Category
Business Planning & Strategy
Templates for financial plans, cost analysis, and strategic planning.
169 templates
Business Planning & StrategyRisk Assessment Workplace Template
A comprehensive template for identifying, documenting, and tracking workplace hazards and safety risks with scoring and control measures.
- Risk scoring system (1-80 scale)
- Risk log with comprehensive tracking fields
- Department and status setup reference sheet
Business Planning & StrategySellers Cost Template
A comprehensive cost tracking and analysis template for sellers to calculate and summarize direct materials, direct labor, and overall production costs with dashboard visualization.
- Dashboard with cost summary visualization
- Direct materials tracking sheet
- Direct labor tracking sheet
Business Planning & StrategySensitivity Analysis Template
Analyze how changes in key business variables impact profitability with scenario-based cost and revenue modeling.
- Multi-scenario modeling
- COGS breakdown by component
- Average price tracking
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
Business Planning & StrategySmall Business Cost Template
A comprehensive template for tracking business startup costs, funding sources, and financial surplus/deficit analysis.
- Automatic row numbering with formulas
- Separate tracking for costs and funding sources
- Surplus/deficit calculation sheet
Business Planning & StrategySmall 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
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 & StrategySolar Panel Cost Recovery Template
Calculate and track solar panel investment recovery over time with cost analysis and financial projections.
- Cost recovery calculations
- Year-by-year breakdown
- Payback period analysis
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 & StrategyStartup 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
Business Planning & StrategyStartup 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.)
Business Planning & StrategyStartup 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
Business Planning & StrategyStatement 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
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
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 & StrategySWOT Analysis Template
Strategic planning template that tracks strengths, weaknesses, opportunities, and threats with action plan management and progress monitoring.
- Dashboard with SWOT metrics
- Action tracking by category
- Importance rating system
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 & StrategyValue 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
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 & StrategyWACC 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
Business Planning & StrategyWeekly Prime Cost Worksheet
Track and analyze prime costs (food and labor) on a weekly basis for restaurant or food service operations
- Automatic date calculation with TODAY() function
- Daily sales and expense tracking
- SUM formulas for weekly totals
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)