Category
Business Planning & Strategy
Templates for financial plans, cost analysis, and strategic planning.
169 templates
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 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 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 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 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 & StrategyCompany Profile & Institutional Information
Document company history, milestones, and institutional details in one professional reference sheet.
- Company name and legal entity recording
- Establishment date and milestone tracking
- Chronological history documentation
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 & StrategyCompliance Assessment Matrix Template
Track and manage regulatory compliance status across multiple requirements with automated counting and department responsibility tracking.
- Automated compliance counting by status using COUNTIF formulas
- Department responsibility tracking and assignment
- Multiple assessment sheets for flexibility
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
Business Planning & StrategyCost Benefit Analysis Template
Comprehensive template for evaluating project viability by comparing quantified costs against benefits over multiple years.
- Non-recurring and recurring cost tracking
- Revenue and savings quantification
- Multi-year financial projections
Business Planning & StrategyCost of Goods (COG) Forecasting Template
A comprehensive template for forecasting and tracking the cost of goods sold with dashboard visualization and period-based analysis.
- Dashboard with cost summary visualization
- Period-based cost tracking
- Product-level cost analysis
Business Planning & StrategyCost Sheet Template for Sweet Dessert Kiosk
A detailed cost sheet template for calculating and tracking production costs at a dessert kiosk business, including ingredients, labor, and overhead expenses.
- Automated SUM calculations for cost totals
- Visual charts for cost analysis and breakdown
- Pre-formatted sections for ingredients, labor, and overhead
Business Planning & StrategyCost Template
A project costing spreadsheet for tracking and analyzing project expenses, labor costs, and material expenses with detailed cost breakdowns.
- Project information section with start date tracking
- Cost categorization and breakdown structure
- Automated cost calculations using SUM and VLOOKUP formulas
Business Planning & StrategyData Management Center ABC Cost Model
Activity-based costing model for allocating data center operational costs to services and activities.
- Resource pool cost aggregation
- Activity driver tracking
- Multi-level cost allocation
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