Category
Business Planning & Strategy
Templates for financial plans, cost analysis, and strategic planning.
68 templates
Business Planning & StrategyOne Page Financial Plan Template
Consolidate assets, liabilities, income, and insurance into one strategic financial overview.
- Total assets calculation
- Total liabilities tracking
- Income summary section
Business Planning & StrategyOrganizational Chart Template
Map reporting lines and department structure to clarify roles and accountability
- Pre-built hierarchy structure
- Role and title fields
- Department groupings
Business Planning & StrategyPICK Chart for Lean Six Sigma
Prioritize improvement initiatives using the PICK matrix—payoff, implementability, complexity, and knowledge.
- 2x2 prioritization matrix
- Payoff vs. Implementability visualization
- Project plotting and categorization
Business Planning & StrategyPro Forma Income Statement Sample
Project future revenue and expenses to forecast profitability for your business startup or expansion.
- Pre-built income statement structure with revenue and expense categories
- Automatic calculations using formulas (SUM, IF, OR)
- Sample data using realistic business scenario (car rental)
Business Planning & StrategyProject Options Paper Excel Template
Compare and evaluate multiple project alternatives side-by-side to make informed strategic decisions.
- Side-by-side option comparison layout
- Dedicated description field for each alternative
- Option outline section for detailed analysis
Business Planning & StrategyPros and Cons List
Compare options systematically by listing and scoring advantages and disadvantages side-by-side.
- Side-by-side pros and cons layout
- Individual 0-10 scoring for each item
- Auto-calculated totals for quick comparison
Business Planning & StrategyPwC Financial Model Template
Multi-sheet financial model with assumptions, detail projections, and reconciliation checks for corporate planning.
- Separate assumptions sheet for input parameters
- Automated reconciliation checks (Sources & Uses, Receipts & Disbursements, Balance Sheet)
- Detail calculations sheet with formula references to assumptions
Business Planning & StrategyQuarterly Revenue Planning
Project quarterly revenue across pessimistic, likely, and optimistic scenarios with automated calculations.
- Multi-scenario modeling (pessimistic, likely, optimistic, mean)
- Automated revenue calculations with SUM and IF functions
- Visual charts comparing revenue scenarios
Business Planning & StrategyRestaurant Break-Even Analysis Spreadsheet Template
Calculate the sales volume and price point needed for your restaurant to become profitable.
- Fixed costs tracking
- Variable costs as percentage of revenue
- Break-even calculation in units and dollars
Business Planning & StrategyReturn On Investment (ROI) Calculator
Calculate ROI to measure and compare the financial returns of business investments and initiatives.
- Automated ROI percentage calculation
- Investment cost and return input fields
- Multiple scenario comparison capability
Business Planning & StrategyRevenue Per Employee Calculator
Calculate revenue efficiency by dividing total revenue by headcount for performance insights.
- Automated revenue per employee calculation
- Company name and address fields
- Simple numeric inputs for revenue and headcount
Business Planning & StrategySMART Goals Template
Define and track measurable goals with specific, measurable, achievable, relevant, and time-bound criteria.
- Preparation date and preparer tracking
- Approval workflow with approver name and date
- SMART criteria structure for each goal
Business Planning & StrategyStartup Financial Projections Template
Complete 3-statement financial model for startups with automated P&L, balance sheet, and cash flow forecasting.
- Automated P&L statement calculation
- Quarterly balance sheet tracking with ratio analysis
- Cash flow statement with opening/closing balance reconciliation
Business Planning & StrategySWOT Analysis
Evaluate strengths, weaknesses, opportunities, and threats to guide strategic decisions.
- Multiple layout options (vertical, horizontal, column-based)
- Customizable purpose section to define analysis scope
- Company name and logo integration
Business Planning & StrategySWOT Analysis Template
Evaluate strengths, weaknesses, opportunities, and threats to inform strategic decisions.
- Structured SWOT quadrants
- Objective definition section
- Organized threat and opportunity mapping
Business Planning & StrategySWOT Analysis Template
Analyze strengths, weaknesses, opportunities, and threats to inform strategic decisions.
- Multiple layout options (standard, horizontal, column formats)
- Purpose statement section for analysis context
- Internal vs. external factor organization
Business Planning & StrategyVendor Selection Excel Plan Template
Structured vendor evaluation framework to compare suppliers and make data-driven procurement decisions.
- Step-by-step vendor evaluation process
- Owner assignment for accountability
- Business goal definition framework
Business Planning & StrategyWACC Calculator with Comparable Companies Analysis
Calculate weighted average cost of capital using comparable company benchmarking data
- Input cells for company and comparable firm data
- Automatic averaging of comparable company metrics
- WACC component calculations
Business Planning & StrategyWhat If Analysis Template
Model financial scenarios and compare outcomes with dynamic inputs and ratio analysis.
- Dynamic input section for key business variables
- Automated balance sheet and cash flow calculations
- Financial ratio analysis (liquidity, leverage, efficiency)
Business Planning & StrategyYearly Corporate Budget Template A4
Create annual budget forecasts with company details, automatic calculations, and visual charts for financial planning.
- Automatic SUM calculations for budget totals
- Visual charts showing budget breakdown
- A4 formatted for professional printing