Wellness Center Budget Template

Professional Excel Templates for your Business

Wellness Center Budget Template

Wellness Center Budget Template

Wellness center budget template – get control of your company’s financials

The wellness center budget template is a full-dimensional financial planning template for a company operating in a wellness industry. The template is applicable to any type of wellness business – be it a large spa center providing an extensive range of services, or a small one specializing in a specific treatment.

This is a flexible tool for owners/CFOs of wellness business to forecast any type of a company’s financials, such as Revenue, Capital expenditures, Payroll expenses, Obligations repayment and Net profit.

Moreover, the wellness center budget template allows you to see the projected profitability of different types of services you provide. Who knows, maybe some of them are bringing losses to the company?

Within the template, you will be able to input all necessary data including detailed projections for different cost groups, e.g. payroll, rent, marketing expenses, and others. Based on this information, Profit and loss statement (P&L), Balance sheet (BS), and Cashflow statement (CF) will be constructed. Finally, it automatically displays cash flow and ratio analysis, which you will be able to compare to the industry averages. The wellness center template is supplied with step-by-step instructions, which are given on each worksheet.

Functionality of the spa center budget template:

  • separate profit and loss budget and cash flow budget;
  • balance sheet by month;
  • monthly earnings by product groups and services;
  • forecast your company’s expenses;
  • forecast payroll;
  • inventory purchases schedule;
  • quickly change the most important assumptions. The changes will be automatically reflected in all positions of the budget. Therefore, it will be possible to quickly analyze different scenarios and adjust your plans accordingly.

How to buy?

At first, we recommend that you see how the spa center template looks in Microsoft Excel. To do so, just press the Demo button above and download a demo version, which is exactly the same as the real-life template (except for the formulas being password-protected).

Then just press the Add to cart button above and follow to the checkout!

Let us do the work for you!


Contact our team if you’re looking for additional support with your company’s financial needs! You can request model adjustments for any template found on our website or request a completely customized financial template with your company’s data (operational budgets, cashflow projections, valuation models, cost analysis and other models).


Our company has over 12 years of experience as outsourced CFOs creating and improving financial models for different industries. Over these years we have worked with 500+ companies from 20+ countries in the world. We bet you won’t be able to name an industry we haven’t made financial models for.


The customization services are performed by the same team of analysts that organizes the Financial Modeling World Cup (our group’s company). The Financial Modeling World Cup is the world’s largest financial modeling competition, enjoyed by top-class modelers from all over the world. Our team is trusted by such big names as Microsoft, the main sponsors of the tournament, and ESPN who broadcast the tournaments to TV audience. You can learn more about FMWC here.

Drop us a line at and we’ll get back to you with an offer!


Have feedback or suggestions? Get in touch with our founder & CEO, Andrew Grigolyunovich, CFA:

3 reviews for Wellness Center Budget Template

  1. Larry J. Arline


  2. Larry J. Arline

    We are using it for US SPA salon chain and it’s been covering most of the inputs. Otherwise, these guys can make customization really quick.

  3. Jana


Add a review

Your email address will not be published. Required fields are marked *