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 & 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
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 & 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 & 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
Business Planning & StrategyBusiness Plan Profit and Loss Statement Template
A comprehensive profit and loss (P&L) statement template for projecting revenue, expenses, and profitability for business planning purposes.
- Customizable company name header
- Currency specification field
- Automated SUM calculations for revenue totals
Business Planning & StrategyBusiness Plan Spreadsheet
Comprehensive business planning tool with budget tracking, mission statements, and financial projections
- Multi-sheet organization with overview and tracker
- Mission statement documentation
- Startup cost breakdown and tracking
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 & StrategyCapability Statement & Past Performance Tracker
A template for documenting company capabilities, credentials, and project history for government/commercial contracting
- Company identification fields (D-U-N-S, CAGE Code)
- Project history tracking with contract values
- Client and agency records
Business Planning & StrategyCapital Budgeting Investment Analysis
Evaluate investment decisions with NPV and IRR calculations across multi-year cash flow projections.
- 10-year cash flow modeling
- NPV and IRR automated calculation
- Old vs. new asset comparison
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 & StrategyCFO Dashboard Template
Executive financial overview template tracking revenue, expenses, assets, liabilities, and key metrics with weekly and annual comparisons.
- Dynamic weekly and annual reporting views
- Automated net profit and operating income calculations
- EBITDA tracking capability
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 & StrategyEducation Budget Forecasting Worksheet Template
A comprehensive spreadsheet template for forecasting education institution budgets across multiple years with income and expense projections.
- Multi-year budget comparison (2023-2025)
- Income category tracking (tuition fees)
- SUM formulas for automatic calculations