
  • Plan traffic conversion into shoppers
  • Set repeat buyers percentage rate
  • Outline a sales seasonality
  • Set up products, sales mix, price and COGS by years
  • Analyze sales and profitability by product category
  • Reckon a break-even point and return on investment
  • Plan the costs for opening and operating activities
  • Compute a Startup Costs of a Dropshipping Store

Benefits of using a Dropshipping Store Financial Plan Excel Template

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.

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).

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

Market Share Approach
To ensure longevity and profitability of your Dropshipping business, you need to focus on - the price of your products, and that’s up to you to decide. And the number of visitors. That’s where we can help you! The model is following a Market Share approach and gives you a clear Dropshipping visitors estimation.

Repeat Customer Forecast
Dropshipping businesses often have large, repeat customer pool. And we’re sure, most people won’t be able to resist the desire to try your delicious products over and over again. Dropshipping Business Plan Template takes into account repeat customers and gives you a clear repeat customer estimation.

All necessary reports
When creating a floral shop business plan, you will not need to independently prepare financial reports and study the requirements for them. Our Excel template contains all the necessary reports and calculations that correspond with the lenders demand.

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

Works for startups
Creates a financial summary formatted for your pitch deck.

Dropshipping Store Financial Plan Excel Template Reports

Confidence in the future
Using our financial model, you can effectively plan, prevent risks, manage stocks and cash flows and foresee your prospects for the next 5 years.

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

You will receive all the data necessary for the investors. The weighted average cost of capital shows the minimum return on enterprise funds invested in its activities capital. Free cash flow is cash flow available to all investors, including shareholders and creditors. Discounted cash is the value of future cash flows in relation to the current time.

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.

Loan Amortization Schedule
You can find this in the “Capital” tab, where you can see internal calculations of the loans, interest, and equity.

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

Top Revenue Category Report
It always happens in retail that some products sell better than others, some bring more profit, others less, and some bring nothing at all. In a Dropshipping store, where you have to work with goods with a short shelf life, it is very important to monitor the indicator of the cost of sales in the context of goods. The report is built for 5 products (or product categories) but if you wish, you can expand it yourself or with our professional help. Top revenue, revenue depth, and revenue bridge are reflected here.

Top Expense Category Report
It is very important to plan costs so that your company is profitable. It is necessary to analyze what are the highest costs and always work on their optimization. This report summarizes 4 biggest expense categories and the rest of the expenses as the “other”.

Capitalization table
Shareholder’s ownership dilution is calculated here. This tab consists of 4 rounds of financing.

Get a Robust, Powerful and Flexible Financial Model
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.

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