business plan excel gratis

Free Business Plan Excel Template [Excel Download]

Written by Dave Lavinsky

A business plan is a roadmap for growing your business. Not only does it help you plan out your venture, but it is required by funding sources like banks, venture capitalists and angel investors.

Download our Ultimate Business Plan Template here >

The body of your business plan describes your company and your strategies for growing it. The financial portion of your plan details the financial implications of your business: how much money you need, what you project your future sales and earnings to be, etc.

Below you will be able to download our free business plan excel template to help with the financial portion of your business plan. You will also learn about the importance of the financial model in your business plan.

Download the template here: Financial Plan Excel Template  

How to Finish Your Business Plan in 1 Day!

Don’t you wish there was a faster, easier way to finish your business plan?

With Growthink’s Ultimate Business Plan Template you can finish your plan in just 8 hours or less! It includes a simple, plug-and-play financial model and a fill-in-the-blanks template for completing the body of your plan.

What’s Included in our Business Plan Excel Template

Our business plan excel template includes the following sections:

Income Statement : A projection of your business’ revenues, costs, and expenses over a specific period of time. Includes sections for sales revenue, cost of goods sold (COGS), operating expenses, and net profit or loss.

Example 5 Year Annual Income Statement

Cash Flow Statement : A projection of your business’ cash inflows and outflows over a specific period of time. Includes sections for cash inflows (such as sales receipts, loans, and investments), cash outflows (such as expenses, salaries, and loan repayments), and net cash flow.

Example 5 Year Annual Cash Flow Statement

Balance Sheet : A snapshot of your business’ financial position at a specific point in time. Includes sections for assets (such as cash, inventory, equipment, and property), liabilities (such as loans, accounts payable, and salaries payable), and owner’s equity (such as retained earnings and capital contributions).

Example 5 Year Annual Balance Sheet

Download the template here: Business Plan Excel Template 

The template is easy to customize according to your specific business needs. Simply input your own financial data and projections, and use it as a guide to create a comprehensive financial plan for your business. Remember to review and update your financial plan regularly to track your progress and make informed financial decisions.

Finish Your Business Plan Today!

The importance of the financial model in your business plan.

A solid financial model is a critical component of any well-prepared business plan. It provides a comprehensive and detailed projection of your business’ financial performance, including revenue, expenses, cash flow, and profitability. The financial model is not just a mere set of numbers, but a strategic tool that helps you understand the financial health of your business, make informed decisions, and communicate your business’ financial viability to potential investors, lenders, and other stakeholders. In this article, we will delve into the importance of the financial model in your business plan.

• Provides a roadmap for financial success : A well-structured financial model serves as a roadmap for your business’ financial success. It outlines your revenue streams, cost structure, and cash flow projections, helping you understand the financial implications of your business strategies and decisions. It allows you to forecast your future financial performance, set financial goals, and measure your progress over time. A comprehensive financial model helps you identify potential risks, opportunities, and areas that may require adjustments to achieve your financial objectives.
• Demonstrates financial viability to stakeholders : Investors, lenders, and other stakeholders want to see that your business is financially viable and has a plan to generate revenue, manage expenses, and generate profits. A robust financial model in your business plan demonstrates that you have a solid understanding of your business’ financials and have a plan to achieve profitability. It provides evidence of the market opportunity, pricing strategy, sales projections, and financial sustainability. A well-prepared financial model increases your credibility and instills confidence in your business among potential investors and lenders.
• Helps with financial decision-making : Your financial model is a valuable tool for making informed financial decisions. It helps you analyze different scenarios, evaluate the financial impact of your decisions, and choose the best course of action for your business. For example, you can use your financial model to assess the feasibility of a new product launch, determine the optimal pricing strategy, or evaluate the impact of changing market conditions on your cash flow. A well-structured financial model helps you make data-driven decisions that are aligned with your business goals and financial objectives.
• Assists in securing funding : If you are seeking funding from investors or lenders, a robust financial model is essential. It provides a clear picture of your business’ financials and shows how the funds will be used to generate revenue and profits. It includes projections for revenue, expenses, cash flow, and profitability, along with a breakdown of assumptions and methodology used. It also provides a realistic assessment of the risks and challenges associated with your business and outlines the strategies to mitigate them. A well-prepared financial model in your business plan can significantly increase your chances of securing funding as it demonstrates your business’ financial viability and growth potential.
• Facilitates financial management and monitoring : A financial model is not just for external stakeholders; it is also a valuable tool for internal financial management and monitoring. It helps you track your actual financial performance against your projections, identify any deviations, and take corrective actions if needed. It provides a clear overview of your business’ cash flow, profitability, and financial health, allowing you to proactively manage your finances and make informed decisions to achieve your financial goals. A well-structured financial model helps you stay on top of your business’ financials and enables you to take timely actions to ensure your business’ financial success.
• Enhances business valuation : If you are planning to sell your business or seek investors for an exit strategy, a robust financial model is crucial. It provides a solid foundation for business valuation as it outlines your historical financial performance, future projections, and the assumptions behind them. It helps potential buyers or investors understand the financial potential of your business and assess its value. A well-prepared financial model can significantly impact the valuation of your business, and a higher valuation can lead to better negotiation terms and higher returns on your investment.
• Supports strategic planning : Your financial model is an integral part of your strategic planning process. It helps you align your financial goals with your overall business strategy and provides insights into the financial feasibility of your strategic initiatives. For example, if you are planning to expand your business, enter new markets, or invest in new technologies, your financial model can help you assess the financial impact of these initiatives, including the investment required, the expected return on investment, and the timeline for achieving profitability. It enables you to make informed decisions about the strategic direction of your business and ensures that your financial goals are aligned with your overall business objectives.
• Enhances accountability and transparency : A robust financial model promotes accountability and transparency in your business. It provides a clear framework for setting financial targets, measuring performance, and holding yourself and your team accountable for achieving financial results. It helps you monitor your progress towards your financial goals and enables you to take corrective actions if needed. A well-structured financial model also enhances transparency by providing a clear overview of your business’ financials, assumptions, and methodologies used in your projections. It ensures that all stakeholders, including investors, lenders, employees, and partners, have a clear understanding of your business’ financial performance and prospects.

In conclusion, a well-prepared financial model is a crucial component of your business plan. It provides a roadmap for financial success, demonstrates financial viability to stakeholders, helps with financial decision-making, assists in securing funding, facilitates financial management and monitoring, enhances business valuation, supports strategic planning, and enhances accountability and transparency in your business. It is not just a set of numbers, but a strategic tool that helps you understand, analyze, and optimize your business’ financial performance. Investing time and effort in creating a comprehensive and robust financial model in your business plan is vital for the success of your business and can significantly increase your chances of achieving your financial goals.

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Download Business Plan Template In Excel

• Budget , Business management , Excel Templates

Kickstart Your Business Success with Our Free Excel Business Plan Template

Charting a path to success for your business can be overwhelming, especially when it comes to organizing and managing the myriad elements that constitute a business plan. That’s why we’re thrilled to introduce our free, comprehensive Business Plan Excel template. With multiple, integrated sheets for every facet of your planning needs, this template streamlines your strategic process, saving you time and effort.

What Is Included in Our Sample Business Plan Template in Excel?

Our Excel business plan template is meticulously designed and includes the following components:

• Sales Planning / Forecasting Template : This template enables you to plan product-wise and year-wise sales. By analyzing trends over the previous two years, you can forecast sales for the coming year and make informed business decisions.
• Profit and Loss Template : This sheet will help you track your revenues, costs, and expenses to determine your business’s profitability over a period of time.
• Balance Sheet Template : It provides a snapshot of your company’s financial position at a particular moment, illustrating what the company owns (assets) and owes (liabilities), and the amount invested by shareholders (equity).
• Cash Flow Template : With this, you can manage your cash position by tracking the inflow and outflow of cash in your business. This template helps in monitoring your liquidity and understanding if you have enough cash to cover your expenses.
• Budget Template : This facilitates the allocation and tracking of financial resources, ensuring you don’t overspend and stay on the right financial track.
• Break-Even Analysis Template : This crucial template calculates the point where your total cost equals your total revenue. Understanding your break-even point can help guide pricing strategy, monitor efficiency, and make profitable business decisions.

How to Use the Excel Business Plan Template?

Using our comprehensive Excel business plan template is simple:

• Download the Template : Start by downloading our free Business Plan Excel template.
• Input Your Data : Enter your business data into each sheet. Each section comes with clear instructions on what information is needed.
• Analyze and Plan : Use the data you’ve entered to analyze your current business situation, make projections, and develop strategic plans.
• Update Regularly : As your business evolves, so should your business plan. Regularly update the data in the template to keep your plan relevant and responsive to your business’s changing circumstances.

Why Use the Excel Business Plan Template?

Our Excel business plan template offers a host of benefits:

• Comprehensive : It covers every aspect of your business plan, eliminating the need for multiple documents or programs.
• Easy to Use : The template is designed to be user-friendly, making it easy for anyone, regardless of their familiarity with Excel.
• Customizable : The template can be modified to suit the specific needs and nature of your business.
• Effective Visualization : The template includes graphs and charts, transforming your data into a visual format that’s easier to understand and present.
• Free : Our template is completely free, making it a cost-effective solution for business planning.

In conclusion, our Excel business plan template simplifies the planning process by consolidating all elements of a business plan into a single, comprehensive document. Whether you’re drafting your first business plan or refining an existing one, this template can be an invaluable tool. So, download our free Excel business plan template today and embark on a strategic journey to business success!

Users of This Free Business Plan Template

The Excel Business Plan Template is designed for a wide variety of users who need to develop a structured and strategic approach to their business planning. Here’s a list of individuals and entities who could greatly benefit from using this template:

• Entrepreneurs and Startups : If you’re in the initial stages of starting a business, this template can help you plan, analyze, and forecast various aspects of your business such as sales, finances, and cash flow.
• Small Business Owners : For existing small businesses, this template can help monitor performance, manage finances, and plan for future growth.
• Financial Analysts and Managers : These professionals can use this template to gain insights into the financial health of a business, plan budgets, and conduct break-even analysis.
• Freelancers and Solopreneurs : Even if you’re a one-person business, this template can help keep track of your finances, forecast your revenue, and manage your cash flow efficiently.
• Consultants and Business Advisors : These individuals can utilize the template to assist their clients in developing business plans, improving financial management, and setting strategic goals.
• Non-profit Organizations : Even though their goals might not be profit-oriented, non-profit organizations can also benefit from this template to manage their finances, plan budgets, and conduct break-even analysis for their fundraising events or projects.

Remember, the key to leveraging this tool effectively is to customize it to the unique needs and circumstances of your business or project. No matter your industry or the size of your business, our Excel Business Plan Template can be a valuable tool in your strategic planning toolkit.

Download this Business Plan template in Excel Format

Our easy to use editable Excel templates and save your significant amount of time and effort. Here’s how to download and use one of our templates:

Download this free Excel Template : Once you’ve browsed through our collection of templates and find the one that best fits your needs. Once you’ve found the template you want, click on the download button.

Replace sample data with your actual data: Once the template is downloaded, open it in Excel. You’ll see that it is already set up with sample data. To start analyzing your own data, simply replace the sample data with your actual data.

Customize the template: Our templates are completely editable, which means you can customize them to fit your specific needs. For example, you can change the formatting, add or remove columns, or create new charts and graphs.

Use the Excel template: Once you’ve fed in your data and customized the template, you’re ready to start using it for data analysis. Use the various tools and features of Excel to analyze and visualize your data, and make informed business decisions.

Save and share: Once you’ve finished working on the template, save it to your computer and share it with other members of your team or stakeholders as needed.

Click Download Button To Get Business Plan Excel Template

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Business Plan Template

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Free Business Plan Template for Excel

Ajay Jagtap

• October 31, 2023

With 1 in 8 people using Excel, I’d be hard-pressed to believe that anyone has never used it at some point in life.

While we have all used it at least once—be it for school homework, college assignments, or travel planning—we never really got the hang of it.

(Excel formulas are tough!)

Preparing a business plan from scratch using Excel is not a joke; we get that. That’s why we created this business plan template in Excel .

So, no more worrying about Excel formulas or plan structure—download the document and follow the instructions in the article for successful business planning.

Sounds good? Let’s start with understanding the pros and cons of using Excel for planning:

Pros and Cons of Using Excel for Business Plans

Before we head to discussing the Excel business plan template, let’s understand the pros and cons of using Excel for business planning:

• Free to use:  MS Excel is 100% free for all its users, making it a cost-effective choice.
• Data Analysis:  Excel is a powerful tool for performing various financial and data analyses and calculations.
• Collaboration: Collaborating with your team while working on a project using Excel is easier.
• Lack of automation: Excel may not help create dynamic business plans with automated features.
• Limited presentation:  Excel cannot create an appealing business plan like a business plan software.
• Complex formulas: Excel’s formulas are complex and require a significant learning curve to master.

So these were the pros and cons. Let’s cut to the chase and discuss the key components of our free business plan Excel template.

Key Components of Our Excel Business Plan Template

It’s a fact—you cannot use Excel to create the entire plan from scratch, no! Excel is a powerful tool for complex calculations and analyses; let’s use it for that only.

So, we’ll use this business plan Excel template only to perform complex financial analyses and calculations—to prepare financial projections.

Following are the critical components of a good business plan template you must include in your financial plan:

1. Income Statement

The income statement is one of the key financial statements of your financial plan that highlights its profit and loss over a given period of time.

The critical components of your income statement include—revenue/sales, Cost of Goods Sold (COGS), operational costs, EBITDA, interest, and others.

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2. Balance Sheet

Your balance sheet is a statement that reports your company’s assets, liabilities, and shareholder equity, providing a snapshot of its financial position at a specific period of time.

The statement helping you calculate financial ratios includes the following:

• Assets—e.g. Inventory, cash, property.
• Liabilities—e.g. Accounts payable, loans, salaries to be paid.
• Owners equity—e.g. Capital investment/contribution.

3. Cash Flow Statement

The cash flow statement of your financial plan is the projection of your cash in and outflows over a certain period of time.

As one of three key components of your financial plan, the cash flow statement summarizes the amount of cash or cash equivalents entering or leaving your company.

4. Break-Even Analysis

A break-even analysis helps you determine the number of units you need to sell to cover all fixed and variable costs.

The break-even point is considered a measure of safety margin, and anything you sell beyond the point will result in profit.

While your balance sheet already highlights the assets, liabilities, and owner’s equity, assets are considered critical for investors to assess the company’s financial health. So, our simple business plan template (Excel) has a separate sheet for business assets.

6. Accounts Payable & Receivable

The accounts payable refer to the amount due to vendors or suppliers for services or goods received, whereas accounts receivable represent the money due to the company.

The increase or decrease in your accounts payable or receivable can be seen in your cash flow statement.

7. Working Capital

Working capital is the subtraction of your current liabilities from your current assets. As a critical element in identifying your company’s health, it helps investors understand if it has enough capital to pay employees and fund operations to meet short-term goals.

Download the Financial Forecast Template In Excel

We discussed all the critical statements to be covered in your financial plan. Now what? It’s time for you to download the financial forecast template and start preparing your financial plan.

Unlike other free Excel templates, this template has all the reports with the suggested revenue streams, expenses, and other details.

You can directly download and use the template to forecast cash flow, create balance sheets, and prepare income statements that provide detailed information about your revenue and expenses. So what are you waiting for?

How to Use an Excel Business Plan Template

We’re hoping you’ve already downloaded the business plan template. So, the question arises: How can this Excel template be used to prepare realistic forecasts?

Let’s get this over with:

Understand the template structure

Before you start planning, you must understand the structure of the financial portion of your business plan. Get a thorough review of the template and understand:

• What critical statements does it include?
• What are the revenue streams?
• What are considered to be assets and liabilities?
• What does the taxation structure look like?

And others. Once you thoroughly understand the structure, you can move ahead with the next step.

Analyze historical data

Financial forecasting is about assumptions—a lot of them, but accurate ones. If you’re a total stranger to financial forecasting, analyzing historical data will help you get off on the right foot.

Analyze the historical data and try to gain insights about your business financials:

• Monthly revenue over the last year?
• How much you’re spending on day-to-day operations?
• What is your sales growth rate? How fast is it increasing over time?

And others. These historical figures will be of massive help in the next step.

Make pre-assumptions

As I said before, financial forecasts heavily rely on certain assumptions like sales forecasts, operational expenses, revenue growth, and others.

So, in this step, you’ll make assumptions about these variables based on the historical data to make them realistic and accurate.

Prepare key financial reports

Once you have made pre-assumptions, it’s time to prepare forecasts. Don’t overwhelm yourself with a lot of numbers; start by preparing critical financial reports that include—a cash flow statement, balance sheet, and income statement.

Other statements of your plan rely heavily on these reports, so the process will become much easier after having prepared these three beforehand.

Monitor and track progress

After preparing your financial reports, the next step is timely monitoring these reports and tracking progress.

You can compare your assumptions with actual results to see if your projections are accurate and relevant to the changing market trends.

Analyzing metrics like customer acquisition rate, acquisition costs, net profit, and gross margin will help track progress.

If you follow these steps rigorously, you can surely make a decent plan to support your business strategies and achieve financial goals.

Still, it was just about financial planning. What about the entire business plan? Excel is a no-go for business planning; let’s see why.

How Excel may not be the best choice for business planning?

Since Excel doesn’t offer all the necessary features for business planning that a business plan software like Upmetrics would, it is not the tool to be used to create a comprehensive business plan.

Following are a few reasons why Excel may not be a better choice for business planning compared to a tool like Upmetrics:

• Limited features: Since it is not designed specifically for planning, it has limited business planning features compared to software like Upmetrics. A business planning software may include features like business plan builder, financial forecasting, and pitch deck creator.
• Limited collaboration: Everyone knows Excel isn’t the tool with the best collaboration features. Business plan software offers collaboration features, allowing multiple team members to work on a business plan simultaneously.
• No Automation: Upmetrics comes with many automation features like AI assistant and financial forecasting tool, helping entrepreneurs and small businesses save time and reduce human errors.
• No customizable templates: Upmetrics has 400+ business plan examples and templates that make it easier for new users to get started, which has not been the case with Excel.

These were just a few of many reasons why a planning tool is a better alternative than Excel to create a comprehensive plan to support their business strategy.

Improve Your Business Financial Plan with Upmetrics

I’d surely have recommended Excel for financial planning if you had asked maybe a decade ago.

Today? There’s no way Excel stands a chance when competing with a cutting-edge AI business planning solution like Upmetrics.

Upmetrics simplifies business planning with its library of business templates, financial forecasting tool, and AI-powered assistant, making it a much more efficient alternative to Excel.

What are you waiting for? Start planning today!

Make your plan in half the time & twice the impact with Upmetrics

Fill-in-the-blanks, AI-assistance, and automatic financials make it easy.

Frequently Asked Questions

How do i create a business plan in excel.

It’s challenging to draft an entire business plan in Excel. However, you can use Excel to create the financial portion of your plan using a free business plan Excel template. A ready-made template is always better and faster than preparing your financial reports from scratch.

Are there any alternatives to Excel for creating a business plan?

Yes, there are a few alternatives to Excel for creating a business plan. However, using a business plan software like Upmetrics would be a better alternative to creating a business plan than others.

Why should I use an Excel template for my business financial plan?

You cannot certainly master Excel formulas in one day, and preparing advanced financial reports from scratch means you must be very good at accounting, budgeting, and Excel sheets and ready to spare some intense hours.

So, considering the complexity of Excel—using a ready-made template seems like a great starting point for budding entrepreneurs with no financial planning experience.

Are there any free business plan templates available in Excel?

Although it’s tough to create the entire business plan in Excel from scratch, Upmetrics offers a free business plan Excel template to help you gain inspiration and make the financial portion of your business plan.

Can I share my financial plan online with others using Excel?

Yes, you can share your financial plan online with others using Excel. To share your document with others, simply click on the “Share with People” option and enter their email addresses, and you have shared the doc.

About the Author

Ajay is a SaaS writer and personal finance blogger who has been active in the space for over three years, writing about startups, business planning, budgeting, credit cards, and other topics related to personal finance. If not writing, he’s probably having a power nap. Read more

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Powerful business plan templates

Plan for the future, no matter what your business plans are or the size of your business with these designs and templates. whether it's just one big project or an entire organization's worth of dreams, these templates will keep you and your company on track from ideation to completion..

Put your ideas to work with simple templates for every business plan

Every successful business took a lot of planning to get there, and these templates will be cornerstones of your future success. Whether you're looking to attract new business, pitch your services or reimagine your company, with these simple, customizable templates at your fingertips you can turn complexity into something tangible. These templates can become marketing assets or simply remain internal touchpoints for your team. And as your dreams change, you'll always have this template to refer to – it's easy to change what exists on paper. If you're a small business, focusing on your niche can help you dominate in your field, and you can forge a plan to figure out exactly what that niche might be and how to target your ideal customer . When it's time to share your vision with stakeholders, craft a presentation that outlines your plan succinctly and with style. Let these templates from Microsoft Designer be your partner in business strategy for years to come.

Free Business Plan Template

One of the reasons that so many small businesses fail is that they don't do the necessary up front work to create an accurate and realistic business plan. Creating a business plan doesn't guarantee success, but the process of writing a plan is critical for any successful new business. It isn't our goal to try to tell you everything you need to know about creating a business plan. Instead, our goal is to make the process easier by providing a professionally designed business plan template that you can edit easily using Word and Excel .

Business Plan Template

License : Private Use (not for distribution or resale)

Authors : Jon Wittwer and Jim Wittwer

Update (7/22/2016) : We've added a basic break-even analysis worksheet to the companion Excel workbook.

Description

This template provides a business plan outline with sample questions, tables, and a working table of contents. It was created for newer versions of Word and Excel (Office 2007 or later) so that you can easily change the fonts and color scheme and the file will be compatible with the mobile and web-based Word & Excel apps.

It is best to use Excel for financial statements, data tables and charts. So, we have provided a companion Excel workbook with these sample financial statements and other tables and graphs that you can copy and paste into your Word document.

The companion workbook combines many of the different spreadsheets you can find on Vertex42.com, but customized specifically for inclusion in a business plan.

Using the Business Plan Template

Editing headings and table of contents.

Word allows you to assign format Styles to text and paragraphs, and we've designed the template to use these Styles for defining headings, sub-headings, and figure captions.

If you want to add a new section so that the Table of Contents updates correctly, just add a new heading in the body of the document and assign it the Heading 1 or Heading 2 style.

To update the Table of Contents, go to the References tab and within the Table of Contents group of buttons, click on Update Table and then "Update entire table."

Copy/Paste From Excel to Word

For simple tables, you can use Copy/Paste (Ctrl+c / Ctrl+v) to copy a table from Excel to Word. This will typically paste the data as a formatted and editable table in Word, though none of the formulas will be functional within Word (and the table will not be linked to Excel). If you don't want the table to be editable in Word, you can "Paste as a Picture" using Paste Special or by choosing the "Picture" option when you right-click in Word to paste the table.

Important : When you paste a chart object into your business plan, make sure to "Paste as a Picture" because pasting the chart as an embedded object means that the entire spreadsheet becomes embedded in your Word document (even though what you see is only the chart).

If you want to insert a table into Word as a "Linked Object" so that when you edit Excel, the table in Word will update automatically, you may have a more difficult time preserving the formatting of the original. However, at the least the entire spreadsheet won't be embedded within your business plan Word document.

More Related Templates

Resources for Writing a Business Plan

• Write Your Business Plan at SBA.gov - Anybody starting a business should become familiar with the SBA (small business association). SBA.gov also has an online tool for creating a business plan .
• YouTube: How to Write a Business Plan - Business Wales (3 minutes) - This video offers a quick overview and tips for the essential parts of a business plan.
• YouTube: How to Write a Business Plan - Berkeley-Haas (71 minutes) - This presentation offers both the venture capitalist and entrepreneur perspective on how to write a business plan that can successfully attract funding.
• Write Your Business Plan at Entrepreneur.com - A book written by the staff of a company that should know what they are talking about.
• Sample Business Plans at bplans.com - Finding a business plan for similar businesses in your industry is a great way to get ideas for what to include in your plan. This site is a great resource for not only finding sample plans, but also for creating a business plan online using their step-by-step approach.

Other Free Business Plan Templates

• Business Planning Template Gallery at SCORE.org - This nonprofit organization (supported by the SBA) has provided expertise and free mentorship for millions of small business owners. They also have a useful collection of templates.
• Develop Your Business Plan at business.gov.au - This Australian Government site provides a really good business plan template for Word, including a detailed guide, questions to answer, and sample financial statements.

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One-Page Business Plan Templates with a Quick How-To Guide

By Joe Weller | April 6, 2020

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In this article, we’ve gathered a variety of free, one-page business plan templates for you to download in Excel, Word, and PDF formats. 

Included on this page, you’ll find a one-page business plan template for a service business , business plan template for a product business , business plan for a real estate agent , a Lean business plan template , and more. To help get you started, we’ve also included an example of a one-page business plan , and  a quick guide on how to create your one-page business plan .

One-Page Business Plan Template

Download One-Page Business Plan Template

Excel  | Word  |  PDF | Smartsheet

Use this one-page business plan template — designed to be simple, organized, and easy to use — to immediately get started on your plan. Write down your thoughts and key ideas as you decide if your business concept is viable, and adjust it as circumstances change. You can also use this template as a basis to build a more detailed and elaborate plan.

One-Page Business Plan for a Service Business Template

Download One-Page Business Plan for a Service Business Template

Excel | Word | PDF

This business plan template is designed specifically for businesses that provide a service. The one-page plan provides space to list the essential information about your strategy, including the service you offer, the problem you are solving for customers, your mission and vision statements, target audience, staffing requirements, key objectives, and much more. This template also includes a timeline at the bottom for you to add key milestones.

One-Page Business Plan for a Product Business Template

Download One-Page Business Plan for a Product Business Template

Use this one-page template to develop a strategic roadmap for your organization’s product offerings. This template provides space for you to include a business overview, a description of your target market, your competitive advantage, a list of marketing channels and materials you plan to utilize, as well as your pricing strategy, distribution channels, and success metrics. You can also use the visual timeline of milestones at the bottom to enter key dates and events.

One-Page Business Plan for Real Estate Agents Template

Download One-Page Business Plan for Real Estate Agents Template

This one-page business plan template is created for real estate agents to set objectives and put together an action plan. Enter your overarching goal at the top of the template, and establish three high-level activities you need to complete to achieve the goal. The template also includes a strategic action plan that breaks down each high-level activity into tasks and deadlines, with an accompanying visual timeline to ensure you stay on track.

One-Page Business Plan for Nonprofit Organization Template

Download One-Page Business Plan for Nonprofit Organization Template

This one-page business plan is designed for a nonprofit organization, with space to detail your mission, vision, and purpose statements, as well as who you serve, the problem(s) you solve, and programs and resources you offer. Additionally, the template includes space to detail your financial plan, marketing activities, costs, and more.

One-Page Business Plan for Startup Template

Download One-Page Business Plan for Startup Template

This one-page business plan template is intended for an entrepreneur or a small startup business to document a plan as they determine if an idea is feasible. This template provides space to describe the problem and solution, the product or service, the target customer, existing alternatives, the unique value proposition, a marketing and sales plan, success metrics, and other information. You’ll also find room to detail sources of funding and how the funds will be used.

One-Page Business Plan for Small Business Template

Download One-Page Business Plan for Small Business

Use this one-page small business plan template to outline the essential aspects of your business strategy. Provide details on your organization’s vision, mission, product or service offering, and management team. Then identify the target audience, market size, competitor offerings, and your competitive advantage. This plan also includes room to detail your marketing and sales strategy, key objectives, and financial plan.

One-Page Lean Business Plan Template

Download One-Page Lean Business Plan Template

This one-page template uses a Lean approach to develop your business plan. Use this customizable template to detail the crucial elements of your strategy, including a brief business and industry overview, your product or service offering, options from your competitors, and your competitive advantage. Plus, this template includes room to detail your marketing plan, success metrics, financial plan, and a visual timeline of milestones.

One-Page Business Planning Template with Timeline

Download One-Page Business Planning Template with Timeline

Excel | Smartsheet

Use this business planning template to organize and schedule key activities for your business. Fill in the cells according to the due dates, and color-code the cells by phase, owner, or category to provide a visual timeline of progress.

One-Page Business Plan Example

This one-page business plan covers all the essential elements and offers a visually appealing presentation. Information for each aspect of the plan is concise, with details about the business mission, management team, product offerings, key marketing activities, competitors, and financial projections. This plan also provides links to additional resources so that stakeholders can easily find information to support the specifics of the plan.

How to Write a One-Page Business Plan (with Sample Outline)

A one-page business plan takes a standard business plan and extracts the fundamental aspects, then condenses the essential information down to one page. To determine the key elements to emphasize in your one-page plan, consider the type of business you operate, as well as the financial (and other resources) needs of your business.

To streamline your business plan into a one-page document, follow the steps below.

• Create a simple outline for your plan using bullet points. Below, you’ll find an example of an outline for a one-page business plan. You can add or remove sections according to the needs of your business. 
• Business mission
• Problem you are solving
• Funds needed (if applicable)
• Product or service positioning statement
• Unique value proposition
• Target customers
• Market size
• SWOT analysis
• Direct competitors
• Existing alternatives
• Competitive advantage
• Key marketing strategy (e.g., channel or method that will yield the best results)
• Key sales strategy
• Specialized equipment or facilities
• Staffing requirements (e.g., key personnel, skills, and training needs)
• Distribution method
• Sales projection
• Profit and loss projection 
• Gather all your findings on your business and industry.

Compile all the current information you have gleaned from market research, interviews, surveys, and various teams in your business (e.g., the marketing and finance teams). Comb through each document and extract the information that is fundamental to your business’s operation and relevant to the bullet points on your outline.

• Write two to three brief sentences for each main bullet point.

Once you create your outline and gather information, write two to three sentences for each main bullet point that expands on and summarizes the sub-bullet points for that section. For example, the plan summary section could say the following:

Donny’s Food Truck will offer a variety of fresh food at an affordable price in a convenient location. Increased traffic in the Hungry Town area, combined with severely limited dining options, provides an opportunity to offer customers a quick, nutritious meal at a competitive price. A food truck with the necessary equipment has already been acquired, so we are seeking $200,000 to cover wages, emergency repairs, and licenses needed to fund our first year of operations.

• Ensure you are able to support all the information provided in your plan.

Since a one-page plan omits many of the details provided in a traditional business plan, be sure you have market research and other supporting documentation on hand to show stakeholders in case they have questions as they review your plan. In addition, make sure you thoroughly understand the supporting information and know how to restate it in your own words before you disburse the plan. 

• Ensure your plan answers all the vital questions .

At a minimum, an effective one-page business plan should answer the following questions:

• What product or service do we offer?
• Who will use the product or service?
• What problem does our offering solve?
• How will the product or service get to our customers?
• What alternatives do our customers use, and why are we superior?
• What is our unique value proposition?
• What strengths and opportunities can we use to our advantage?
• What resources do we need to get up and running?
• What will our sales look like for the first few years?
• When do we expect to be profitable?

In addition to the steps provided above, you can save time and get started on your plan by downloading one of the templates provided on this page. You can also check out “ Free Executive Summary Templates ,” which can serve the same purpose as a one-page business plan.

Benefits of a One-Page Business Plan

Organizations and stakeholders can unite behind a strategic direction when they have a business plan in place. Developing a traditional business plan can be a daunting task, so many entrepreneurs, small startups, graphic designers, freelancers, and consultants find a one-page business plan a less intimidating place to start. 

Creating a one-page business plan benefits your organization in the following ways:

• Push you to prioritize and focus on key ideas.
• Enable your audience to quickly scan and grasp the core concepts of your plan.
• Allow you to easily share and pitch your business idea to prospective investors and stakeholders (e.g., email attachment, single piece of paper).
• Accelerate business setup, especially businesses that don’t need a loan or investment to get going.
• Provide a solid starting point to expand upon at a later time.
• Enable you to document your thoughts and ideas to see if you have a feasible plan.

Tips for Creating a One-Page Business Plan

Now that you know how to create a one-page plan and the benefits in doing so, here are some tips to get you started:

• Set a time limit (up to one hour) to focus and work on your plan.
• Use a one-page business plan template (you can choose from the options above), or refer to the sample outline provided on this page.
• Ensure your plan details only the core aspects that are fundamental to running and operating your business. 
• Remember that this is a living document — continue to revisit and adjust it as strategies and objectives change.
• Expand on your plan as your business size and needs grow. 

When the time comes that you need more space to lay out your goals and strategies, choose from our variety of free simple business plan templates . You can learn how to write a successful simple business plan here . 

Visit this free non-profit business plan template roundup  or download a  fill-in-the-blank business plan template  to make things easy. If you are looking for a business plan template by file type, visit our pages dedicated specifically to  Microsoft Excel ,  Microsoft Word , and  Adobe PDF  business plan templates. Read our articles offering  startup business plan templates  or  free 30-60-90-day business plan templates  to find more tailored options.

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10 Free Business Plan Templates in Word, Excel, & ClickUp

Praburam Srinivasan

Growth Marketing Manager

February 13, 2024

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Turning your vision into a clear and coherent business plan can be confusing and tough. 

Hours of brainstorming and facing an intimidating blank page can raise more questions than answers. Are you covering everything? What should go where? How do you keep each section thorough but brief?

If these questions have kept you up at night and slowed your progress, know you’re not alone. That’s why we’ve put together the top 10 business plan templates in Word, Excel, and ClickUp—to provide answers, clarity, and a structured framework to work with. This way, you’re sure to capture all the relevant information without wasting time. 

And the best part? Business planning becomes a little less “ugh!” and a lot more “aha!” 🤩

What is a Business Plan Template?

What makes a good business plan template, 1. clickup business plan template, 2. clickup sales plan template, 3. clickup business development action plan template, 4. clickup business roadmap template, 5. clickup business continuity plan template, 6. clickup lean business plan template, 7. clickup small business action plan template, 8. clickup strategic business roadmap template , 9. microsoft word business plan template by microsoft, 10. excel business plan template by vertex42.

A business plan template is a structured framework for entrepreneurs and business executives who want to create business plans. It comes with pre-arranged sections and headings that cover key elements like the executive summary , business overview, target customers, unique value proposition, marketing plans, and financial statements.  

A good business plan template helps with thorough planning, clear documentation, and practical implementation. Here’s what to look for:

• Comprehensive structure: A good template comes with all the relevant sections to outline a business strategy, such as executive summary, market research and analysis, and financial projections 
• Clarity and guidance: A good template is easy to follow. It has brief instructions or prompts for each section, guiding you to think deeply about your business and ensuring you don’t skip important details
• Clean design: Aesthetics matter. Choose a template that’s not just functional but also professionally designed. This ensures your plan is presentable to stakeholders, partners, and potential investors
• Flexibility : Your template should easily accommodate changes without hassle, like adding or removing sections, changing content and style, and rearranging parts 🛠️ 

While a template provides the structure, it’s the information you feed it that brings it to life. These pointers will help you pick a template that aligns with your business needs and clearly showcases your vision.

10 Business Plan Templates to Use in 2024

Preparing for business success in 2024 (and beyond) requires a comprehensive and organized business plan. We’ve handpicked the best templates to help you guide your team, attract investors, and secure funding. Let’s check them out.

If you’re looking to replace a traditional business plan document, then ClickUp’s Business Plan Template is for you!

This one-page business plan template, designed in ClickUp Docs , is neatly broken down into the following sections:

• Company description : Overview, mission, vision, and team
• Market analysis : Problem, solution, target market, competition, and competitive advantage
• Sales and marketing strategy : Products/services and marketing channels
• Operational plan : Location and facilities, equipment and tools, manpower, and financial forecasts
• Milestones and metrics: Targets and KPIs

Customize the template with your company logo and contact details, and easily navigate to different sections using the collapsible table of contents. The mini prompts under each section guide you on what to include—with suggestions on how to present the data (e.g., bullet lists, pictures, charts, and tables). 

You can share the document with anyone via URL and collaborate in real time. And when the business plan is ready, you have the option to print it or export it to PDF, HTML, or Markdown.

But that’s not all. This template is equipped with basic and enterprise project management features to streamline the business plan creation process . The Topics List view has a list of all the different sections and subsections of the template and allows you to assign it to a team member, set a due date, and attach relevant documents and references.

Switch from List to Board view to track and update task statuses according to the following: To Do, In Progress, Needs Revision, and Complete. 

This template is a comprehensive toolkit for documenting the different sections of your business plan and streamlining the creation process to ensure it’s completed on time. 🗓️

If you’re looking for a tool to kickstart or update your sales plan, ClickUp’s Sales Plan Template has got you covered. This sales plan template features a project summary list with tasks to help you craft a comprehensive and effective sales strategy. Some of these tasks include:

• Determine sales objectives and goals
• Draft positioning statement
• Perform competitive analysis
• Draft ideal customer persona
• Create a lead generation strategy

Assign each task to a specific individual or team, set priority levels , and add due dates. Specify what section of the sales plan each task belongs to (e.g., executive summary, revenue goals, team structure, etc.), deliverable type (such as document, task, or meeting), and approval state (like pending, needs revisions, and approved).

And in ClickUp style, you can switch to multiple views: List for a list of all tasks, Board for visual task management, Timeline for an overview of task durations, and Gantt to get a view of task dependencies. 

This simple business plan template is perfect for any type of business looking to create a winning sales strategy while clarifying team roles and keeping tasks organized. ✨

Thinking about scaling your business’s reach and operations but unsure where or how to start? It can be overwhelming, no doubt—you need a clear vision, measurable goals, and an actionable plan that every member of your team can rally behind. 

Thankfully, ClickUp’s Business Development Action Plan Template is designed to use automations to simplify this process so every step toward your business growth is clear, trackable, and actionable.

Start by assessing your current situation and deciding on your main growth goal. Are you aiming to increase revenue, tap into new markets, or introduce new products or services? With ClickUp Whiteboards or Docs, brainstorm and collaborate with your team on this decision.

Set and track your short- and long-term growth goals with ClickUp’s Goals , break them down into smaller targets, and assign these targets to team members, complete with due dates. Add these targets to a new ClickUp Dashboard to track real-time progress and celebrate small wins. 🎉

Whether you’re a startup or small business owner looking to hit your next major milestone or an established business exploring new avenues, this template keeps your team aligned, engaged, and informed every step of the way.

ClickUp’s Business Roadmap Template is your go-to for mapping out major strategies and initiatives in areas like revenue growth, brand awareness, community engagement, and customer satisfaction. 

Use the List view to populate tasks under each initiative. With Custom Fields, you can capture which business category (e.g., Product, Operations, Sales & Marketing, etc.) tasks fall under and which quarter they’re slated for. You can also link to relevant documents and resources and evaluate tasks by effort and impact to ensure the most critical tasks get the attention they deserve. 👀

Depending on your focus, this template provides different views to show just what you need. For example, the All Initiatives per Quarter view lets you focus on what’s ahead by seeing tasks that need completion within a specific quarter. This ensures timely execution and helps in aligning resources effectively for the short term.

This template is ideal for business executives and management teams who need to coordinate multiple short- and long-term initiatives and business strategies.

In business, unexpected threats to operations can arise at any moment. Whether it’s economic turbulence, a global health crisis, or supply chain interruptions, every company needs to be ready. ClickUp’s Business Continuity Plan Template lets you prepare proactively for these unforeseen challenges.

The template organizes tasks into three main categories:

• Priorities: Tasks that need immediate attention
• Continuity coverage: Tasks that must continue despite challenges
• Guiding principles: Resources and protocols to ensure smooth operations

The Board view makes it easy to visualize all the tasks under each of these categories. And the Priorities List sorts tasks by those that are overdue, the upcoming ones, and then the ones due later.

In times of uncertainty, being prepared is your best strategy. This template helps your business not just survive but thrive in challenging situations, keeping your customers, employees, and investors satisfied. 🤝

Looking to execute your business plan the “lean” way? Use ClickUp’s Lean Business Plan Template . It’s designed to help you optimize resource usage and cut unnecessary steps—giving you better results with less effort.

In the Plan Summary List view, list all the tasks that need to get done. Add specific details like who’s doing each task, when it’s due, and which part of the Business Model Canvas (BMC) it falls under. The By Priority view sorts this list based on priorities like Urgent, High, Normal, and Low. This makes it easy to spot the most important tasks and tackle them first.

Additionally, the Board view gives you an overview of task progression from start to finish. And the BMC view rearranges these tasks based on the various BMC components. 

Each task can further be broken down into subtasks and multiple checklists to ensure all related action items are executed. ✔️

This template is an invaluable resource for startups and large enterprises looking to maximize process efficiencies and results in a streamlined and cost-effective way.

The Small Business Action Plan Template by ClickUp is tailor-made for small businesses looking to transform their business ideas and goals into actionable steps and, eventually, into reality. 

It provides a simple and organized framework for creating, assigning, prioritizing, and tracking tasks. And in effect, it ensures that goals are not just set but achieved. Through the native dashboard and goal-setting features, you can monitor task progress and how they move you closer to achieving your goals.

Thanks to ClickUp’s robust communication features like chat, comments, and @mentions, it’s easy to get every team member on the same page and quickly address questions or concerns.

Use this action plan template to hit your business goals by streamlining your internal processes and aligning team efforts.

For larger businesses and scaling enterprises, getting different departments to work together toward a big goal can be challenging. The ClickUp Strategic Business Roadmap Template makes it easier by giving you a clear plan to follow.

This template is packaged in a folder and split into different lists for each department in your business, like Sales, Product, Marketing, and Enablement. This way, every team can focus on their tasks while collectively contributing to the bigger goal.

There are multiple viewing options available for team members. These include:

• Progress Board: Visualize tasks that are on track, those at risk, and those behind
• Gantt view: Get an overview of project timelines and dependencies
• Team view: See what each team member is working on so you can balance workloads for maximum productivity

While this template may feel overwhelming at first, the getting started guide offers a step-by-step breakdown to help you navigate it with ease. And like all ClickUp templates, you can easily customize it to suit your business needs and preferences.

Microsoft’s 20-page traditional business plan template simplifies the process of drafting comprehensive business plans. It’s made up of different sections, including:

• Executive summary : Highlights, objectives, mission statement, and keys to success
• Description of business: Company ownership and legal structure, hours of operation, products and services, suppliers, financial plans, etc.
• Marketing: Market analysis, market segmentation, competition, and pricing
• Appendix: Start-up expenses, cash flow statements, income statements, sales forecast, milestones, break-even analysis, etc.

The table of contents makes it easy to move to different sections of the document. And the text placeholders under each section provide clarity on the specific details required—making the process easier for users who may not be familiar with certain business terminology.

No business template roundup is complete without an Excel template. This business plan template lets you work on your business financials in Excel. It comes with customizable tables, formulas, and charts to help you look at the following areas:

• Highlight charts
• Market analysis
• Start-up assets and expenses
• Sales forecasts
• Profit and loss
• Balance sheet
• Cash flow projections
• Break-even analysis

This Excel template is especially useful when you want to create a clear and visual financial section for your business plan document—an essential element for attracting investors and lenders. However, there might be a steep learning curve to using this template if you’re not familiar with business financial planning and using Excel.

Try a Free Business Plan Template in ClickUp

Launching and running a successful business requires a well-thought-out and carefully crafted business plan. However, the business planning process doesn’t have to be complicated, boring, or take up too much time. Use any of the above 10 free business plan formats to simplify and speed up the process.

ClickUp templates go beyond offering a solid foundation to build your business plans. They come with extensive project management features to turn your vision into reality. And that’s not all— ClickUp’s template library offers over 1,000 additional templates to help manage various aspects of your business, from decision-making to product development to resource management .

Sign up for ClickUp’s Free Forever Plan today to fast-track your business’s growth! 🏆

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A business plan acts as a blueprint of your company and covers all the important aspects of your business, thereby also hinting how your business can successfully grow. If the business planning isn’t done properly, it can lead to quite expensive corrective measures later on. Not only internally, but business plan templates are also used externally. They are indispensable during fundraising. They help to jump-start your business and maximize your chances of raising capital.

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Top 10 Business-Plan Templates You Can Download Free

Why reinvent the wheel get free professional business plan templates at no cost..

Writing your business plan. Ughhhh.

It's definitely not the most exciting part of starting a business. In fact, if you're like a lot of entrepreneurs, you're probably going to find yourself pulling a few all-nighters to get one done before heading into your first pitch for funding . Because that's the thing--your business plan is a pretty important.

Any funder worth his or her salt wants to see it right off the bat. Moreover though, a solid business plan is a living document that will continue to guide your efforts as your business grows. Recently, I shared 18 Mistakes That Kill Startups , an infographic created by Mark Vital over at Funders and Founders.

A lot of those mistakes (most of them, in fact) are the result of poor planning. Bad location, a marginal niche, having no specific user in mind, raising too much or too little money--all of these issues can be prevented or at least mitigated with good planning.

Creating your business plan is more than just getting your ideas down on paper for potential funders to see. It's an exploratory process in which you can evaluate your options, test your assumptions about your idea, and even discover new opportunities. It might even lead you to kill off aspects of your business before investing too much time or money in them.

That doesn't mean you have to bust out Word and start the plan from scratch. A template is great--you probably aren't doing anything that hasn't been done before, so it provides a proven structure for your plan. Pretty much everything on it can be customized. Check out these comprehensive business plan templates you can download for free to get you started:

1. Score's Business Plan Template for Startups

Score is an American nonprofit dedicated to helping entrepreneurs get their companies off the ground. Its template, available as a PDF or Word download, asks a whopping 150 questions and is generic enough to customize for most types of businesses. The Refining the Plan resource that comes with it is helpful, especially if this is your first crack at writing a business plan.

2. U.S. Small Business Administration Business Plan Engine

The SBA's template is available to fill out online and then download as a PDF. You can go back in and edit it as needed, so don't worry about having everything ready the first time you sit down to tackle it. Even broken into sections, it's a long document and a bit of a slog to get through, but it produces a professional-looking and useful business plan. This is particularly helpful if your idea isn't fully fleshed out and you know you have homework to do--it prompts you for information.

3. The $100 Startup's One-Page Business Plan

Who said a business plan has to be a long, complicated document? Some funders are going to want to see a lot of detail, but you can provide that in appendices. The $100 Startup, the website for the best-selling book of the same name, has a ton of stripped-down resources for entrepreneurs, including this super simplified business plan template.

4. LawDepot's WYSIWYG Business Plan Template

This one says you just have to answer a few simple questions and will be "done before you know it!" Don't believe it. A business plan should take time and a lot of homework, but if you've already done that, LawDepot's template is a decent choice. It walks you through getting started, marketing, product, competitive analysis, SWOT, and more, with a window below the input fields to show you the plan as you work away at it. You can download it free with a trial subscription, but you'll have to remember to cancel it within the week if you don't plan to continue using it.

Editor's Note: Looking for Business Loans for your company? If you would like information to help you choose the one that's right for you, use the questionnaire below to have our partner, BuyerZone, provide you with information for free:

5. sme toolkit business plan samples.

The SME Toolkit, jointly offered by IFC and IBM, offers a simple two-page outline of what should be included in your business plan to meet the minimum requirements of funders and tax authorities (in the U.S.). It contains 10 broad sections, including market analysis, management and organization, etc., with a one-paragraph explanation of each. A second download on the same page is an Excel file to help with your financial projections.

6. Office Online Templates Galore

Of course, Microsoft offers a ton of business plan templates for Office users (you can get birthday invitations while you're at it). If you'd rather do a business plan presentation than a Word doc, you can download one of Microsoft Office's half a dozen or so PowerPoint templates for just that purpose. You'll want to customize it with your company branding (you have your branding down, right?), but it's easier than starting from a blank PPT.

7. vFinance Inc. Business Plan Template and Guide

Global financial services firm vFinance offers a basic, 30-page business plan template to download from its website--one the company says has been downloaded more than a quarter of a million times. No, it won't be completely unique, but vFinance knows what it's doing and the template is pretty comprehensive. VFinance is the creator of the massive Venture Capital Directory and has tailored the plan to appeal to funders. If that's your goal, definitely check this one out.

8. Invoiceberry Templates for Word, Open Office, Excel, or PPT

U.K. online invoicing software brand Invoiceberry offers free business plan templates in .docx, .odt, .xlsx, and .pptx formats. Each one also contains a marketing plan and executive summary template. There's a catch, though--the company asks you to take one of the following three actions before you can download the template: like it on Facebook, give it a +1 on Google+, or give it your email address. If you don't mind doing that, it's a good deal. Kudos to Invoiceberry for figuring out this effective lead-gen tactic too!

9. Santa Clara University's My Own Business Institute Plans

Santa Clara U's MOBI is an initiative of its Center for Entrepreneurship and Innovation at the Leavey School of Business. On the site, you can download each of the 15 business plan sections individually as Word documents, or grab all 15 together in one doc. There's a ton of other helpful resources as well, including guidelines for evaluating your potential sites, a list of key people to review your plan, and sample financial sheets.

10. RocketLawyer's Business Plan Templates by State

Like some of the others, you fill out RocketLawyer's form and download the business plan when you're done--but its template allows you to choose your state before getting started. These plans are tailored to meet your financing requirements in your state, which is a huge bonus for those seeking funding through banks. It's also heavily geared toward financing, making it a good choice if that's a priority for you.

Editorial Disclosure: Inc. writes about products and services in this and other articles. These articles are editorially independent - that means editors and reporters research and write on these products free of any influence of any marketing or sales departments. In other words, no one is telling our reporters or editors what to write or to include any particular positive or negative information about these products or services in the article. The article's content is entirely at the discretion of the reporter and editor. You will notice, however, that sometimes we include links to these products and services in the articles. When readers click on these links, and buy these products or services, Inc may be compensated. This e-commerce based advertising model - like every other ad on our article pages - has no impact on our editorial coverage. Reporters and editors don't add those links, nor will they manage them. This advertising model, like others you see on Inc, supports the independent journalism you find on this site.

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The Art of Business Planning

Business plans for entrepreneurs and managers, simple business plan excel template.

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Business Plan Excel Template

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TEMPLATE DESCRIPTION

You have to prepare a business plan for your creditors and don’t know where to start. So here is our Business Plan Excel Template to help you all through the process.

Welcome to our Business Plan Template, the strategic roadmap for your 5-year startup success. Craft a proposal, secure funding, and ensure corporate sustainability with this comprehensive checklist.

Basically, Business plans usually target external actors like outside stakeholders, government agencies, lenders, clients, and investors. But they can also be internally focused in times of a new product or service development, opening a new factory or branch, organizational restructuring, and other key changes in a business.

This business plan template provides detailed guide  to summarize the nature of your company. Additionally, you can easily display your business drivers with company descriptions, marketing strategies, organization, financial projections, and other background information directly in Excel.

Our template fosters innovation and accountability, guiding your strategic decision-making . It addresses risk assessment, operations improvement, and profitability planning. Assess equity, valuation, and feasibility while emphasizing ownership, leadership, and resilience.

Business Plan Excel Template Features

Above all, our template offers a ready-to-use structure for a comprehensive business plan. With this tool, you will save a huge amount of time and energy with pre-defined sections and detailed guide.

In addition to a navigation menu, our template includes six main sections: 1. Cover, 2. Introduction, 3. Marketing, 4. Organization, 5. Financials, 6. Summary.

Navigation Menu

This menu helps you not only to move among the different sheets but also to track the preparation phase of the whole plan. So, under each main section, there are sub-category buttons to navigate through the relevant sheets. Also, you can easily track the completed sheets by using the little checkboxes on the left side of each sheet.

The cover page is a ready-to-print sheet with the business name, contact info, report writers, and the date. The user may also change the logo by right-clicking and selecting the Change Picture option.

2. Introduction

Under this section of your business plan template, the Company Description and Products/Services sheets summarize the main info of the business such as name, mission, core values, legal structure, etc., as well as the main properties of its products or services.

3. Marketing

The marketing section of this business plan generator consists of six different marketing tools:

• Industry Analysis: This sheet gives a general outlook of the business industry.
• Target Market Analysis: You can define the target market of the business with geographic, demographic, psychographic, and behavioral levels.
• Competitive Analysis: You may make a competitive analysis by first defining the main factors and assigning an important point for each factor, and then giving scores for the business itself and the competitors for each factor. The overall weighted scores will be calculated automatically.
• Porter’s Five Forces Analysis: This section lets the user explain the competitive environment with the Power of Buyers, Power of Suppliers, Threat of New Entrants, Threat of Substitutes, and Competitive Rivalry.

• SWOT Analysis: You can evaluate a business from internal (Strengths & Weakness) and external (Opportunities & Threats) aspects.
• Distribution : This section gives the main idea about the distribution channels of the business in your plan template.

4. Organization

This sheet displays the organization and management prospects of the company. The first part is for the key managers of the business, with name, position, and expertise area. Meanwhile, the second part is to define the human resources structure of the company. You will give the estimated personnel number and the average salary for each department, and the template calculates the total estimated costs for human resources.

This template will help your innovation and improvement process in your organization.

5. Financials of Business Plan Template

Basically, the financials section of the business plan template consists of Sales Forecasts, three main Financial Statements, as well as a Financial Summary.

• Sales Forecasts: This area gives a prospect of sales projections for each target market for the five years, which you can easily may change. The total sales and year-over-year sales growth will be calculated automatically.
• Financial Statements: These sections provide ready-to-use Income Statement, Balance Sheet, and Cash Flow Statement for five-year financial projections. The white areas are for the user to input data, while the gray shaded areas are calculations. You may change the years, but we highly recommend to you use the same five-year period for the sales forecasts and financial statements to get accurate financial summary results.
• Financial Summary: This dashboard is produced from the previous sales forecast and financial statement sheets. The template displays a clear financial outlook for the five-year projections of the business with key ratios and professional-looking charts.

You’ll always track your budget with entry and exit levels, staying accountable for all the stakeholderes, including your partners, creditors, etc.

Lastly, the Summary section of our excel business plan gives a general idea of the company, consisting of three main parts:

• Business Model Canvas: This section helps to summarize the key drivers of the business in nine main blocks with drag & drop post-it notes. Moreover, you may easily move these notes and change the size, colors, or fonts.
• Business Timeline: This list shows the expected milestones of the business with target dates. This will give a smooth road map for the company.
• Executive Summary: As one of the most important sections of a business plan, the Executive Summary gives a chance to explain its business to the targeted audience in his/her own words. This one-page brief of the company underlines the main description, goals, and prospects of the business.

Note: When you have done with your business plan, you can take a printout of the whole template by selecting the Print Entire Workbook option under the print settings.

Chart the path to success with a solid investment framework , securing capital and financing for your expansion. Ensure compliance, execution, and continuity while pursuing your objectives and realizing your strategy and vision for corporate growth and revenue.

Business Plan Excel Template Features Summary:

• Summarize business with key drivers
• Provides a general overview of a business
• Guide to preparing a business plan
• Fully customizable and ready to print
• Informational notes included
• No installation needed, ready-to-use
• Works both on Mac and Windows
• Compatible with Excel 2007 and later versions
• Does not include any VBA code or macros

Business Plan Template is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

USER REVIEWS & COMMENTS

15 reviews for business plan excel template.

Julie Tacconi – May 8, 2023

I’m one of your most loyal customers, and I’m a big fan of what you’re doing. I always receive updates, campaigns, and even special offers from you. I’m writing this review to let others know that this template is well worth the price, and that you’ll have a great experience using it.

Nora Rusman – March 9, 2023

What can I do with the SWOT analysis? I dont know the usage of it. I wish there was more explanation for it.

Someka – March 9, 2023

Greetings! We understand that customers do not want to be bogged down with lengthy descriptions, so we encourage the use of our online chat or support mail to ask any questions. SWOT analysis is an effective way to determine both internal (e.g. strengths and weaknesses) and external (e.g. opportunities and threats) elements affecting a business. It is essential to take appropriate steps once the analysis is completed.

Dawnn Davis – February 16, 2023

I purchased the template, am I charged monthly for using it?

Someka – February 16, 2023

Hello, thank you for inquiring! This template comes with a one-time fee ; once you make the payment, you will have immediate access to the template. There are no subscription plans or additional fees.

Natalie Taylor – November 12, 2022

Can you explain more about demographic level? I have difficulties to undrestand the whole point of it.

Someka – November 12, 2022

Demographics are details that show the composition of a population, based on factors such as age, race, and gender. Analyzing demographic data is a way to study the population and gain insight into who is part of it.

Alena Vasyuk – September 26, 2022

How many analysis I will get with target market share?

Someka – September 26, 2022

We have four types of Target Market Analysis in this business plan template: Geographic, Demographic, Psychographic, and Behavioral. If you need assistance, please do not hesitate to reach out to us by email: [email protected]

Rama Bintang – June 10, 2022

what is the meaning of industry size into this template?

Someka – June 10, 2022

The Industry Size is an indication of the total market size and target audience of the industry. It is possible to classify the industry as either growing or shrinking.

Antonia R – April 28, 2022

I could not use the business model canvas part. It doesn’t work. I couldn’t add new post-it

Someka – April 28, 2022

Hello Antonia,

You can use the drag&drop part of the Business Model Canvas section. It allows you to flexibly design your note style. Firstly, you can choose any post-it from the palette on the right side of the sheet and drag it to your desired location on the canvas. After that, you can include any information by manually writing it down on the post-it. Please see the image below:

Harold – April 27, 2022

I’m not sure but maybe we will consider buying a multi user. Is it possible to change the license of our product? Now we have single user.

Someka – April 27, 2022

Hello Harold,

We may surely upgrade your license from single-user to multi-user. Just email us at [email protected] and our team will contact you with a link to upgrade your license.

Angela Rucker – April 27, 2022

This template reallly saved my day! Thank you SOMEKAAA

Dear Angela, We’re very happy to hear that you liked our tool. Thank you for your kind words.

Tommy Rodriquez – April 26, 2022

Nice job guys, but will I have to use all of these sheets. It seems too much!

Someka – April 26, 2022

Hi Tommy, This is a comprehensive business plan template. But you do not have to fill in all the sheets. The checkboxes on the navigation menu may help you track your own plan. Use the tools you need, and put an “X” on ones that you do not want to use. As all the users may need different tools/sheets on their business plan, we prefer to give as many as possible to our users.

Ellis J – April 25, 2022

I was really looking for this type of product and finally found it. It was my pleasure to receive such comprehensive app. thanks

Amy C – April 25, 2022

very useful excel thanks for everything. tiny question,where can i see may sales projections?

Someka – April 25, 2022

Dear Amy, You may see your sales projections, which you input in the Sales Forecast section, on the Financial Summary charts. But please remember that these projections are not automatically moved to financial statements. These are all separate sheets. Hope this helps!

Mae – April 24, 2022

Ronald Davis – April 24, 2022

I could not change the logo?

Someka – April 24, 2022

Hi Ronald, You can change the logo on the cover by right-clicking on the dummy logo and selecting the Change Picture option. Then You can select your logo From a File on your computer. To change the Someka logos throughtout the template, please click here

Jose D. – April 22, 2022

Hello someka team it looks good but may I use it in Spanish? it will be better for me.

Someka – April 22, 2022

Hi Jose, Thanks for asking. After purchasing a modifiable version, you can make any modifications, which include translating the template into another language. Actually, this template is fully customizable. So you may use it in Spanish easily. Hope this helps!

You must be logged in to post a review.

Only verified users who have downloaded and used the template may leave a review.

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Small Business Trends

How to create a business plan: examples & free template.

Whether you’re a seasoned entrepreneur or launching your very first startup, the guide will give you the insights, tools, and confidence you need to create a solid foundation for your business.

Table of Contents

How to Write a Business Plan

Executive summary.

It’s crucial to include a clear mission statement, a brief description of your primary products or services, an overview of your target market, and key financial projections or achievements.

Our target market includes environmentally conscious consumers and businesses seeking to reduce their carbon footprint. We project a 200% increase in revenue within the first three years of operation.

Overview and Business Objectives

Example: EcoTech’s primary objective is to become a market leader in sustainable technology products within the next five years. Our key objectives include:

Company Description

Example: EcoTech is committed to developing cutting-edge sustainable technology products that benefit both the environment and our customers. Our unique combination of innovative solutions and eco-friendly design sets us apart from the competition. We envision a future where technology and sustainability go hand in hand, leading to a greener planet.

Define Your Target Market

Market analysis.

The Market Analysis section requires thorough research and a keen understanding of the industry. It involves examining the current trends within your industry, understanding the needs and preferences of your customers, and analyzing the strengths and weaknesses of your competitors.

Our research indicates a gap in the market for high-quality, innovative eco-friendly technology products that cater to both individual and business clients.

SWOT Analysis

Including a SWOT analysis demonstrates to stakeholders that you have a balanced and realistic understanding of your business in its operational context.

Competitive Analysis

Organization and management team.

Provide an overview of your company’s organizational structure, including key roles and responsibilities. Introduce your management team, highlighting their expertise and experience to demonstrate that your team is capable of executing the business plan successfully.

Products and Services Offered

This section should emphasize the value you provide to customers, demonstrating that your business has a deep understanding of customer needs and is well-positioned to deliver innovative solutions that address those needs and set your company apart from competitors.

Marketing and Sales Strategy

Discuss how these marketing and sales efforts will work together to attract and retain customers, generate leads, and ultimately contribute to achieving your business’s revenue goals.

Logistics and Operations Plan

Inventory control is another crucial aspect, where you explain strategies for inventory management to ensure efficiency and reduce wastage. The section should also describe your production processes, emphasizing scalability and adaptability to meet changing market demands.

We also prioritize efficient distribution through various channels, including online platforms and retail partners, to deliver products to our customers in a timely manner.

Financial Projections Plan

This forward-looking financial plan is crucial for demonstrating that you have a firm grasp of the financial nuances of your business and are prepared to manage its financial health effectively.

Income Statement

Cash flow statement.

A cash flow statement is a crucial part of a financial business plan that shows the inflows and outflows of cash within your business. It helps you monitor your company’s liquidity, ensuring you have enough cash on hand to cover operating expenses, pay debts, and invest in growth opportunities.

Tips on Writing a Business Plan

4. Focus on your unique selling proposition (USP): Clearly articulate what sets your business apart from the competition. Emphasize your USP throughout your business plan to showcase your company’s value and potential for success.

FREE Business Plan Template

To help you get started on your business plan, we have created a template that includes all the essential components discussed in the “How to Write a Business Plan” section. This easy-to-use template will guide you through each step of the process, ensuring you don’t miss any critical details.

What is a Business Plan?

Why you should write a business plan.

Understanding the importance of a business plan in today’s competitive environment is crucial for entrepreneurs and business owners. Here are five compelling reasons to write a business plan:

What are the Different Types of Business Plans?

Using Business Plan Software

Upmetrics provides a simple and intuitive platform for creating a well-structured business plan. It features customizable templates, financial forecasting tools, and collaboration capabilities, allowing you to work with team members and advisors. Upmetrics also offers a library of resources to guide you through the business planning process.

Business Plan FAQs

What is a good business plan.

A good business plan is a well-researched, clear, and concise document that outlines a company’s goals, strategies, target market, competitive advantages, and financial projections. It should be adaptable to change and provide a roadmap for achieving success.

What are the 3 main purposes of a business plan?

Can i write a business plan by myself, is it possible to create a one-page business plan.

Yes, a one-page business plan is a condensed version that highlights the most essential elements, including the company’s mission, target market, unique selling proposition, and financial goals.

How long should a business plan be?

What is a business plan outline, what are the 5 most common business plan mistakes, what questions should be asked in a business plan.

A business plan should address questions such as: What problem does the business solve? Who is the specific target market ? What is the unique selling proposition? What are the company’s objectives? How will it achieve those objectives?

What’s the difference between a business plan and a strategic plan?

How is business planning for a nonprofit different.

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This business plan template is a great tool for your startup to customize to reflect your strong qualifications, experienced team, and marketable business idea.

What is a business plan?

A business plan is a document that helps small business owners determine the viability of their business idea. Combining market research and financial analysis, a professional business plan helps startup CEOs and potential investors determine if the company can compete in the target market.

Typically, a good business plan consists of the following:

• Executive summary
• Company description
• Mission statement
• Product and services
• Marketing plan
• Operations plan
• Management organization
• Financial plan
• Conclusion & appendix

Every section involved in a business plan is designed to help startup businesses reach their target market.

A business plan asks founders and entrepreneurs to detail their business strategy in a step-by-step process that makes sense from an operational perspective. This is essential if a startup is seeking a business loan or an investment from a venture capital firm.

However, even small businesses that are already economically viable can benefit from creating a business plan, since it encourages business owners and their management teams to examine their business model and reevaluate the best ways to reach their target customers.

Should I use a business plan template?

Yes.  If you’ve never written one, a business plan can be challenging to write.

Creating a successful plan that you can use to grow your small business can require weeks of market analysis and financial preparation. You may spend time using Microsoft Excel or Powerpoint in order to create documentation which better supports our operational decisions.

However, almost every professional business plan is structured in the same way and most ask for the same information. Because of this, using a business plan template is advisable to save time, money, and effort.

Business plan templates for free

Rather than spending time trying to figure out how to write a business plan , use a free template as a guide to completion.

Business plan templates from PandaDoc can help you reach an effective go-to-market strategy even faster by asking you to provide all the relevant information you need when creating an effective business plan.

Grab a free template to get started!

Frequently asked questions

How many pages should my business plan be.

This depends on the kind of business plan you need to write and how you intend to use the plan that you create.

For example, a plan for a small business seeking potential investors or a business loan will need to provide income statements, cash flow statements, and a balance sheet (usually for a three-year or five-year forecast period).

These financial statements can be omitted if a small business owner isn’t seeking funding and is instead planning to use their business plan as a guiding document for themselves and their management team members.

Some business plans may only run a few pages. Fully-developed business plans can be as long as 50 pages. Much of this depends on the type of business, the operational strategy, and the level of detail that goes into developing the business plan.

Who needs a business plan?

Every business should have a business plan. This is an essential guidance document for any founder or CEO.

Good business plans help a company determine the viability of its place in the market and can help the business develop better strategies for differentiating itself from its competitors.

Business planning also forces business owners to evaluate their marketing strategy, the cost of customer acquisition and retention, and how they plan to grow their business over time.

What is the best business plan template?

Business plans come in all shapes and sizes. The best business plan template for your business is one that you understand and that matches the size and legal structure of your operation.

If you’re a sole proprietor, a business plan template designed for a big corporation probably doesn’t make sense. However, a business plan that helps you build an effective roadmap to grow your business while protecting your intellectual property is a good starting point.

PandaDoc offers specialized business plan templates for common industries along with tips to help you get started with business planning.

Should I hire someone to write my business plan for me?

No. You’ll find freelance writers and business strategy companies out there who are happy to write your business plan for a fee.  These resources can guide you through the process, but you should write (or be heavily involved in) the creation of your business plan.

The reason for this is simple: You know the most about your business, and your business needs you to succeed.

A writer can work with you to make your business plan sound better to investors, and a consultant can help you fill in knowledge gaps — like how to conduct a SWOT analysis — and point out weaknesses in your plan. But, at the end of the day, you need to use the business plan to pitch investors and run your business.

Those ideas and guiding principles aren’t something you can outsource.

Should I use business planning software?

Software isn’t required when creating an effective business plan. Most business planning software is designed to help you navigate the outlining and writing process more effectively.

You don’t need software to write a professional business plan, but a solid template can help you get started. Download a free template from PandaDoc today and take your business to the next level.

Get started with PandaDoc today

14 Best Excel Templates for Business in 2024 (Free & Premium)

• Last updated March 21, 2024

Fact Checked By Cindy Wong

Let’s talk about Excel templates. These pre-made spreadsheets help you improve productivity quickly. In this comprehensive guide, we’ll dive deep into the world of Excel templates, equipping you with the knowledge and tools to streamline your tasks, boost productivity, and make informed decisions.

From understanding what Excel spreadsheet templates are to exploring specialized templates for various industries, we’ve got you covered. Whether you’re a seasoned Excel user or just starting, our friendly yet professional approach will simplify complex concepts and empower you to harness the full power of Excel templates.

What Are Excel Templates?

We provide a host of spreadsheet templates for our readers. And Excel templates are no exception. These pre-designed spreadsheets created to simplify various tasks and processes. They serve as starting points, offering predefined structures, formulas, and formatting. These templates are designed to save you time and effort by eliminating the need to build spreadsheets from scratch.

Key Features of Excel Spreadsheet Templates

• Structured Layout: Templates come with organized rows and columns tailored to the specific task or use case. For instance, a budget template might include categories for income, expenses, and savings.
• Predefined Formulas and Functions: Excel spreadsheet templates often include formulas and functions that perform calculations automatically. For example, a mortgage calculator template may already have formulas for calculating monthly payments and interest.
• Formatting and Styling: Templates feature consistent design, including fonts, colors, and cell borders. This makes your data visually appealing and easy to read.
• Placeholder Data: Templates often contain placeholder data or instructions to guide you in entering your information. These placeholders help you understand how to use the template effectively.
• Customizability: While templates provide a structured framework, they are highly customizable. You can modify them to suit your specific needs by adding or removing columns, changing labels, or adjusting formulas.

Common Uses of Excel Templates

• Budgeting: Excel templates for budgeting help individuals and businesses manage their finances effectively by tracking income and expenses, projecting future financial goals, and analyzing spending patterns.
• Project Management: Project management templates assist in planning, tracking, and managing projects. They often include Gantt charts, task lists, and progress trackers.
• Data Analysis: Excel offers templates for data analysis, such as pivot tables, allowing you to quickly summarize and analyze large datasets.
• Accounting: Accounting templates help businesses maintain accurate financial records, including ledgers, income statements, and balance sheets.
• Inventory Management: Inventory templates help businesses track stock levels, monitor product sales, and manage inventory turnover.

Types of Excel Templates

Excel spreadsheet templates come in various categories, each designed to address specific needs and tasks. Here are some of the most common types of Excel templates:

Financial Excel Templates

Financial templates are geared towards managing finances, budgeting, and financial analysis. You can make your own cash flow template , or use one that’s already made. Common financial spreadsheets include:

• Budget Templates: These templates help individuals and businesses create and manage budgets, ensuring that income and expenses are balanced. Check out our top budget templates for Google Sheets .
• Financial Models: Financial modeling templates are used for forecasting financial performance, especially in business planning and investment analysis.
• Income Statements: Templates for income statements track revenues and expenses to determine profitability.
• Balance Sheets: These templates provide a snapshot of a company’s financial position by displaying assets, liabilities, and equity.

Project Management Excel Templates

Project management templates are essential for planning, executing, and monitoring projects. For example, we covered our favorite project status report templates . Other common templates include:

• Gantt Charts: Gantt chart templates visually represent project schedules, showing tasks, timelines, and dependencies.
• Project Timelines: These templates offer a simplified view of project milestones and deadlines.
• Task Tracking Templates: Task tracking templates help teams assign, track, and manage tasks to keep projects on schedule.

Data Analysis Excel Templates

Data analysis templates are invaluable for individuals and businesses working with data. Key templates include:

• Pivot Tables: Pivot table templates simplify data summarization and analysis, allowing users to create interactive reports.
• Data Visualization Templates: Templates for charts and graphs help transform raw data into visual representations for easier understanding.
• Statistical Analysis Templates: Statistical analysis templates include tools for performing statistical tests and calculations.

Personal and Business Excel Templates

Personal and business templates cover a wide range of tasks. We have an article that covers payment receipt templates . Other common personal and business spreadsheets include:

• To-Do List Templates: These templates help you stay organized by listing tasks and priorities.
• Invoice Templates: Invoice templates streamline the invoicing process for businesses, including itemized lists and payment tracking.
• Business Plan Templates: Business plan templates provide structured frameworks for creating comprehensive business plans, helping startups and established companies alike.

Whether you’re managing finances, overseeing a project, analyzing data, or organizing personal tasks, Excel templates offer a time-saving solution to enhance your productivity.

Top 14 Excel Templates for Business

Now, let’s delve into the top Excel templates that can significantly boost your productivity across various domains. We’ll explore each template, highlighting its key features and benefits.

Financial Management Excel Templates

1. financial model.

The Financial Model Excel template is a versatile tool designed to help businesses of all sizes and types manage their finances effectively. Whether you’re a business, a startup , or operating in specific niches like SaaS , E-Commerce , or Marketplace , this template offers comprehensive financial projections, including income statements, balance sheets, and cash flow statements. It’s essential for budgeting, forecasting, and making informed financial decisions.

• Accurate Projections: Generate precise financial projections for different business scenarios, aiding in strategic planning.
• Scenario Analysis: Easily assess the impact of various decisions on your financial health by running multiple scenarios.
• Investor-Ready: Impress investors and stakeholders with professional financial reports and insights.
• Data Visualization: Utilize charts and graphs to visualize financial trends and make data-driven decisions.

Price: $74-139 (Use code SPoint10 for 10% off)

2. Profit and Loss Statement

The Profit and Loss Statement Excel template is tailored to specific business models, including startups , marketplaces , SaaS , and E-Commerce ventures. It helps you track your revenues, costs, and expenses to calculate your net profit or loss accurately. With clear and customizable categories, you can gain a deep understanding of your business’s financial performance.

• Business-Specific Tracking: Choose a template that aligns with your business model for precise financial insights.
• Expense Categorization: Easily categorize expenses for better cost management and identification of cost-saving opportunities.
• Year-over-Year Comparison: Track your financial performance over time to identify growth trends or areas that need improvement.
• Tax Preparation: Simplify tax preparation by neatly organizing your income and expenses.

Price: $74 (Use code SPoint10 for 10% off)

3. Revenue Forecasting Tool

The Revenue Forecasting Tool Excel template is indispensable for businesses focused on revenue growth. With different versions tailored to Marketplace , SaaS , E-Commerce , and Agency models, it enables you to project your future revenues based on historical data, market trends, and growth strategies. This tool empowers you to set realistic revenue targets and make informed decisions to achieve them.

• Data-Driven Projections: Utilize historical data and market insights to generate accurate revenue forecasts.
• Goal Setting: Set achievable revenue targets and track progress towards your financial goals.
• Scenario Planning: Assess how changes in pricing, marketing, or sales strategies impact revenue.
• Informed Decision-Making: Make strategic decisions backed by comprehensive revenue projections.

Price: $46 (Use code SPoint10 for 10% off)

Budgeting and Tracking Excel Templates

4. zero-based budget template.

Zero-based budgeting is a meticulous approach to budgeting where you allocate every dollar of your income to expenses, savings, or investments. The Zero-Based Budget Excel template simplifies the zero-based budgeting process, ensuring that your budget accurately reflects your financial priorities and goals.

• Financial Clarity: Gain a clear understanding of where your money goes and prioritize spending according to your goals.
• Savings and Investments: Systematically allocate funds for savings, investments, and debt reduction.
• Expense Tracking: Monitor daily expenses to identify areas for potential savings.
• Emergency Fund Planning: Create a buffer for unexpected costs by including an emergency fund category.

Price: $4.99

5. Inventory and Sales Tracking Template

Managing inventory and tracking sales is crucial for businesses, especially those in retail or e-commerce. The Inventory and Sales Tracking Excel template streamlines inventory management, allowing you to efficiently track stock levels, sales, and product performance.

• Real-Time Inventory: Monitor inventory levels in real-time, ensuring you never run out of stock or overstock products.
• Sales Analysis: Analyze sales data to identify top-performing products and optimize your product offerings.
• Cost Control: Keep tabs on inventory costs and prevent financial losses due to mismanagement.
• Data-Driven Decision-Making: Use sales insights to make informed decisions about restocking, promotions, and pricing strategies.

Price: $19.99

6. Capital Expenditure Planning Template

Capital expenditures (CapEx) are essential for businesses looking to grow and invest in assets like equipment, technology, or infrastructure. This free CapEx Excel template simplifies the planning and tracking of capital expenditures, ensuring efficient allocation of resources.

• Streamlined Planning: Plan and prioritize capital expenditures in a structured manner.
• Budget Control: Stay within budget by tracking expenses against planned allocations.
• ROI Assessment: Evaluate each capital expenditure’s return on investment (ROI) to make informed decisions.
• Asset Management: Keep a comprehensive record of your business’s assets and their depreciation.

Price: Free!

Investment and Financial Analysis Excel Templates

7. simple investment template.

The Simple Investment Excel template is perfect for individuals or businesses looking to analyze potential investments. It assists in evaluating the financial feasibility of investments, calculating returns, and making informed investment decisions.

• Investment Evaluation: Assess the attractiveness of various investment opportunities.
• Risk Analysis: Consider the risks associated with each investment and their impact on returns.
• Return Calculations: Calculate potential returns, including net present value (NPV) and internal rate of return (IRR).
• Decision Support: Make well-informed investment choices based on financial analysis.

8. Mortgage Calculator with Amortization Table

Mortgages are a significant financial commitment. This Mortgage Calculator Excel template simplifies mortgage calculations, helping individuals and homeowners understand their loan terms, amortization schedules, and total interest payments.

• Loan Clarity: Understand your mortgage terms, including interest rates, monthly payments, and loan duration.
• Amortization Schedule: View the full amortization schedule, tracking principal and interest payments over time.
• Interest Savings: Explore strategies for paying off your mortgage early to reduce interest costs.
• Financial Planning: Incorporate mortgage payments into your long-term financial planning.

9. CLV vs. CAC Analysis Template

Customer Lifetime Value (CLV) and Customer Acquisition Cost (CAC) are critical business metrics. The CLV vs. CAC Analysis Excel template simplifies the calculation and analysis of CLV and CAC, aiding in strategic marketing and growth decisions.

• Customer Profitability: Determine the profitability of acquiring and retaining customers.
• Marketing Efficiency: Evaluate the effectiveness of marketing campaigns by comparing CAC to CLV.
• Retention Strategies: Identify opportunities to increase CLV through customer retention and loyalty programs.
• Data-Driven Marketing: Allocate marketing budgets more efficiently based on CLV and CAC insights.

Data Analysis and Metrics Tracking Excel Templates

10. cohort analysis template.

Cohort analysis is a powerful method for examining user behavior over time. The Cohort Analysis Excel template simplifies the process, helping businesses gain insights into customer retention, engagement, and more.

• User Segmentation: Group users into cohorts based on signup date or other criteria for focused analysis.
• Retention Insights: Identify trends in user retention and pinpoint when users drop off.
• Product Improvement: Use cohort analysis to inform product improvements and marketing strategies.
• Churn Reduction: Develop strategies to reduce customer churn based on cohort analysis findings.

11. MRR Dashboard Template

Monthly Recurring Revenue (MRR) is a vital metric for subscription-based businesses. The MRR Dashboard Excel template provides a comprehensive dashboard for tracking MRR, analyzing trends, and making data-driven decisions.

• MRR Overview: Get a real-time overview of your MRR, including new revenue, lost revenue, and net MRR growth.
• Churn Analysis: Identify reasons for churn and implement strategies to reduce it.
• Growth Tracking: Monitor your subscription business’s growth and set goals for MRR expansion.
• Data Visualization: Visualize MRR trends with charts and graphs for easier interpretation.

12. User Engagement Dashboard Template

User engagement is critical for online businesses. The User Engagement Dashboard Excel template provides a user-friendly dashboard for tracking user engagement metrics, analyzing user behavior, and optimizing user experiences.

• Comprehensive Metrics: Track key engagement metrics such as session duration, bounce rate, and conversion rate.
• Segmentation: Analyze user engagement based on demographics, devices, or referral sources.
• Content Performance: Identify high-performing content and optimize the user journey accordingly.
• Conversion Optimization: Implement strategies to improve user engagement and conversion rates based on insights.

Business Planning and Management Excel Templates

13. software license management tool.

The Software License Management Excel tool simplifies the process for businesses managing software licenses. It allows you to track software licenses, renewal dates, and compliance, ensuring efficient software management.

• License Tracking: Easily keep track of all software licenses in use across your organization.
• Renewal Alerts: Identify license renewals timely to prevent interruptions.
• Cost Control: Avoid unnecessary software purchases and optimize license utilization.
• Compliance Assurance: Ensure compliance with software licensing agreements to avoid legal issues.

14. Workforce Planning Tool

Effective workforce planning is crucial for businesses of all sizes. The Workforce Planning Excel template streamlines the process by helping you manage employee information, staffing levels, and workforce optimization.

• Employee Database: Maintain a centralized employee information database, including roles, qualifications, and contact details.
• Staffing Analysis: Analyze staffing levels and plan for hiring, training, or restructuring as needed.
• Cost Projections: Estimate labor costs and budgets for workforce expansion or reduction.
• Scenario Planning: Model various workforce scenarios and their financial implications.

These Excel spreadsheet templates cover a wide range of business and financial needs, making them invaluable tools for improving productivity, making informed decisions, and achieving your goals. Whether you’re a financial analyst, business owner, or simply looking to better manage your finances, Excel templates offer a user-friendly and robust solution.

Best Practices for Excel Templates

Excel spreadsheet templates are powerful tools that can significantly enhance your productivity , but it’s essential to follow best practices to make the most of them. Here are some tips and strategies to help you use Excel templates effectively.

Choose the Right Template

Selecting the appropriate template for your specific task is the first step to success. Consider the following factors when choosing a template:

• Task Complexity: Ensure the template aligns with the complexity of your task. Simple tasks may require basic templates, while more complex tasks need advanced templates.
• Customizability: Look for templates that allow customization. Templates that are too rigid may not suit your unique needs.
• Industry or Use Case: Many templates are designed for specific industries or use cases. For financial tasks, for instance, choose templates tailored to your industry, such as retail, healthcare, or real estate.
• Scalability: If your task may grow in complexity or data volume, opt for a template that can scale with your needs.

Understand Formulas and Functions

Excel templates often come with built-in formulas and functions to automate calculations. To use these templates effectively, it’s crucial to understand how these formulas work.

• Learn the Basics: Familiarize yourself with common Excel functions like SUM, AVERAGE, IF, VLOOKUP, and more. These are the building blocks of many templates.
• Review Formulas: Take time to review the formulas used in the template. Understand how they calculate results and what data they depend on.
• Customize Formulas: If needed, customize formulas to suit your specific requirements. Modify cell references or add new calculations as necessary.

Input Data Accurately

Accurate data input is essential to obtain meaningful results from Excel spreadsheet templates.

• Double-Check Data: Ensure all data entered into the template is accurate and error-free. A slight mistake can lead to significant inaccuracies in calculations.
• Use Data Validation: Implement data validation rules to prevent incorrect data entry. Excel can prompt users when data doesn’t meet specified criteria.
• Consistent Formatting: Maintain consistent formatting throughout the template. This includes date formats, number formats, and currency symbols.
• Document Data Sources: Keep track of your data sources, especially if you’re pulling data from external sources. This documentation can help troubleshoot discrepancies later.

Regularly Save and Backup

Excel templates represent valuable work, so protecting your data is essential.

• Frequent Saving: Save your work regularly to prevent data loss in case of unexpected software crashes or power outages.
• Version Control: Maintain version control by saving different iterations of your template. Use meaningful file names and dates to track changes.
• Backup Files: Implement a backup strategy. Regularly create copies of your Excel files and store them in a secure location, whether it’s a cloud service or an external drive.

Understand Template Limitations

Excel spreadsheet templates have limitations, and it’s essential to be aware of them.

• Data Volume: Excel may not handle very large datasets efficiently. Consider using a database or specialized software for extensive data management.
• Complexity: Templates have limits in terms of complexity. You might need to consider custom software or consulting with a specialist for more advanced or intricate tasks.
• Data Security: Be cautious when handling sensitive or confidential data within Excel. Implement password protection and encryption where necessary.

Customize for Your Needs

While templates provide a structured starting point, don’t hesitate to customize them to better suit your unique requirements.

• Add or Remove Fields: Include additional or remove unnecessary fields to streamline data entry and reporting.
• Format and Styling: Adjust the template’s formatting and styling to match your preferences and branding guidelines.
• Automate Repetitive Tasks: Excel allows you to automate repetitive tasks using macros. Learn how to create and use macros to save time.

Stay Updated and Educated

Excel is a continually evolving software, and staying updated with the latest features and best practices can benefit your productivity.

• Software Updates: Keep your Excel software up-to-date to access new features and security patches.
• Online Resources: Explore online resources, spreadsheet tutorials , and forums to expand your Excel skills and troubleshoot issues.
• Advanced Training: Consider advanced Excel training courses or certifications to become an Excel power user.

By following these best practices, you can harness the full potential of Excel spreadsheet templates, streamline your tasks, and make more informed decisions. Excel templates are versatile tools that can save you time and effort, but mastering them requires a combination of knowledge, practice, and attention to detail.

Get Started with the Financial Spreadsheet Template Bundle

Ready to take control of your finances and make smart financial decisions? Our Financial Spreadsheet Template Bundle is the ultimate solution to simplify financial management, investment analysis, and mortgage planning.

This bundle includes five powerful templates that can help you achieve your financial goals with ease:

• Cryptocurrency Portfolio Tracker: Keep track of your cryptocurrency investments, monitor real-time market prices, and analyze your portfolio’s performance effortlessly.
• Inventory and Sales Tracking Spreadsheet Template: Optimize your business operations with this template. Efficiently manage inventory, track sales, and make data-driven decisions.
• Simple Investment Template: Make informed investment choices by analyzing potential returns and risks. This template simplifies investment planning for beginners and experts alike.
• Extra-Payment Mortgage Calculator: Take control of your mortgage payments and reduce the total interest you pay. This tool helps you plan extra payments to pay off your mortgage faster.
• Mortgage Calculator Spreadsheet with Amortization Table: Understand your mortgage terms, visualize your amortization schedule, and make sound financial decisions regarding homeownership.

Purchasing these templates individually would cost you more than $69, but with the Financial Spreadsheet Template Bundle , you can access all of them at a fraction of the price. Save over 40% off the list price and embark on your journey to financial success today!

Price: $39.99

Excel templates are your secret weapon for accomplishing tasks faster and more efficiently. With the right template at your fingertips, you can conquer financial challenges, manage projects like a pro, and analyze data with ease. The best part? You don’t need to be an Excel expert to reap the benefits. These templates are designed to simplify your life and make complex tasks feel like a breeze.

So, whether you’re tracking expenses, planning a project, or diving into data analysis, remember that Excel spreadsheet templates are your trusty companions on the journey to productivity and success. Embrace them, customize them, and watch your tasks transform from daunting to doable. Excel templates are your shortcut to getting things done, and the possibilities are endless. Start using them today and take control of your tasks, one spreadsheet at a time!

• Free Multiple Project Tracking Template for Excel (2 Options)

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Simple Business Plan Template (2024)

Updated: May 4, 2024, 4:37pm

Table of Contents

Why business plans are vital, get your free simple business plan template, how to write an effective business plan in 6 steps, frequently asked questions.

While taking many forms and serving many purposes, they all have one thing in common: business plans help you establish your goals and define the means for achieving them. Our simple business plan template covers everything you need to consider when launching a side gig, solo operation or small business. By following this step-by-step process, you might even uncover a few alternate routes to success.

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Whether you’re a first-time solopreneur or a seasoned business owner, the planning process challenges you to examine the costs and tasks involved in bringing a product or service to market. The process can also help you spot new income opportunities and hone in on the most profitable business models.

Though vital, business planning doesn’t have to be a chore. Business plans for lean startups and solopreneurs can simply outline the business concept, sales proposition, target customers and sketch out a plan of action to bring the product or service to market. However, if you’re seeking startup funding or partnership opportunities, you’ll need a write a business plan that details market research, operating costs and revenue forecasting. Whichever startup category you fall into, if you’re at square one, our simple business plan template will point you down the right path.

Copy our free simple business plan template so you can fill in the blanks as we explore each element of your business plan. Need help getting your ideas flowing? You’ll also find several startup scenario examples below.

Download free template as .docx

Whether you need a quick-launch overview or an in-depth plan for investors, any business plan should cover the six key elements outlined in our free template and explained below. The main difference in starting a small business versus an investor-funded business is the market research and operational and financial details needed to support the concept.

1. Your Mission or Vision

Start by declaring a “dream statement” for your business. You can call this your executive summary, vision statement or mission. Whatever the name, the first part of your business plan summarizes your idea by answering five questions. Keep it brief, such as an elevator pitch. You’ll expand these answers in the following sections of the simple business plan template.

• What does your business do? Are you selling products, services, information or a combination?
• Where does this happen? Will you conduct business online, in-store, via mobile means or in a specific location or environment?
• Who does your business benefit? Who is your target market and ideal customer for your concept?
• Why would potential customers care? What would make your ideal customers take notice of your business?
• How do your products and/or services outshine the competition? What would make your ideal customers choose you over a competitor?

These answers come easily if you have a solid concept for your business, but don’t worry if you get stuck. Use the rest of your plan template to brainstorm ideas and tactics. You’ll quickly find these answers and possibly new directions as you explore your ideas and options.

2. Offer and Value Proposition

This is where you detail your offer, such as selling products, providing services or both, and why anyone would care. That’s the value proposition. Specifically, you’ll expand on your answers to the first and fourth bullets from your mission/vision.

As you complete this section, you might find that exploring value propositions uncovers marketable business opportunities that you hadn’t yet considered. So spend some time brainstorming the possibilities in this section.

For example, a cottage baker startup specializing in gluten-free or keto-friendly products might be a value proposition that certain audiences care deeply about. Plus, you could expand on that value proposition by offering wedding and other special-occasion cakes that incorporate gluten-free, keto-friendly and traditional cake elements that all guests can enjoy.

3. Audience and Ideal Customer

Here is where you explore bullet point number three, who your business will benefit. Identifying your ideal customer and exploring a broader audience for your goods or services is essential in defining your sales and marketing strategies, plus it helps fine-tune what you offer.

There are many ways to research potential audiences, but a shortcut is to simply identify a problem that people have that your product or service can solve. If you start from the position of being a problem solver, it’s easy to define your audience and describe the wants and needs of your ideal customer for marketing efforts.

Using the cottage baker startup example, a problem people might have is finding fresh-baked gluten-free or keto-friendly sweets. Examining the wants and needs of these people might reveal a target audience that is health-conscious or possibly dealing with health issues and willing to spend more for hard-to-find items.

However, it’s essential to have a customer base that can support your business. You can be too specialized. For example, our baker startup can attract a broader audience and boost revenue by offering a wider selection of traditional baked goods alongside its gluten-free and keto-focused specialties.

4. Revenue Streams, Sales Channels and Marketing

Thanks to our internet-driven economy, startups have many revenue opportunities and can connect with target audiences through various channels. Revenue streams and sales channels also serve as marketing vehicles, so you can cover all three in this section.

Revenue Streams

Revenue streams are the many ways you can make money in your business. In your plan template, list how you’ll make money upon launch, plus include ideas for future expansion. The income possibilities just might surprise you.

For example, our cottage baker startup might consider these revenue streams:

• Product sales : Online, pop-up shops , wholesale and (future) in-store sales
• Affiliate income : Monetize blog and social media posts with affiliate links
• Advertising income : Reserve website space for advertising
• E-book sales : (future) Publish recipe e-books targeting gluten-free and keto-friendly dessert niches
• Video income : (future) Monetize a YouTube channel featuring how-to videos for the gluten-free and keto-friendly dessert niches
• Webinars and online classes : (future) Monetize coaching-style webinars and online classes covering specialty baking tips and techniques
• Members-only content : (future) Monetize a members-only section of the website for specialty content to complement webinars and online classes
• Franchise : (future) Monetize a specialty cottage bakery concept and sell to franchise entrepreneurs

Sales Channels

Sales channels put your revenue streams into action. This section also answers the “where will this happen” question in the second bullet of your vision.

The product sales channels for our cottage bakery example can include:

• Mobile point-of-sale (POS) : A mobile platform such as Shopify or Square POS for managing in-person sales at local farmers’ markets, fairs and festivals
• E-commerce platform : An online store such as Shopify, Square or WooCommerce for online retail sales and wholesale sales orders
• Social media channels : Facebook, Instagram and Pinterest shoppable posts and pins for online sales via social media channels
• Brick-and-mortar location : For in-store sales , once the business has grown to a point that it can support a physical location

Channels that support other income streams might include:

• Affiliate income : Blog section on the e-commerce website and affiliate partner accounts
• Advertising income : Reserved advertising spaces on the e-commerce website
• E-book sales : Amazon e-book sales via Amazon Kindle Direct Publishing
• Video income : YouTube channel with ad monetization
• Webinars and online classes : Online class and webinar platforms that support member accounts, recordings and playback
• Members-only content : Password-protected website content using membership apps such as MemberPress

Nowadays, the line between marketing and sales channels is blurred. Social media outlets, e-books, websites, blogs and videos serve as both marketing tools and income opportunities. Since most are free and those with advertising options are extremely economical, these are ideal marketing outlets for lean startups.

However, many businesses still find value in traditional advertising such as local radio, television, direct mail, newspapers and magazines. You can include these advertising costs in your simple business plan template to help build a marketing plan and budget.

5. Structure, Suppliers and Operations

This section of your simple business plan template explores how to structure and operate your business. Details include the type of business organization your startup will take, roles and responsibilities, supplier logistics and day-to-day operations. Also, include any certifications or permits needed to launch your enterprise in this section.

Our cottage baker example might use a structure and startup plan such as this:

• Business structure : Sole proprietorship with a “doing business as” (DBA) .
• Permits and certifications : County-issued food handling permit and state cottage food certification for home-based food production. Option, check into certified commercial kitchen rentals.
• Roles and responsibilities : Solopreneur, all roles and responsibilities with the owner.
• Supply chain : Bulk ingredients and food packaging via Sam’s Club, Costco, Amazon Prime with annual membership costs. Uline for shipping supplies; no membership needed.
• Day-to-day operations : Source ingredients and bake three days per week to fulfill local and online orders. Reserve time for specialty sales, wholesale partner orders and market events as needed. Ship online orders on alternating days. Update website and create marketing and affiliate blog posts on non-shipping days.

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6. Financial Forecasts

Your final task is to list forecasted business startup and ongoing costs and profit projections in your simple business plan template. Thanks to free business tools such as Square and free marketing on social media, lean startups can launch with few upfront costs. In many cases, cost of goods, shipping and packaging, business permits and printing for business cards are your only out-of-pocket expenses.

Cost Forecast

Our cottage baker’s forecasted lean startup costs might include:

Gross Profit Projections

This helps you determine the retail prices and sales volume required to keep your business running and, hopefully, earn income for yourself. Use product research to spot target retail prices for your goods, then subtract your cost of goods, such as hourly rate, raw goods and supplier costs. The total amount is your gross profit per item or service.

Here are some examples of projected gross profits for our cottage baker:

Bottom Line

Putting careful thought and detail in a business plan is always beneficial, but don’t get so bogged down in planning that you never hit the start button to launch your business . Also, remember that business plans aren’t set in stone. Markets, audiences and technologies change, and so will your goals and means of achieving them. Think of your business plan as a living document and regularly revisit, expand and restructure it as market opportunities and business growth demand.

Is there a template for a business plan?

You can copy our free business plan template and fill in the blanks or customize it in Google Docs, Microsoft Word or another word processing app. This free business plan template includes the six key elements that any entrepreneur needs to consider when launching a new business.

What does a simple business plan include?

A simple business plan is a one- to two-page overview covering six key elements that any budding entrepreneur needs to consider when launching a startup. These include your vision or mission, product or service offering, target audience, revenue streams and sales channels, structure and operations, and financial forecasts.

How can I create a free business plan template?

Start with our free business plan template that covers the six essential elements of a startup. Once downloaded, you can edit this document in Google Docs or another word processing app and add new sections or subsections to your plan template to meet your specific business plan needs.

What basic items should be included in a business plan?

When writing out a business plan, you want to make sure that you cover everything related to your concept for the business,  an analysis of the industry―including potential customers and an overview of the market for your goods or services―how you plan to execute your vision for the business, how you plan to grow the business if it becomes successful and all financial data around the business, including current cash on hand, potential investors and budget plans for the next few years.

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Krista Fabregas is a seasoned eCommerce and online content pro sharing more than 20 years of hands-on know-how with those looking to launch and grow tech-forward businesses. Her expertise includes eCommerce startups and growth, SMB operations and logistics, website platforms, payment systems, side-gig and affiliate income, and multichannel marketing. Krista holds a bachelor's degree in English from The University of Texas at Austin and held senior positions at NASA, a Fortune 100 company, and several online startups.

Plantilla Excel de business plan [Descarga GRATIS]

Actualizado:

22 septiembre, 2023

Validado por

Roger Dobaño - CEO Quipu

No hay negocio que se precie sin un business plan. Puede que no tengas claro qué es exactamente o cómo se elabora este documento, pero en Quipu vamos a hacer que se no te suponga un problema. ¿Por qué? Porque te vamos a facilitar una plantilla de business plan en Excel gratuita que podrás descargar en segundos.

En este artículo aprenderás:

¿Qué es un business plan?

• ¿Cómo funciona nuestra plantilla de Business plan?
• ⬇️ Descargar la plantilla Excel de business plan

Herramienta complementaria a la plantilla de Excel

Un business plan o plan de negocios es un documento que describe la actualidad y el futuro de cualquier empresa . Una especie de guía en la que se desglosa desde las cuentas hasta los objetivos o la estrategia comercial.

Es un documento imprescindible para poder valorar la viabilidad de un negocio, tener clara su estructuración, forma de actuar y de ofrecer una propuesta de valor al mercado. En definitiva, es vital para dar comienzo a un proyecto empresarial .

¿Cómo funciona nuestra plantilla de business plan?

Nuestra plantilla de business plan es muy simple. De hecho, hace que todo el proceso de elaboración de esta guía sea ágil y fácil gracias a la automatización de muchos de sus procesos , un alto grado de personalización y una interfaz de lo más accesible.

Al entrar en ella, verás una primera pestaña con un resumen de todo su contenido y accesos directos a cada pestaña. Su estructura, como explicaremos a continuación, se compone de tres pilares principales : punto de vista financiero, operativo y de marketing.

Punto de vista financiero

El apartado contable y financiero es un pilar en cualquier negocio, y no falta en nuestra plantilla de business plan. Podrás abordarlo al completo en las pestañas de previsión de ventas, el plan financiero, balance de situación, flujo de caja y cuenta de resultados.

• Previsión de ventas: Registra las previsiones que hay en el negocio sobre Unidades Vendidas , Coste Unitario de los Bienes y Precio Unitario para cada servicio o producto en los próximos 3 años. Si necesitas añadir o eliminar filas, puedes hacerlo, manteniendo dicha modificación en los demás apartados. Los campos de Ingresos, Margen por Unidad y Beneficio Bruto se rellenan automáticamente, al igual que la gráfica de unidades vendidas que hay al final.

• Plan financiero: Aquí tienes que explicar los motivos de las previsiones de la pestaña anterior, citando posibles estudios de mercado, análisis, historiales de resultados y demás en Supuestos clave . En Financiamiento , tendrás que indicar de dónde proviene cada financiación obtenida, en caso de haberla, y a qué se va a destinar, concretando cantidades y actividades.

• Balance de situación: ¿Está el negocio en una buena situación a nivel financiero? Para responder a esa pregunta está este documento, imprescindible para elaborar una planificación precisa, detallada y que cumpla todas las obligaciones y derechos contables. Para ello, rellena las celdas en blanco de las secciones Activos y Pasivo y Patrimonio Neto . Los totales se calcularán automáticamente.

• Flujo de caja: Con esta pestaña sabrás la cantidad de efectivo disponible en el negocio al terminar el año. Solo tendrás que rellenar las celdas en blanco de Actividades Operativas , Actividades de Inversión y Actividades de Financiación .

• Cuenta de resultados: Este documento se utiliza para registrar las pérdidas o beneficios de un negocio durante un periodo concreto de tiempo, y es importantísimo para analizar el estado en el que se encuentra. Para completar esta pestaña, simplemente rellena las casillas en blanco de los apartados Ingresos, Costes de las ventas, Gastos de explotación, General y administración y los impuestos en Beneficio Neto antes de impuestos. Tanto los beneficios brutos como el resultado neto se calcularán automáticamente.

Punto de vista operacional

El funcionamiento del negocio y sus operaciones, eso es lo que se establece desde un punto de vista operacional en nuestra plantilla de business plan. Podrás concretar la propuesta del negocio completando estas secciones: Visión general de la empresa, Problemas y soluciones, Oferta de productos y servicios, Calendario y métricas y Resumen ejecutivo.

• Visión general de la empresa: Qué define a la empresa, qué visión y filosofía tiene y cuál es el objetivo que persigue. Eso se debe indicar en esta pestaña, rellenando los campos para definir también las bases del plan de negocio, la estructura, la organización que se establece y los logros a conseguir.

• Problemas y soluciones: Si quieres que el negocio tenga futuro y crezca, hay que tratar con claridad sus puntos débiles y buscar la forma de arreglarlos. En esta pestaña podrás hacerlo, señalándolos y planteando las técnicas o métodos con los que ganar en eficiencia arreglándolos.

• Oferta de productos y servicios: Procede a describir todo producto y/o servicio que se ofrezca en tu negocio en esta pestaña. Es importante incluir cómo se elabora cada uno, qué se ofrece de valor al usuario, qué tecnología se necesita, vida útil y hasta precios. Cúbrelo todo y añade imágenes, ya que hay campos habilitados para ello.

• Calendario y métricas: Todo negocio se ciñe a las fechas, ya que son necesarias para calendarizar actividades, estrategias y, sobre todo, objetivos a cumplir con los que valorar el rendimiento y evolución reales. En esta pestaña podrás hacerlo, rellenando los apartados Calendario , Hitos e Indicadores Clave del Rendimiento .

• Resumen ejecutivo: Una empresa se sustenta sobre una serie de pilares o puntos clave, que son los que debes listar en esta pestaña. Así se ve claramente la propuesta de negocio, así como su valor de cara al futuro y posibilidades en el mercado.

Punto de vista marketing

En las empresas, el marketing es un pilar imprescindible, ya que se necesita para llegar de forma eficaz al público para vender un producto o servicio. En esta sección de nuestra plantilla abordarás todo lo relacionado con el marketing de tu business plan .

• Plan de marketing y ventas: Toda empresa recurre a estrategias de marketing, y estas van de la mano de costes, objetivos y planes. Todo eso se debe indicar en esta pestaña, explicando cómo acercarse al usuario y captar su atención. Asimismo, debes reflejar todo lo relacionado con las conversiones y fidelizaciones, incluyendo gastos, estrategias y aporte de valor.

• Mercado objetivo: Al grupo de usuarios con características similares es lo que se conoce como mercado objetivo, y es al que te diriges con tus productos o servicios. En nuestra plantilla puedes definir diferentes subgrupos o segmentos para tener claro a quién te diriges y, sobre todo, cómo debes hacerlo.

• Análisis DAFO: El análisis FODA o DAFO es imprescindible para hacer una evaluación de todos los elementos internos y externos que aportan o restan al éxito de una empresa. Se debe valorar todo, sea positivo o negativo, colocándolo en su sitio correspondiente en esta pestaña.

• Competencia: Esta última pestaña es para que analices a la competencia. Indica cuáles son tus competidores, qué ofrecen para destacar, qué alternativas hay a lo que ofrecen y, sobre todo, qué tiene tu empresa para competir con cada uno.

Descargar la plantilla Excel de business plan

En Quipu hemos preparado una plantilla de business plan en Excel para que puedas construir la propuesta de tu negocio fácilmente, así como establecer sus metas, analizar su viabilidad y todo lo que se suele hacer con este documento.

Para descargarla gratis , rellena el formulario de abajo con tu nombre y correo electrónico. La recibirás al momento en la bandeja de entrada.

Plantilla de business plan en Excel

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Al hacer clic en el botón "Descargar", acepto los términos de nuestra política de privacidad .

Si usas la plantilla de Excel, te será mucho más fácil elaborar tu Business plan. Pero será más fácil todavía y tendrás mejores resultados si usas un software de facturación . Este tipo de programas utilizan un mayor abanico de información real sobre el negocio, recogida en tiempo real, lo que permite estrategias más sólidas.

En Quipu te podemos ayudar, ofreciéndote un programa de este tipo que recopila todos los datos sobre facturación, objetivos, ingresos, gastos y tesorería en general, cumpliendo además con toda la normativa fiscal actualizada.

💡 Controla la facturación y tesorería de tu negocio de forma automática

Con la solución Quipu Cashflow conseguirás:

• Consolidar todas tus cuentas bancarias: Visualiza tu flujo de caja en tiempo real y entiende cuál es la salud financiera actual y futura de tu empresa.
• Anticiparte a problemas financieros: Haz previsiones a 3, 6 y 12 meses para ver tus obligaciones de pago a futuro y garantizar la estabilidad de tu negocio.
• Tomar las decisiones correctas para crecer: Simula diferentes escenarios y mide el impacto exacto de tus acciones para entender como afectarán a tu liquidez.

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Más plantillas similares

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• Plantilla Excel de plan de empresa
• Plantilla Excel de plan de negocio
• Plantilla de business model canvas
• Plantilla de business plan
• Plantilla de presupuesto de una empresa

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10 Stunning Business Plan Excel Templates

Business plan Excel Templates are an essential part of small business success, but many don't take the time to create them upfront. While writing a business plan isn't a guarantee of success, the process is crucial for any successful new business chart. A business plan is not intended to be an exhaustive guide to creating one. Rather than complicate the process, we provide you with a professionally designed business plan template you can edit with Excel. Find out the most popular business plan excel templates!

1. Simple Business Plan Template

You can create everything in Confluence, from product requirements to marketing plans. We’ve got a Simple Business Plan Template that’s a perfect fit for your project.

2. Atmospheric Star Business Plan Template

If you’re looking for an atmospheric star business plan then this place is right for you. We’ve come to an amazing Atmospheric Star Business Plan Template that is totally free on WPS.

3. Fresh Hexagon Creative Business Plan Template

Using our Fresh Hexagon Creative Business Plan Template, you can showcase growth, goals, and six types of success information. Your company plan should include six key topics. This template will assist you in exploring these topics. This PPT is mainly used in business or company meetings. 

4. Popular Black Business Plan Template

Your investors will be speechless once they see the black business plan template we designed for you. Your idea looks incredibly elegant, showcasing your uniqueness.

5. Business Marketing Plan Timeline Template

You won't be able to put a number on the budget you'll need if you don't have an annual marketing sheet plan for the projects, hiring, and outsourcing you'll encounter over the course of a year. Try this Business Marketing Plan Timeline Template !

6. Simple IOS Product Business Plan Template

To start a successful business, you need a product business plan. Start with a Simple IOS Product Business Plan Template to simplify the process of writing a business plan.

7. Blue Business Plan Template

Our philosophy at WPS is to give your best in everything you do, which is why making an impressive presentation for your business plan is so crucial. Businesspeople will find lots of editable resources in this design, which has a beautiful corporate aesthetic

8. Business Career Plan Template

If you’re looking for a business career plan template? Must have a look at this! Plan your future career with this template. This planner is a valuable tool for reviewing your goals and how you have achieved them.

9. Simple Business Itinerary Plan Template

This Simple Business Itinerary Plan Template contains flight, transportation, and lodging information along with scheduled activities. WPS allows you to rearrange the template layout, add form fields, plan extra time for sightseeing, or even add conference or meeting times.

10. Business Sales Plan Form Template

An actionable sales plan simplifies and documents your sales targets and strategies for achieving them. Additionally, budgets, marketing strategies, positioning, and other topics are discussed. Use this Business sales plan template to maintain your sales spreadsheet!

The above all business plan excel templates you can find on WPS Office. So, what you’re waiting for? Go and download the WPS Office and enjoy its bundle of free online templates.

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Modelli di business plan semplici

By Joe Weller | 2 Aprile 2020

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In questo articolo abbiamo raccolto una serie di semplici modelli di business plan, tutti scaricabili gratuitamente in formato Word ed Excel.

In questa pagina troverete un modello di business plan di una pagina , un semplice business plan per le startup , un modello di business plan per piccole imprese , uno schema di business plan e altro ancora. Includiamo anche un esempio di business plan e i principali componenti di un business plan per aiutarvi a iniziare.

Modello di business plan semplice

Scarica il modello di business plan semplice

Questo semplice modello di business plan presenta tutti gli elementi di un business plan tradizionale per aiutarvi a costruire il vostro, e offre spazio per aggiungere informazioni sui finanziamenti per le startup in cerca di fondi. È possibile utilizzare e personalizzare questo semplice modello di business plan per adattarlo alle esigenze di organizzazioni di qualsiasi dimensione.

Modello di business plan di una pagina

Scarica il modello di business plan di una pagina

Excel | Word

Utilizzate questo business plan di una pagina per documentare le vostre idee chiave in modo organizzato. Il modello può aiutarvi a creare una visione di alto livello del vostro business plan e a renderlo facilmente leggibile per gli stakeholder. Potete usare questo piano di una pagina come riferimento per costruire un progetto più dettagliato per la vostra attività.

Per altri piani di una sola pagina, date un'occhiata a " Modelli di business plan di una sola pagina con una guida rapida "

Modello di piano d'impresa semplice da compilare

Scarica il modello di piano d'impresa semplice da compilare

Utilizzate questo modello di business plan a riempimento di spazi vuoti come guida per la costruzione del vostro business plan. Ogni sezione è precompilata con contenuti esemplificativi, con lo spazio necessario per aggiungere parole personalizzate relative al vostro prodotto o servizio.

Per ulteriori risorse gratuite e scaricabili, visitate il sito " Modelli di business plan gratuiti da compilare "

business plan semplice per l'avvio di un'impresa

Scarica il modello di business plan per startup - Word

Questo modello di business plan è stato progettato pensando a un'impresa in fase di avviamento e contiene gli elementi essenziali necessari per trasmettere i dettagli chiave del prodotto o del servizio a investitori e stakeholder. Questo modello consente di organizzare tutte le informazioni e di includere un sommario esecutivo, una panoramica dell'azienda, un'analisi della concorrenza, una strategia di marketing, dati finanziari e altro ancora. Per ulteriori risorse, visitate " Modelli ed esempi gratuiti di business plan per startup "

Modello semplice di piano per piccole imprese

Scarica un semplice modello di piano per piccole imprese

Questo modello vi guida attraverso ogni componente di un piano per piccole imprese, tra cui il background dell'azienda, la presentazione del team di gestione, l'analisi del mercato, l'offerta di prodotti o servizi, un piano finanziario e altro ancora. Questo modello è dotato anche di un indice integrato per tenere in ordine il piano e può essere personalizzato per adattarsi alle vostre esigenze.

Modello di business plan Lean

Scarica il modello di business plan Lean

Questo modello di business plan snello è una versione ridotta di un business plan tradizionale che fornisce solo gli aspetti più essenziali. Descrivete brevemente la vostra azienda e il settore, il problema che state risolvendo, la vostra proposta di valore unico, il mercato di riferimento e le metriche chiave di performance. C'è anche spazio per elencare un calendario delle attività principali.

Modello di schema di business plan semplice

Scarica il modello di schema del business plan semplice

Utilizzate questo semplice schema di business plan come base per creare il vostro business plan. Questo modello contiene 11 sezioni, tra cui un frontespizio e un indice, che illustra in dettaglio ciò che ogni sezione dovrebbe trattare in un business plan tradizionale. Semplificate o ampliate questo schema per creare le basi di un business plan adatto alle vostre esigenze aziendali.

Modello semplice di pianificazione aziendale con cronologia

Scarica un semplice modello di pianificazione aziendale con una linea temporale

Questo modello funge anche da piano di progetto e da calendario per monitorare i progressi nello sviluppo del business plan. Questo modello di pianificazione aziendale consente di suddividere il lavoro in fasi e offre spazio per aggiungere compiti e date chiave per ogni attività. Riempite facilmente le celle in base alle date di inizio e fine per creare una linea temporale visiva e per garantire che il vostro piano rimanga in linea.

Modello di scheda di valutazione del business plan semplice

Scarica la rubrica del business plan semplice

Una volta completato il business plan, utilizzate questo modello di valutazione del business plan per valutare e assegnare un punteggio a ogni componente del piano. Questa griglia vi aiuta a identificare gli elementi del vostro piano che soddisfano o superano i requisiti e a individuare le aree in cui dovete migliorare o elaborare ulteriormente. Questo modello è uno strumento prezioso per garantire che il vostro business plan definisca chiaramente gli obiettivi, le finalità e il piano d'azione, al fine di ottenere il consenso di potenziali investitori, stakeholder e partner.

Esempio di business plan di base

Scarica un esempio di business plan di base

Questo esempio di business plan serve come esempio di un business plan di base che contiene tutti i componenti tradizionali. L'esempio fornisce un modello di come potrebbe essere un business plan per un'attività fittizia di food truck. Fate riferimento a questo esempio per sviluppare il vostro business plan.

Per ulteriori risorse a sostegno degli sforzi di pianificazione aziendale, consultate " Modelli gratuiti di pianificazione strategica "

Componenti principali di un business plan

Gli elementi da includere nel business plan dipendono dall'offerta di prodotti o servizi, nonché dalle dimensioni e dalle esigenze dell'azienda.

Di seguito sono riportati i componenti di un business plan standard e i dettagli da includere in ciascuna sezione:

• Nome della società e informazioni di contatto
• Indirizzo del sito web
• Il nome dell'azienda o dell'individuo che visualizza la presentazione
• Indice dei contenuti
• Background e finalità dell'azienda
• Dichiarazione di missione e visione
• Introduzione del team di gestione
• Offerte di prodotti e servizi principali
• Clienti e segmenti target
• Piano di marketing
• Analisi della concorrenza
• Proposta di valore unica
• Piano finanziario (e requisiti, se applicabile)
• Panoramica dell'azienda e del settore
• Cronologia storica della vostra attività
• Le offerte e il problema che risolvono
• Alternative attuali
• Vantaggio competitivo
• Dimensioni del mercato
• Segmento/i di mercato target
• Volume e valore delle vendite previsti rispetto alla concorrenza
• Differenziazione dalla concorrenza
• Strategia di prezzo
• Canali di marketing
• Piano promozionale
• Metodi di distribuzione
• Struttura giuridica dell'azienda
• Nomi dei fondatori, dei proprietari, dei consulenti, ecc.
• Ruoli del team di gestione, esperienze rilevanti e piano di retribuzione
• Requisiti del personale e piani di formazione
• Sede fisica dell'azienda
• Requisiti fisici aggiuntivi (ad es, magazzino, attrezzature specializzate, strutture, ecc.)
• Flusso di lavoro della produzione
• Materie prime e metodi di approvvigionamento
• Conto economico previsionale
• Prospetto dei flussi di cassa previsti
• Bilancio previsionale
• Analisi di break-even
• Grafici e diagrammi
• Ricerche di mercato e analisi della concorrenza
• Informazioni sul vostro settore
• Informazioni sulle vostre offerte
• Esempi di materiali di marketing
• Altri materiali di supporto

Suggerimenti per la creazione di un business plan

È facile sentirsi sopraffatti dal pensiero di mettere insieme un business plan. Qui di seguito troverete i migliori consigli per semplificare il processo di sviluppo del vostro piano.

• Utilizzate un modello di business plan (potete sceglierne uno tra i tanti) o fate riferimento alla sezione precedente per creare uno schema standard per il vostro piano.
• Modificate il vostro schema per riflettere i requisiti della vostra azienda specifica. Se utilizzate uno schema standard di business plan, eliminate le sezioni che non sono rilevanti per voi o che non sono necessarie per gestire la vostra attività.
• Raccogliete innanzitutto tutte le informazioni attualmente in vostro possesso sulla vostra attività e poi utilizzatele per compilare ogni sezione dello schema del vostro piano.
• Utilizzate le vostre risorse e conducete ulteriori ricerche per colmare le lacune rimanenti. (Nota: Non è necessario compilare il piano in ordine, ma il sommario esecutivo deve essere completato per ultimo, in quanto riassume i punti chiave del piano)
• Assicuratevi che il vostro piano comunichi chiaramente la relazione tra gli obiettivi di marketing, vendita e finanziari.
• Fornite i dettagli del vostro piano che illustrano il vostro piano d'azione strategico, con una prospettiva di tre-cinque anni.
• Rivedete regolarmente il vostro piano con l'evolversi delle strategie e degli obiettivi.
• Che prodotto o servizio offriamo?
• A chi si rivolge il prodotto o il servizio?
• Quale problema risolve la nostra offerta di prodotti o servizi?
• Come faremo a far arrivare il prodotto o il servizio ai nostri clienti target?
• Perché il nostro prodotto o servizio è migliore delle alternative?
• Come possiamo superare i nostri concorrenti?
• Qual è la nostra proposta di valore unica?
• Quando si faranno le cose e chi è responsabile di farle?
• Se dovete ottenere un finanziamento, come lo utilizzerete?
• Quando devono essere pagati e quando arrivano i pagamenti?
• Qual è lo scopo ultimo della vostra attività?
• Quando pensate di essere redditizi?

Per individuare il tipo di business plan da scrivere e per ulteriori consigli utili, date un'occhiata alla nostra guida a scrivere un semplice business plan .

Vantaggi dell'utilizzo di un modello di business plan

Creare un business plan può richiedere molto tempo, soprattutto se non si sa da dove cominciare. Trovare il modello giusto per le vostre esigenze aziendali può essere vantaggioso per una serie di motivi.

L'utilizzo di un modello di business plan, invece di creare il piano da zero, può essere vantaggioso nei seguenti modi:

• Permette di annotare immediatamente i propri pensieri e le proprie idee in modo organizzato
• Fornisce una struttura che aiuta a delineare il piano
• Risparmio di tempo e di risorse preziose
• Aiuta a non perdere i dettagli essenziali

Limiti di un modello di business plan

Un modello di business plan può essere comodo, ma ha i suoi svantaggi, soprattutto se si utilizza un modello che non si adatta alle esigenze specifiche della vostra azienda.

Di seguito sono riportati alcuni limiti dell'utilizzo di un modello di business plan:

• Ogni azienda è unica e ha bisogno di un business plan che la rispecchi. Un modello potrebbe non essere adatto alle vostre esigenze.
• Un modello può limitare la collaborazione con altri membri del team su diversi aspetti dello sviluppo del piano (team di vendita, marketing e contabilità).
• Più file contenenti versioni diverse del piano possono essere archiviati in più di un luogo.
• È ancora necessario creare manualmente grafici e diagrammi da aggiungere al piano per supportare la strategia.
• Gli aggiornamenti del piano, dei fogli di calcolo e dei documenti di supporto devono essere effettuati in più punti (non è detto che tutti i documenti si aggiornino in tempo reale quando vengono apportate le modifiche).

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