What is Proforma?

A definition of Proforma

“A proforma is a preliminary financial document that outlines future financial outcomes, such as revenue, expenses, or profits, for planning purposes.”

Proforma in Business Glossary - What is a Proforma?

Business Glossary > What is Proforma?


Examples of Proforma in a Sentence:

The CFO prepared a proforma to project next year’s revenue.

A proforma helps businesses plan for financial growth.

Our startup used a proforma to attract potential investors.

Why is Proforma Important in Business?

Understanding a proforma is essential for businesses to forecast future financial performance. It helps in planning budgets, assessing the viability of new projects, and gaining insights to attract investors by projecting potential revenue and costs.

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Associated Terms

Here are some associated business terms and synonyms for “Proforma”:

  • Financial Projection
  • Budget Estimate
  • Projected Financial Statement

Apple Proforma

Apple uses proforma statements to evaluate the financial impact of launching new products. By assessing potential revenue and cost structures ahead of time, they ensure well-informed decisions are made regarding product development and market entry.

Final Notes on Proforma

When utilizing a proforma, businesses should critically analyze assumptions and data accuracy, ensure alignment with strategic goals, and review regularly to adapt to changing circumstances.


This has been a definition of Proforma meaning.

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