Category
Business Planning & Strategy
Templates for financial plans, cost analysis, and strategic planning.
169 templates
Business Planning & StrategyIT Financial Ratio Analysis Template
A comprehensive financial ratio analysis template for IT companies tracking key financial metrics across multiple years with automated calculations and visual dashboards.
- Multi-year data comparison (2021-2023)
- Automated ratio calculations
- Interactive dashboard with key metrics
Business Planning & StrategyIT Financial Revenue Projection
A comprehensive financial forecasting template for IT companies to project revenue across multiple service and product streams with monthly tracking and profitability analysis.
- Multi-revenue stream tracking
- Monthly revenue projections
- Cost of goods sold (COGS) calculation
Business Planning & StrategyIT Profit and Loss Budget Template
A comprehensive profit and loss budget template designed specifically for IT businesses to track revenue, costs, and operating expenses.
- Revenue category tracking
- Cost of goods sold breakdown
- Operating expense categories
Business Planning & StrategyKPI Business Template
Track key performance indicators including net profit, revenue, profit margin, and sales data across multiple years with monthly breakdowns.
- Multi-year tracking (2024-2025)
- Monthly breakdowns
- Profit margin calculation
Business Planning & StrategyKPI Chart Template
Multi-sheet template for tracking key performance indicators with budget vs. actual comparisons and visual charts
- Multi-sheet organization
- Budget vs Actual comparison
- Automated calculations with IF formulas
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
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 & StrategyOperations Business Impact Analysis Template
Comprehensive template for assessing and documenting the impact of business function disruptions, recovery objectives, and mitigation strategies.
- Multiple interconnected worksheets for comprehensive analysis
- Company information tracking and contact details
- Critical business functions documentation with recovery metrics
Business Planning & StrategyOperations Project Cost Forecast Sheet Template
Multi-year project cost forecasting spreadsheet for operations teams to track and plan project expenses across months and years.
- Year-specific forecast sheets (2024, 2025+)
- Monthly cost breakdown by project
- Master forecast consolidation sheet
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 & StrategyProfit and Loss Projection Template
A multi-year profit and loss projection template for forecasting financial performance across revenue, cost of goods sold, and operating expenses.
- Automated SUM calculations for totals
- Multi-year comparison capability (2021, 2022, 2023)
- Separate revenue sheet for detailed income tracking
Business Planning & StrategyProject Costing Template
A comprehensive project costing dashboard for tracking and summarizing project costs, timelines, and financial metrics for service-based businesses.
- Executive dashboard
- Project timeline tracking
- Cost categorization
Business Planning & StrategyProperty Analysis Calculator Template
A comprehensive real estate investment analysis tool that calculates property cashflow, rental income, and investment metrics to evaluate property performance.
- Monthly rental income tracking
- Cashflow analysis
- Property type classification with VLOOKUP
Business Planning & StrategyProperty Analysis Calculator Template
A financial analysis tool for evaluating rental property investments and cash flow performance.
- Monthly rental income tracking
- Cash flow calculations
- Property type classification
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 & StrategyReal Estate Closing Costs Breakdown Template
Comprehensive dashboard for tracking and analyzing real estate closing costs across multiple properties with detailed cost breakdowns by category.
- Multi-property cost tracking
- Automated calculations and summaries
- Dashboard visualization with charts
Business Planning & StrategyRealtor Profit Calculator
Calculate profit margins and earnings from real estate sales transactions with built-in commission calculations.
- Automatic profit calculation
- Commission rate calculations
- Visual charts for comparison
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 & StrategySimple Business Plan Template
A structured template for creating and managing business plans with sections for executive summary, startup costs, funding sources, and business details.
- Executive summary section for business overview
- Startup cost tracking and categorization
- Funding sources documentation
Business Planning & StrategySimple KPI Template
A streamlined Key Performance Indicator (KPI) dashboard that tracks revenue, expenses, and investments with automatic calculations and visual metrics.
- Automated sum calculations from transaction data
- Error handling with IFERROR function
- Multi-sheet data aggregation