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 & 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 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 & StrategyDiscounted Cash Flow Valuation
Calculate company valuation using DCF methodology with customizable inputs and professional formatting.
- Pre-built DCF calculation model
- Customizable input section with blue-coded assumptions
- Date-stamped valuation snapshot
Business Planning & StrategyEFM Classic Business Financial Forecast
Build professional financial forecasts with integrated assumptions, costs, debtors/creditors tracking, and tax calculations.
- Integrated cost tracking (labor, direct costs)
- Debtors & creditors management
- Automated tax calculations
Business Planning & StrategyFinancial Planning Data Tracker
Input financial data and visualize trends with automatic charts for planning and analysis.
- Automatic chart generation from input data
- Pre-formatted data entry rows
- Visual trend analysis
Business Planning & StrategyFinancial Projection Model with DCF Valuation
Project future cash flows and value your firm using discounted cash flow analysis and WACC methodology.
- Multi-year financial projection inputs
- Automated free cash flow statement generation (indirect method)
- DCF valuation calculation with WACC
Business Planning & StrategyFive Year Financial Projections Worksheet
Project revenue, expenses, and profitability across 5 years with automated income statement calculations.
- Pre-formatted 5-year income statement template
- Automated year increment formulas
- Net sales calculation rows
Business Planning & StrategyFour Year Profit Projection
Project your company's profit over four years with automatic calculations and year-over-year growth tracking.
- Four-year profit tracking by year
- Automatic year-over-year percentage calculations
- Company name customization
Business Planning & StrategyIC Business Acquisition Worksheet Template
Track and evaluate key metrics for acquiring independent contractor or small business assets.
- Structured acquisition criteria checklist
- Business identification fields (name, web, contact)
- Financial performance summary section
Business Planning & StrategyIC Business Acquisition Worksheet Template
Evaluate and track business acquisition targets with structured due diligence and financial analysis.
- Structured data entry fields for business acquisition information
- Web presence tracking and business identifiers
- Financial metrics organization
Business Planning & StrategyIEEE 12207 Cost Model - Development Process
Track labor costs across development phases using IEEE 12207 work breakdown structure.
- IEEE 12207 standard WBS hierarchy
- Multi-role labor cost tracking (PM, Analyst, Architect)
- Automated cost rollup by development phase
Business Planning & StrategyLeverage Analysis - Financial Leverage Effects
Analyze how different debt levels impact financial returns and risk exposure with scenario modeling.
- Multi-scenario debt percentage inputs
- Automated leverage effect calculations
- Variable comparison across columns
Business Planning & StrategyMulti-Period Financial Planning Model
Calculate projected balances across multiple scenarios with automated variance analysis and visual comparisons.
- Multi-scenario planning across three separate plans
- Automatic variance calculation (opening - adjustment + closing)
- Pre-built charts for visual scenario comparison
Business Planning & StrategyMulti-Plan Financial Comparison Tracker
Compare financial scenarios across three plans with integrated charts for data-driven decisions.
- Three separate plan worksheets for flexible scenario setup
- Pre-built charts for visual plan comparison
- Numerical data organization by category and metric