Category
Business Planning & Strategy
Templates for financial plans, cost analysis, and strategic planning.
169 templates
Business Planning & Strategy12-Month Business Performance Tracker
Track and visualize monthly performance metrics across a full year with built-in charts.
- 12-month column structure (Mês 1-12)
- Pre-built sample data for immediate visualization
- Integrated charts for trend analysis
Business Planning & Strategy3-Year Profit and Loss Projection
Project revenue, expenses, and net profit across three years for services or goods businesses.
- Separate projections for service and product-based revenue models
- Annual profit margin analysis as percentage of operating income or sales
- Automatic calculations for total expenses and net profit
Business Planning & Strategy5 Year Financial Plan
Project revenue, expenses, and cash flow across 5 years with P&L, balance sheet, and loan amortization.
- 5-year revenue and expense forecasting
- Profit and loss projection with assumptions
- Balance sheet projection with asset tracking
Business Planning & Strategy5 Year Projected Financial Statements
Complete financial projections with P&L, balance sheet, cash flow, and loan amortization for 5-year business planning.
- 5-year sales and revenue forecasting
- Automated P&L projection calculations
- Balance sheet projections with asset tracking
Business Planning & StrategyAdministration Compliance Gap Analysis Tool Template
A comprehensive template for tracking and analyzing compliance gaps across administrative functions, employee details, and organizational compliance status.
- Company information repository
- Employee directory with contact details
- Compliance status categorization
Business Planning & StrategyAdministration Meeting ROI Calculator Template
Calculate return on investment for company meetings and training sessions with automatic ROI calculations.
- Automatic ROI percentage calculation
- Auto-incrementing meeting code generation
- Cost and benefit tracking by meeting
Business Planning & StrategyAdvertising Profit Margin Calculator for Campaigns Template
Calculate profit margins across multiple advertising campaigns by tracking spend, revenue, and overall profitability metrics.
- Automatic campaign counting
- Total spend aggregation
- Total revenue calculation
Business Planning & StrategyAdvertising Yearly Financial Summary Template
Track advertising revenue and expenses across 12 months with yearly financial summaries and visual charts.
- Monthly revenue tracking
- Year-over-year comparison (2024 vs 2025)
- Automatic total calculations with SUM formulas
Business Planning & StrategyAnimated Key Data Dashboard Template
A dynamic dashboard template that visualizes and summarizes business income and expenses with animated charts and real-time data aggregation.
- Animated dashboard display
- Total income and expense calculations
- Category-based income tracking
Business Planning & StrategyAnimated Key Data Dashboard Template (for QC)
A quality control dashboard template that animates and visualizes key business metrics including ROI, starting budget, and sales projections with dynamic charts.
- Animated key data visualization
- Multi-sheet interconnected data
- Dynamic chart support
Business Planning & StrategyBond Refunding Analysis
Evaluate bond refunding opportunities by comparing original issue terms with refunding scenarios.
- Original issue size and terms tracking
- Present value calculations for refunding scenarios
- Automatic NPV comparison between alternatives
Business Planning & StrategyBond Refunding Analysis
Calculate refunding scenarios for municipal or corporate bonds to determine savings and optimal timing.
- Original bond issue parameters tracking
- Net present value calculation using PV function
- Savings analysis and comparison
Business Planning & StrategyBreak Even Analysis
A comprehensive break-even analysis tool that calculates and visualizes the point where revenue equals total costs for Morning in the City Company.
- Dashboard with key metrics
- Financial statements tracking
- Variable and fixed cost analysis
Business Planning & StrategyBreak Even Analysis
Calculate your break-even point and understand when your business becomes profitable.
- Automatic break-even point calculation in units and revenue
- Fixed vs. variable cost separation and tracking
- Contribution margin and margin of safety metrics
Business Planning & StrategyBreak Even Analysis Template
Calculate your break-even point by analyzing fixed costs, variable costs, and pricing to determine profitability.
- Automatic break-even calculation in units and revenue
- Fixed and variable cost analysis
- Profit margin visualization
Business Planning & StrategyBreak Even Analysis V1.3
Calculate minimum production and sales needed to cover all business costs and start profiting.
- Monthly production capacity calculator
- Per-unit and per-month cost breakdown
- Break-even point identification
Business Planning & StrategyBreakeven Analysis
Calculate your breakeven point by analyzing fixed and variable costs to determine the sales volume needed for profitability.
- Separate fixed costs and variable costs calculation
- Cost percentage analysis
- Automatic subtotals and summation
Business Planning & StrategyBreakeven Analysis
Calculate your breakeven point and understand when your business becomes profitable.
- Automated breakeven point calculation
- Visual charts showing cost and revenue relationships
- Variable cost and fixed cost inputs
Business Planning & StrategyBreakeven Analysis
Calculate the sales volume needed to cover all costs and start generating profit.
- Fixed cost entry
- Variable expense percentage tracking
- Automatic breakeven calculation
Business Planning & StrategyBreakeven Analysis Template
Calculate the sales volume needed to cover all costs and start generating profit.
- Fixed costs input section
- Variable expense percentage calculation
- Automatic breakeven point calculation
Business Planning & StrategyBreakeven Analysis Template
Calculate your breakeven point and visualize when your business becomes profitable.
- Automatic breakeven point calculation
- Cost and revenue visualization chart
- Fixed and variable cost inputs
Business Planning & StrategyBreakeven Cost Analysis Template
A comprehensive cost analysis tool that calculates break-even points by tracking fixed and variable costs across different periods.
- Summary dashboard with key metrics
- Fixed cost tracking and management
- Variable cost tracking and management
Business Planning & StrategyBusiness Financial Plan Starter
Create a comprehensive business startup financial plan with cost estimation and profit/loss projections.
- Start-up costs calculator with one-time and recurring items
- Profit & Loss template with monthly revenue tracking
- Pre-built formulas using SUM, SUBTOTAL, and IF functions
Business Planning & StrategyBusiness Financial Projection Template
A comprehensive financial projection template with income statement, balance sheet, and cash flow forecasts for business planning.
- Multiple projection sheets (Income Statement, Balance Sheet, Cash Flow)
- SUM formulas for automated calculations
- Business location information fields