Category
Business Planning & Strategy
Templates for financial plans, cost analysis, and strategic planning.
169 templates
Business Planning & StrategyIT Vendor Evaluation Matrix Sheet Template
Comprehensive template for evaluating and comparing IT vendors across software, hardware, and cloud services with scoring and ranking capabilities.
- Evaluation matrix with multiple vendor comparison
- Product and service categorization (Software, Hardware, Cloud Services)
- Company and product list setup sheets
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 & StrategyKPI Spreadsheet Template
Comprehensive KPI tracking template for monitoring company performance across projects, quality, and employee metrics.
- Multi-sheet organization by metric type
- Company details management
- Project tracking with dates and status
Business Planning & StrategyLabor Cost Analysis Template
Comprehensive template for tracking, analyzing, and managing labor costs across projects, shifts, and contractual arrangements with visual dashboards.
- Multi-sheet dashboard system
- Cost comparison charts
- Labor category breakdown
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 & StrategyLeverage and Breakeven Analysis
Analyze financial leverage and find your breakeven point to optimize pricing and profitability.
- Breakeven point calculation
- Fixed and variable cost tracking
- Sales volume analysis
Business Planning & StrategyLeverage and Breakeven Analysis
Calculate breakeven points and financial leverage to optimize pricing and profitability decisions.
- Breakeven point calculation (units and revenue)
- Fixed and variable cost breakdown
- Leverage ratio analysis
Business Planning & StrategyMarket Research Analysis Template
A comprehensive template for analyzing and comparing multiple markets with key metrics like market size and status tracking.
- Multi-market comparison structure
- Market size tracking and metrics
- Status indicators for market monitoring
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 & StrategyNet Present Value Calculator
Calculate and compare NPV for investment projects using discount rates to make data-driven capital decisions.
- Multi-project NPV comparison
- Customizable discount rate inputs
- Automated NPV calculations using NPV function
Business Planning & StrategyNet Present Value Calculator
Calculate investment NPV to evaluate equipment purchases and capital project profitability.
- NPV calculation engine
- Cash flow projection table
- Visual cash flow chart
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 Environmental Impact Assessment Template
A template for evaluating and documenting the environmental impact of business operations and projects.
- Company information fields
- Project identification and location tracking
- Coordinates recording for geographic precision
Business Planning & StrategyOperations Financial Risk Analysis Template
A comprehensive financial risk assessment tool that evaluates operational risks by analyzing likelihood and impact factors to determine overall risk levels for business operations.
- Risk matrix analysis
- Likelihood and impact scoring
- Risk level categorization
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 & StrategyOperations Quality Cost Analysis Template
Analyze and track quality-related costs across operations to identify the most and least expensive quality initiatives.
- MAX and MIN functions to identify highest/lowest expenses
- Category-based cost breakdown
- Company header with address and contact info
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 & 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 & StrategyProfit Calculator Template
A spreadsheet template for calculating profit margins and profitability metrics based on selling price and product costs.
- Automated profit calculations
- Profit margin percentage calculations
- Visual charts for profitability visualization