UCLA Financial Statement Worksheet

1. Pro-Forma Statement

Using the Proforma Income Statement template attached and located in the Course Documents, create your pro-forma income statement for your business plan. This template will have a list of ‘sample’ expenses, however, you will likely need to customize the list of expenses for your particular business, so add the expense category that you’ll need and delete those expense categories that you won’t use for your business to clean up your statement.

Income Statement Requirements:

• Common size data listed on Pro-forma statement
• Create a bar chart showing at a minimum:
  • Gross Revenue
  • Gross Profit
  • Net income
• Here is a good video that shows you how to create graphs!
  • • Clustered columns chart in Excel (Links to an external site.)
  • Clustered columns chart in Excel, video with Closed Captions (Links to an external site.)

**You may include additional information if you like.

As always, please feel free to contact me with any questions that you may have!