business plan sasu excel

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.

The Ultimate Guide to Writing a SaaS Business Plan with Examples and Templates

Explanation: We fact-check all of our content to ensure you have reliable and up-to-date information for your eCommerce business decisions. Learn about our fact-checking steps .

Whether you’re an aspiring entrepreneur or a seasoned veteran, there’s no denying that writing a SaaS business plan is a critical step in launching your SaaS startup . In this article, we’ll give you the lowdown on what goes into writing the ultimate SaaS business plan.

Introduction

Did you know that 70 percent of businesses that follow a strategic business plan manage to survive for five years? 

But here’s the deal — the way you write your SaaS business plan differs a little from the way you might write plans for a more traditional “lifestyle” business. There are unique considerations that can help your business succeed or fail.

It’s necessary to validate your business idea and build a compelling case for investors. If you’re starting a SaaS business, there is an even greater need to create a solid business plan because the resources required to fund growth are often higher relative to other types of online businesses. 

An excellent SaaS business plan lays out essential aspects of your business, from mission and values to marketing strategy and financial projections. It also helps you consider any potential risks and create contingency plans.

If you are considering developing your own SaaS business, this guide discusses what a SaaS business plan should include and how to create an outstanding one. 

We’ll cover areas like your business model examination, marketing, financials, and how to make sure your plan doesn’t include any holes.

What is a SaaS Business Plan?

A SaaS business plan is the roadmap for your software-as-a-service (SaaS) business. With this plan, you can specify steps you need to take to make your business succeed. It basically helps you stay organized and keep track of your progress.

When creating a SaaS business plan, you must consider many factors, including customer segmentation, customer acquisition strategy, pricing structure, marketing, and operational costs. It’s also essential to set short-term and long-term goals to stay on track. 

Moreover, the plan is vital for communicating with potential investors and customers, giving them a clearer insight into the product and its value.

Why Do You Need a SaaS Business Plan?

1. increased clarity.

A SaaS business plan creates clarity around your goals and objectives by articulating them in an understandable format. This plan gives you the foundation for making decisions moving forward, helping you identify potential challenges or opportunities down the road. Whether it’s for yourself, investors or shareholders, having a well-thought-out business plan can be invaluable when it comes to mapping out your trajectory for success.

2. Assign Responsibility

A SaaS business plan focuses on the project and keeps it organized, on track, and ultimately profitable. If your organization lacks a plan, you may find that progress is slow. Projects may get sidetracked or confused, and you may have trouble communicating goals to the team.

With a plan in place, your management team can see who’s responsible for what tasks, when those tasks need to be completed, and how their efforts are contributing to the overall project. It makes it easier to measure performance and set up rewards. 

And at the same time, if someone falls behind or is underperforming, it’s also easier to identify which area needs improvement—all thanks to having a well-defined SaaS business plan.

3. Manage Change

When running a SaaS business, you must always be ready for a pivot. Having a detailed plan helps you prepare for any curve balls that may come your way. A plan is also helpful when expanding or trimming staff or services—it ensures that everyone is on the same page and understands your ultimate goals.

4. Secure Funding

Having a business plan is critical if you’re trying to secure funding for your SaaS project. Investors want to know that you have accounted for all aspects of your project. 

Most are particularly interested in seeing your business model and product, competitive edge, customer acquisition strategy and financial projections. These insights help them to determine the potential profitability of your venture. 

Your business plan typically shows investors how much money they will need to invest in getting the project off the ground.

Pro tip! Discover the techniques and best practices of price anchoring , a pricing strategy you can use in your business plan.

Crafting a Winning SaaS Business Plan Outline

We’ve mentioned earlier that a SaaS business plan is the roadmap you need to create a successful software as a service company. With the right plan, you can identify your target market, outline your strategy, and secure the resources you need to get started. 

Here are the ‘must-haves’ in your outline to get started on the right foot.

1. Executive Summary

The executive summary is a “30-second pitch” that encapsulates the key elements and essential information about your business in a few short paragraphs. It’s the first chapter of your SaaS business plan, setting the tone for the rest of your document. 

The executive summary should be clear and concise while providing enough detail to paint a vivid picture of your business concept and goals.

Potential investors or partners should be able to quickly understand your business goals and concept, as well as your competitive advantages and mission. Hence it’s best to keep your text concise.

You should;

• Include all the essential points and briefly explain how you plan to reach your objectives. 
• Communicate why your company will succeed in this space relative to competitors in the market at large. 
• Finally, don’t forget about visual aids—add charts and other visuals that can help illustrate your points throughout your executive summary to strengthen its impact and clearly present information.

                                                                        Image source 

You can see that this very brief executive summary includes an overview of the product, market, and mission. 

Describing your product and market are particularly essential because they provide a framework for writing about your business model in a way that is focused on your target audience and clear to potential investors.

2. Identifying the Problem

The problem statement clarifies why you create your product or service and why customers need it. It should be succinct and designed to establish your company’s unique purpose and value proposition in the marketplace. 

To write a comprehensive problem statement, you need to research and analyze industry trends to identify the unique problems that your product will solve.

Tools such as the Google Trends search engine or the Pew Research Center are excellent resources for conducting industry research. You can use Google Trends to view the relative popularity of search terms over time, while the Pew Research Center provides access to industry-specific survey data. 

Tools like these can help you identify gaps in the current marketplace to help you create a compelling problem statement.

After your research, use straightforward language to articulate the primary issue your product or service addresses. Remember to keep it Simple. Refrain from overloading readers with too much information; keep it straightforward and easy to understand.

3. Asserting Your Solution

Once you’ve detailed the problem, you need to create a case study for why your solution is the ideal one. Solutions in a SaaS business plan typically refer to the product or service your company provides. 

In this section of the business plan, you must clearly articulate how your solution will be better, faster, or cheaper than the competition. 

As you explain the advantages of your solution, provide concrete data, such as customer testimonials, to back up your claims. It is also important to emphasize the value proposition and the differentiating characteristics that set your solution apart from the competition.

Ultimately, convincing potential customers that your product is better than any alternative will be a key part of gaining their trust. The more information you provide in this section, the more likely potential customers are to understand the value of your product and choose your solution over the competition.

4. Market Opportunity

Market opportunity refers to the potential size and growth of the available market for a business’s services or products. It is an important consideration in the business plan as an essential part of determining the potential success of the business concept. To assess and identify market opportunities, you must first understand your target market.

Check out this graph to find out the approximate global SaaS market growth:

Understanding your target market involves researching the product or service, the target customer demographic, and the market situation for similar products or services. Websites like US Census Bureau , Answer The Public , and Statista can help you uncover actionable insights to identify opportunities, such as untapped markets or customer subsegments that may be more receptive to your SaaS product. 

It is also essential to consider any potential trends or changes in the market, such as new laws and regulations, technology, or changes in customer behavior, that could impact the market. Trend research can help inform pricing and marketing strategy for better long-term success.

You can see that this outlines the potential trend and growth of the cybersecurity market following an analysis by IBISWorld. 

5. Competitive Analysis

The next section of your SaaS business plan should be a competitive analysis. In this part, you look at—and compare yourself to—your competition. This survey helps you understand the current market, identify areas of advantage and disadvantage, and develop strategies to help you stand out from the competition.

Writing a good competitor analysis begins with identifying who your competitors are. Tools like Similarweb can help you find direct and indirect competitors who offer similar services or products differently. For each competitor, you listed, describe the services they provide and their strengths and weaknesses.

Next, spell out the differences between your offer and your competitor’s. Analyze their pricing structures too. Are customers willing to pay more for specific product features? How often do copycats come along? Is there a demand for cheaper alternatives? Understanding these dynamics can help you create better pricing strategies for your SaaS business plan. Popular SaaS pricing strategies include penetration pricing , trial pricing , and psychological pricing .

You can also conduct an SEO competitor analysis   to get a better understanding of your competitors’ strategies. This, in turn, will help you craft a more strategic marketing plan to outperform your competitors’.

6. Business Model Examination

Business model examination in a SaaS business plan involves analyzing and defining how the company plans to generate revenue and create value for its customers. This section includes an in-depth study of key elements of the company’s revenue model, such as pricing strategy, target market, cost structure, sales and marketing channels, and customer acquisition strategy.

The business model examination allows you to ensure that your assumptions are solid and strengthen weak areas. It also validates ideas and visualizes how they stand up compared to competitors in the market. Here, you’ll typically answer important questions such as:

• What value does the SaaS offering provide to its customers?
• How will the company monetize its SaaS offering?
• Who are the target customers, and what are their needs?
• What are the key costs associated with delivering the SaaS offering, and how will these costs be managed?
• How will the company acquire and retain customers, and what is the customer acquisition cost?

7. Marketing Plan and Strategy

This section details a comprehensive strategy for attracting and retaining customers by communicating the value of the company’s offering. It outlines the steps the company will take to build awareness and demand for its product and how it will retain its existing customer base.

A typical marketing plan in a SaaS business plan includes the following components:

• Target market analysis : Identify the target customer segments, their needs, and how the SaaS offering addresses those needs.
• Competitive analysis : Identify the competition and assess the company’s competitive advantage.
• Value proposition: Define the unique value the SaaS offering provides customers and how it differentiates from the competition.
• Positioning strategy : Determine how the SaaS offering will be positioned in the market and how the company will communicate its value proposition to its target customers.
• Marketing mix : Define the marketing mix, including product, price, place, and promotion, and how they will be used to achieve the marketing objectives.
• Marketing budget : Establish the marketing budget, including the cost of marketing campaigns and tactics and how the budget will be allocated to different marketing channels.
• Marketing KPIs : Define key performance indicators (KPIs) to measure the marketing plan’s effectiveness and track progress.

To learn more about measuring your marketing KPIs, read our comprehensive guide on essential SaaS metrics to track and improve growth.

8. Timeline and Map

A timeline is a visual representation of the key milestones and events the company intends to achieve in a specified period. 

The timeline should outline the significant events such as;

• product development
• marketing campaigns
• key hires, as well as the expected completion dates for each event. 

The timeline provides a roadmap for the company, ensuring that the business stays on track and meets its goals.

To create a comprehensive timeline in your business plan, determine what you want to achieve with your SaaS business. Next, identify the key events that need to happen for your business to achieve its goals. These events can include product development, launch, marketing campaigns, and key hires.

After identifying key events, assign a realistic time frame for each milestone, considering any dependencies or constraints. This step will help you to determine the expected completion dates for each event. 

Finally, choose a format for your timeline that is easy to understand and visually appealing. A Gantt chart is a popular choice for creating a timeline, as it provides a clear and visual representation of the timing of each event. You can use a tool like TeamGantt to create Gantt charts.

9. Your Team

Your management team, composed of founders, executives, and everyone in between, are responsible for turning your brilliant idea into a reality. That’s why exploring how your team and plan mesh together is essential to create something truly unique.

In this section, you’ll want to talk about the experience and qualifications that your team brings to the table — including relevant work history and industry knowledge. You’ll also want to talk about how roles are divided among team members and how those roles might evolve.

If the company has a board of directors and advisors, this section should describe their background and experience and how they will contribute to the business’s success. The team section should also outline the company’s plans for future hiring and how the new hires will fit into the company’s overall strategy.

10. Financial Plan

A financial plan is one of the essential parts of your SaaS business plan. It lays out your current and future financial needs so that investors know where you are now and understand where you intend to be in the near and distant future. Here are some key elements to include when writing the financial plan section.

• Projected income statement: Provide a detailed projection of the company’s revenue and expenses over a period, usually 3-5 years.
• Projected cash flow statement: Show the company’s expected cash inflows and outflows over the same period as the projected income statement.
• Projected balance sheet: This section should show the company’s projected assets, liabilities, and equity at the end of each year. 
• Break-even analysis: Show the point at which the company’s revenue will equal its expenses and how long it will take to reach that point.
• Assumptions and risks: Outline the assumptions and risks underlying the financial projections, such as changes in the economy, competition, and customer behavior.
• Capitalization table: This section should show how the company will be funded, including equity investments, debt financing, and other funding sources.

In today’s world, the process of creating a business plan has become much easier. You can find freelancers online who can help handle time intensive parts of the process like research and formatting, making it possible for you to focus on what matters most — your business strategy. 

You can also find templates online that allow you to plug in your own information and print out pages with everything you need.

For example, SCORE provides fillable worksheets to help you cover these key pages in your business plan. The US Small Business Administration (SBA) also offers sample templates for both modern lean startup and traditional business plans. Additionally, you can find free templates on PandaDoc . 

Pro tip! Trial pricing method is another pricing approach you can use when writing a winning SaaS business plan.

Final Thoughts

Now you see, you don’t have to be an excellent wordsmith or planner to craft a winning SaaS business plan. The steps in this guide will help you to organize your thoughts and create a comprehensive plan for your business.

Adaline Lefe Mary John

A great researcher and creator, Adaline is responsible for planning and managing content for all our websites. She has over 10 years of experience in creating and managing content.

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How To Create A SaaS Business Plan In 11 Steps: Full Guide

• November 17, 2023
• Fundraising

Software as a service (SaaS) is the fastest-growing market segment of the past 5 years: the overall spend per company on SaaS products was up +50% in 2021 compared to 2018!

Yet, SaaS do require significant upfront investment before they can turn out a profit. Whether you are raising capital or applying for a grant, you will need a solid business plan for your SaaS startup.

Whilst every business is unique, we strongly recommend to follow a clear structure vetted by dozens of high-profile VC firms globally. Having a powerful and clear business plan will maximise your chances of raising capital from potential investors.

In this article we walk you through the 14 sections you must have in your SaaS business plan.

No te: If you are looking for a pitch deck instead, read our guide here . Although business plans and pitch decks are similar, they are also very different in their format. If you aren’t sure what is best for you, we recommend to read our article on the key differences between business plans and pitch decks .

SaaS Business Plan: The Template

If you are creating a business plan for your SaaS startup, we recommend you follow the following structure:

• Executive Summary
• The Problem
• The Solution
• Market Opportunity
• Competitive Landscape
• Business Model
• Intellectual Property
• Marketing Strategy
• Financial Plan

1. Executive Summary

The executive summary is the introduction of your SaaS business plan. This is a section you should spend a lot of time on as it’s the first impression investors will have when looking at your business plan.

The executive summary should fit in 2 pages maximum . Make it to the point, concise, and make sure to answer the following questions:

• What is the problem you want to solve?
• What is your solution?
• Who are the co-founders behind the project?
• Do you have early traction?
• What are you asking for (capital from investors, government grant application, etc.)?

Expert-built financial model templates for tech startups

2. The Problem

This is the “why” of your business. Explain in this section what is the problem you are trying to solve.

The greatest businesses are solving big problems, yet they aren’t necessarily obvious . For instance, if your SaaS startup aims to solve the pain points of HR administrative tasks (human errors, low digitalisation, time-consuming, etc.) make it clear here. Not everyone is knowledgeable about companies’ support functions processes, let alone HR.

Ideally you would list the 2/3 friction points you aim to fix. For instance, digitalisation usually fixes multiple problems at once: it is fast, seamless and accessible (vs. slow, prone to errors and non-readily available / accessible solutions).

3. The Solution

Your startup builds and commercialises a product and/or a service which solves the problem explained earlier.

This section should not explain in detail your product nor how it works. Instead, it should focus on the benefits for your customers .

Ideally, you should compare the pain points explained on section 2 (the Problem) to the benefits your solution brings to your customers. That way,  it is crystal clear to investors your solution really adds value to potential customers .

4. Market Opportunity

Here, you need to clearly identify 2 very important metrics:

• Market size :  how big is your market?
• Market growth:  how fast does your market grow?

If you are operating in a niche market, chances are that you will face some challenges: the information might not be publicly available. In any case, you should be able to make a high-level estimation of your market.  Read our article on market sizing and how to estimate TAM, SAM and SOM for your startup .

When looking for these metrics, you have multiple sources of information: public reports, specialised press, etc. Even public companies publish press releases and annual reports including some of their proprietary market estimates so be sure to look there too.

5. Competitive Landscape

How fragmented is your market.

Are there 3 big players sharing 90% market share or thousands of small players? Here, refer to public market reports and your own understanding of the competitive landscape.

A few questions you could ask yourself, among others:

• Who are your competitors?
• Are they local, regional, national or global?
• Do they have mobile and/or desktop applications?

Where do you position yourself vs. competition?

Is your solution a game changer other competitors don’t have (yet)? Do you have competitors with similar products/services?

Ideally, you would create a small table with, for each type of competitors (e.g. global diversified companies, small pure players, etc.) the main characteristics they share or not. For instance, do they all a global presence? Do they have a on-premise or a SaaS solution? Do they offer both a desktop and mobile app, or just desktop? What is their relative price positioning (expensive vs. accessible)?

6. Business Model

This section is very important. Now that we have clearly identified the problem you are solving and the benefits of your solution, let’s have a closer look at your product.

This is where you clearly explain 2 key things:

How does your product work?

Explain what your product is and how it works. For instance, is it a desktop and/or a mobile SaaS application? Who is it for exactly (is this a FP&A application only for CFOs or a Slack-like collaboration tool for any type of user)?

Pricing model

SaaS businesses have different types of pricing models: per-user, per-usage, flat-tiered, etc. For a full list of the different pricing models, refer to this great article here .

7. Intellectual Property

This section is optional: only include it if you already have a MVP. If so, you have a strong argument for product-driven investors which will give a lot of credit to your tech.

Be careful not to go into too many specifics though: investors aren’t always engineer by training. Do not put things like the programming language you have chosen (e.g. React, Python) or the database provider (PostgreSQL, MongoDB).

Instead, include things such as:

• whether you have a white-labelled solution or a proprietary back-end / database
• how many full time front/back-end engineers you have
• how much you invested already in your tech

8. Marketing Strategy

This section explains how you acquire customers .

Are you selling a SaaS solution to B2B customers? Or is this a B2C product? This will determine whether you have an inbound or outbound acquisition strategy, or both:

• Inbound acquisition : fully digital acquisition. It can be either paid (paid ads e.g. Google Ads) or organic (content, SEO). Essentially, you convert customers from leads who land on your landing page. This strategy is most common for B2C SaaS businesses
• Outbound acquisition : you acquire customers thanks to your sales team who contact potential customers via phone, emailing or in-person sales efforts. This strategy is very common for B2B SaaS businesses

Once you have clearly explained your acquisition strategy and what tools you are using (e.g. Google Ads for paid search, Instagram and/or newsletter for content), ideally you can show, among others:

• Your average Customer Acquisition Cost (only if you have early traction)
• The number of sales people you have today
• How many customers your sales people close per month in average
• Your monthly paid ads budget
• The number of followers you have on social media
• Your newsletter count

The roadmap tells investors where you are going and how is product going to evolve in the future. You can either keep it high-level (e.g. your long-term strategy) or more detailed (e.g. the pipeline of the near-future product features).

Investors do not just invest in your product as it is today. For example, you might only have developed a MVP with limited features for  early-adopters  while your product could be tweaked and serve a much larger customer base in the future.

Note: if you choose to include your product pipeline, keep it very simple. Your SaaS business plan isn’t your product manager’s presentation to engineers.  Instead of features, focus on the additional benefits and customer segments you might target  as such. For instance, if you plan to launch a messaging feature, focus on the fact it will open new growth opportunities (e.g. network effects).

In this section you should focus on the people behind the company. Unlike in the executive summary, the team section of your SaaS business plan should not be limited to the cofounding or management team.

Instead, you should explain the current organisational structure of your company, the different teams, who they report to and their relative size.

For the people, keep it short. Keep biography to a minimum and only to key people (cofounders and management team). As rule of thumb, 5 lines per team member are enough, 10 a maximum.

When it comes to biographies, only include what is relevant: name, position, years of experience and/or previous companies is more than enough.

What about advisors?

Do you have angel investors with significant experience who advise you on strategy? Do you have a PhD who acts as advisor to your SaaS startup (on regulation and market access matters for instance)?

Any advisor should also be included here, with the same level of detail as for the management team.

Demonstrating in your SaaS business plan that not only team members but also experts are advising and/or sitting on your board is a strong selling point.

Note: add a clickable link to the respective Linkedin profiles so investors can refer to a more exhaustive resume for your team members (if relevant)

11. Financial Plan

Along with your product and the team, this section is highly important. Unfortunately, many startups overlook the importance of financial projections in their SaaS business plan.

Think about your audience: investors (venture capital firms or angel investors) are financially literate individuals . As such, they invest in your business to generate returns. Logically, they care a lot about your financials and more especially, the expected financial performance of your business .

Do not expect investors to make up their own plan for your startup if you haven’t. As CEO, founder or entrepreneur alike, you should have a clear idea of where you are going .

As rule of thumb, the more advanced your startup is, the more granularity you should include here. Pre-seed startups might keep it short (1 slide) yet we recommend seed and Series A+ startups to include 2 slides instead.

Common SaaS metrics you should include in your financial plan slide are:

• Monthly Recurring Revenue (MRR)
• ARPU and ARPPU
• LTV and CAC

For a complete list of the 8 most important metrics for SaaS businesses, refer to our article here .

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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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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.

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Write your business plan

Business plans help you run your business.

A good business plan guides you through each stage of starting and managing your business. You’ll use your business plan as a roadmap for how to structure, run, and grow your new business. It’s a way to think through the key elements of your business.

Business plans can help you get funding or bring on new business partners. Investors want to feel confident they’ll see a return on their investment. Your business plan is the tool you’ll use to convince people that working with you — or investing in your company — is a smart choice.

Pick a business plan format that works for you

There’s no right or wrong way to write a business plan. What’s important is that your plan meets your needs.

Most business plans fall into one of two common categories: traditional or lean startup.

Traditional business plans are more common, use a standard structure, and encourage you to go into detail in each section. They tend to require more work upfront and can be dozens of pages long.

Lean startup business plans are less common but still use a standard structure. They focus on summarizing only the most important points of the key elements of your plan. They can take as little as one hour to make and are typically only one page.

Traditional business plan

Lean startup plan

Traditional business plan format

You might prefer a traditional business plan format if you’re very detail-oriented, want a comprehensive plan, or plan to request financing from traditional sources.

When you write your business plan, you don’t have to stick to the exact business plan outline. Instead, use the sections that make the most sense for your business and your needs. Traditional business plans use some combination of these nine sections.

Executive summary

Briefly tell your reader what your company is and why it will be successful. Include your mission statement, your product or service, and basic information about your company’s leadership team, employees, and location. You should also include financial information and high-level growth plans if you plan to ask for financing.

Company description

Use your company description to provide detailed information about your company. Go into detail about the problems your business solves. Be specific, and list out the consumers, organization, or businesses your company plans to serve.

Explain the competitive advantages that will make your business a success. Are there experts on your team? Have you found the perfect location for your store? Your company description is the place to boast about your strengths.

Market analysis

You'll need a good understanding of your industry outlook and target market. Competitive research will show you what other businesses are doing and what their strengths are. In your market research, look for trends and themes. What do successful competitors do? Why does it work? Can you do it better? Now's the time to answer these questions.

Organization and management

Tell your reader how your company will be structured and who will run it.

Describe the  legal structure  of your business. State whether you have or intend to incorporate your business as a C or an S corporation, form a general or limited partnership, or if you're a sole proprietor or limited liability company (LLC).

Use an organizational chart to lay out who's in charge of what in your company. Show how each person's unique experience will contribute to the success of your venture. Consider including resumes and CVs of key members of your team.

Service or product line

Describe what you sell or what service you offer. Explain how it benefits your customers and what the product lifecycle looks like. Share your plans for intellectual property, like copyright or patent filings. If you're doing  research and development  for your service or product, explain it in detail.

Marketing and sales

There's no single way to approach a marketing strategy. Your strategy should evolve and change to fit your unique needs.

Your goal in this section is to describe how you'll attract and retain customers. You'll also describe how a sale will actually happen. You'll refer to this section later when you make financial projections, so make sure to thoroughly describe your complete marketing and sales strategies.

Funding request

If you're asking for funding, this is where you'll outline your funding requirements. Your goal is to clearly explain how much funding you’ll need over the next five years and what you'll use it for.

Specify whether you want debt or equity, the terms you'd like applied, and the length of time your request will cover. Give a detailed description of how you'll use your funds. Specify if you need funds to buy equipment or materials, pay salaries, or cover specific bills until revenue increases. Always include a description of your future strategic financial plans, like paying off debt or selling your business.

Financial projections

Supplement your funding request with financial projections. Your goal is to convince the reader that your business is stable and will be a financial success.

If your business is already established, include income statements, balance sheets, and cash flow statements for the last three to five years. If you have other collateral you could put against a loan, make sure to list it now.

Provide a prospective financial outlook for the next five years. Include forecasted income statements, balance sheets, cash flow statements, and capital expenditure budgets. For the first year, be even more specific and use quarterly — or even monthly — projections. Make sure to clearly explain your projections, and match them to your funding requests.

This is a great place to use graphs and charts to tell the financial story of your business.  

Use your appendix to provide supporting documents or other materials were specially requested. Common items to include are credit histories, resumes, product pictures, letters of reference, licenses, permits, patents, legal documents, and other contracts.

Example traditional business plans

Before you write your business plan, read the following example business plans written by fictional business owners. Rebecca owns a consulting firm, and Andrew owns a toy company.

Lean startup format

You might prefer a lean startup format if you want to explain or start your business quickly, your business is relatively simple, or you plan to regularly change and refine your business plan.

Lean startup formats are charts that use only a handful of elements to describe your company’s value proposition, infrastructure, customers, and finances. They’re useful for visualizing tradeoffs and fundamental facts about your company.

There are different ways to develop a lean startup template. You can search the web to find free templates to build your business plan. We discuss nine components of a model business plan here:

Key partnerships

Note the other businesses or services you’ll work with to run your business. Think about suppliers, manufacturers, subcontractors, and similar strategic partners.

Key activities

List the ways your business will gain a competitive advantage. Highlight things like selling direct to consumers, or using technology to tap into the sharing economy.

Key resources

List any resource you’ll leverage to create value for your customer. Your most important assets could include staff, capital, or intellectual property. Don’t forget to leverage business resources that might be available to  women ,  veterans ,  Native Americans , and  HUBZone businesses .

Value proposition

Make a clear and compelling statement about the unique value your company brings to the market.

Customer relationships

Describe how customers will interact with your business. Is it automated or personal? In person or online? Think through the customer experience from start to finish.

Customer segments

Be specific when you name your target market. Your business won’t be for everybody, so it’s important to have a clear sense of whom your business will serve.

List the most important ways you’ll talk to your customers. Most businesses use a mix of channels and optimize them over time.

Cost structure

Will your company focus on reducing cost or maximizing value? Define your strategy, then list the most significant costs you’ll face pursuing it.

Revenue streams

Explain how your company will actually make money. Some examples are direct sales, memberships fees, and selling advertising space. If your company has multiple revenue streams, list them all.

Example lean business plan

Before you write your business plan, read this example business plan written by a fictional business owner, Andrew, who owns a toy company.

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Business Plan Excel Template

Excel spreadsheet to prepare professional design business plans. Present your company with a printable and clear plan. With step-by-step guide.

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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.

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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!

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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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Related Templates

Financial Statements

Free Business Plan Templates For Google Sheets And Microsoft Excel

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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Free Startup Business Plan Templates and Examples

By Joe Weller | May 6, 2020

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In this article, we’ve rounded up a variety of the top, professionally designed startup business plan templates, all of which are free to download in PDF, Word, and Excel formats.

Included on this page, you’ll find a one-page startup business plan template , a business plan outline template for startups , a startup business planning template with a timeline , and a sample startup business plan .

Startup Business Plan Template

Download Startup Business Plan Template - Word

Word | Smartsheet

This startup business plan template contains the essential components you need to convey your business idea and strategy to investors and stakeholders, but you can customize this template to fit your needs. The template provides room to include an executive summary, a financial overview, a marketing strategy, details on product or service offerings, and more.

One-Page Startup Business Plan Template

Download One-Page Startup Business Plan Template

Excel | Word | PDF

This one-page business plan is ideal for startup companies that want to document and organize key business concepts. The template offers an easy-to-scan layout that’s ideal for investors and stakeholders. Use this plan to create a high-level view of your business idea and as a reference as you flesh out a more detailed roadmap for your business.

For additional resources, visit " Free One-Page Business Plan Templates with a Quick How-To Guide ."

Simple Fill-In-the-Blank Business Plan Template for Startups

Download Simple Fill-in-the-Blank Business Plan Template for Startups

This comprehensive fill-in-the-blank business plan template is designed to guide entrepreneurs through the process of building a startup business plan. This template comes with a customizable cover page and table of contents, and each section includes sample content that you can modify to fit the needs of your business. For more fill-in business templates, read our  "Free Fill-In-the-Blank Business Plan Templates"  article.

Lean Business Plan Template for Startups

Download Lean Business Plan Template for Startups

This Lean business plan template takes a traditional business plan outline and extracts the most essential elements. Use this template to outline your company and industry overview, convey the problem you are solving, identify customer segments, highlight key performance metrics, and list a timeline of key activities.

Business Plan Outline Template for Startups

Download Business Plan Outline Template for Startups

You can use this business plan outline as a basis to create your own business plan. This template contains all the elements of a traditional business plan, including a title page, a table of contents, and information on what to include in each section. Simplify or expand this outline based on the size and needs of your startup business.

Startup Business Planning Template with Timeline

Download Startup Business Planning Template with Timeline

Excel | Smartsheet

As you create your business plan, this business planning template doubles as a schedule and timeline to track the progress of key activities. This template enables you to break down your plan into phases and provides space to include key tasks and dates for each task. For a visual timeline, shade in the cells according to each task’s start and end dates. The timeline ensures that your plan stays on track.

Business Plan Rubric Template for Startups

Download Business Plan Rubric Template for Startups

Excel | Word | PDF | Smartsheet

If you’re starting a business and want to keep all your ducks in a row, use this rubric to evaluate and score each aspect of your startup business plan. You can tailor this template to the needs of your specific business, and can also highlight areas of your plan that require improvement or expansion. Use this template as a tool to make sure your plan is clear, articulate, and organized. A sharp, insightful, well thought-out plan will definitely get the attention of potential investors and partners.

For additional resources to help support your business planning efforts, check out “Free Startup Plan, Budget, and Cost Templates.”

What’s the Best Business Plan Template for Startups?

The template you choose for your startup business depends on a number of factors, including the size and specific needs of your company. Moreover, as your business grows and your objectives change, you will need to adjust your plan (and possibly your choice of template) accordingly. 

Some entrepreneurs find it useful to use a Lean business plan template design in order to jot down a business concept and see if it’s feasible before pursuing it further. Typically one to three pages, a Lean business plan template encourages you to highlight core ideas and strategic activities and remain focused on key points.

Other entrepreneurs prefer a template with a more traditional business plan design, which allows you to go into greater detail and ensure you include every detail. A traditional plan can range from 10 to 100 pages and cover both the high-level and granular particulars of your overall concept, objectives, and strategy.

There is no one-size-fits-all solution, but the following section outlines the minimum that your business plan template should include in order to gain buy-in from potential investors.

What to Include in a Startup Business Plan

Whether you choose to use a template to develop your startup business plan or decide to write one from scratch, you need to include the following elements:

• An overview of your company and the industry in which it operates
• The problem you are solving and the proposed solution
• A description of your product or service offerings, including key features
• The existing alternatives that customers use and your competitive advantage
• The target customer segments and the channels you will use to reach them
• The cost structure and revenue streams associated with your business
• A financial plan, including sales and revenue projections (ideally 3-5 years)
• If applicable, the financial requirements to get your business running, including how you will source and allocate funds

Each of the following sections provides an example of a business plan that you can use for reference as you develop your own.

One-Page Lean Business Plan Example

This Lean business plan example displays a visually appealing and scannable one-page illustration of a business plan. It conveys the key strategies you need to meet your main objectives. Each element of this concise plan provides stakeholders and potential investors with links to resources that support and expand upon the plan’s details, and it can also serve as an investor pitch deck.

Startup Business Plan Sample

This business plan sample contains all the aspects of a standard business plan. Using a fictional food truck business as the basis for a startup business plan, this sample will give you all the ideas you need to make your plan outstanding.

Download Startup Business Plan Sample - PDF

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 of 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  free 30-60-90-day business plan templates  to find more tailored options.

Top 10 Tips to Create a Startup Business Plan

Putting together a business plan can be overwhelming and time consuming, especially if you aren’t sure where to begin. Below, we share tips you can use to help simplify the process of developing a startup business plan of your own. 

• Use a business plan template, or begin with a business plan outline that provides all the elements of a standard plan to get your ideas down on paper in a structured manner. (You can choose from the selection of templates above.)  
• Remove sections from your outline that aren’t relevant or that aren’t necessary to launch and operate your business.
• Compile the data you have gathered on your business and industry, including research on your target market and product or service offerings, details on the competitive landscape, and a financial plan that anticipates the next three to five years. Use that information to fill in the sections of your plan outline. 
• Get input and feedback from team members (e.g., finance, marketing, sales) and subject matter experts to ensure that the information you’ve included in the plan is accurate.
• Make certain that the objectives of your plan align with marketing, sales, and financial goals to ensure that all team members are moving in the same direction.
• Although this section of the plan comes first, write the executive summary last to provide an overview of the key points in your business plan.
• Prepare a pitch deck for potential clients, partners, or investors with whom you plan to meet in order to share vital information about your business, including what sets you apart and the direction you are headed. 
• Who are the founders and management executives, and what relevant experience do they bring to the table?
• What is the problem you are solving, and how is your solution better than what currently exists? 
• What’s the size of the market, and how much market share do you plan to capture?
• What are the trends in your market, and how are you applying them to your business?
• Who are your direct competitors, and what is your competitive advantage?
• What are the key features of your product or service that set it apart from alternative offerings, and what features do you plan to add in the future?
• What are the potential risks associated with your business, and how do you plan to address them?
• How much money do you need to get your business running, and how do you plan to source it?
• With the money you source, how do you plan to use it to scale your business?
• What are the key performance metrics associated with your business, and how will you know when you’re successful?
• Revisit and modify your plan on a regular basis as your goals and strategies evolve.
• Use a work collaboration tool that keeps key information across teams in one place, allows you to track plan progress, and captures updates in real time.

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How To Write A Business Plan (2024 Guide)

Updated: Apr 17, 2024, 11:59am

Table of Contents

Brainstorm an executive summary, create a company description, brainstorm your business goals, describe your services or products, conduct market research, create financial plans, bottom line, frequently asked questions.

Every business starts with a vision, which is distilled and communicated through a business plan. In addition to your high-level hopes and dreams, a strong business plan outlines short-term and long-term goals, budget and whatever else you might need to get started. In this guide, we’ll walk you through how to write a business plan that you can stick to and help guide your operations as you get started.

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Drafting the Summary

An executive summary is an extremely important first step in your business. You have to be able to put the basic facts of your business in an elevator pitch-style sentence to grab investors’ attention and keep their interest. This should communicate your business’s name, what the products or services you’re selling are and what marketplace you’re entering.

Ask for Help

When drafting the executive summary, you should have a few different options. Enlist a few thought partners to review your executive summary possibilities to determine which one is best.

After you have the executive summary in place, you can work on the company description, which contains more specific information. In the description, you’ll need to include your business’s registered name , your business address and any key employees involved in the business. 

The business description should also include the structure of your business, such as sole proprietorship , limited liability company (LLC) , partnership or corporation. This is the time to specify how much of an ownership stake everyone has in the company. Finally, include a section that outlines the history of the company and how it has evolved over time.

Wherever you are on the business journey, you return to your goals and assess where you are in meeting your in-progress targets and setting new goals to work toward.

Numbers-based Goals

Goals can cover a variety of sections of your business. Financial and profit goals are a given for when you’re establishing your business, but there are other goals to take into account as well with regard to brand awareness and growth. For example, you might want to hit a certain number of followers across social channels or raise your engagement rates.

Another goal could be to attract new investors or find grants if you’re a nonprofit business. If you’re looking to grow, you’ll want to set revenue targets to make that happen as well.

Intangible Goals

Goals unrelated to traceable numbers are important as well. These can include seeing your business’s advertisement reach the general public or receiving a terrific client review. These goals are important for the direction you take your business and the direction you want it to go in the future.

The business plan should have a section that explains the services or products that you’re offering. This is the part where you can also describe how they fit in the current market or are providing something necessary or entirely new. If you have any patents or trademarks, this is where you can include those too.

If you have any visual aids, they should be included here as well. This would also be a good place to include pricing strategy and explain your materials.

This is the part of the business plan where you can explain your expertise and different approach in greater depth. Show how what you’re offering is vital to the market and fills an important gap.

You can also situate your business in your industry and compare it to other ones and how you have a competitive advantage in the marketplace.

Other than financial goals, you want to have a budget and set your planned weekly, monthly and annual spending. There are several different costs to consider, such as operational costs.

Business Operations Costs

Rent for your business is the first big cost to factor into your budget. If your business is remote, the cost that replaces rent will be the software that maintains your virtual operations.

Marketing and sales costs should be next on your list. Devoting money to making sure people know about your business is as important as making sure it functions.

Other Costs

Although you can’t anticipate disasters, there are likely to be unanticipated costs that come up at some point in your business’s existence. It’s important to factor these possible costs into your financial plans so you’re not caught totally unaware.

Business plans are important for businesses of all sizes so that you can define where your business is and where you want it to go. Growing your business requires a vision, and giving yourself a roadmap in the form of a business plan will set you up for success.

How do I write a simple business plan?

When you’re working on a business plan, make sure you have as much information as possible so that you can simplify it to the most relevant information. A simple business plan still needs all of the parts included in this article, but you can be very clear and direct.

What are some common mistakes in a business plan?

The most common mistakes in a business plan are common writing issues like grammar errors or misspellings. It’s important to be clear in your sentence structure and proofread your business plan before sending it to any investors or partners.

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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Accueil » Sociétés » Généralités sociétés » Un simulateur de statut juridique d’entreprise gratuit (Excel)

Un simulateur de statut juridique d’entreprise gratuit (Excel)

Mis à jour 18/04/2023

WikiCréa vous propose un simulateur de statuts juridiques sous Excel, à télécharger gratuitement, pour vous aider à y voir plus clair dans le choix du meilleur régime pour votre entreprise.

Le simulateur de statuts juridiques compare les 4 statuts juridiques principaux :

• l’entreprise individuelle au réel (EI, EIRL),
• la micro-entreprise (régime auto-entrepreneur),
• la SARL (ou EURL en cas d’associé unique),
• la SAS (ou SASU en cas d’associé unique).

Fonctionnement du simulateur de statuts juridiques.

À bien lire avant d’utiliser le simulateur de statuts juridiques..

Saisissez uniquement dans les cases vertes :

• Le chiffre d’affaires annuel HT que vous prévoyez pour votre activité,
• Le niveau de dépenses courantes annuelles HT prévues (assurances, énergie, achat des matières, sous-traitance, déplacements, salaires des employés, fournitures, taxes diverses, etc),
• La rémunération que vous prévoyez de vous verser dans le cas où vous créeriez une société : en effet, le gérant de SARL peut percevoir une rémunération de gérance, et le Président d’une SAS un salaire, sur lesquels sont calculés les charges sociales. Le fonctionnement des entreprises individuelles est différent (pas de notion de rémunération),
• Votre type d’activité (vente de marchandises ou de services).

En fonction de ces différents paramètres, le simulateur calcule et compare les montants de cotisations sociales (Sécurité sociale pour les indépendants ex-RSI, ou URSSAF + retraite), d’ impôt sur le revenu et d’ impôt sur les sociétés qui seront à payer pour chaque statut juridique.

Pour plus de détails, voir aussi nos articles sur le fonctionnement du RSI et l’ impôt sur les sociétés .

A noter : Les montants obtenus sont approximatifs et donnés à titre indicatif.

Télécharger le simulateur de statuts juridiques sous Excel :

Des outils excel gratuits pour gérer son entreprise..

WikiCréa met à votre disposition des outils Excel gratuits pour votre entreprise :

• un modèle de plan financier prévisionnel, facile à compléter : cliquez ici pour y accéder,
• un facturier permettant d’établir devis et factures : cliquez ici pour y accéder,
• un suivi de trésorerie : cliquez ici pour y accéder,
• enfin un livre de recettes pour auto-entrepreneurs (obligatoire pour ce type d’entreprise) : cliquez ici pour y accéder.

Voir aussi nos articles :

• Quel statut juridique pour mon entreprise ?
• L’entreprise individuelle au réel : quelques avantages et beaucoup d’inconvénients
• La micro-entreprise (ex auto-entreprise) : avantages et inconvénients
• Le statut SARL
• La SARL à capital variable
• Le statut SAS/SASU

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Étiquettes : auto entrepreneur auto-entreprise Comment calculer ses charges en entreprise individuelle ? comparaison comparateur comparatif en ligne entreprise entreprise individuelle excel micro-entreprise régime simulateur Simulateur charges SAS simulateur de statuts juridiques Simulateur dividende - rémunération Simulateur EI Simulateur EURL EIRL Simulateur SARL Simulateur SASU EURL simulation simulation de statuts juridiques Simulation entreprise individuelle excel societe statut statuts juridiques tableau télécharger

18 réponses

• Commentaires 18

Merci pour cet outil. Question: comment prend-on en compte la TVA dans l’outil ?

Encore merci

Bonjour, tous les montants sont hors taxe. Bon courage !

Bonjour, Merci pour le fichier. Pour l’EI, le calcul des cotisations sociales indique 47% alors que dans la formule c’est 32%. Où est l’erreur?

Bonjour, en fait il n’y a pas d’erreur. Les charges sociales en EI correspondent à environ 32% du bénéfice réel, ce qui représente au final 47% du BIC (BIC = bénéfice après paiement des charges sociales).

Un super outil pour trouver son équilibre dans le choix de son statut. Bravo pour le travail réalisé, c’est super d’avoir laissé cet outil gratuit avec un accès facile.

Merci beaucoup. P.S : je viens de découvrir votre site, c’est une mine d’information d’une simplicité dont pôle emploi et les cci devraient s’inspirer !

Bonjour, très bon outil ! quelques questions:

Micro entreprise : – cela correspond bien au statut autoentrepreneur ? Si oui il n’y est pas mention des plafonds du statut est-ce normal ?

Sur les 4 exemples de sociétés: – il est possible d’être l’unique personne dans ces sociétés ? – pour les 12000 de salaire pour le dirigeant, c’est parce que dans la limite de 12000 le salaire n’est pas soumis aux cotisations ? – Enfin sur les bénéfices distribuables, l’intégralité peut-elle être versée à l’entrepreneur en fin d’année ? Les dividendes ne sont pas soumis à des prélèvements ?

D’avance merci,

Bien cordialement,

Bonjour, effectivement la micro-entreprise est le nouveau nom de l’auto-entreprise, et il y a bien des plafonds à respecter. Concernant les sociétés, il est possible d’être associé unique en effet (l’EURL est une SARL à associé unique et la SASU est une SAS à actionnaire unique). Pour les 12 000 € de salaire, c’est un montant défini au hasard, ça ne correspond pas à des éventuelles exonérations de cotisations sociales. Enfin, concernant les bénéfices distribuables, la quasi-totalité peut être versée au dirigeant en fin d’année, moyennant des taxes et cotisations sociales (voir notre article https://www.creerentreprise.fr/dividende-definition-charges-impots/ ). Bonne continuation

Bonjour, Merci pour ce simulateur très utile. Une question quand on change le libellé du type d’activité (cellule verte) est-ce que cela doit modifier les formules de calcul car je ne vois pas de différence entre vente de marchandises ou de services. Merci

Bonjour, le type d’activité (vente de services ou de marchandises) a un impact sur le calcul des cotisations sociales du régime de la micro-entreprise seulement.

Bonjour t merci pour ces outils, ainsi que pour la qualité (et la quantité !) d’information de votre site.

Concernant le Simulateur comparateur statuts juridiques entreprise (fichier xslx), je constate qu’il n’inclut pas le cas du BNC des Profession Libéral, mais uniquement les cas des commerçants et artisans. C’est bien dommage… 🙁

Bonjour, votre suggestion sera prise en compte d’ici quelques heures. Merci.

Bonjour, je m’apprête à démarrer une activité de consultant avec peu de dépenses (2000 euros/an) et mon souci est que j’estime que mon CA HT va tourner autour de 70k et 80k euros. Or avec votre simulateur, il me reste autant en facturant 70k en micro entreprise que 90k en EURL ! (en me versant tout en rémunération soit 59k)

La différence est énorme, qu’est-ce que j’ai loupé ?

Votre calcul doit être juste : la micro-entreprise, par son système au forfait, vous applique un taux de dépenses estimées plus élevé que les dépenses réelles, d’où l’économie. Mais la micro-entreprise est moins « crédible » qu’une société.

Bonjour je n’arrive pas a trouver un montage correspondant à mon projet: je suis en ei pour une activité artisanale à mon domicile, ayant par ailleurs un statut de profession liberale. Je suis propriétaire d’un local hors de mon domicile, j’y ai créé ma boutique, et invité des autoentrepreneurs locaux a exposer et vendre avec moi, moyennant une participation aux depenses courantes, et une participation aux permanences du local…Quel est /sont mes statuts ?

Bonjour, Votre outil est bien fait et est très complémentaire à l’outil de l’URSSAF (mon-entreprise.fr) Je me suis permis de l’actualiser sur la base des données fiscales 2022. Souhaiteriez-vous que je vous fasse parvenir le fichier Excel ? Bien cordialement.

Oui moi je suis preneur

Puis je avoir votre modèle a jours 2022 s’il vous plaît

un grand merci j’ai utilisé le simulateur tout est bien plus clair maintenant je sais quel statut choisir

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15 Must-Have Business Report Templates

Businesses need to monitor work to make sure that they’re meeting milestones. They also need to have a means of communicating that information to their stakeholders. Business report templates are a tool that can do both.

Use these free 15 business report templates to create a project dashboard, progress report and workload analysis to make a strategy map, cost-benefit and balanced scorecard.

1. Project Dashboard Business Report Template

A project dashboard is a high-level overview of the project. It captures various key performance indicators (KPIs). It gives managers an instant status report to see if the project is progressing as planned, if costs are aligned with the budget and other metrics to help stay on track.

This free project dashboard template for Excel monitors tasks, workload, task lengths and costs. It does this with easy-to-read graphs and charts . The only problem is that the template must be manually updated, taking time away from the project and the data is already old by the time it’s been inputted.

ProjectManager is award-winning project and portfolio management software that has real-time project and portfolio software that don’t require any lengthy or complicated setup as with lightweight software alternatives. Unlike a template, users get live data and can view one project, a program or a portfolio of projects in real time. Get started with ProjectManager today for free.

2. Progress Report Template

One of the most common business report templates is the progress report . It captures a snapshot of the project over a specific period, providing an overview of all the activities and tasks that have taken place during that time. It highlights milestones and performance metrics such as risks, issues, changes and more.

The free progress report template for Word captures all that data and more. It helps project managers understand if they’re on schedule and can be shared with stakeholders to keep them updated. Reviewing the progress report can open up discussions between the project manager and the stakeholder earlier when they can be dealt with easier than later when the issue is more embedded and harder to resolve.

3. Operating Budget Business Report Template

This business report template applies to any industry that uses an operating budget to forecast revenue and expenses over a period of time. The free operating budget template for Excel is an essential tool for coming up with an accurate budget for a company’s quarter or even the full coming year.

An operating budget is more than a picture of the financial dimensions of a business going forward. It can help set realistic business goals and determine if the results of the quarter or year match the forecast of the operating budget template. There could be unexpected expenses and the annual balance might need to be adjusted.

4. Project Proposal Business Report Template

Whether working in construction, IT, marketing, engineering or any business, this free project proposal template for Word will help deliver the reason for initiating a new project. That’s what makes it a key business report template. It’s a document that exists to convince a sponsor, boss or stakeholder that the project is viable.

Use this free business report template to coordinate resources, tasks, equipment and materials within a timeframe to reach a business objective. It’s the first step towards structuring a project to deliver it successfully. Everything needed is laid out, from the executive summary to an acceptance letter.

5. Project Status Report Template

A project status report is different from a progress report. Managers and stakeholders use them to stay updated on the project’s progress, but they differ in focus and scope. The status report is a broad overview of an entire project compared to its plan, while a progress report focuses more on specific tasks and milestones.

Use this free business report template to capture the project’s status and improve communication with key stakeholders. A free status report template for Excel has project information, a summary of the project’s status and health and a risk management overview. It offers recommendations moving forward.

6. SWOT Analysis Business Report Template

SWOT stands for strengths, weaknesses, opportunities and threats. This free SWOT Analysis template for Word is a tool to assess a business’s competitive position, both internally and externally. It is a key technique in developing a strategic plan. It’s a business report template that gathers data to help make more insightful decisions.

A SWOT analysis template is divided into four parts. These quadrants are labeled strengths, weaknesses, opportunities and threats. The vertical left-hand axis is divided into external and internal, while the top is broken down into positive and negative. Managers then add to each of these quadrants to get a better picture of the business and its competitive position.

7. Inventory Business Report Template

Use this free inventory template for Excel to record the level of stock and track turnover. This business report template lists all of a company’s inventory used in its daily operations and gives managers quick access to volume, price and more. There’s also a place to note when a reorder is needed and how long it will take to replenish that stock.

This business report template serves manufacturers and retailers alike. But it can also track tools or materials used to get work done. This prevents not having what is needed, which will slow down production and impact a business’s bottom line. Being able to track inventory keeps work moving smoothly.

8. Workload Analysis Business Report Template

Businesses use workload analysis to manage their workforce. The goal of workload analysis is balancing tasks across all project teams to ensure that no one is overallocated or underutilized, which slows down productivity and threatens to erode morale or create burnout. None of those should be acceptable to a business.

The free workload analysis template for Excel lists team members’ names and hourly rates. Managers enter their total available work hours per month. Then allocate work hours to each team member and monitor resource utilization rates and costs. This business report template helps keep everyone working at capacity.

9. Strategy Map Business Report Template

Use this Excel business template to visualize the cause and effect of an organization’s strategic objectives. The strategy map template breaks up objectives, which are represented by an oval, into four perspectives: financial, customer, business and learning and growth. It shows how organizations create value.

There are many other benefits to using this business report template. It not only visualizes the organization’s strategic objectives, but it can help to identify key areas of the business for better resource allocation. It can also promote cross-departmental collaboration by showing how different teams are working together to achieve the same objectives.

10. Strategic Roadmap Business Report Template

A strategic roadmap visually communicates the strategic initiatives that will be taken to deliver the business goals and objectives of an organization. Use this business report template to deliver the what and why of an organization’s strategy in a bird’s-eye view of where it currently stands and where it plans to be in the future.

This is an essential business report template for preparing an organization for the changes that are to come. Everyone can use it from the executive leadership team to department managers, product managers, project managers and the project management office (PMO) . A strategic roadmap is key to managing multiple projects, reaching strategic goals or creating a strategic business plan.

11. Action Plan Business Report Template

Business report templates help managers monitor and track work, but if issues need to be addressed, an action plan needs to be created. Use this free action plan template for Excel to execute the plan to get the project back on track. Managers can make an action plan to outline the steps that will help them to accomplish this goal.

The free action plan template has everything a manager needs to get a plan into action. Tasks and their priority are listed for each phase of the project. Assignments are noted, so everyone on the team knows what they’re responsible for. There’s even a status column to track the work and ensure that it’s moving forward as planned.

12. Balanced Scorecard Business Report Template

A balanced scorecard is a document that looks at strategic measures and more traditional financial measures. This provides a more balanced perspective and holistic approach to managing a business’s strategy. This free balanced scorecard template for Excel is a strategic performance metric that businesses use to improve internal operations and external outcomes.

To use this business report template, first set strategic objectives, plan initiatives and establish key performance indicators (KPIs) and expected targets. Next, group strategic objectives using the four balanced scorecard perspectives: financial, customer, business process and learning and growth.

13. Cost Benefit Analysis Template

Using this free cost-benefit analysis template for Excel will determine the return on investment (ROI) for a project. Use it before approving a project to understand if the project is viable from a financial perspective. It’s a business report template that can help companies avoid investing in lost leaders.

The free template works by capturing quantitative costs, indirect, intangible and opportunity. Then there’s a place to list the types of costs and the quantitative benefits. The cost-benefits analysis then compares the costs of doing the project compared to its financial benefits. This is an essential decision-making tool.

14. Gap Analysis Business Report Template

Use this free gap analysis template for Excel to take a business from its current state to the desired future state. It focuses on areas of improvement, a gap percentage, a timeline, resource requirements and much more. This business report template can be used for project management, business process improvement and product management.

To use this free template, begin by losing the focus areas, such as a business process that needs improvement or a human resource gap. Then determine the current and future state of the focus area. Next, estimate the gap percentage and, finally, list the action items that will close that gap. There’s also space to list the responsible parties and the status of the work.

15. Root Cause Analysis Template

A root cause analysis , also called a fishbone diagram, is used to figure out what went wrong so it can be fixed rather than just patched up. This business report template is used to identify the cause of a process not conforming to its planned output. This is part of the larger total quality management process.

The root cause analysis template uses a fishbone diagram, which captures the cause-and-effect relationship in the process to uncover any imperfections, variations, defects or failures. This is used in product development to ensure that the product they’re working on will resonate with customers and work as planned.

ProjectManager Creates Better Reports Than Templates

Business report templates are fine, but they’re not ideal reporting tools. For one, these are static documents that don’t capture live data and, therefore, provide a dated picture of the project. Business report templates also must be manually updated, which takes time away from actually managing and executing the project. For those looking for a more effective alternative to Excel spreadsheets, there’s project management software. ProjectManager is award-winning project and portfolio management software that delivers live data to help make more insightful decisions whether managing one project, a program or a portfolio of projects.

Use Customizable Reports for Easy Analysis

Unlike with business report templates, there’s no manual inputting of data with our reports. They’re automatically collecting real-time data and turning complex information into helpful reports. There are status reports, portfolio reports and reports on variance, workload, timesheets and more. All reports can be created with a keystroke and shared with stakeholders and teams. They can also be filtered to drill down into projects for actionable data on particular team members or tasks. Use reports on progress, costs, time and more to better manage projects.

Collect All Project Data on One Powerful Project Portfolio Roadmap

Use project portfolio roadmaps to view all projects in one Gantt chart-like timeline . This allows managers to better understand resource management and how to allocate limited resources across projects to work more efficiently and effectively. They can also track time and manage tasks. The portfolio roadmap can be filtered by assignee, project manager or customer to make forecasts, view which projects are open and who’s assigned to tasks as well as highlight key metrics for stakeholders.

Related Template Content

There’s more to templates than business report templates. For those not ready to upgrade to project management software, there are over 100 free project management templates that can be downloaded immediately from our site. They cover every phase of managing a project across multiple industries. Here are a few round-up blog posts that offer many free templates.

• 21 Free Excel Templates for Business (Plus 10 Word Templates)
• 12 Free Project Planning Templates for Excel and Word
• 25 Must-Have Project Management Excel Templates and Spreadsheets

ProjectManager is online project and portfolio management software that connects teams whether they’re in the office or out in the field. They can share files, comment at the task level and stay updated with email and in-app notifications. Join teams at Avis, Nestle and Siemens who use our software to deliver successful projects. Get started with ProjectManager today for free.

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Top Excel Budget Templates (Free Downloads Included!)

Table of Contents

Why Use an Excel Budget Template?

Step 1: choose the right template, step 2: set up the template, step 3: input your data, step 4: track and update regularly, step 5: analyze your finances, step 6: adjust as needed, 1. clarity and control, 2. smarter spending, 3. financial goal achievement, 4. improved savings habits, 5. reduced stress, step 1: set up your spreadsheet, step 2: format your template, step 3: use formulas for calculations, step 4: customize to your needs.

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Managing your finances effectively is crucial for achieving financial stability and reaching your financial goals. Excel budget templates are powerful tools that can help you track your income, expenses, and savings with ease. Explore our wide range of Free Excel Budget Templates is here to help! Whether you need to manage your personal finances, business budget, or plan for an event, we’ve got you covered. Choose from our variety of templates, including Annual, Business, Event, Family, Monthly, Personal, Project, Simple, Student, and Weekly Budget templates. Simplify your budgeting process and stay on top of your financial goals with our easy-to-use, customizable templates. Download your Free Excel template today and unlock a path to financial freedom!

Simple Budget Template

The simple budget template is designed for simplicity and ease of use, making it perfect for beginners. This easy budget template features a basic layout with separate sections for income and expenses, helping you manage your finances without any advanced Excel skills. By providing automatic calculations for total income, total expenses, and remaining balance, this beginner budget template allows you to gain a clear snapshot of your financial status at a glance. Ideal for individuals or small families, this basic budget Excel tool helps identify areas where you can cut back on spending.

Download Simple Budget Template

Download Simple Excel Budget Template

• Basic layout with separate income and expense sections.
• Automatic calculation of total income, total expenses, and remaining balance.
• Customizable categories for different types of expenses (e.g., utilities, groceries, entertainment).
• Easy to set up and use without any advanced Excel skills.
• Provides a clear snapshot of your financial status at a glance.
• Helps identify areas where you can cut back on spending.

Usage: Ideal for individuals or small families who want a straightforward way to track their monthly finances.

Weekly Budget Template

For detailed short-term financial tracking, the weekly budget template is the perfect tool. This short-term budget planner helps you monitor your income and expenses on a weekly basis, providing a clear picture of your financial status. With customizable categories for detailed tracking and weekly summaries, this weekly expense tracker allows you to maintain consistent financial monitoring. Ideal for individuals or families, this weekly financial planning template helps you set and achieve weekly financial goals. Whether you prefer weekly budgeting or need to manage short-term finances, this detailed weekly budget template is essential.

Download Weekly Budget Tracker

Download Weekly Budget Template

• Sections for weekly income and expenses.
• Customizable categories for detailed tracking.
• Weekly summaries to monitor spending patterns.
• Helps maintain detailed short-term financial tracking.
• Provides a clear overview of weekly financial status.
• Useful for setting and achieving weekly financial goals.

Usage: Suitable for individuals or families who prefer to keep track of their finances on a weekly basis.

Monthly Budget Planner

The monthly budget planner is an excellent tool for detailed financial tracking on a monthly basis. This monthly expense tracker features separate sections for income, expenses, and savings, along with graphical representations of spending categories to help you visualize where your money goes. With a monthly summary that compares total income and expenses to previous months, this Excel monthly budget template helps you maintain consistent financial tracking. Suitable for anyone looking to monitor their spending and savings month by month, this budget spreadsheet is a must-have for monthly financial planning.

Download Monthly Budget Free Template

Download Monthly Budget Plan Template

• Separate sections for income, expenses, and savings.
• Graphical representations of spending categories to visualize where your money goes.
• Monthly summary of total income and expenses with comparison to previous months.
• Helps maintain consistent financial tracking month over month.
• Easy to spot trends in spending and savings.
• Useful for setting and monitoring monthly financial goals.

Usage: Suitable for anyone who needs to monitor their spending and savings month by month.

Annual Budget Template

For those seeking long-term financial planning, the annual budget template is the perfect tool. This yearly budget planner offers a comprehensive view of your income and expenses over an entire year. With monthly breakdowns for detailed tracking and forecasting features for future planning, this long-term budget Excel template helps you set and achieve annual financial goals. Ideal for identifying yearly financial trends and patterns, this yearly expense tracker provides a clear overview of your financial status. This annual financial planning template is essential for anyone looking to manage their finances over a longer period.

Download Yearly Budget  Planner

Download Yearly Budget Plan Template

• Comprehensive annual view of income and expenses.
• Monthly breakdowns for detailed tracking.
• Forecasting features for future planning.
• Allows for long-term financial planning and tracking.
• Helps identify yearly financial trends and patterns.
• Useful for setting annual financial goals and budgets.

Usage: Best for those who want to keep an eye on their finances over the course of a year, including recurring expenses and long-term savings goals.

Personal Budget Template

The personal budget template is a customizable tool designed to fit your unique financial situation. This individual budget planner provides detailed sections for various types of income and expenses, allowing for personalized financial management. With monthly and yearly summary sheets, this personal expense tracker helps maintain a detailed record of your finances. By offering customization based on individual financial goals and needs, this detailed budget template provides a clear overview of your financial status. Perfect for anyone looking to manage their personal income, expenses, and savings goals efficiently.

Download Personal Budget Excel Template

Download Personal Budget Template

• Detailed sections for different types of income and expenses.
• Customizable categories to fit personal needs.
• Monthly and yearly summary sheets.
• Helps maintain a detailed record of your personal finances.
• Allows for customization based on individual financial goals and needs.
• Provides a clear overview of monthly and yearly financial status.

Usage: Perfect for individuals who want to keep track of their own income, expenses, and savings goals.

Family Budget Template

The family budget template is tailored to help households manage their shared finances effectively. This household budget planner includes special categories for family-related expenses such as childcare and groceries, making it an ideal tool for family financial planning. With sections for household income and expenses, this family expense tracker provides a clear overview of the family’s financial status. Graphical summaries help visualize spending patterns, making it easier to set and achieve family financial goals. This shared budget Excel template is perfect for families looking to manage their finances collectively.

Download Free Family Budget Tracker

Download Family Budget Template

• Sections for household income and expenses.
• Special categories for family-related expenses (e.g., childcare, groceries).
• Graphical summaries to visualize spending patterns.
• Helps families manage and track shared expenses.
• Provides a clear overview of household financial status.
• Useful for setting and achieving family financial goals.

Usage: Ideal for families looking to manage their finances collectively and ensure all household expenses are covered.

Student Budget Template

The student budget template is specifically designed to help students manage their limited finances effectively. This budget template for students includes sections for student income, such as part-time jobs and allowances, and expenses like tuition and books. With customizable categories, this student expense tracker fits the unique needs of students. Monthly summaries help track spending and savings, making this student financial planning template an excellent tool for maintaining a clear overview of financial status. Perfect for students, this customizable student budget template helps manage finances and stay within budget.

Download Student Budget Manager

Download Student Budget Template

• Sections for student income (e.g., part-time jobs, allowances) and expenses (e.g., tuition, books).
• Customizable categories to fit student needs.
• Monthly summaries to track spending and savings.
• Helps students manage and track their limited finances.
• Provides a clear overview of student financial status.
• Useful for setting and achieving student financial goals.

Usage: Perfect for students who need to manage their finances and stay within their budget.

Event Budget Template

Planning and managing the finances of events is made easy with the event budget template. This customizable event budget template is suitable for various types of events, ensuring you stay within your budget for any occasion. Detailed sections for event-related income and expenses, along with customizable categories, make this event expense tracker an essential tool for event financial planning. By providing summary sections to monitor your budget, this budget template for events helps you efficiently manage event-specific expenses. Ideal for weddings, corporate gatherings, and other events.

Download Event Budget Planner

Download Event Budget Template

• Detailed sections for event-related income and expenses.
• Customizable categories for different types of events.
• Summary sections to ensure you stay within your budget.
• Helps manage event-specific expenses efficiently.
• Provides a clear overview of event finances.
• Useful for staying within budget for various types of events.

Usage: Great for anyone planning an event, from weddings to corporate gatherings, to keep track of all related expenses.

Project Budget Template

The project budget template is designed to help manage the financial aspects of projects, big or small. This customizable project budget template includes sections for project income and expenses, ensuring your project stays on budget. With tracking and summary features, this project expense tracker provides a clear overview of project costs. Ideal for project managers or freelancers, this project financial planning template helps keep a close eye on project-specific finances. Whether you are handling a small project or a large initiative, this budget template for projects is an invaluable tool.

Download Project Budget Manager

Download Project Budget Template Excel

• Sections for project income and expenses.
• Customizable to fit different types of projects.
• Tracking and summary features to monitor project budget.
• Helps manage project-specific finances efficiently.
• Provides a clear overview of project costs.
• Useful for ensuring projects stay within budget.

Usage: Ideal for project managers or freelancers who need to keep a close eye on project costs.

Business Budget Template

Designed specifically for small businesses, the business budget template helps manage business finances effectively. This small business budget planner includes sections for business income, expenses, and profits, making it an excellent tool for business financial planning. Customizable to fit various business needs, this business expense tracker provides detailed financial summaries and forecasts. Ideal for small business owners, this budget template for businesses offers a comprehensive view of the business’s financial status. With this tool, managing and tracking business finances becomes efficient and straightforward.

Download Business Budget Template

• Sections for business income, expenses, and profits.
• Customizable to fit various business needs.
• Detailed financial summaries and forecasts.
• Helps manage and track business finances efficiently.
• Provides a clear overview of business financial status.
• Useful for setting and achieving business financial goals.

Usage: Best for small business owners who need a comprehensive tool to manage their business finances.

Using an Excel budget template can make managing your finances much simpler and more efficient. Whether you’re an individual, a family, a student, or a business owner, there’s a template out there that can meet your needs. Download one of these top templates and start taking control of your finances today!

Imagine navigating a road trip without a map. Budgeting is similar. Without a clear plan, your finances become a confusing, potentially expensive journey. A budget template acts as your GPS, providing structure and direction. Excel budget templates offer numerous advantages for managing your finances:

• Ease of Use: Excel’s user-friendly interface makes it easy to input and organize financial data.
• Customization: Templates can be tailored to fit your unique financial situation.
• Automation: Excel’s formulas and functions automate calculations, saving time and reducing errors.
• Visualization: Charts and graphs help visualize your financial data, making it easier to identify trends and make informed decisions.
• Accessibility: Excel is widely available and compatible with various devices, allowing you to access your budget anytime, anywhere.
• Formulas Save Time: Automate calculations for a faster and more accurate budgeting experience.
• Data Visualization: Charts and graphs make your spending trends clear and easy to understand.
• Organization Powerhouse: Excel keeps your finances neatly organized in one place.

How to Use Excel Budget Templates

Using Excel budget templates can significantly simplify the process of managing your finances. Whether you’re tracking personal expenses, planning an event, or managing a business, these templates provide a structured way to monitor income and expenses. Here’s a step-by-step guide on how to use Excel budget templates effectively:

Identify Your Needs: Determine what type of budgeting you need (e.g., personal, family, event, business). Download the Template: Visit a trusted source like Microsoft Office Templates or a reputable financial website to download the template that suits your needs.

Open the Template: Open the downloaded Excel budget template on your computer. Customize Categories: Adjust the income and expense categories to match your specific financial situation. Most templates allow you to add, remove, or rename categories.

Enter Income: Start by entering all your income sources. This could include salary, freelance work, investments, or any other sources of income. List Expenses: Input your expenses in the corresponding categories. Be as detailed as possible, including both fixed expenses (rent, utilities) and variable expenses (groceries, entertainment).

Monitor Regularly: Make it a habit to update the template regularly with new income and expenses. This could be done daily, weekly, or monthly, depending on your preference. Review Summaries: Use the summary sections to review your financial status. Look at the total income, total expenses, and the remaining balance to understand your financial health.

Identify Trends: Use the graphical representations and summary sections to identify spending patterns and trends. This can help you make informed decisions about where to cut costs or how to allocate more funds to savings. Set Goals: Based on your analysis, set realistic financial goals. This could be saving a certain amount each month, reducing discretionary spending, or planning for a major purchase.

Modify Categories: If you find that your categories are too broad or too narrow, adjust them to better reflect your financial activities. Revisit Goals: Regularly revisit your financial goals and adjust them based on your current financial situation. If you achieve a goal, set a new one to keep yourself motivated.

Importance of Budgeting

Budgeting is a crucial aspect of financial management that can significantly impact your financial well-being. It involves planning and tracking your income and expenses to ensure you are living within your means and working towards your financial goals. Here are some key reasons why budgeting is essential:

Gain Insight: Budgeting gives you a clear picture of where your money is going. It clarifies your income and expenses, giving you control over your money. By tracking your expenses and income, you can see exactly how much you are spending and on what, allowing you to make informed financial decisions.

Avoid Overspending: A budget helps you avoid overspending by keeping your expenses in check. By setting limits for different categories, you can prevent unnecessary expenditures and ensure you have enough funds for essential needs.

Prioritize Needs Over Wants: With a budget, you can prioritize your needs over wants. This helps curb impulse purchases and avoid unnecessary debt. By allocating funds to essential expenses first, you can ensure that your basic needs are met before spending on discretionary items.

Avoid Debt: Budgeting helps you live within your means, reducing the likelihood of relying on credit cards or loans for day-to-day expenses. This proactive approach prevents the accumulation of new debt and promotes long-term financial stability.

Set and Reach Goals: Whether you’re saving for a vacation, a new car, a home, or retirement, a budget helps you set realistic financial goals and create a plan to achieve them. It helps you track progress towards these goals, ensuring you make steady progress.

Emergency Fund: Budgeting helps you build an emergency fund, providing a financial cushion for unexpected expenses like medical bills, car repairs, or job loss. Having this safety net can reduce stress and prevent you from falling into debt.

Consistent Savings: Budgeting enables you to set aside money regularly for savings. A budget ensures consistent allocation towards your savings goals. By treating savings as a fixed expense, you can ensure consistent contributions to your savings account, helping you build wealth over time.

Long-term Planning: A budget helps you plan for long-term financial goals such as retirement, education, or major purchases. It allows you to allocate funds strategically and work towards these goals systematically.

Peace of Mind: Knowing that you have a plan for your finances can significantly reduce financial stress. A budget provides clarity and structure, helping you feel more in control of your financial situation. Knowing every penny’s purpose brings peace of mind.

Preparedness: Being prepared for both regular and unexpected expenses can alleviate anxiety. Budgeting ensures you are financially prepared for various scenarios, providing peace of mind and stability.

How to Create an Excel Budget Template

Creating an Excel budget template is straightforward. Follow these steps to build a customized template that suits your financial needs:

Open a new spreadsheet in Excel. Title your sheet “Excel Budget Template” and create the following columns:

• Date: The date of the transaction.
• Category: The type of income or expense (e.g., Salary, Groceries, Rent).
• Description: A brief description of the transaction.
• Budgeted Amount: The planned amount for each category.
• Actual Amount: The actual amount spent or received.
• Difference: The difference between the budgeted and actual amounts.
• Notes: Any additional notes or comments.

• Difference: =D2-E2
• Total Income: = SUM (D2:Dn) for all income rows
• Total Expenses: =SUM(E2:En) for all expense rows
• Net Total: =Total Income – Total Expenses

Adjust the categories and descriptions based on your financial situation. Add any specific items or recurring expenses that are unique to your budget.

Tips for Effective Budgeting with Excel

• Be Consistent: Update your budget regularly to ensure accuracy.
• Review Regularly: Analyze your budget at the end of each month to identify trends.
• Adjust as Needed: Modify your budget based on actual expenses and income.
• Use Conditional Formatting: Highlight important data and trends with Excel’s conditional formatting features.
• Backup Your Data: Regularly save and backup your Excel files to prevent data loss.

Using an Excel budget template is a powerful way to take control of your finances. With the ability to customize, automate, and visualize your financial data, Excel makes budgeting easier and more effective. Download our free templates above and start managing your finances today.

Recommended articles:

• ProjectManager.com: How to Make a Project Budget?
• Income and Expenses Tracking Templates : Check our templates for tracking Income and Expenses
• Smartsheet.com: Free Budget Templates

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WOW! Fantastic budget template! It’s very user-friendly. Made managing my finances much simpler. Highly recommend to anyone looking for an efficient budgeting solution.

Thank you for your feedback!

This Excel Budget Template is a game-changer! Super intuitive and helpful for financial management

Thank you so much for your kind words! I’m thrilled to hear that the Excel Budget Template has been so helpful for your financial management. If there are any specific features you particularly enjoy or if there’s anything else you’d like to see in future templates, please let me know. Your feedback is invaluable!

Just what I needed! This budget template simplifies complex financial tasks. Great job!

Thanks for the kind words! I’m glad the template is helpful. Let me know if there’s anything else you need!

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Modèle de business plan Excel gratuit – 2025

Modèle de business plan Excel gratuit : voici une trame de plan financier prévisionnel pour chiffrer votre projet de création d’entreprise. Disponible gratuitement et sans inscription.

Créer une entreprise, c’est passer par différentes étapes allant de l’idée à la création effective, en passant par l’ étude de marché , la définition du modèle économique ou encore le choix du statut juridique . Parmi ces étapes, il y en a une qui peut s’avérer décisive : c’est le chiffrage du projet. Il s’agit de poser des chiffres sur les différentes hypothèses d’activité retenues, afin de tester sa viabilité à court et moyen terme.

Pour cela, il faudra disposer d’un modèle de business plan Excel gratuit , une trame professionnelle qui reprend une présentation comptable classique, pour une crédibilité maximale. Ce type de document n’est pas toujours facile à concevoir, car il faut maîtriser les notions comptables essentielles.

Or le document que nous vous proposons dans cet article va vous permettre de créer un plan financier facilement, rapidement, sans qu’il soit besoin de maîtriser les notions de comptabilité, grâce à une interface intuitive.

Chiffrer son projet de création d’entreprise à travers un plan financier en bonne et due forme est incontournable pour trouver des financements, notamment bancaires. Mais l’exercice est dans tous les cas nécessaire, même si aucun financement extérieur n’est sollicité.

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Le document sur 3 ans que nous mettons à votre disposition a été conçu pour être simple et intuitif : il suffit de compléter les données du premier onglet. Le plan financier apparaîtra prêt à être imprimé dans l’onglet suivant.

Les principaux éléments à remplir sont les suivants :

• le  statut juridique ,
• les  besoins de démarrage : dépenses et investissements à réaliser avant même de lancer l’activité, y compris un volant de trésorerie,
• le financement des besoins de démarrage . Attention la somme des montants doit couvrir le total des besoins de démarrage !
• les charges fixes : ce sont les dépenses récurrentes,
• le chiffre d’affaires : simulez un montant de chiffre d’affaires pour chaque mois et une évolution d’une année à l’autre, en distinguant vente de marchandises et prestations de services,
• le taux de charges variables : c’est le coût d’achat des marchandises vendues, exprimé en pourcentage du prix de vente moyen. Par exemple, si vous achetez des produits à 20 € pour les revendre 40 €, vous devrez saisir 50%. Ce taux ne s’applique pas aux ventes de services, car il n’y a pas de notion de marge dans ce cas,
• le  besoin en fonds de roulement  : entrez le nombre de jours moyens entre une vente et la réception du paiement, et d’autre part entre un achat de marchandise et le décaissement correspondant. Ces données génèreront un calcul automatique de décalage de trésorerie,
• enfin les salaires versés ainsi que votre rémunération.

Soyez attentif aux indications présentes près des cellules de saisie. N’hésitez pas à utiliser le modèle de business plan Excel gratuit comme un simulateur, à revoir vos chiffres, à affiner vos hypothèses financières pour arriver à un document parfait !

Quelques conseils utiles concernant votre modèle de business plan Excel gratuit…

Pour alimenter votre modèle de business plan Excel, il est crucial de justifier tous les chiffres à travers des recherches, des devis ou des éléments d’étude de marché.

En l’absence de certaines données, il convient de les rechercher activement ou de les générer sur la base d’hypothèses sérieuses et argumentées, il en va de votre crédibilité !

Il est recommandé de ne pas afficher un chiffre d’affaires trop ambitieux, surtout la première année.

Si la rentabilité semble faible, il est important de ne pas manipuler les chiffres artificiellement, mais plutôt d’analyser les causes probables, comme une marge insuffisante, un manque de clients, ou des problèmes d’organisation.

Les montants doivent toujours être exprimés hors taxes , quel que soit le statut juridique ou le régime fiscal, car un business plan doit être établi hors TVA.

Il est aussi conseillé de faire évaluer son business plan par un expert-comptable .

En cas de refus de financement, il ne faut pas se décourager, mais plutôt revoir le modèle économique et améliorer le document, voire identifier d’autres sources de financement.

Enfin, le business plan financier doit faire partie d’un plan d’affaires plus global, incluant la partie chiffrée mais aussi l’étude de marché et la présentation globale du projet.

D’autres modèles de documents de création d’entreprise

Vous trouverez sur ce site d’autres modèles de documents indispensables et incontournables en phase de création d’entreprise. Cliquez sur les liens suivants pour les télécharger :

• Un simulateur de calcul de seuil de rentabilité (Excel)
• Un comparateur de statut juridique
• Un business model canvas Word : modèle gratuit

Sans oublier nos modèles pour la gestion quotidienne d’une petite entreprise :

• Un logiciel de facturation Excel gratuit
• Un tableau de suivi des recettes et dépenses pour auto-entrepreneur   (obligatoire en micro-entreprise)
• Un budget de trésorerie Excel gratuit
• Un tableau de suivi commercial Excel gratuit

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