Category

Business Planning & Strategy

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

169 templates

Small Business Dashboard Template previewBusiness Planning & Strategy

Small Business Dashboard Template

A comprehensive dashboard template for tracking and visualizing key small business metrics across multiple years with dynamic data support.

  • Dynamic year selection
  • Multiple data sheets for different years
  • Chart support with embedded formulas
intermediate.xlsx
Startup Financial Projections Template previewBusiness Planning & Strategy

Startup 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
intermediate.xlsx
Startup Investment Analysis Template previewBusiness Planning & Strategy

Startup Investment Analysis Template

A comprehensive spreadsheet for analyzing and tracking startup investment projections, expenses, and variances across multiple years.

  • Multi-year investment projections (2024-2028)
  • Estimated vs. actual expense tracking
  • Automatic variance calculations
intermediate.xlsx
Startup Investment Proposal Comparison Template previewBusiness Planning & Strategy

Startup Investment Proposal Comparison Template

Compare multiple investment proposals side-by-side with key metrics like funding round, investment amount, equity stake, and company valuations.

  • Company information tracking (address, email, website)
  • Investment summary section with key metrics
  • Funding round classification (Seed, Series A, etc.)
intermediate.xlsx
Startup Profit and Loss Statement Template previewBusiness Planning & Strategy

Startup Profit and Loss Statement Template

A quarterly P&L statement template designed for startups to track revenue, expenses, and profitability across four quarters of the fiscal year.

  • Quarterly organization (Q1-Q4)
  • Monthly breakdown within each quarter
  • Automated calculations using SUM formulas
intermediate.xlsx
Statement of Work For Consulting Services Template previewBusiness Planning & Strategy

Statement of Work For Consulting Services Template

Professional SOW template for documenting consulting project scope, deliverables, timelines, and terms between consultants and clients.

  • Pre-formatted SOW sections
  • Client information tracking
  • Consultant contact details
intermediate.xlsx
Value Analysis Calculator Template previewBusiness Planning & Strategy

Value Analysis Calculator Template

A financial analysis tool for evaluating property values using property type lookups and interest rate calculations.

  • Automated property type lookup using VLOOKUP
  • Interest rate reference table
  • Error handling for missing data
intermediate.xlsx
WACC Calculator with Comparable Companies Analysis previewBusiness Planning & Strategy

WACC 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
advanced.xlsx
WACC Calculator with Comparable Companies Analysis previewBusiness Planning & Strategy

WACC Calculator with Comparable Companies Analysis

Calculate weighted average cost of capital using comparable company benchmarking and financial inputs.

  • Comparable company data input fields
  • Automatic WACC calculation
  • Average metrics across peer companies
advanced.xlsx
What If Analysis Template previewBusiness Planning & Strategy

What 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)
advanced.xlsx
Yearly Corporate Budget Template A4 previewBusiness Planning & Strategy

Yearly 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
beginner.xlsx
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