Business Planning & Strategy

Templates for financial plans, cost analysis, and strategic planning.

169 templates

All Financial Plans & Startup Costs Cost & Breakeven Analysis Gap & SWOT Analysis Strategic Planning

Education Revenue Projection Template

A comprehensive revenue forecasting tool designed for educational institutions to project income streams and analyze financial performance.

Executive dashboard with key metrics
Multi-period revenue projection sheets
Automated calculations with SUM and VLOOKUP formulas

intermediate.xlsx

Business Planning & Strategy

EFM 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

intermediate.xlsx

Business Planning & Strategy

Executive Summary Report Template

A comprehensive business reporting template that combines executive summaries with detailed sales data tracking and visualization.

Executive summary section with company background and objectives
Sales details tracking with salesperson, date, and revenue
Automatic month extraction from date fields

intermediate.xlsx

Business Planning & Strategy

Executive Summary Template

A comprehensive executive summary template for business planning and strategic documentation with company details and lookup functionality.

Dynamic formula-driven content
Multi-sheet organization
VLOOKUP company reference lookup

intermediate.xlsx

Business Planning & Strategy

Finance Control Effectiveness Plan Template

A comprehensive template for designing and implementing financial control strategies to strengthen organizational financial governance and risk management.

Control Objectives tracking
Aspect and Description documentation
Plan Details section with preparation metadata

intermediate.xlsx

Business Planning & Strategy

Finance Mergers & Acquisitions Timeline Planner Template

Track and manage merger and acquisition milestones, timelines, and company details with visual progress tracking and strategic planning documentation.

Timeline milestone tracking
Company details documentation
Progress tracking charts

advanced.xlsx

Business Planning & Strategy

Finance Risk and Control Matrix Template

A structured template for identifying, assessing, and controlling financial risks across key business processes.

Risk category scoring system
Automated average calculations
Risk rating classifications (Low/Medium/High)

intermediate.xlsx

Business Planning & Strategy

Financial Compliance Historical Data Analysis Template

Track and analyze historical financial compliance data across regulatory areas with status monitoring, issue identification, and action tracking.

Compliance status categorization (Compliant/Non-Compliant)
Regulation reference linking and tracking
Issues identification and documentation

intermediate.xlsx

Business Planning & Strategy

Financial History & Ratios

Track company financials over time and calculate key ratios to monitor business performance and health.

Multi-year financial data tracking
Automatic financial ratio calculations
Year-over-year comparison view

intermediate.xlsx

Business Planning & Strategy

Financial History & Ratios

Track company financial ratios and historical performance across years for trend analysis and reporting.

Multi-year financial data entry in thousands
Automatic ratio calculations using formulas
Year extraction for date-based organization

intermediate.xlsx

Business Planning & Strategy

Financial Leverage Analysis Calculator

Model how debt levels impact returns and financial risk across different capital structures.

Multiple debt percentage scenarios
Automatic impact calculations using IF and SUM functions
Capital structure comparison tool

intermediate.xlsx

Business Planning & Strategy

Financial 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

beginner.xlsx

Business Planning & Strategy

Financial 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

advanced.xlsx

Business Planning & Strategy

Five 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

intermediate.xlsx

Business Planning & Strategy

Four 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

beginner.xlsx

Business Planning & Strategy

Four Year Profit Projection

Project company profitability across four years with automated calculations and variance analysis.

Four-year profit calculation framework
Automated year-over-year growth calculations
Percentage change analysis

intermediate.xlsx

Business Planning & Strategy

IC 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

intermediate.xlsx

Business Planning & Strategy

IC 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

intermediate.xlsx

Business Planning & Strategy

IEEE 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

intermediate.xlsx

Business Planning & Strategy

IT Financial Capital Expenditure Forecast Template

A comprehensive template for forecasting and tracking IT capital expenditures, including historical data management, projections, and visual dashboards.