Category
Business Planning & Strategy
Templates for financial plans, cost analysis, and strategic planning.
68 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 & 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
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 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 & 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 Plan Checklist with SWOT Analysis
Comprehensive business planning checklist incorporating SWOT analysis to guide strategic planning and business development.
- SWOT analysis framework
- Company information section
- Structured checklist format
Business Planning & StrategyBusiness Plan Workbook
Multi-year sales forecasts and profit/loss statements for 2–3 products with monthly breakdowns and variance analysis.
- 1-year monthly sales forecast (2–3 products)
- 3-year annual sales forecast with variance analysis
- Profit and loss statement with income tracking
Business Planning & StrategyBusiness Start-Up Financial Plan Template
Plan startup costs and project profit/loss with guided templates and sample data.
- Start-up costs calculator with monthly and one-time cost breakdown
- Profit & Loss statement template with multi-month projections
- Pre-filled example worksheets to guide users through calculations
Business Planning & StrategyBuyout Stock Exchange Analysis
Model the financial impact of acquisitions involving stock exchanges and takeover scenarios.
- Stock exchange effect analysis
- Acquiring vs target company comparison
- Takeover scenario modeling
Business Planning & StrategyCapital Budgeting Investment Analysis
Evaluate investment projects by calculating net cash flows, NPV, and IRR across multi-year scenarios.
- Multi-year net cash flow calculation (10-year projection)
- NPV and IRR computation for investment comparison
- Old vs. new asset impact analysis
Business Planning & StrategyCapital Structure & WACC Analysis
Analyze optimal capital structure and calculate weighted average cost of capital under different debt scenarios.
- Multi-scenario capital structure analysis
- WACC calculation engine
- Market value debt ratio tracking
Business Planning & StrategyCFROI Holt Valuation Model
Calculate cash flow return on investment and enterprise valuation using the Holt CFROI framework with discount rate analysis.
- Multi-period cash flow projections with discount rate application
- Gross CFROI and investment return calculations
- Cost of capital and project lifecycle configuration
Business Planning & StrategyCompetitive Analysis using SWOT
Compare your company against competitors with side-by-side SWOT and financial metrics analysis.
- Side-by-side SWOT comparison grid
- Financial metrics dashboard including revenue and profitability
- Web presence and employee count tracking
Business Planning & StrategyConstruction Job Cost Analysis Template
Track project expenses, labor, and materials to analyze profitability by job and identify cost overruns.
- Project identification fields (name, number, manager)
- Period tracking for cost allocation
- Cost category breakdown structure
Business Planning & StrategyCost Analysis with Pareto Chart
Identify high-impact cost drivers using Pareto analysis and cumulative percentage visualization.
- Automatic cost ranking and sorting
- Cumulative percentage calculations
- Pareto chart visualization
Business Planning & StrategyCost Benefit Analysis Template
Compare project costs against benefits to make data-driven investment decisions quickly.
- Side-by-side cost and benefit comparison
- Automatic summation of costs and benefits
- Project name and details tracking