business plan excel template free

Free Business Plan Excel Template [Excel Download]

Written by Dave Lavinsky

A business plan is a roadmap for growing your business. Not only does it help you plan out your venture, but it is required by funding sources like banks, venture capitalists and angel investors.

Download our Ultimate Business Plan Template here >

The body of your business plan describes your company and your strategies for growing it. The financial portion of your plan details the financial implications of your business: how much money you need, what you project your future sales and earnings to be, etc.

Below you will be able to download our free business plan excel template to help with the financial portion of your business plan. You will also learn about the importance of the financial model in your business plan.

Download the template here: Financial Plan Excel Template  

How to Finish Your Business Plan in 1 Day!

Don’t you wish there was a faster, easier way to finish your business plan?

With Growthink’s Ultimate Business Plan Template you can finish your plan in just 8 hours or less! It includes a simple, plug-and-play financial model and a fill-in-the-blanks template for completing the body of your plan.

What’s Included in our Business Plan Excel Template

Our business plan excel template includes the following sections:

Income Statement : A projection of your business’ revenues, costs, and expenses over a specific period of time. Includes sections for sales revenue, cost of goods sold (COGS), operating expenses, and net profit or loss.

Example 5 Year Annual Income Statement

Cash Flow Statement : A projection of your business’ cash inflows and outflows over a specific period of time. Includes sections for cash inflows (such as sales receipts, loans, and investments), cash outflows (such as expenses, salaries, and loan repayments), and net cash flow.

Example 5 Year Annual Cash Flow Statement

Balance Sheet : A snapshot of your business’ financial position at a specific point in time. Includes sections for assets (such as cash, inventory, equipment, and property), liabilities (such as loans, accounts payable, and salaries payable), and owner’s equity (such as retained earnings and capital contributions).

Example 5 Year Annual Balance Sheet

Download the template here: Business Plan Excel Template 

The template is easy to customize according to your specific business needs. Simply input your own financial data and projections, and use it as a guide to create a comprehensive financial plan for your business. Remember to review and update your financial plan regularly to track your progress and make informed financial decisions.

Finish Your Business Plan Today!

The importance of the financial model in your business plan.

A solid financial model is a critical component of any well-prepared business plan. It provides a comprehensive and detailed projection of your business’ financial performance, including revenue, expenses, cash flow, and profitability. The financial model is not just a mere set of numbers, but a strategic tool that helps you understand the financial health of your business, make informed decisions, and communicate your business’ financial viability to potential investors, lenders, and other stakeholders. In this article, we will delve into the importance of the financial model in your business plan.

• Provides a roadmap for financial success : A well-structured financial model serves as a roadmap for your business’ financial success. It outlines your revenue streams, cost structure, and cash flow projections, helping you understand the financial implications of your business strategies and decisions. It allows you to forecast your future financial performance, set financial goals, and measure your progress over time. A comprehensive financial model helps you identify potential risks, opportunities, and areas that may require adjustments to achieve your financial objectives.
• Demonstrates financial viability to stakeholders : Investors, lenders, and other stakeholders want to see that your business is financially viable and has a plan to generate revenue, manage expenses, and generate profits. A robust financial model in your business plan demonstrates that you have a solid understanding of your business’ financials and have a plan to achieve profitability. It provides evidence of the market opportunity, pricing strategy, sales projections, and financial sustainability. A well-prepared financial model increases your credibility and instills confidence in your business among potential investors and lenders.
• Helps with financial decision-making : Your financial model is a valuable tool for making informed financial decisions. It helps you analyze different scenarios, evaluate the financial impact of your decisions, and choose the best course of action for your business. For example, you can use your financial model to assess the feasibility of a new product launch, determine the optimal pricing strategy, or evaluate the impact of changing market conditions on your cash flow. A well-structured financial model helps you make data-driven decisions that are aligned with your business goals and financial objectives.
• Assists in securing funding : If you are seeking funding from investors or lenders, a robust financial model is essential. It provides a clear picture of your business’ financials and shows how the funds will be used to generate revenue and profits. It includes projections for revenue, expenses, cash flow, and profitability, along with a breakdown of assumptions and methodology used. It also provides a realistic assessment of the risks and challenges associated with your business and outlines the strategies to mitigate them. A well-prepared financial model in your business plan can significantly increase your chances of securing funding as it demonstrates your business’ financial viability and growth potential.
• Facilitates financial management and monitoring : A financial model is not just for external stakeholders; it is also a valuable tool for internal financial management and monitoring. It helps you track your actual financial performance against your projections, identify any deviations, and take corrective actions if needed. It provides a clear overview of your business’ cash flow, profitability, and financial health, allowing you to proactively manage your finances and make informed decisions to achieve your financial goals. A well-structured financial model helps you stay on top of your business’ financials and enables you to take timely actions to ensure your business’ financial success.
• Enhances business valuation : If you are planning to sell your business or seek investors for an exit strategy, a robust financial model is crucial. It provides a solid foundation for business valuation as it outlines your historical financial performance, future projections, and the assumptions behind them. It helps potential buyers or investors understand the financial potential of your business and assess its value. A well-prepared financial model can significantly impact the valuation of your business, and a higher valuation can lead to better negotiation terms and higher returns on your investment.
• Supports strategic planning : Your financial model is an integral part of your strategic planning process. It helps you align your financial goals with your overall business strategy and provides insights into the financial feasibility of your strategic initiatives. For example, if you are planning to expand your business, enter new markets, or invest in new technologies, your financial model can help you assess the financial impact of these initiatives, including the investment required, the expected return on investment, and the timeline for achieving profitability. It enables you to make informed decisions about the strategic direction of your business and ensures that your financial goals are aligned with your overall business objectives.
• Enhances accountability and transparency : A robust financial model promotes accountability and transparency in your business. It provides a clear framework for setting financial targets, measuring performance, and holding yourself and your team accountable for achieving financial results. It helps you monitor your progress towards your financial goals and enables you to take corrective actions if needed. A well-structured financial model also enhances transparency by providing a clear overview of your business’ financials, assumptions, and methodologies used in your projections. It ensures that all stakeholders, including investors, lenders, employees, and partners, have a clear understanding of your business’ financial performance and prospects.

In conclusion, a well-prepared financial model is a crucial component of your business plan. It provides a roadmap for financial success, demonstrates financial viability to stakeholders, helps with financial decision-making, assists in securing funding, facilitates financial management and monitoring, enhances business valuation, supports strategic planning, and enhances accountability and transparency in your business. It is not just a set of numbers, but a strategic tool that helps you understand, analyze, and optimize your business’ financial performance. Investing time and effort in creating a comprehensive and robust financial model in your business plan is vital for the success of your business and can significantly increase your chances of achieving your financial goals.

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10 Free Business Plan Templates in Word, Excel, & ClickUp

Praburam Srinivasan

Growth Marketing Manager

February 13, 2024

Turning your vision into a clear and coherent business plan can be confusing and tough. 

Hours of brainstorming and facing an intimidating blank page can raise more questions than answers. Are you covering everything? What should go where? How do you keep each section thorough but brief?

If these questions have kept you up at night and slowed your progress, know you’re not alone. That’s why we’ve put together the top 10 business plan templates in Word, Excel, and ClickUp—to provide answers, clarity, and a structured framework to work with. This way, you’re sure to capture all the relevant information without wasting time. 

And the best part? Business planning becomes a little less “ugh!” and a lot more “aha!” 🤩

What is a Business Plan Template?

What makes a good business plan template, 1. clickup business plan template, 2. clickup sales plan template, 3. clickup business development action plan template, 4. clickup business roadmap template, 5. clickup business continuity plan template, 6. clickup lean business plan template, 7. clickup small business action plan template, 8. clickup strategic business roadmap template , 9. microsoft word business plan template by microsoft, 10. excel business plan template by vertex42.

A business plan template is a structured framework for entrepreneurs and business executives who want to create business plans. It comes with pre-arranged sections and headings that cover key elements like the executive summary , business overview, target customers, unique value proposition, marketing plans, and financial statements.  

A good business plan template helps with thorough planning, clear documentation, and practical implementation. Here’s what to look for:

• Comprehensive structure: A good template comes with all the relevant sections to outline a business strategy, such as executive summary, market research and analysis, and financial projections 
• Clarity and guidance: A good template is easy to follow. It has brief instructions or prompts for each section, guiding you to think deeply about your business and ensuring you don’t skip important details
• Clean design: Aesthetics matter. Choose a template that’s not just functional but also professionally designed. This ensures your plan is presentable to stakeholders, partners, and potential investors
• Flexibility : Your template should easily accommodate changes without hassle, like adding or removing sections, changing content and style, and rearranging parts 🛠️ 

While a template provides the structure, it’s the information you feed it that brings it to life. These pointers will help you pick a template that aligns with your business needs and clearly showcases your vision.

10 Business Plan Templates to Use in 2024

Preparing for business success in 2024 (and beyond) requires a comprehensive and organized business plan. We’ve handpicked the best templates to help you guide your team, attract investors, and secure funding. Let’s check them out.

If you’re looking to replace a traditional business plan document, then ClickUp’s Business Plan Template is for you!

This one-page business plan template, designed in ClickUp Docs , is neatly broken down into the following sections:

• Company description : Overview, mission, vision, and team
• Market analysis : Problem, solution, target market, competition, and competitive advantage
• Sales and marketing strategy : Products/services and marketing channels
• Operational plan : Location and facilities, equipment and tools, manpower, and financial forecasts
• Milestones and metrics: Targets and KPIs

Customize the template with your company logo and contact details, and easily navigate to different sections using the collapsible table of contents. The mini prompts under each section guide you on what to include—with suggestions on how to present the data (e.g., bullet lists, pictures, charts, and tables). 

You can share the document with anyone via URL and collaborate in real time. And when the business plan is ready, you have the option to print it or export it to PDF, HTML, or Markdown.

But that’s not all. This template is equipped with basic and enterprise project management features to streamline the business plan creation process . The Topics List view has a list of all the different sections and subsections of the template and allows you to assign it to a team member, set a due date, and attach relevant documents and references.

Switch from List to Board view to track and update task statuses according to the following: To Do, In Progress, Needs Revision, and Complete. 

This template is a comprehensive toolkit for documenting the different sections of your business plan and streamlining the creation process to ensure it’s completed on time. 🗓️

If you’re looking for a tool to kickstart or update your sales plan, ClickUp’s Sales Plan Template has got you covered. This sales plan template features a project summary list with tasks to help you craft a comprehensive and effective sales strategy. Some of these tasks include:

• Determine sales objectives and goals
• Draft positioning statement
• Perform competitive analysis
• Draft ideal customer persona
• Create a lead generation strategy

Assign each task to a specific individual or team, set priority levels , and add due dates. Specify what section of the sales plan each task belongs to (e.g., executive summary, revenue goals, team structure, etc.), deliverable type (such as document, task, or meeting), and approval state (like pending, needs revisions, and approved).

And in ClickUp style, you can switch to multiple views: List for a list of all tasks, Board for visual task management, Timeline for an overview of task durations, and Gantt to get a view of task dependencies. 

This simple business plan template is perfect for any type of business looking to create a winning sales strategy while clarifying team roles and keeping tasks organized. ✨

Thinking about scaling your business’s reach and operations but unsure where or how to start? It can be overwhelming, no doubt—you need a clear vision, measurable goals, and an actionable plan that every member of your team can rally behind. 

Thankfully, ClickUp’s Business Development Action Plan Template is designed to use automations to simplify this process so every step toward your business growth is clear, trackable, and actionable.

Start by assessing your current situation and deciding on your main growth goal. Are you aiming to increase revenue, tap into new markets, or introduce new products or services? With ClickUp Whiteboards or Docs, brainstorm and collaborate with your team on this decision.

Set and track your short- and long-term growth goals with ClickUp’s Goals , break them down into smaller targets, and assign these targets to team members, complete with due dates. Add these targets to a new ClickUp Dashboard to track real-time progress and celebrate small wins. 🎉

Whether you’re a startup or small business owner looking to hit your next major milestone or an established business exploring new avenues, this template keeps your team aligned, engaged, and informed every step of the way.

ClickUp’s Business Roadmap Template is your go-to for mapping out major strategies and initiatives in areas like revenue growth, brand awareness, community engagement, and customer satisfaction. 

Use the List view to populate tasks under each initiative. With Custom Fields, you can capture which business category (e.g., Product, Operations, Sales & Marketing, etc.) tasks fall under and which quarter they’re slated for. You can also link to relevant documents and resources and evaluate tasks by effort and impact to ensure the most critical tasks get the attention they deserve. 👀

Depending on your focus, this template provides different views to show just what you need. For example, the All Initiatives per Quarter view lets you focus on what’s ahead by seeing tasks that need completion within a specific quarter. This ensures timely execution and helps in aligning resources effectively for the short term.

This template is ideal for business executives and management teams who need to coordinate multiple short- and long-term initiatives and business strategies.

In business, unexpected threats to operations can arise at any moment. Whether it’s economic turbulence, a global health crisis, or supply chain interruptions, every company needs to be ready. ClickUp’s Business Continuity Plan Template lets you prepare proactively for these unforeseen challenges.

The template organizes tasks into three main categories:

• Priorities: Tasks that need immediate attention
• Continuity coverage: Tasks that must continue despite challenges
• Guiding principles: Resources and protocols to ensure smooth operations

The Board view makes it easy to visualize all the tasks under each of these categories. And the Priorities List sorts tasks by those that are overdue, the upcoming ones, and then the ones due later.

In times of uncertainty, being prepared is your best strategy. This template helps your business not just survive but thrive in challenging situations, keeping your customers, employees, and investors satisfied. 🤝

Looking to execute your business plan the “lean” way? Use ClickUp’s Lean Business Plan Template . It’s designed to help you optimize resource usage and cut unnecessary steps—giving you better results with less effort.

In the Plan Summary List view, list all the tasks that need to get done. Add specific details like who’s doing each task, when it’s due, and which part of the Business Model Canvas (BMC) it falls under. The By Priority view sorts this list based on priorities like Urgent, High, Normal, and Low. This makes it easy to spot the most important tasks and tackle them first.

Additionally, the Board view gives you an overview of task progression from start to finish. And the BMC view rearranges these tasks based on the various BMC components. 

Each task can further be broken down into subtasks and multiple checklists to ensure all related action items are executed. ✔️

This template is an invaluable resource for startups and large enterprises looking to maximize process efficiencies and results in a streamlined and cost-effective way.

The Small Business Action Plan Template by ClickUp is tailor-made for small businesses looking to transform their business ideas and goals into actionable steps and, eventually, into reality. 

It provides a simple and organized framework for creating, assigning, prioritizing, and tracking tasks. And in effect, it ensures that goals are not just set but achieved. Through the native dashboard and goal-setting features, you can monitor task progress and how they move you closer to achieving your goals.

Thanks to ClickUp’s robust communication features like chat, comments, and @mentions, it’s easy to get every team member on the same page and quickly address questions or concerns.

Use this action plan template to hit your business goals by streamlining your internal processes and aligning team efforts.

For larger businesses and scaling enterprises, getting different departments to work together toward a big goal can be challenging. The ClickUp Strategic Business Roadmap Template makes it easier by giving you a clear plan to follow.

This template is packaged in a folder and split into different lists for each department in your business, like Sales, Product, Marketing, and Enablement. This way, every team can focus on their tasks while collectively contributing to the bigger goal.

There are multiple viewing options available for team members. These include:

• Progress Board: Visualize tasks that are on track, those at risk, and those behind
• Gantt view: Get an overview of project timelines and dependencies
• Team view: See what each team member is working on so you can balance workloads for maximum productivity

While this template may feel overwhelming at first, the getting started guide offers a step-by-step breakdown to help you navigate it with ease. And like all ClickUp templates, you can easily customize it to suit your business needs and preferences.

Microsoft’s 20-page traditional business plan template simplifies the process of drafting comprehensive business plans. It’s made up of different sections, including:

• Executive summary : Highlights, objectives, mission statement, and keys to success
• Description of business: Company ownership and legal structure, hours of operation, products and services, suppliers, financial plans, etc.
• Marketing: Market analysis, market segmentation, competition, and pricing
• Appendix: Start-up expenses, cash flow statements, income statements, sales forecast, milestones, break-even analysis, etc.

The table of contents makes it easy to move to different sections of the document. And the text placeholders under each section provide clarity on the specific details required—making the process easier for users who may not be familiar with certain business terminology.

No business template roundup is complete without an Excel template. This business plan template lets you work on your business financials in Excel. It comes with customizable tables, formulas, and charts to help you look at the following areas:

• Highlight charts
• Market analysis
• Start-up assets and expenses
• Sales forecasts
• Profit and loss
• Balance sheet
• Cash flow projections
• Break-even analysis

This Excel template is especially useful when you want to create a clear and visual financial section for your business plan document—an essential element for attracting investors and lenders. However, there might be a steep learning curve to using this template if you’re not familiar with business financial planning and using Excel.

Try a Free Business Plan Template in ClickUp

Launching and running a successful business requires a well-thought-out and carefully crafted business plan. However, the business planning process doesn’t have to be complicated, boring, or take up too much time. Use any of the above 10 free business plan formats to simplify and speed up the process.

ClickUp templates go beyond offering a solid foundation to build your business plans. They come with extensive project management features to turn your vision into reality. And that’s not all— ClickUp’s template library offers over 1,000 additional templates to help manage various aspects of your business, from decision-making to product development to resource management .

Sign up for ClickUp’s Free Forever Plan today to fast-track your business’s growth! 🏆

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Download Business Plan Template In Excel

• Budget , Business management , Excel Templates

Kickstart Your Business Success with Our Free Excel Business Plan Template

Charting a path to success for your business can be overwhelming, especially when it comes to organizing and managing the myriad elements that constitute a business plan. That’s why we’re thrilled to introduce our free, comprehensive Business Plan Excel template. With multiple, integrated sheets for every facet of your planning needs, this template streamlines your strategic process, saving you time and effort.

What Is Included in Our Sample Business Plan Template in Excel?

Our Excel business plan template is meticulously designed and includes the following components:

• Sales Planning / Forecasting Template : This template enables you to plan product-wise and year-wise sales. By analyzing trends over the previous two years, you can forecast sales for the coming year and make informed business decisions.
• Profit and Loss Template : This sheet will help you track your revenues, costs, and expenses to determine your business’s profitability over a period of time.
• Balance Sheet Template : It provides a snapshot of your company’s financial position at a particular moment, illustrating what the company owns (assets) and owes (liabilities), and the amount invested by shareholders (equity).
• Cash Flow Template : With this, you can manage your cash position by tracking the inflow and outflow of cash in your business. This template helps in monitoring your liquidity and understanding if you have enough cash to cover your expenses.
• Budget Template : This facilitates the allocation and tracking of financial resources, ensuring you don’t overspend and stay on the right financial track.
• Break-Even Analysis Template : This crucial template calculates the point where your total cost equals your total revenue. Understanding your break-even point can help guide pricing strategy, monitor efficiency, and make profitable business decisions.

How to Use the Excel Business Plan Template?

Using our comprehensive Excel business plan template is simple:

• Download the Template : Start by downloading our free Business Plan Excel template.
• Input Your Data : Enter your business data into each sheet. Each section comes with clear instructions on what information is needed.
• Analyze and Plan : Use the data you’ve entered to analyze your current business situation, make projections, and develop strategic plans.
• Update Regularly : As your business evolves, so should your business plan. Regularly update the data in the template to keep your plan relevant and responsive to your business’s changing circumstances.

Why Use the Excel Business Plan Template?

Our Excel business plan template offers a host of benefits:

• Comprehensive : It covers every aspect of your business plan, eliminating the need for multiple documents or programs.
• Easy to Use : The template is designed to be user-friendly, making it easy for anyone, regardless of their familiarity with Excel.
• Customizable : The template can be modified to suit the specific needs and nature of your business.
• Effective Visualization : The template includes graphs and charts, transforming your data into a visual format that’s easier to understand and present.
• Free : Our template is completely free, making it a cost-effective solution for business planning.

In conclusion, our Excel business plan template simplifies the planning process by consolidating all elements of a business plan into a single, comprehensive document. Whether you’re drafting your first business plan or refining an existing one, this template can be an invaluable tool. So, download our free Excel business plan template today and embark on a strategic journey to business success!

Users of This Free Business Plan Template

The Excel Business Plan Template is designed for a wide variety of users who need to develop a structured and strategic approach to their business planning. Here’s a list of individuals and entities who could greatly benefit from using this template:

• Entrepreneurs and Startups : If you’re in the initial stages of starting a business, this template can help you plan, analyze, and forecast various aspects of your business such as sales, finances, and cash flow.
• Small Business Owners : For existing small businesses, this template can help monitor performance, manage finances, and plan for future growth.
• Financial Analysts and Managers : These professionals can use this template to gain insights into the financial health of a business, plan budgets, and conduct break-even analysis.
• Freelancers and Solopreneurs : Even if you’re a one-person business, this template can help keep track of your finances, forecast your revenue, and manage your cash flow efficiently.
• Consultants and Business Advisors : These individuals can utilize the template to assist their clients in developing business plans, improving financial management, and setting strategic goals.
• Non-profit Organizations : Even though their goals might not be profit-oriented, non-profit organizations can also benefit from this template to manage their finances, plan budgets, and conduct break-even analysis for their fundraising events or projects.

Remember, the key to leveraging this tool effectively is to customize it to the unique needs and circumstances of your business or project. No matter your industry or the size of your business, our Excel Business Plan Template can be a valuable tool in your strategic planning toolkit.

Download this Business Plan template in Excel Format

Our easy to use editable Excel templates and save your significant amount of time and effort. Here’s how to download and use one of our templates:

Download this free Excel Template : Once you’ve browsed through our collection of templates and find the one that best fits your needs. Once you’ve found the template you want, click on the download button.

Replace sample data with your actual data: Once the template is downloaded, open it in Excel. You’ll see that it is already set up with sample data. To start analyzing your own data, simply replace the sample data with your actual data.

Customize the template: Our templates are completely editable, which means you can customize them to fit your specific needs. For example, you can change the formatting, add or remove columns, or create new charts and graphs.

Use the Excel template: Once you’ve fed in your data and customized the template, you’re ready to start using it for data analysis. Use the various tools and features of Excel to analyze and visualize your data, and make informed business decisions.

Save and share: Once you’ve finished working on the template, save it to your computer and share it with other members of your team or stakeholders as needed.

Click Download Button To Get Business Plan Excel Template

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Business Plan Template

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Create a business plan

You've been dreaming of starting your own business. You've started with some concrete steps, and you're ready to put your proposal together. But how do you start, and how do you know when you have the right information?

How to get it done

Create a business plan with templates in Word:

Start with a template

Download these templates from the Office Templates site to create your plan:

Fill in your Business plan .

Analyze your market with the Business market analysis template .

Detail your financials in a Financial plan .

Divide up the work and track deliverables with this Business plan checklist .

Wrap up with this Business startup checklist .

Need a little help?

Learn how to:

Start a document from a template .

Apply themes to change your plan's look.

Related resources

Related article

Must follow steps for starting a successful business

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Free Business Plan Template for Excel

Ajay Jagtap

• October 31, 2023

With 1 in 8 people using Excel, I’d be hard-pressed to believe that anyone has never used it at some point in life.

While we have all used it at least once—be it for school homework, college assignments, or travel planning—we never really got the hang of it.

(Excel formulas are tough!)

Preparing a business plan from scratch using Excel is not a joke; we get that. That’s why we created this business plan template in Excel .

So, no more worrying about Excel formulas or plan structure—download the document and follow the instructions in the article for successful business planning.

Sounds good? Let’s start with understanding the pros and cons of using Excel for planning:

Pros and Cons of Using Excel for Business Plans

Before we head to discussing the Excel business plan template, let’s understand the pros and cons of using Excel for business planning:

• Free to use:  MS Excel is 100% free for all its users, making it a cost-effective choice.
• Data Analysis:  Excel is a powerful tool for performing various financial and data analyses and calculations.
• Collaboration: Collaborating with your team while working on a project using Excel is easier.
• Lack of automation: Excel may not help create dynamic business plans with automated features.
• Limited presentation:  Excel cannot create an appealing business plan like a business plan software.
• Complex formulas: Excel’s formulas are complex and require a significant learning curve to master.

So these were the pros and cons. Let’s cut to the chase and discuss the key components of our free business plan Excel template.

Key Components of Our Excel Business Plan Template

It’s a fact—you cannot use Excel to create the entire plan from scratch, no! Excel is a powerful tool for complex calculations and analyses; let’s use it for that only.

So, we’ll use this business plan Excel template only to perform complex financial analyses and calculations—to prepare financial projections.

Following are the critical components of a good business plan template you must include in your financial plan:

1. Income Statement

The income statement is one of the key financial statements of your financial plan that highlights its profit and loss over a given period of time.

The critical components of your income statement include—revenue/sales, Cost of Goods Sold (COGS), operational costs, EBITDA, interest, and others.

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2. Balance Sheet

Your balance sheet is a statement that reports your company’s assets, liabilities, and shareholder equity, providing a snapshot of its financial position at a specific period of time.

The statement helping you calculate financial ratios includes the following:

• Assets—e.g. Inventory, cash, property.
• Liabilities—e.g. Accounts payable, loans, salaries to be paid.
• Owners equity—e.g. Capital investment/contribution.

3. Cash Flow Statement

The cash flow statement of your financial plan is the projection of your cash in and outflows over a certain period of time.

As one of three key components of your financial plan, the cash flow statement summarizes the amount of cash or cash equivalents entering or leaving your company.

4. Break-Even Analysis

A break-even analysis helps you determine the number of units you need to sell to cover all fixed and variable costs.

The break-even point is considered a measure of safety margin, and anything you sell beyond the point will result in profit.

While your balance sheet already highlights the assets, liabilities, and owner’s equity, assets are considered critical for investors to assess the company’s financial health. So, our simple business plan template (Excel) has a separate sheet for business assets.

6. Accounts Payable & Receivable

The accounts payable refer to the amount due to vendors or suppliers for services or goods received, whereas accounts receivable represent the money due to the company.

The increase or decrease in your accounts payable or receivable can be seen in your cash flow statement.

7. Working Capital

Working capital is the subtraction of your current liabilities from your current assets. As a critical element in identifying your company’s health, it helps investors understand if it has enough capital to pay employees and fund operations to meet short-term goals.

Download the Financial Forecast Template In Excel

We discussed all the critical statements to be covered in your financial plan. Now what? It’s time for you to download the financial forecast template and start preparing your financial plan.

Unlike other free Excel templates, this template has all the reports with the suggested revenue streams, expenses, and other details.

You can directly download and use the template to forecast cash flow, create balance sheets, and prepare income statements that provide detailed information about your revenue and expenses. So what are you waiting for?

How to Use an Excel Business Plan Template

We’re hoping you’ve already downloaded the business plan template. So, the question arises: How can this Excel template be used to prepare realistic forecasts?

Let’s get this over with:

Understand the template structure

Before you start planning, you must understand the structure of the financial portion of your business plan. Get a thorough review of the template and understand:

• What critical statements does it include?
• What are the revenue streams?
• What are considered to be assets and liabilities?
• What does the taxation structure look like?

And others. Once you thoroughly understand the structure, you can move ahead with the next step.

Analyze historical data

Financial forecasting is about assumptions—a lot of them, but accurate ones. If you’re a total stranger to financial forecasting, analyzing historical data will help you get off on the right foot.

Analyze the historical data and try to gain insights about your business financials:

• Monthly revenue over the last year?
• How much you’re spending on day-to-day operations?
• What is your sales growth rate? How fast is it increasing over time?

And others. These historical figures will be of massive help in the next step.

Make pre-assumptions

As I said before, financial forecasts heavily rely on certain assumptions like sales forecasts, operational expenses, revenue growth, and others.

So, in this step, you’ll make assumptions about these variables based on the historical data to make them realistic and accurate.

Prepare key financial reports

Once you have made pre-assumptions, it’s time to prepare forecasts. Don’t overwhelm yourself with a lot of numbers; start by preparing critical financial reports that include—a cash flow statement, balance sheet, and income statement.

Other statements of your plan rely heavily on these reports, so the process will become much easier after having prepared these three beforehand.

Monitor and track progress

After preparing your financial reports, the next step is timely monitoring these reports and tracking progress.

You can compare your assumptions with actual results to see if your projections are accurate and relevant to the changing market trends.

Analyzing metrics like customer acquisition rate, acquisition costs, net profit, and gross margin will help track progress.

If you follow these steps rigorously, you can surely make a decent plan to support your business strategies and achieve financial goals.

Still, it was just about financial planning. What about the entire business plan? Excel is a no-go for business planning; let’s see why.

How Excel may not be the best choice for business planning?

Since Excel doesn’t offer all the necessary features for business planning that a business plan software like Upmetrics would, it is not the tool to be used to create a comprehensive business plan.

Following are a few reasons why Excel may not be a better choice for business planning compared to a tool like Upmetrics:

• Limited features: Since it is not designed specifically for planning, it has limited business planning features compared to software like Upmetrics. A business planning software may include features like business plan builder, financial forecasting, and pitch deck creator.
• Limited collaboration: Everyone knows Excel isn’t the tool with the best collaboration features. Business plan software offers collaboration features, allowing multiple team members to work on a business plan simultaneously.
• No Automation: Upmetrics comes with many automation features like AI assistant and financial forecasting tool, helping entrepreneurs and small businesses save time and reduce human errors.
• No customizable templates: Upmetrics has 400+ business plan examples and templates that make it easier for new users to get started, which has not been the case with Excel.

These were just a few of many reasons why a planning tool is a better alternative than Excel to create a comprehensive plan to support their business strategy.

Improve Your Business Financial Plan with Upmetrics

I’d surely have recommended Excel for financial planning if you had asked maybe a decade ago.

Today? There’s no way Excel stands a chance when competing with a cutting-edge AI business planning solution like Upmetrics.

Upmetrics simplifies business planning with its library of business templates, financial forecasting tool, and AI-powered assistant, making it a much more efficient alternative to Excel.

What are you waiting for? Start planning today!

Make your plan in half the time & twice the impact with Upmetrics

Fill-in-the-blanks, AI-assistance, and automatic financials make it easy.

Frequently Asked Questions

How do i create a business plan in excel.

It’s challenging to draft an entire business plan in Excel. However, you can use Excel to create the financial portion of your plan using a free business plan Excel template. A ready-made template is always better and faster than preparing your financial reports from scratch.

Are there any alternatives to Excel for creating a business plan?

Yes, there are a few alternatives to Excel for creating a business plan. However, using a business plan software like Upmetrics would be a better alternative to creating a business plan than others.

Why should I use an Excel template for my business financial plan?

You cannot certainly master Excel formulas in one day, and preparing advanced financial reports from scratch means you must be very good at accounting, budgeting, and Excel sheets and ready to spare some intense hours.

So, considering the complexity of Excel—using a ready-made template seems like a great starting point for budding entrepreneurs with no financial planning experience.

Are there any free business plan templates available in Excel?

Although it’s tough to create the entire business plan in Excel from scratch, Upmetrics offers a free business plan Excel template to help you gain inspiration and make the financial portion of your business plan.

Can I share my financial plan online with others using Excel?

Yes, you can share your financial plan online with others using Excel. To share your document with others, simply click on the “Share with People” option and enter their email addresses, and you have shared the doc.

About the Author

Ajay is a SaaS writer and personal finance blogger who has been active in the space for over three years, writing about startups, business planning, budgeting, credit cards, and other topics related to personal finance. If not writing, he’s probably having a power nap. Read more

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Nothing beats the time-saving awesomeness of the perfect Excel template.

Whether you’re managing a team of employees or a busy household, being able to simply plug in your data and go means your work gets done faster, your projects run smoother, and you’re the most organized person in the room.

But finding the right template can be time-consuming on its own.

Luckily, you can get started ASAP because we’ve compiled a list of 52 free Excel templates to help make your life easier today.

Want to learn more?

Take your Excel skills to the next level with our comprehensive (and free) ebook!

Our list has you covered with template picks spanning 7 categories:

Project management

Money management, planning ahead, buying a house, personal weight loss, business management, business planning.

Skip ahead to the sections you're interested in or check each one out to see what you’re missing.

Looking for more templates? Check out these free downloadable Word resume templates and PowerPoint templates .

To kick things off, let’s start with 7 project management templates your team can’t afford to go without.

1. Timeline template

This helps your team stay on the same page throughout the course of your project. If you don’t have time to create your own project timeline, don’t sweat it. Use this template to create one quickly.

2. Gantt Chart template

Each milestone also has a summary of what needs to be done so there’s no question as to what everyone on your team should be working on and when those deliverables are due.

For the best results, create a general timeline to look at for quick answers, such as when something is due, and your Gantt Chart to see the details of the deliverables before they’re due.

3. To-do list template

Hold your team accountable. Once you have your general timeline created and your Gantt Chart laid out, you’ll need a way to keep your team in the loop with the status of certain deliverables. This to-do list template will help you do just that.

With this template, you can add the project tasks, a status update, the priority level, a due date, who’s in charge, and any relevant notes to ensure that everyone on the team knows what’s going on.

And if any issues come up, you can use this next template.

4. Issue tracking template

This issue tracking template helps you keep a log of what went wrong, when it occurred, who handled the problem, and any relevant notes that may be helpful.

Remember, it’s better to identify the issues and document them now than it is to keep repeating the same mistakes over and over again because you failed to identify a common thread.

5. Weekly timecard template

6. project tracking template.

7. KPI tracking template

In this next section, I’ll show you the best templates to help you manage your money.

8. Money management template

9. personal budget template.

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10. Income and expense template

11. Family budget planner template

12. household budget template, 13. college budget template.

For students, there’s also this helpful college budget template that tracks where most of your funds are going. Then you’ll know what to expect and how to plan ahead each semester (for the most part).

14. Holiday spending budget template

15. travel budget template.

16. Kids money management template

17. savings goal template, 18. wedding budget template.

19. Get out of debt template

20. Portfolio management template

Up next, I’ll show you how a little planning ahead will make your life smooth sailing down the road.

21. Meal plan template

22. Home remodel budget template

23. Party planning template

Parties can also increase your spending for the month. Let this party planning template make sure your party stays within your budget.

Purchasing a house is another important milestone that can quickly spiral out of your budget and control.

Fortunately, the templates in our next section will help alleviate some of the financial stress that comes with such a major purchase.

24. Home expense calculator template

25.  home buying checklist template.

26. Mortgage calculator template

But before you decide to put in an offer on the house of your dreams, use this mortgage calculator template to see if your mortgage payments are something you can even afford.

Templates can also be helpful when you’re trying to lose or maintain your current weight. I’ll show you two great ones to use for this next.

27. Weight loss tracker template

28. Couple weight loss tracker template

To add to that, grab a partner or spouse and track both of your weight loss journeys with this weight loss template . You can motivate each other to succeed.

Up next, let’s talk about the best Excel templates for managing your business.

29. Basic invoice template

30. Service invoice template

31. Sales invoice template

32. Account statement template

33. Packing slip template

34. Price quote template

35. Purchase order template

Once your customer decides to accept your price quote, you can then create a purchase order thanks to this template .

36. Sales receipt template

37. Rent receipts template

38. Home office expense tracking template

39. Computer repair invoice template

40. Time card template

41. Weekly timesheet template

42. Weekly timesheet with breaks template

43. Free payroll calculator template

44. Proft and loss statement template

Now that you have templates for the technical aspects of operating your business, let’s go over a few to use if you’re just starting out or want to take your business to the next level.

45. Competitive analysis template

46. Startup business planning template

47. Financial plan projection template

48. On-page SEO template

49. Marketing calendar template

50. Marketing editorial calendar

51. SWOT analysis template

52. Event planning template

Don’t waste time creating your own templates; use these free Excel ones instead

You’re already busy enough, why add to your stress and overflowing to-do lists?

Instead of spending countless hours creating your own templates, use one of the free Excel templates on our list and you’ll make all the messy, overwhelming parts of your life that much easier.

Whether you’re starting a business or managing your personal finances, this list of 52 Excel templates has you covered.

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Excel Templates

Excel templates are great tools for boosting productivity. They allow you to do some amazing things with only a basic understanding of spreadsheets. Microsoft offers a variety of templates that you can access by opening Excel and going to File > New. For more options, check out the hundreds of professionally designed Excel templates available from Jon Wittwer and his team at Vertex42.com.

This page lists our most popular spreadsheet templates. If you are looking for solutions specifically for your business, see our Business Templates page. All of our templates were originally created for Microsoft Excel, but most of them are also available for OpenOffice.org and Google Sheets.

Featured Excel Templates

Calendars , Planners & Schedules

• Excel Calendar Template
• Yearly Calendar Template
• Monthly Calendar
• Weekly Calendar Template
• Work Schedule
• Weekly Schedule
• Shift Schedule
• Employee Schedule Template
• Rota Template
• Personal Planner
• Daily Planner
• Weekly Planner
• Monthly Planner Template
• Bullet Journaling Templates

Budgets / Personal Finance

• Income and Expense Worksheet
• Simple Budget Template
• Money Management Template
• Money Tracker for Mobile Excel
• Personal Budget
• Personal Monthly Budget
• Family Budget Planner
• Household Budget Worksheet
• Home Budget Worksheet
• Wedding Budget Template
• Account Register
• Expense Tracker
• Event Budget
• Business Budget Template

Invoice Templates

• Free Invoice Template
• Billing Invoice Template
• Invoice Tracking Template
• Simple Invoice
• Consulting Invoice
• Quote Template
• Estimate Template
• Work Order Template
• Purchase Order
• Billing Statement
• Receipt Templates
• Timesheets & HR
• Timesheet Template
• Free Time Card Calculator
• Timesheet with Breaks
• Time Log Template
• Expense Report
• Reimbursement Form
• Vacation Tracking
• Employee Leave Tracker
• Organization Chart
• Fax Cover Sheet Template
• Job Application Template
• Employee Payroll Template
• Payslip Template
• Inventory Control Template
• Home Inventory
• Gradebook Template
• Lesson Plan Template
• Class Schedule
• Class Attendance Tracking
• School Calendar Templates
• Project Management
• Gantt Chart
• Project Planner Template
• Project Budget Template
• Agile Kanban Board
• Critical Path Analysis
• Task List Template
• Project Tracking Template
• Timeline Template
• Timeline Examples
• Simple Project Schedule
• Work Breakdown Structure Template
• Construction Schedule Template
• SWOT Analysis Template
• Urgent Important Matrix
• Mortgage Calculators
• Amortization Schedule
• Amortization Table

Personal Finance Calculators

• Debt Reduction Snowball Calculator
• Annuity Payment Calculator
• Retirement Calculator
• Financial Statements
• Startup Costs
• Balance Sheet
• Income Statement
• Cash Flow Statement
• Petty Cash Form
• Profit and Loss Statement
• Rental Property Cash Flow
• Personal Financial Statement
• Business Plan Template

Exercise / Health

• Weight Loss Log
• Weight Loss Chart
• Food Diary Template
• Meal Planner
• Blood Sugar Level Chart
• Blood Pressure Chart & Log

Lists and Checklists

• To Do Lists
• House Cleaning Checklist
• Wedding Checklist Template
• Grocery List Template
• Gift Certificate Tracking Log
• Sign In Sheet
• Sign Up Sheet
• Attendance Record
• Class Attendance Template
• Data Analysis
• Control Chart
• Cause and Effect Diagram
• Pareto Chart Template
• Waterfall Chart Template
• Home and Family
• Chore Chart Template
• Vehicle Maintenance Log
• Tournament Bracket Templates
• Reward Chart Templates
• Family Tree Template
• Gas Mileage Log & Calculator

Other Places to Find Free Excel Templates and Other Spreadsheet Templates

• Microsoft Office Template Gallery
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• OpenOffice.org Template Gallery

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• Financial Calculators
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• Loan Calculators
• Savings & Retirement
• Schedules / Planners
• Timeline Templates
• Numbers Templates

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Plan Templates

18+ free business plan templates.

A business plan acts as a blueprint of your company and covers all the important aspects of your business, thereby also hinting how your business can successfully grow. If the business planning isn’t done properly, it can lead to quite expensive corrective measures later on. Not only internally, but business plan templates are also used externally. They are indispensable during fundraising. They help to jump-start your business and maximize your chances of raising capital.

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More in plan templates, business plan layout template, business plan startup template, printable business plan template, blank business plan template, business plan financial template, restaurant business plan template, marketing business plan template, executive summary template, business plan guidelines template.

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14 Best Excel Templates for Business in 2024 (Free & Premium)

• Last updated March 21, 2024

Fact Checked By Cindy Wong

Let’s talk about Excel templates. These pre-made spreadsheets help you improve productivity quickly. In this comprehensive guide, we’ll dive deep into the world of Excel templates, equipping you with the knowledge and tools to streamline your tasks, boost productivity, and make informed decisions.

From understanding what Excel spreadsheet templates are to exploring specialized templates for various industries, we’ve got you covered. Whether you’re a seasoned Excel user or just starting, our friendly yet professional approach will simplify complex concepts and empower you to harness the full power of Excel templates.

What Are Excel Templates?

We provide a host of spreadsheet templates for our readers. And Excel templates are no exception. These pre-designed spreadsheets created to simplify various tasks and processes. They serve as starting points, offering predefined structures, formulas, and formatting. These templates are designed to save you time and effort by eliminating the need to build spreadsheets from scratch.

Key Features of Excel Spreadsheet Templates

• Structured Layout: Templates come with organized rows and columns tailored to the specific task or use case. For instance, a budget template might include categories for income, expenses, and savings.
• Predefined Formulas and Functions: Excel spreadsheet templates often include formulas and functions that perform calculations automatically. For example, a mortgage calculator template may already have formulas for calculating monthly payments and interest.
• Formatting and Styling: Templates feature consistent design, including fonts, colors, and cell borders. This makes your data visually appealing and easy to read.
• Placeholder Data: Templates often contain placeholder data or instructions to guide you in entering your information. These placeholders help you understand how to use the template effectively.
• Customizability: While templates provide a structured framework, they are highly customizable. You can modify them to suit your specific needs by adding or removing columns, changing labels, or adjusting formulas.

Common Uses of Excel Templates

• Budgeting: Excel templates for budgeting help individuals and businesses manage their finances effectively by tracking income and expenses, projecting future financial goals, and analyzing spending patterns.
• Project Management: Project management templates assist in planning, tracking, and managing projects. They often include Gantt charts, task lists, and progress trackers.
• Data Analysis: Excel offers templates for data analysis, such as pivot tables, allowing you to quickly summarize and analyze large datasets.
• Accounting: Accounting templates help businesses maintain accurate financial records, including ledgers, income statements, and balance sheets.
• Inventory Management: Inventory templates help businesses track stock levels, monitor product sales, and manage inventory turnover.

Types of Excel Templates

Excel spreadsheet templates come in various categories, each designed to address specific needs and tasks. Here are some of the most common types of Excel templates:

Financial Excel Templates

Financial templates are geared towards managing finances, budgeting, and financial analysis. You can make your own cash flow template , or use one that’s already made. Common financial spreadsheets include:

• Budget Templates: These templates help individuals and businesses create and manage budgets, ensuring that income and expenses are balanced. Check out our top budget templates for Google Sheets .
• Financial Models: Financial modeling templates are used for forecasting financial performance, especially in business planning and investment analysis.
• Income Statements: Templates for income statements track revenues and expenses to determine profitability.
• Balance Sheets: These templates provide a snapshot of a company’s financial position by displaying assets, liabilities, and equity.

Project Management Excel Templates

Project management templates are essential for planning, executing, and monitoring projects. For example, we covered our favorite project status report templates . Other common templates include:

• Gantt Charts: Gantt chart templates visually represent project schedules, showing tasks, timelines, and dependencies.
• Project Timelines: These templates offer a simplified view of project milestones and deadlines.
• Task Tracking Templates: Task tracking templates help teams assign, track, and manage tasks to keep projects on schedule.

Data Analysis Excel Templates

Data analysis templates are invaluable for individuals and businesses working with data. Key templates include:

• Pivot Tables: Pivot table templates simplify data summarization and analysis, allowing users to create interactive reports.
• Data Visualization Templates: Templates for charts and graphs help transform raw data into visual representations for easier understanding.
• Statistical Analysis Templates: Statistical analysis templates include tools for performing statistical tests and calculations.

Personal and Business Excel Templates

Personal and business templates cover a wide range of tasks. We have an article that covers payment receipt templates . Other common personal and business spreadsheets include:

• To-Do List Templates: These templates help you stay organized by listing tasks and priorities.
• Invoice Templates: Invoice templates streamline the invoicing process for businesses, including itemized lists and payment tracking.
• Business Plan Templates: Business plan templates provide structured frameworks for creating comprehensive business plans, helping startups and established companies alike.

Whether you’re managing finances, overseeing a project, analyzing data, or organizing personal tasks, Excel templates offer a time-saving solution to enhance your productivity.

Top 14 Excel Templates for Business

Now, let’s delve into the top Excel templates that can significantly boost your productivity across various domains. We’ll explore each template, highlighting its key features and benefits.

Financial Management Excel Templates

1. financial model.

The Financial Model Excel template is a versatile tool designed to help businesses of all sizes and types manage their finances effectively. Whether you’re a business, a startup , or operating in specific niches like SaaS , E-Commerce , or Marketplace , this template offers comprehensive financial projections, including income statements, balance sheets, and cash flow statements. It’s essential for budgeting, forecasting, and making informed financial decisions.

• Accurate Projections: Generate precise financial projections for different business scenarios, aiding in strategic planning.
• Scenario Analysis: Easily assess the impact of various decisions on your financial health by running multiple scenarios.
• Investor-Ready: Impress investors and stakeholders with professional financial reports and insights.
• Data Visualization: Utilize charts and graphs to visualize financial trends and make data-driven decisions.

Price: $74-139 (Use code SPoint10 for 10% off)

2. Profit and Loss Statement

The Profit and Loss Statement Excel template is tailored to specific business models, including startups , marketplaces , SaaS , and E-Commerce ventures. It helps you track your revenues, costs, and expenses to calculate your net profit or loss accurately. With clear and customizable categories, you can gain a deep understanding of your business’s financial performance.

• Business-Specific Tracking: Choose a template that aligns with your business model for precise financial insights.
• Expense Categorization: Easily categorize expenses for better cost management and identification of cost-saving opportunities.
• Year-over-Year Comparison: Track your financial performance over time to identify growth trends or areas that need improvement.
• Tax Preparation: Simplify tax preparation by neatly organizing your income and expenses.

Price: $74 (Use code SPoint10 for 10% off)

3. Revenue Forecasting Tool

The Revenue Forecasting Tool Excel template is indispensable for businesses focused on revenue growth. With different versions tailored to Marketplace , SaaS , E-Commerce , and Agency models, it enables you to project your future revenues based on historical data, market trends, and growth strategies. This tool empowers you to set realistic revenue targets and make informed decisions to achieve them.

• Data-Driven Projections: Utilize historical data and market insights to generate accurate revenue forecasts.
• Goal Setting: Set achievable revenue targets and track progress towards your financial goals.
• Scenario Planning: Assess how changes in pricing, marketing, or sales strategies impact revenue.
• Informed Decision-Making: Make strategic decisions backed by comprehensive revenue projections.

Price: $46 (Use code SPoint10 for 10% off)

Budgeting and Tracking Excel Templates

4. zero-based budget template.

Zero-based budgeting is a meticulous approach to budgeting where you allocate every dollar of your income to expenses, savings, or investments. The Zero-Based Budget Excel template simplifies the zero-based budgeting process, ensuring that your budget accurately reflects your financial priorities and goals.

• Financial Clarity: Gain a clear understanding of where your money goes and prioritize spending according to your goals.
• Savings and Investments: Systematically allocate funds for savings, investments, and debt reduction.
• Expense Tracking: Monitor daily expenses to identify areas for potential savings.
• Emergency Fund Planning: Create a buffer for unexpected costs by including an emergency fund category.

Price: $4.99

5. Inventory and Sales Tracking Template

Managing inventory and tracking sales is crucial for businesses, especially those in retail or e-commerce. The Inventory and Sales Tracking Excel template streamlines inventory management, allowing you to efficiently track stock levels, sales, and product performance.

• Real-Time Inventory: Monitor inventory levels in real-time, ensuring you never run out of stock or overstock products.
• Sales Analysis: Analyze sales data to identify top-performing products and optimize your product offerings.
• Cost Control: Keep tabs on inventory costs and prevent financial losses due to mismanagement.
• Data-Driven Decision-Making: Use sales insights to make informed decisions about restocking, promotions, and pricing strategies.

Price: $19.99

6. Capital Expenditure Planning Template

Capital expenditures (CapEx) are essential for businesses looking to grow and invest in assets like equipment, technology, or infrastructure. This free CapEx Excel template simplifies the planning and tracking of capital expenditures, ensuring efficient allocation of resources.

• Streamlined Planning: Plan and prioritize capital expenditures in a structured manner.
• Budget Control: Stay within budget by tracking expenses against planned allocations.
• ROI Assessment: Evaluate each capital expenditure’s return on investment (ROI) to make informed decisions.
• Asset Management: Keep a comprehensive record of your business’s assets and their depreciation.

Price: Free!

Investment and Financial Analysis Excel Templates

7. simple investment template.

The Simple Investment Excel template is perfect for individuals or businesses looking to analyze potential investments. It assists in evaluating the financial feasibility of investments, calculating returns, and making informed investment decisions.

• Investment Evaluation: Assess the attractiveness of various investment opportunities.
• Risk Analysis: Consider the risks associated with each investment and their impact on returns.
• Return Calculations: Calculate potential returns, including net present value (NPV) and internal rate of return (IRR).
• Decision Support: Make well-informed investment choices based on financial analysis.

8. Mortgage Calculator with Amortization Table

Mortgages are a significant financial commitment. This Mortgage Calculator Excel template simplifies mortgage calculations, helping individuals and homeowners understand their loan terms, amortization schedules, and total interest payments.

• Loan Clarity: Understand your mortgage terms, including interest rates, monthly payments, and loan duration.
• Amortization Schedule: View the full amortization schedule, tracking principal and interest payments over time.
• Interest Savings: Explore strategies for paying off your mortgage early to reduce interest costs.
• Financial Planning: Incorporate mortgage payments into your long-term financial planning.

9. CLV vs. CAC Analysis Template

Customer Lifetime Value (CLV) and Customer Acquisition Cost (CAC) are critical business metrics. The CLV vs. CAC Analysis Excel template simplifies the calculation and analysis of CLV and CAC, aiding in strategic marketing and growth decisions.

• Customer Profitability: Determine the profitability of acquiring and retaining customers.
• Marketing Efficiency: Evaluate the effectiveness of marketing campaigns by comparing CAC to CLV.
• Retention Strategies: Identify opportunities to increase CLV through customer retention and loyalty programs.
• Data-Driven Marketing: Allocate marketing budgets more efficiently based on CLV and CAC insights.

Data Analysis and Metrics Tracking Excel Templates

10. cohort analysis template.

Cohort analysis is a powerful method for examining user behavior over time. The Cohort Analysis Excel template simplifies the process, helping businesses gain insights into customer retention, engagement, and more.

• User Segmentation: Group users into cohorts based on signup date or other criteria for focused analysis.
• Retention Insights: Identify trends in user retention and pinpoint when users drop off.
• Product Improvement: Use cohort analysis to inform product improvements and marketing strategies.
• Churn Reduction: Develop strategies to reduce customer churn based on cohort analysis findings.

11. MRR Dashboard Template

Monthly Recurring Revenue (MRR) is a vital metric for subscription-based businesses. The MRR Dashboard Excel template provides a comprehensive dashboard for tracking MRR, analyzing trends, and making data-driven decisions.

• MRR Overview: Get a real-time overview of your MRR, including new revenue, lost revenue, and net MRR growth.
• Churn Analysis: Identify reasons for churn and implement strategies to reduce it.
• Growth Tracking: Monitor your subscription business’s growth and set goals for MRR expansion.
• Data Visualization: Visualize MRR trends with charts and graphs for easier interpretation.

12. User Engagement Dashboard Template

User engagement is critical for online businesses. The User Engagement Dashboard Excel template provides a user-friendly dashboard for tracking user engagement metrics, analyzing user behavior, and optimizing user experiences.

• Comprehensive Metrics: Track key engagement metrics such as session duration, bounce rate, and conversion rate.
• Segmentation: Analyze user engagement based on demographics, devices, or referral sources.
• Content Performance: Identify high-performing content and optimize the user journey accordingly.
• Conversion Optimization: Implement strategies to improve user engagement and conversion rates based on insights.

Business Planning and Management Excel Templates

13. software license management tool.

The Software License Management Excel tool simplifies the process for businesses managing software licenses. It allows you to track software licenses, renewal dates, and compliance, ensuring efficient software management.

• License Tracking: Easily keep track of all software licenses in use across your organization.
• Renewal Alerts: Identify license renewals timely to prevent interruptions.
• Cost Control: Avoid unnecessary software purchases and optimize license utilization.
• Compliance Assurance: Ensure compliance with software licensing agreements to avoid legal issues.

14. Workforce Planning Tool

Effective workforce planning is crucial for businesses of all sizes. The Workforce Planning Excel template streamlines the process by helping you manage employee information, staffing levels, and workforce optimization.

• Employee Database: Maintain a centralized employee information database, including roles, qualifications, and contact details.
• Staffing Analysis: Analyze staffing levels and plan for hiring, training, or restructuring as needed.
• Cost Projections: Estimate labor costs and budgets for workforce expansion or reduction.
• Scenario Planning: Model various workforce scenarios and their financial implications.

These Excel spreadsheet templates cover a wide range of business and financial needs, making them invaluable tools for improving productivity, making informed decisions, and achieving your goals. Whether you’re a financial analyst, business owner, or simply looking to better manage your finances, Excel templates offer a user-friendly and robust solution.

Best Practices for Excel Templates

Excel spreadsheet templates are powerful tools that can significantly enhance your productivity , but it’s essential to follow best practices to make the most of them. Here are some tips and strategies to help you use Excel templates effectively.

Choose the Right Template

Selecting the appropriate template for your specific task is the first step to success. Consider the following factors when choosing a template:

• Task Complexity: Ensure the template aligns with the complexity of your task. Simple tasks may require basic templates, while more complex tasks need advanced templates.
• Customizability: Look for templates that allow customization. Templates that are too rigid may not suit your unique needs.
• Industry or Use Case: Many templates are designed for specific industries or use cases. For financial tasks, for instance, choose templates tailored to your industry, such as retail, healthcare, or real estate.
• Scalability: If your task may grow in complexity or data volume, opt for a template that can scale with your needs.

Understand Formulas and Functions

Excel templates often come with built-in formulas and functions to automate calculations. To use these templates effectively, it’s crucial to understand how these formulas work.

• Learn the Basics: Familiarize yourself with common Excel functions like SUM, AVERAGE, IF, VLOOKUP, and more. These are the building blocks of many templates.
• Review Formulas: Take time to review the formulas used in the template. Understand how they calculate results and what data they depend on.
• Customize Formulas: If needed, customize formulas to suit your specific requirements. Modify cell references or add new calculations as necessary.

Input Data Accurately

Accurate data input is essential to obtain meaningful results from Excel spreadsheet templates.

• Double-Check Data: Ensure all data entered into the template is accurate and error-free. A slight mistake can lead to significant inaccuracies in calculations.
• Use Data Validation: Implement data validation rules to prevent incorrect data entry. Excel can prompt users when data doesn’t meet specified criteria.
• Consistent Formatting: Maintain consistent formatting throughout the template. This includes date formats, number formats, and currency symbols.
• Document Data Sources: Keep track of your data sources, especially if you’re pulling data from external sources. This documentation can help troubleshoot discrepancies later.

Regularly Save and Backup

Excel templates represent valuable work, so protecting your data is essential.

• Frequent Saving: Save your work regularly to prevent data loss in case of unexpected software crashes or power outages.
• Version Control: Maintain version control by saving different iterations of your template. Use meaningful file names and dates to track changes.
• Backup Files: Implement a backup strategy. Regularly create copies of your Excel files and store them in a secure location, whether it’s a cloud service or an external drive.

Understand Template Limitations

Excel spreadsheet templates have limitations, and it’s essential to be aware of them.

• Data Volume: Excel may not handle very large datasets efficiently. Consider using a database or specialized software for extensive data management.
• Complexity: Templates have limits in terms of complexity. You might need to consider custom software or consulting with a specialist for more advanced or intricate tasks.
• Data Security: Be cautious when handling sensitive or confidential data within Excel. Implement password protection and encryption where necessary.

Customize for Your Needs

While templates provide a structured starting point, don’t hesitate to customize them to better suit your unique requirements.

• Add or Remove Fields: Include additional or remove unnecessary fields to streamline data entry and reporting.
• Format and Styling: Adjust the template’s formatting and styling to match your preferences and branding guidelines.
• Automate Repetitive Tasks: Excel allows you to automate repetitive tasks using macros. Learn how to create and use macros to save time.

Stay Updated and Educated

Excel is a continually evolving software, and staying updated with the latest features and best practices can benefit your productivity.

• Software Updates: Keep your Excel software up-to-date to access new features and security patches.
• Online Resources: Explore online resources, spreadsheet tutorials , and forums to expand your Excel skills and troubleshoot issues.
• Advanced Training: Consider advanced Excel training courses or certifications to become an Excel power user.

By following these best practices, you can harness the full potential of Excel spreadsheet templates, streamline your tasks, and make more informed decisions. Excel templates are versatile tools that can save you time and effort, but mastering them requires a combination of knowledge, practice, and attention to detail.

Get Started with the Financial Spreadsheet Template Bundle

Ready to take control of your finances and make smart financial decisions? Our Financial Spreadsheet Template Bundle is the ultimate solution to simplify financial management, investment analysis, and mortgage planning.

This bundle includes five powerful templates that can help you achieve your financial goals with ease:

• Cryptocurrency Portfolio Tracker: Keep track of your cryptocurrency investments, monitor real-time market prices, and analyze your portfolio’s performance effortlessly.
• Inventory and Sales Tracking Spreadsheet Template: Optimize your business operations with this template. Efficiently manage inventory, track sales, and make data-driven decisions.
• Simple Investment Template: Make informed investment choices by analyzing potential returns and risks. This template simplifies investment planning for beginners and experts alike.
• Extra-Payment Mortgage Calculator: Take control of your mortgage payments and reduce the total interest you pay. This tool helps you plan extra payments to pay off your mortgage faster.
• Mortgage Calculator Spreadsheet with Amortization Table: Understand your mortgage terms, visualize your amortization schedule, and make sound financial decisions regarding homeownership.

Purchasing these templates individually would cost you more than $69, but with the Financial Spreadsheet Template Bundle , you can access all of them at a fraction of the price. Save over 40% off the list price and embark on your journey to financial success today!

Price: $39.99

Excel templates are your secret weapon for accomplishing tasks faster and more efficiently. With the right template at your fingertips, you can conquer financial challenges, manage projects like a pro, and analyze data with ease. The best part? You don’t need to be an Excel expert to reap the benefits. These templates are designed to simplify your life and make complex tasks feel like a breeze.

So, whether you’re tracking expenses, planning a project, or diving into data analysis, remember that Excel spreadsheet templates are your trusty companions on the journey to productivity and success. Embrace them, customize them, and watch your tasks transform from daunting to doable. Excel templates are your shortcut to getting things done, and the possibilities are endless. Start using them today and take control of your tasks, one spreadsheet at a time!

Free Multiple Project Tracking Template for Excel (2 Options)

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Business Plan Templates (40-Page MS Word + 10 Free Excel Spreadsheets)

Download this 40-page MS Word Business Plan template and 10 free Excel spreadsheets  to write your next business plan. Includes sample guidelines and interactive spreadsheets.

Sections include Marketing Plan, Market Analysis, SWOT Analysis, Sales Forecast, Development Plan, Operational Plan, Financial Plan, 12-Month Profit & Loss, Projected Cash Flow, Balance Sheet, Break-Even Analysis, Personal Financial Statement, and Exit Strategy.

Download Now for only $19.99 – Buy Here!

Business Plan Template: Blue Theme

Business plan template: red theme.

You get two templates in the zip file. One blue theme, the other red. The red theme of the MS Word template has the exact same content as the blue theme. You can change the color scheme by updating the styles.

NB: Let me know if you need any help with this.

Executive Summary

Products and Services

Customer Demographics

Competitive Analysis

SWOT Analysis

Sales Forecast

Operational Plan

12 Month Profit & Loss Projection

Projected Cash Flow

Balance Sheet

Break-even Analysis

Business Plan: Free Excel Templates

Some of the Excel spreadsheets include a Balance Sheet, Break-even Analysis, Cash Flow, Competitive Analysis, General Demographic Profile, Personal Financial Statement, Profit and Loss Projections, and Sales Forecast.

Table of Contents

1 Executive Summary 2 Company Description 2.1 Mission Statement 2.2 History 2.3 Markets and Products 2.4 Objectives 2.5 Current Situation

3 Products and Services 3.1 Description of Products/Services 3.2 Production Process 3.3 Distribution/Service Delivery 3.4 New Products

4 Marketing Plan 4.1 Market Analysis 4.1.1 Research Findings 4.1.2 Growth Projections 4.2 Market Trends 4.3 Product 4.4 Customer Demographics 4.5 Competition 4.6 SWOT Analysis 4.7 Marketing Strategy 4.7.1 Positioning 4.7.2 Promotion 4.8 Price Comparison 4.9 Customer Service Plans 4.9.1 Retaining Customers 4.9.2 Customer Complaint Handling 4.10 Sales Forecast

5 Development Plan 5.1 Current Status 5.2 Development Plans 5.3 Development Timetable 5.4 Development Risks

6 Operational Plan 6.1 Current Premises 6.2 Current Premises Financial Details 6.3 Equipment, Vehicles & Fittings 6.4 Insurance Details 6.5 Production 6.6 Future Location 6.7 Legal Environment 6.8 Personnel 6.9 Inventory 6.10 Suppliers

7 Management and Organization 7.1 Professional and Advisory Support 7.2 Key People Details 7.2.1 Key Person 7.2.2 Key Person 7.2.3 Total Salary Costs 7.2.4 Number of Employees

8 Personal Financial Statement 8.1 Methods of Bank Finance 8.2 Assets as Security 8.3 Repayment for Borrowings

9 Financial Plan 9.1 12-Month Profit and Loss Projection 9.2 Projected Cash Flow 9.3 Opening Day Balance Sheet 9.4 Break-Even Analysis 9.5 Exit Strategy

10 Appendices 10.1 Glossary of Terms

Business Plan Template: Contents & Format

The Business Case templates are in Microsoft Word and Excel format (.doc & .xls).

The template pack includes the following documents:

Product Specifications

File Format : The templates are in  Microsoft Word   (.docx) and  Excel  format (.xlsx).

File Size:  The Download file is 2 MBs.

Opening the Files:  You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract , and save it to your computer.

Getting Started:  Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click  File ,  Save As  and save the files. There are no security settings on any of the files.

Images:  All of the images in the templates are copyright free.

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Who are your Customers?

Here is a sample list of our  customers .

Since 1998, Klariti provided products and services to Accenture, AIG, Bearing Point, Cap Gemini, Cisco, Disney, Ernst & Young, GE, HBO, IBM, J.P. Morgan, KLM, KPMG, Lehman Brothers, LEVI’S, MacDonalds, Macy’s, Mayo Clinic, McCormick, McGrawHill, MEGA, Mesirow , Mitre, NHL, NTL, OmniVision, Oracle, OshKosh, PennWest Energy, Pepico, Performance Technologies, Philips, PriceWaterhouseCoopers, PV Cycle, Raytheon, Reuters, Roche, Rogers, SAAB, Sabre Holding, Safeway, Sagem Morpho, Sara Lee, Shaw, Shell, Siemens, Sikorsky, Sobeys, SpeakEasy, SunPower, Sydney Opera House, Symantec, TATA, Tetra, ThyssenKrupp, TNT, Toyota, Travellers, TYCO, UC Davis, Verizon, Visteon, Vodafone, Wachovia Securities, Wal Mart, Whirlpool, WIPRO, Zurich.

Technical Support

I am  here  to help you with any questions. You can contact me directly if you need any helping using these templates.

What file formats do the templates work in?

The files work in  MS Word  97, 2003, 2007, Office 2010, Office 2016, Windows 7, XP, Vista, and  Apple iWork  (if you have Word for Mac), and  Google Docs .

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Add function and flair with Excel templates

Whatever you use excel for, there are customizable design templates that'll help you get started on your next project. find templates that'll jumpstart your work the next time you need to crunch some numbers., planners and trackers.

Stay on top of all the important details with easily customizable templates for planners and trackers. From inventories to budgets and client meetings, find a template to keep it all organized.

Whether you're creating editorial calendars, promotional calendars for customers, or something for yourself, keep life on track with helpful and easily customizable calendar templates.

While a schedule won't give you more hours in the day, it will keep those hours organized. Find templates for class schedules, sports teams, and more to help you stay on time.

Branded invoice templates bring a professional touch to your billing. Use easily customizable templates to bring your personal style or business branding to your invoices.

Financial management

From budgets to loan calculators, find templates that help take the guesswork out of accounting and money management.

Start with the best Excel templates

A hassle-free way to create custom, useful Excel spreadsheets

Create custom budgets, invoices, schedules, calendars, planners, trackers, and more with easily customizable Excel templates. You don't need to be an expert in design or Excel. Here's how:

1. Find the perfect Excel template

2. Customize your creation

3. Show it off

Let's create an excel spreadsheet, frequently asked questions, what is a template in excel.

A template for Excel is a pre-built spreadsheet or workbook that's already formatted, organized, and populated with formulas tailored for its purpose. If you need to organize or plan something, there's probably an Excel spreadsheet or workbook template perfect for the task. You can use pre-built Excel templates for time management, budgeting, project planning , and much more.

What kind of Excel templates are there?

There's an Excel template for practically any number-related document you'll need. Planning an event with a budget? Find a budget template for your needs. Want to stay organized with your everyday tasks? Customize an Excel calendar that you can print and write on or type directly into. Does your business need to send an invoice to a customer? Use an Excel invoice template that you can add your logo and business colors to. If you need to stay organized and see a lot of information at once, using an Excel template is the way to go.

What can I use Excel templates for?

You can use Excel templates to unlock the full functionality of your spreadsheets. Excel is way more than rows and columns: You can use it to organize your personal life, your professional tasks , manage your time , boost your productivity, and more. See what you can do with Excel when you start with a customizable template.

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11 Best Excel Cash Flow Template Sites (2024) [FREE]

1. introduction.

In today’s modern business environment, understanding and managing the cash flow is essential for the survival and growth of any enterprise. Excel cash flow templates can be incredibly valuable tools for business owners, financial managers and analysts, allowing them to gain insights into the business’s financial strength, predict future conditions, and make informed decisions.

1.1 Importance of Excel Cash Flow Template Site

An Excel Cash Flow Template Site is a platform that offers a variety of predesigned, high-quality, customizable and easy-to-use templates that can help in managing cash flows more efficiently. By using these templates, businesses can save a substantial amount of time and resources that would otherwise have been spent creating these models from scratch. Besides, these templates often incorporate best practices, thereby ensuring accuracy and functionality, and offer the flexibility to adapt the cash flow model to specific business needs.

1.2 Objectives of this Comparison

The web is saturated with various Excel Cash Flow Template Sites, making it difficult to determine which is the most suitable for an individual’s or a business’s needs. This comparison aims to provide a comprehensive, unbiased review of some of the top Excel Cash Flow Template Sites. It includes a brief introduction to each site, along with its pros and cons, making it easier for the reader to select the most appropriate tool based on their specific requirements and circumstances.

1.3 Excel File Fix Program

A good Excel file fix program is also a must-have for all Excel users. DataNumen Excel Repair is a premium option:

2. Microsoft Cash Flow Template

The Microsoft Cash Flow Template is a simple, user-friendly tool available from Microsoft’s official website. It offers a basic structure for cash flow management, providing separate sections for different types of cash inflows and outflows, enabling users to have a clear picture of their financial status.

• Easy to use: The Microsoft Cash Flow Template is straightforward and easy to understand, making it suitable for people with little to no accounting background.
• Compatibility: Given the template is developed by Microsoft, it boasts full compatibility with all versions of Microsoft Excel, providing a seamless experience.
• No additional cost: The template is available for download at no additional cost for those who have already subscribed to a Microsoft 365 plan.
• Lack of advanced features: Microsoft’s template is quite basic and might lack some of the more advanced features offered by standalone cash flow software or more specialized Excel templates.
• Minimal support: Although it’s a product of Microsoft, there is a relatively limited range of support resources available specifically for troubleshooting this template.
• No customization options: The template might not cater to specific needs as the customization options are quite limited.

3. Smartsheet Cash Flow Statement Templates

Smartsheet is a project management and collaboration tool. However, their platform also offers a selection of free cash flow templates, each carefully designed to meet various business needs ranging from projects to capital budgeting, and maintained by a team of professionals.

• Design variety: Smartsheet provides multiple templates to cater for different needs, ranging from simple designs for small businesses, to complex ones for corporations.
• Collaboration features: One of Smartsheet’s standout features is the ability to collaborate with team members on templates in real-time, enhancing decision-making and efficiency.
• Integration: Smartsheet’s cash flow templates can be easily integrated with their project management and other tools, allowing for streamlined processes.
• Learning curve: Although Smartsheet itself is user-friendly, the advanced utilities of some of their cash flow templates can present a learning curve for non-financial users.
• Registration requirement: To access the Smartsheet templates, an individual must be registered and logged into the Smartsheet platform, which may be an inconvenience for some users.
• Limited customization: Some may find the customization options for Smartsheet’s cash flow templates to be limited, particularly for businesses with very specific needs.

4. Vertex42 Cash Flow Statement Template

Vertex42 is a popular provider of a broad range of Excel templates. Their Cash Flow Statement Template is comprehensive and versatile, providing users with an accurate view of cash inflows and outflows over a period of time. It is easy to use and offers clear instructions to help guide users in filling out the fields correctly to produce a helpful cash flow statement.

• Comprehensiveness: Vertex42’s templates are broad in scope, covering different parts of the cash flow process, allowing for a thorough analysis of a company’s liquidity.
• Instructional support: Their template provides clear, step-by-step instructions, ensuring ease of use, even for beginners.
• Free availability: The cash flow template is available for free, making it a cost-effective solution for small businesses or individuals getting started with cash flow analysis.
• Limited customization: The template is built with certain standards and guidelines in mind, which might make customization a bit challenging for advanced users with specific needs.
• Basic design: The design of the template is quite basic and may lack the visual appeal and interactive features found in other modern templates.
• Limited tech support: Being a free product, it doesn’t come with dedicated customer service, so users might have to rely on their own prowess or community forums for troubleshooting.

5. WPS Excel Templates Of Cash Flow

WPS Excel Templates offers a range of cash flow templates that are designed to provide a comprehensive, yet easy-to-understand cash flow analysis. These templates, offered as a part of the WPS Office Suite, cater to various needs from managing personal finance to running a business.

• Versatility: WPS Excel Templates offer diverse templates for different needs, making it a versatile tool for varied users and business types.
• Integrated tutorials: WPS doesn’t just provide the templates; they couple it with quick tutorials, making it easier for new users to understand their application and execution.
• Compatibility: The cash flow templates are compatible with other WPS Office applications allowing users to incorporate other business data conveniently.
• WPS Office needed: Access to these templates requires installation of the WPS Office Suite, which might be a hurdle for someone who doesn’t have or want the WPS Office on their device.
• Advanced features require subscription: Although basic features of the templates are available for free, advanced features require a subscription to WPS Office Premium.
• Interface familiarity: Users more familiar with the Microsoft Office interface may need time to adapt to WPS Office’s interface and functionality.

6. Xlteq Cash Flow Template

Xlteq provides a simple yet comprehensive cash flow template. It helps businesses and individuals to monitor their income and expenses, enabling them to maintain control over their finances. Although it may appear modest, this tool can be a powerful asset when used appropriately.

• Ample features: Despite its simplicity, the template offers substantial features for cash flow management including income statement, balance sheet, and cash flow calculation.
• User-friendly design: Xlteq’s cash flow template is easy to use with a clean, clutter-free design, making it suitable for users of all skill levels.
• Free availability: The template can be downloaded and used without any cost, making it a cost-effective option for cash flow management.
• Limited customization options: The Xlteq template is pretty straightforward and does not offer extensive customization options, which might not be suitable for users with very specific requirements.
• Absence of advanced functions: The simplicity of the Xlteq cash flow template may work against it when it comes to advanced cash flow analysis and reporting.
• Limited support resources: There is a scarcity of user tutorials and guides for the Xlteq template, which could make it challenging for beginners to get started.

7. Excel-Skills Cash Flow Statement Template

Excel-Skills Cash Flow Statement Template is known for its in-depth and detailed approach to cash flow management. It includes comprehensive modules for handling revenue , expense, and investment data, along with accompanying components for balance sheets and income statements.

• Fine Detailing: The template provides a highly detailed framework for cash flow analysis, offering granular control over the financial data.
• Integrated financial statements: Along with cash flow statement, Excel-Skills template also includes balance sheets and income statements – providing a holistic financial view.
• User guides: The cash flow statement template comes with detailed user guides, making it easier to understand and use.
• Complexity: The very detailed nature of the Excel-Skills template also means it can be quite complex to use, especially for beginners or those with limited financial knowledge.
• Limited customization: Even though the template provides intricate detailing, it may not be very flexible when it comes to customizing according to specific needs.
• Interface: The interface may seem outdated and less appealing compared to some of the other modern cash flow templates.

8. CFI Education Cash Flow Template

Corporate Finance Institute (CFI) offers an educational cash flow model for financial analysis. The template is complemented by an array of financial modeling resources available on their website, making this tool not only useful for tracking cash flow but also educational for financial modelling enthusiasts.

• Educational Focus: CFI’s template stands out for its educational focus, providing users with an opportunity to learn and understand financial modeling effectively.
• Complementary Resources: CFI offers an array of learning resources, guides, and tutorials related to financial modeling, enhancing the value of the template.
• Well-structured: The template is well-structured and logical, making it easier for beginners to understand and quantify cash flow.
• Limited Customization: This template was designed primarily as an educational tool, so it lacks the customizable features that might be desired for specific business needs.
• Complex for Non-Financial Users: While the educational focus is a pro for some, users with little or no knowledge of financial modeling may find the template and accompanying resources too complex.
• Requires registration: To download the template, you must fill out a form, providing your contact information, which can be a drawback for some potential users.

9. 365 Financial Analyst Cash Flow – Excel Template

The 365 Financial Analyst Cash Flow Excel Template is intended to provide a comprehensive and detailed view of a business’s cash flows. It is designed to deliver advanced financial modelling and financial analysis to its users.

• Detailed Analysis: This template delivers an in-depth analysis of cash flow, designed to accommodate sophisticated financial modelling.
• Analytical Tool Integration: The template integrates well with other analytical tools and resources offered by 365 Financial Analyst, enhancing its functionality.
• Education Resources: In addition to the template, the site also offers educational and training resources for financial modelling, which can be beneficial for users seeking to enhance their financial analysis skills.
• Complexity: While it delivers powerful financial modelling capabilities, its high level of complexity might prove daunting for beginners or those unfamiliar with financial modelling.
• Cost: Unlike some other templates listed, this template comes with a price tag, which might be a discouraging factor for some potential users.
• Overwhelming detail: For users who require a simple, straightforward cash flow overview, this template may provide more detail than necessary.

10. Vyapar Cash Flow Statement Format

Vyapar offers a simple, straightforward cash flow statement format. Designed for small to medium-sized businesses, this template prioritizes simplicity and ease-of-use, ensuring that even those new to financial management can efficiently monitor their cash flows.

• Simplicity: Vyapar’s cash flow template has a simple, straightforward format that’s easy to understand, making it convenient for small business owners or individuals.
• Free to use: The template is available for use free of charge, making it a cost-effective solution for managing cash flows.
• Focused layout: The layout is focused purely on cash flow statements, which might be advantageous for users seeking a tool specifically for generating this financial statement.
• Limited functionality: While simplicity is one of its virtues, this also means that Vyapar’s template lacks the advanced analytical capabilities featured in more complex models.
• Minimal Customizability: As it’s designed specially for cash flow statements, users looking to customize the template for different aspects of financial analysis may find their needs unmet.
• Dependent on Vyapar App: To make use of the template and its benefits, users need to be active users of the Vyapar App. This may not be convenient for those who use a different accounting tool or software.

11. eFinancialModels Simple Cash Flow Statement Template

eFinancialModels offers a simple but effectively structured cash flow statement template. It is designed to cater to businesses of all types and sizes, ensuring a broad range of functional use. It offers a clear and detailed layout of a cash flow statement, highlighting key components such as operating activities, investing activities, and financing activities.

• Detailed Structure: The layout of the template is detailed yet clear, ensuring that users can easily understand and follow the cash flow statement.
• Versatile Use: eFinancialModels’ template is suited for businesses across various industries and sizes, making it a flexible choice.
• Professional quality: The design and functionality of the template reflect a high level of quality and professionalism, which can inspire confidence in users.
• Paywall: Unlike some other templates, eFinancialModels’ cash flow template is not provided for free and must be purchased.
• Complexity for beginners: Depending on their knowledge and experience, some users may find the template overly complex and might struggle to understand all of its features.
• Limited support resources: There might be limited support resources available to understand the use of the template if any difficulties are faced.

12. Template.Net Cash Flow Template In Excel

Template.Net is a versatile source of templates for various needs, including a diverse range of Excel Cash Flow Templates. It presents both simple and complex formats, catering to a multitude of business needs, and promoting seamless financial reporting and analysis.

• Wide Variety: Template.Net offers an extensive range of cash flow templates, meeting a wide variety of business needs.
• Flexibility: These templates are designed to be customizable, allowing users to modify the template to suit their specific requirements.
• User-friendly: Most templates from Template.Net are user-friendly, with clear instructions for use.
• Paid resources: While some templates are available for free, many other more advanced or premium ones come at a cost.
• Generic Design: Some users may find the templates to be quite general and lacking in specific features that cater to particular industries.
• Necessary Registration: Downloading resources from Template.Net may require users to sign up or register on their platform first, which may be a barrier for some users.

13. Summary

13.1 overall comparison table, 13.2 recommended template site based on various needs.

Depending on the complexity of your financial needs, the nature of your business, and the resources available to you, one site may serve you more effectively than others. For instance, for easy-to-use templates with basic functionality, both Microsoft Cash Flow Template and WPS Excel Templates are good options. If you need more comprehensive analysis and don’t mind a steep learning curve, try the 365 Financial Analyst Cash Flow Excel Template. If collaboration is a significant aspect of your financial management, Smartsheet Cash Flow Statement Templates would be an excellent choice. For those looking to learn while they track their cash flows, the CFI Education Cash Flow Template packs in educational material alongside the template.

14. Conclusion

14.1 final thoughts and takeaways for choosing an excel cash flow template site.

Choosing the right Excel Cash Flow Template Site should be based on your individual or business needs, technical capabilities, financial constraints, and perhaps most importantly, how comfortable and intuitive you find the template to work with. It’s also crucial to remember that while templates are fantastic tools to simplify the process and ensure you aren’t overlooking any important details, they should be adjusted to suit your unique circumstances.

In a nutshell, there is no ‘one-size-fits-all’ answer when it comes to the optimum Excel Cash Flow Template Site. What works best for one user might not necessarily be the best solution for another. Therefore, consider your own requirements carefully before settling on a template. Whichever choice you make, leveraging these templates can significantly improve your financial management tasks, facilitate informed decision-making, and ultimately contribute to the growth and success of your business operations.

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Excel Project Plan Template

Table of Contents

What is Project Plan?

What does a project plan contains, how to use project plan template, how to create project plan template, steps to create project plan template in excel, project details, task details, gantt chart, download free excel project plan template.

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Easily plan your project using Excel project plan template. You can download our free Project Planning Template in Excel Format and create tasks, timelines, assign to a person and monitor the progress of task by using this template. You can see the Project Tasks Table and Gant chart side by side to understand the Project Progress and Plan accordingly to deliver the Successful Project.

Project Planning is an important activity by any project manager to drive the project success and complete it as per the client specifications within the timeline. It helps the Manager to split the Project into small tasks to achieve the project goals.

It is a formal document that outlines the objectives, scope, schedule, resources, and deliverables of a project. It serves as a roadmap for the project team to follow and helps ensure that everyone involved is working toward the same goals.

A Project Plan must provide the Project details and set of tasks and responsible person who is working on each task. Each Task should have a Start Date, End Date, Duration, Responsible Person, Progress and Status.

A project plan typically includes the following components:

• Project goals and objectives: The overall purpose and desired outcomes of the project.

• Scope: The specific tasks, deliverables, and boundaries of the project.

• Schedule: A timeline that outlines the start and end dates for each phase of the project.

• Resources: The people, equipment, and materials needed to complete the project.

• Budget: The estimated cost of the project, including all expenses and resources.

• Risks and issues: Potential obstacles or challenges that could impact the success of the project and how they will be managed.

• Communication plan: A plan for how project progress will be communicated to stakeholders, including regular updates and reporting.

Overall, the project plan serves as a roadmap for the project team to follow and helps ensure that everyone involved is working toward the same goals. It is a critical component of project management and helps ensure that projects are completed on time, within budget, and to the satisfaction of all stakeholders.

Project Plan Template

Project Plan Template is ready to use Project Planning Document, helps you to create Project Plans with minimal efforts. You can download the template and enter the Project Details and Tasks in the given document.

• A Project Plan Template is a document that outlines the essential components of a project plan. It serves as a guide or a starting point for project managers to create their own project plans. The template typically includes sections for project objectives, scope, schedule, budget, stakeholders, risks, and communication plan. It may also include sections for project team roles and responsibilities, project deliverables, milestones, and resources.

• Using a project plan template can help project managers save time and effort in creating a plan from scratch. It also ensures consistency in project planning across different projects and teams. However, it’s important to note that the template should be customized to fit the specific needs of the project and the organization.

• There are many project plan templates available online or through project management software. Some templates are designed for specific industries or types of projects, such as software development or construction projects. Project managers can choose a template that best suits their project requirements and adapt it to fit their needs.

A project plan template  help you to organize and track the progress of your project. Here are some steps to help you use a project plan template effectively:

• Define the scope of the project: Before you begin using the project plan template, it’s important to clearly define the scope of your project. This includes identifying the objectives, goals, and deliverables of your project.
• Identify the project tasks: Once you have defined the scope of your project, you can start breaking down the project into smaller, more manageable tasks. Identify all the tasks that need to be completed in order to achieve the project objectives.
• Define task dependencies: Some tasks may be dependent on other tasks being completed first. Identify these dependencies and map them out in your project plan.
• Assign resources: Identify the people or teams who will be responsible for completing each task. This includes both internal and external resources.
• Set deadlines: Assign deadlines for each task based on the overall timeline for the project. This will help you ensure that you are on track to complete the project on time.
• Monitor progress: As the project progresses, monitor the completion of each task and update the project plan accordingly. This will help you identify any potential issues and take corrective action if necessary.
• Communicate progress: Keep all stakeholders informed of the project’s progress by sharing regular updates on the project plan. This will help you maintain alignment and ensure that everyone is on the same page.

Overall, a project plan template can be a valuable tool for managing your project. By following these steps, you can use the template to help ensure that your project is completed on time, within budget, and to the satisfaction of all stakeholders.

Download the Template and Open with Excel Application. Go to the Project Plan Worksheet and Enter the following details:

Creating a project plan template can help you to establish a framework for planning and managing projects in a consistent and efficient way. Here are some steps you can follow to create a project plan template:

• Identify the key elements of a project plan: Before creating your template, make a list of the key elements that should be included in a project plan. These may include the project scope, objectives, timelines, budget, resources, risks, and deliverables.
• Choose a format: Decide on a format for your project plan template. You may choose to use a spreadsheet, a document template, or a project management tool.
• Define sections and headings: Divide your project plan template into sections and headings based on the key elements you identified in step 1. Use clear and descriptive headings to make it easy for project managers to understand what information is required in each section.
• Set up tables and charts: Use tables and charts to organize information such as timelines, budgets, and resource allocation. This can help to make your project plan template more visually appealing and easier to read.
• Customize your template: Once you have established the basic structure of your template, you can customize it to suit the specific needs of your organization or project. Add or remove sections as necessary, and adjust headings and table formats to make the template easy to use.
• Test and refine: Before rolling out your template, test it with a small group of project managers to ensure that it is easy to use and contains all the necessary information. Refine the template based on feedback and continue to make improvements as needed.
• Distribute and train: Once your template is finalized, distribute it to all project managers in your organization and provide training on how to use it effectively. Encourage project managers to provide feedback and suggestions for further improvements.

Creating a project plan template can take some time and effort, but it can be a valuable tool for ensuring that your organization’s projects are well-planned and executed.

Creating a project plan template in Excel is a great way to organize your project tasks and timelines in a structured manner. Follow the steps below to create a project plan template in Excel:

• Open Microsoft Excel and create a new workbook.
• Rename the first sheet as “Project Plan” or any name of your choice.
• In the first row of the worksheet, enter column headings such as Task Name, Description, Start Date, End Date, Duration, Assigned To, and Status.
• Fill in the tasks and their descriptions in the corresponding cells under the Task Name and Description columns.
• Enter the start and end dates for each task under the Start Date and End Date columns, respectively.
• Calculate the duration of each task by subtracting the start date from the end date and enter the value in the Duration column. You can use the formula “=DATEDIF(start_date,end_date,”d”)”.
• Assign team members to each task under the Assigned To column.
• Add a Status column and create a dropdown list of status options such as “Not Started”, “In Progress”, “Complete”, etc. You can create a dropdown list by selecting the cells and going to Data > Data Validation > Allow: List.
• Add any additional columns as needed for your specific project.
• Save the file as a template by going to File > Save As > Save as type: Excel Template (.xltx).

With these steps, you can easily create a project plan template in Excel that you can customize to fit your specific project needs. Use the template to create project plans for future projects by opening the template and filling in the tasks and timelines for each project.

Every project Plan must have the details of the Project in the beginning section the Template. You can enter the Project Title, Client, Manager and Timeline in this section.

• Project Name : Name or Title of the Project
• Manager : Name of the Project Manager who is responsible to complete the project.
• Project Background : Brief introduction of your project and its goals and outputs.

Below are the Task details which we are required to enter in the Project Planner. You can enter the title, Person responsible, Start date, End date and percentage of Progress.

• Task Name : Title of each task goes under Tasks (WBS of your project)
• Assign To : Responsible Person who is going to work on it and deliver the outputs.
• Start Date : Start Date of the Task when the Task should start begin
• End Date : End Date of the Task when the Task must be Completed.
• Progress : % of the Progress Completed.
• Status : Status of the Task, i.e., Open, Work in progress or completed.

Gantt Chart helps the Project Manager to visually understand the Overall Status of the Project by Task. Gantt chart will show you following items in a graphical representation.

• Tasks : Project Task on the Vertical Axis
• Timelines : You can see the project duration and timelines on the top Horizontal Axis
• Completed vs Pending : % of Task Completed vs Pending against each task and the Project Timelines.

Here is our free Excel Templates for Planning Your Project, download our Free Excel Project Plan Template for free and use for planning your Project Tasks. Please Let us know your feedback in the comments section below and help us to improve this templates.

Download: Excel Project Plan Template

Excel Project Plan Template : A tool that offers a pre-set format in Excel to help manage tasks, assign responsibilities, track progress, and control the project timeline. It often includes features like a Gantt chart, timeline, task management, and budgeting.

Agile Software Development Plan

This template helps to break down tasks into smaller manageable parts (user stories or features), organize them into sprints (short time frames), and constantly update progress. It reflects the principles of Agile development with iterative planning, daily stand-ups, sprint retrospectives, and more.

Excel Project Management Template

This tool is designed to handle different aspects of project management within Excel, such as tracking tasks, resources, timelines, and budgets. It can include features like risk logs, issue trackers, and communication plans, along with standard project management elements.

Free Project Planner Template

A general project planning tool that anyone can access at no cost. It typically includes sections for defining objectives, tasks, resources, timelines, and budget. The complexity varies but it’s typically designed for simplicity and ease of use.

Project Execution Plan Template

This type of template provides a structured way to layout how a project will be executed, monitored, and controlled. It will often include specific sections on project governance, risk management, quality assurance, communication strategy, and more.

Project Execution Plan template

Project Plan Template for Software Development

A template specifically designed for managing software development projects. It often includes areas for defining the development roadmap, allocating resources, managing code iterations, conducting quality assurance and testing, and tracking milestones and deliverables.

A general and comprehensive template used to outline project goals, deliverables, tasks, resources, and timeline. It is used to coordinate all aspects of a project, from planning and scheduling to risk management and stakeholder communication.

Project Planner Template

A tool for organizing a project’s tasks, resources, and timeline. It might include sections for project scope, task assignments, tracking deliverables, and identifying potential risks or issues.

Simple Project Plan Template

This template is designed for small projects or those with a straightforward scope. It usually includes only the most essential sections like task list, due dates, assignees, and status. It’s less complex than a full project plan, making it easier for beginners or for managing smaller projects.

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Free Startup Plan, Budget & Cost Templates

By Kate Eby | September 12, 2017

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A business plan describes how a new business will meet its primary objectives over a given period of time. It is both a strategic document that can act as a roadmap and a tool for securing funding and communicating with stakeholders. For a startup business, planning is key to developing a thorough understanding of the target market, competition, market conditions, and financing opportunities.

Included on this page, you'll find a variety of helpful, free startup business planning templates , like a SWOT analysis template , a competitive analysis template , a business startup checklist template , and more.

Startup Business Planning Templates

Competitive analysis template - excel.

Download Competitive Analysis Template

Excel | Smartsheet

Analyze multiple competitors based on the categories you want to compare, and use the results to identify your top rivals. This template contains several sheets to provide a comprehensive look at how your startup stacks up to the competition, the strengths of each company, and potential partnerships or opportunities.

SWOT Analysis Template - Excel

Download SWOT Analysis Template

While researching your business plan, both risks and opportunities are likely to arise. This critical information gives you the chance to plan for how you will take advantage of or address them as needed. A SWOT analysis helps you identify and gain a clear understanding of internal strengths and weaknesses as well as external opportunities and threats. The results of the analysis will inform your business goals and strategies for reaching them. Once completed, you can add this SWOT template to a startup business plan or use it as a planning tool. If this template doesn’t have the details you require, you can find more of our  free SWOT Analysis Templates .

Marketing Plan Template - Excel

Download Marketing Plan Template

Easily create a detailed marketing plan for different campaigns, including projected and actual costs. It also doubles as a marketing calendar template, showing a weekly, monthly, and quarterly breakdown of your timeline and initiatives. A marketing plan is typically part of a business plan, but you can use this dedicated template for developing a thorough plan and schedule.

Business Startup Checklist Template - Excel

Download Business Startup Checklist Template

This template offers a simple checklist to help you organize all of the tasks that need to be accomplished, from initial research and planning to establishing professional partnerships and acquiring necessary permits. Edit the list to include relevant actions for a particular business. This is an easy way to ensure that important items are not overlooked and prioritize steps.

Business Planning Schedule - Excel

Download Business Planning Schedule

This template allows you to create a schedule for tasks with a visual calendar for planning. This layout can help you organize your planning process and provide a timeline for reaching certain milestones. The template is structured around planning stages, allowing you to separate tasks hierarchically. To use this template for another planning process, simply edit the tasks included and add your dates to the schedule.

Target Market Comparison Template - Excel

‌ Download Target Market Comparison Template - Excel

Utilize this worksheet to compare target markets in order to understand which are ideal for your product or service. Understanding your customers is vital not only for developing effective strategies, but also for showing investors that you’ve done the necessary research and understand how to reach potential customers.

Startup Business Plan Template - Word

Download Startup Business Plan Template

Word  | Smartsheet

This template offers a traditional outline for creating a business plan document. You’ll find sections for an executive summary, company description, marketing plan, product and operational information, financial data, and room for appendices. You can refine the plan to suit different industries and business types. For example, if you want to create a technology startup business plan template, you will want to show how the startup will deal with rapidly changing markets, and provide product and market research that shows how your business will be on the cutting edge. You may also need to provide longer-term financial projections since high-tech startups often operate for an extended time without profits. 

For additional resources, visit " Free Startup Business Plan Templates and Examples ."

One-page Business Plan Template - Word

Download One-page Business Plan Template

Excel  |  Word  |  PDF  | Smartsheet

Create a streamlined business plan document on a single page with this Word template. A simplified plan can be helpful for summarizing information into a brief report. This format gives readers a quick overview of your startup business plan while emphasizing key points. 

For additional resources, visit " One-Page Business Plan Templates with a Quick How-To Guide ."

Startup Financial Templates

Small-business budget template - excel.

Download Small-Business Budget Template

This basic budget is ideal for small businesses that want an easy, blank template to customize. To create a business budget, include both fixed and variable expenses along with revenue and funding sources. Use this template to track expenditures and revenue, maintain a balanced budget, and to help grow your business.

Sales Forecast Template - Excel

Download Sales Forecast Template

With this template, you get a 12-month sales forecast as well as sales data from prior years. You can organize the spreadsheet based on product names, target customers, or other categories, and then enter forecasted monthly sales, including adjustments for seasonal changes or other factors that might impact sales. The template also calculates monthly and yearly totals.

Business Startup Costs Template - Excel

Download Business Startup Costs Template

Startup costs begin to accrue before operations begin, so it’s important to determine expenses early on to avoid being underfunded or overspending. This startup costs template shows a summary of both funding and expenses at the top, with itemized details below. You can use this worksheet to outline expenses, create a tentative budget, and compare actual costs as they accrue. Similar to a start up budget template, this version helps you focus on expenditures.

Startup Budget Template - Excel

Download Startup Budget Template

A startup budget is an important tool for identifying what financial resources are available, determining how much revenue is needed to meet business goals, and pinpointing areas where you can save money. A budget works as a planning tool as well as a method for tracking actual expenditures. As part of a business plan, it supports the process of pitching to investors and completing loan applications. This budget template is geared toward startup companies and includes a section for projected monthly costs.

Startup Financial Projections Template - Excel

Download Startup Financial Projections Template

Similar to a pro forma template for startups, this version includes a 12-month profit and loss projection, a balance sheet, and a cash flow statement. Use the template to analyze the current financial standing and run a future forecast for a business. The spreadsheet includes pre-populated fields with expenses and income sources, which you can easily edit to accommodate your business.

Personal Financial Statement - Excel

Download Personal Financial Statement

Some lenders may require a personal financial statement in addition to relevant business data. This template lists assets and liabilities in order to calculate net worth. You’ll also find space for adding a signature so you can certify that the information is correct.

Balance Sheet Template - Excel

Download Balance Sheet Template

This template can be modified to either show an opening day balance for a startup or to create a projected balance sheet. Choose a given time period, enter your numbers for assets, liabilities, and equity, and the template will provide automatic calculations.

First-Year Budget Calculator - Excel

Download First-Year Budget Calculator

Combining business and personal budget information into a single template can be useful for small business owners who are just getting started. This template focuses on first-year budget calculations including startup costs, operating expenses, estimated income, personal expenses, and more. You can identify fixed and recurring costs for a full view of expenses for the first year.

12-Month Cash Flow Forecast - Excel

Download 12-Month Cash Flow Forecast

This template shows all 12 months of the year for a monthly and annual cash flow forecast. In addition to creating a forecast, you can compare actual cash flow totals for each month. The template is divided into categories for cash on-hand, cash receipts, and cash paid-out, with an alternating color scheme for easy viewing.

Annual Business Budget Template - Excel

Download Annual Business Budget Template

As a startup becomes established, this template can be used to create a budget showing totals on a monthly, quarterly, and annual basis. You can create a projected 12-month budget as well as compare financial data to the previous year’s performance. The template provides detailed income and expense categories for thorough planning and tracking.

Financial Dashboard Template - Excel

Download Financial Dashboard Template - Excel

Create a visual financial report with this dashboard template, which tracks statistics over time using graphs and charts. Compare sales rep performance, product revenue, regional data, or other financial KPIs. A graphical report provides a quick overview of financial information in a format that is easy to understand and share with stakeholders.

Marketing Budget Plan - Excel

Download Marketing Budget Plan

Create a dedicated marketing budget with results displayed in both a spreadsheet format and pie chart. Calculate costs for various marketing campaigns in order to view fund allocation. The template includes space for comments and notes to aid in strategic business planning.

Website Budget Template - Excel

Download Website Budget Template

This startup website template provides sections for calculating initial development costs as well as creating a projected budget over three years. View a list of costs and benefits to see how the website will impact the business over time. This template can help you determine the value of your website investment and track actual annual performance.

Loan Amortization Schedule - Excel

Download Loan Amortization Schedule

Keep track of a loan balance, payments made, upcoming amounts due, and interest paid with this loan amortization template. Enter lender information and loan terms at the top of the template, and then use the schedule to track payment details. Startups owners will appreciate how easy it is to manage business loans and create repayment plans.

Why Write a Startup Business Plan?

The benefits of writing a startup business plan range from clarifying initial ideas to attracting potential investors. The process of business planning can help uncover weaknesses as well as opportunities you may have overlooked. Planning encourages entrepreneurs to examine each step required to start a business in order to avoid mistakes in the long run. Collecting data through market analysis can allow you to confidently make informed decisions and provide a dose of reality to your business idea by affirming or challenging initial assumptions about your product, business model, or strategies for achieving success. Once you clarify your startup vision, analyze financial and market data, and define goals, you can create a strategic action plan to use as a guide for reaching objectives and addressing potential challenges. 

After establishing a startup, continue business planning to identify ways to grow and improve the business as well as to plan for resource use and development. If you treat your business plan as a living document that you regularly review and update, you can also use it to measure progress over time. An effective plan communicates a company’s vision to team members and all stakeholders, and provides both a foundation and an adaptable model that can grow and change along with the business.

One key reason for startups to develop sound business plans is to convince investors and lenders to finance the endeavor. Most banks and investors will want to see detailed financial projections and a statement of your current personal and business financial standing. Investors may want to see market data and other proof that your plan has a high chance for success. Without adequate financing, no startup can succeed, so it’s essential to create an ironclad pitch for funders.

What to Include in a Business Plan

Business plans are tailored to fit a specific type of business and to serve a particular purpose, whether it’s to seek funding, influence a particular audience, or develop strategy for internal use. While you’ll need to continually revise plans need to fulfill a certain function, there are similar elements in all business plans. Here are some of the common sections included in a startup business plan:

• Summary and Objectives: This first section can provide background information, a detailed company description, general industry information, goals that you want to achieve, and long-term objectives. Depending on the size and type of business, this information may be divided into multiple sections or summarized in one pitch. 
• Marketing Plan: Providing market data and an outline for how you will market and sell products and services allows you to show a deep understanding of your target audience and your plans for branding and distribution. Be sure to conduct thorough research that you can use to back up your plans with supporting numbers and statistics. You may also include separate, detailed sections on competition, customer characteristics, product features, sales forecasts, and marketing strategy.
• Operational Plan: This section is concerned with the equipment, processes, and people involved in daily operations. You may want to include details on location requirements, production methods, legal issues (such as licenses or insurance requirements), staffing information, vendor needs, and other operational elements. 
• Management and Organization: A description of management positions and professional advisors provides an organized look at key roles, the experience individuals bring to the business, and important consultants or mentors. You can also include resumes for key employees and startup owners if the business plan is supporting a loan application or investor pitch.
• Startup Expenses and Financial Plan: Estimate expenses as accurately as possible and include contingencies for unforeseen costs. Creating estimates requires thorough research, and expenses should include even small items - while they are easy to overlook, they may add up to significant costs. A comprehensive financial plan can include profit and loss projections and other budget forecasts in order to provide a clear picture of a startup’s financial standing and future outlook. 

A business plan will, of course, look different for a restaurant, web-based business, technology service provider, or product manufacturer. Before getting started, consider what you want to accomplish with your business plan, and customize it accordingly.

Business Plan Tips

Taking the time for thorough research and planning can help you make informed decisions, avoid potential pitfalls, and craft an effective plan. Here are a few tips to consider as you create a business plan:

• Get Creative: Business plans can follow a simple outline, but turning your plan into a creative presentation can make a statement and grab investors’ attention. 
• Use Data Wisely: No matter what format or approach you take, a startup business plan should be concise and include compelling evidence and hard data to back up your claims. 
• Refine Your Plan: Consider your audience and review your plan to ensure the information presented is appropriate, sufficient, and clear. 
• Focus on Objectives: Connect every strategy to core objectives so that there is a clear path for attaining success. 

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