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Wholesale Budget Template

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Wholesale Budget Template

Wholesale Budget Template – project your company’s financial performance

The Wholesale Budget Template is a multi-functional financial planning template for wholesale companies. The template is a great tool for projection of all types of company financials.

The key features of the template allow building sales plans, projecting inventory supply, scheduling purchases and loan payments, and much more. Moreover, the model contains four analytic worksheets which help assess operational profitability and efficiency from different perspectives:

  • general profitability: Sales, Gross and Net Profit;
  • inventory analysis: turnover and average COGS for each product group;
  • sales analysis: profitability by each retailer and product group;
  • cash flow analysis by each type of activities (operating, investing, and financing).

The template consists of projections for Profit and Loss statement (P&L), Balance sheet (BS), and Cash flow statement (CF). It also provides detailed projections for different cost groups, e.g. payroll, rent, marketing expenses and others. Each worksheet contains detailed instructions.

If you are running a wholesale business, you might also be interested in Wholesale Cash Flow Budget Template and Wholesale Investment Calculator.

Functionality of the wholesale budget template:

  • monthly projections for P&L, Cash Flow Statement and Balance Sheet;
  • monthly earnings calculation by product groups and retailers;
  • forecast of all types of company expenses, such as payroll, administrative and development costs, depreciation/amortization, and more;
  • creation of a product purchase plan taking into account the forecast for market situation and scheduled sales volumes;
  • calculation of optimal inventory levels;
  • scheduling of possible payments to suppliers;
  • forecast of possible payments from retailers as well as possible payment schedules for certain retailers;
  • quick adjustments to key assumptions – the changes will be automatically reflected in all positions of the budget.

How to buy?

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

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

Let us do the work for you!

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Feel free to contact our team in case you need support with budgeting your company. Our team provides financial modeling services to companies around the world, which is our core business. We are experienced in creating budgets for wholesale companies, and we know the specifics of the business. Just drop us a line at!

Learn more about our Financial Modeling Services and our Excel template customization services.

If you require a budgeting template for a different industry, please have a look at similar budgeting templates here at our website. If you can’t find a template that suits your industry, you might consider ordering a customized budget template. Please contact us at

1 review for Wholesale Budget Template

  1. Dorothy J. McLeod

    The best template that helps to effciently manage my business.

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