Financial management

Keeping your finances in check is easy to start-and maintain- when you use an excel budget planning template in your financial management routine. customize an excel template to suit your unique financial management needs, whether you're balancing the books of a small business or keeping track of your household budget..

business plan excel financial template

Budget your personal and business finances using these templates

Manage your finances using Excel templates. Stay on track for your personal and business goals by evaluating your income and expenses. Use these templates to add in pie charts and bar graphs so that you can visualize how your finances change over time. Create infographics that show what categories are included in your budget and the types of factors that incorporate each category. Download your financial management template so that you can access it and edit it as you need.

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Free Business Plan Excel Template [Excel Download]

Written by Dave Lavinsky

Growthink's Business Plan Excel Template

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

Download our Ultimate Business Plan Template here >

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

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

Download the template here: Financial Plan Excel Template  

How to Finish Your Business Plan in 1 Day!

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

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

What’s Included in our Business Plan Excel Template

Our business plan excel template includes the following sections:

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

Example 5 Year Annual Income Statement

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

Example 5 Year Annual Cash Flow Statement

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

Example 5 Year Annual Balance Sheet

Download the template here: Business Plan Excel Template 

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

Finish Your Business Plan Today!

The importance of the financial model in your business plan.

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

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

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

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Create a business plan

You've been dreaming of starting your own business. You've started with some concrete steps, and you're ready to put your proposal together. But how do you start, and how do you know when you have the right information?

How to get it done

Create a business plan with templates in Word:

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Start with a template

Download these templates from the Office Templates site to create your plan:

Fill in your Business plan .

Analyze your market with the Business market analysis template .

Detail your financials in a Financial plan .

Divide up the work and track deliverables with this Business plan checklist .

Wrap up with this Business startup checklist .

Need a little help?

Learn how to:

Start a document from a template .

Apply themes to change your plan's look.

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

ClickUp Contributor

February 13, 2024

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

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

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

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

What is a Business Plan Template?

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

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

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

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

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

10 Business Plan Templates to Use in 2024

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

ClickUp Business Plan Template

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

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

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

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

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

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

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

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

ClickUp Sales Plan Template

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

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

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

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

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

ClickUp Business Development Action Plan Template

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

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

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

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

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

ClickUp Business Roadmap Template

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

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

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

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

ClickUp Business Continuity Plan Template

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

The template organizes tasks into three main categories:

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

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

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

ClickUp Lean Business Plan Template

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

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

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

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

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

ClickUp Small Business Action Plan Template

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

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

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

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

ClickUp Strategic Business Roadmap Template 

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

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

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

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

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

Microsoft Word Business Plan Template by Microsoft

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

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

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

Excel Business Plan Template by Vertex42

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

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

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

Try a Free Business Plan Template in ClickUp

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

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

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

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Spreadsheet123 - The Ultimate Guide to The World of Excel

5-Year Financial Plan Template

Whether you are already running a business, or making plans to start one up, financial planning is a vital part of ensuring your success. Not knowing your expected income and expenditure will make it difficult to plan, and hard to find investors.

This 5-Year Financial Plan spreadsheet will make it easy for you to calculate profit and loss, view your balance sheet and cash flow projections, as well as calculate any loan payments you may have. Whilst the wording on this spreadsheet is focussed around products, it can just as easily be used for businesses who largely provide services to their customers.

5-Year Financial Plan Projection

5-Year Financial Plan Projection Screenshot

How to use Financial Plan

Model inputs.

Use the Model Inputs sheet to enter information about your business that will be used to model results seen on the other pages.

Forecasted Revenue

The forecasted revenue section allows you to estimate your revenue for 4 different products. Simply use the white boxes to enter the number of units you expect to sell, and the price you expect to sell them for, and the spreadsheet will calculate the total revenue for each product for the year. If you want to give your products names, simply type over the words "Product 1", "Product 2" etc. and these names will be carried through to the rest of the spreadsheet.

Cost of Goods Sold

Your margins are unlikely to be the same on all of your products, so the cost of goods sold allows you to enter your expected gross margin for each product into the white boxes in Column B. The spreadsheet will automatically calculate the annual cost of goods sold based on this information, along with your forecasted revenue.

Annual Maintenance, Repair and Overhaul

As the cost of annual maintenance, repair and overhaul is likely to increase each year, you will need to enter a percentage factor on your capital equipment in the white box in Column B. This will be used to calculate your operating expenses in the profit and loss sheet.

Asset Depreciation

Use the white box to enter the number of years you expect your assets to depreciate over. This may vary greatly from business to business, as assets in some sectors depreciate much more quickly than they do in others.

In most parts of the world, you will have to pay income on your earnings. Enter the annual tax rate that applies to your circumstances in the white box in Column B. If you have to pay any other taxes, these can be entered later on the Profit and Loss sheet.

Although you cannot be certain of the level of inflation, you will still need to try and plan for it when coming up with a 5-year financial plan. The International Monetary Fund provide forecasts for a number of countries, so is a good place to look if you are unsure what to enter here. Simply enter your inflation rate in the white box.

Product Price Increase

As a consumer, you are no doubt aware that the price of products goes up over time. Enter a number in the white box to show the expected annual price increase of your products to enable the spreadsheet to calculate income in future years. If you are unsure what to put here, increasing your product price in line with inflation is a good starting point. If your business is just starting out, you may be able to command higher prices for your products or services as the years go on, as you build up brand recognition and a good reputation.

The funding section allows you to enter information about your business loan. To use this section, simply fill in the three white boxes representing the amount of the loan, the annual interest rate and the term of the loan in months - for example, 12 for 1 year, 24 for 2 years, 36 for 3 years, 48 for 4 years, or 60 for a 5 year loan.

Profit and loss

This sheet calculates your profit and loss for each year over a 5 year period. The profit and loss assumptions, along with income, are automatically calculated using information entered in the model inputs sheet.

Non-Operation Income

You may have, or be expecting some income in addition to your operating income. These can be entered manually in the white cells in Column B for Year 1, Column C for Year 2 and so on. There are pre-entered categories for rental, lost income and loss (or gain) on the sale of assets, as well as an additional row where you can enter your own non-operation income.

Operating Expenses

Some parts of this are already filled in based on information you put on the Model Inputs, for example, depreciation, maintenance and interest on long-term debt. Years 2-5 are also filled in for you across all categories based on the inflation information entered in the Model Inputs sheet. You therefore only need to enter your Sales and Marketing, Insurance, Payroll and Payroll Tax, Property Taxes, Utilities, Administration Fees and any Other Expenses into the white cells in Column B for Year 1.

Non-recurring Expenses

This section is for entering any expenses that you will not be paying on an annual basis. The Unexpected Expenses row allows you to enter a contingency for unexpected expenses, whilst the Other Expenses row allows you to enter any other one off expenses you may be expecting to make, for example the purchase of new equipment part way into your 5 year plan.

Income Tax is filled in based on the information you enter into the model inputs. Depending on where your business is based, you may find yourself having to pay other taxes. These can be entered in the Other Tax row. You can rename this row by typing over the "Other Tax (specify)" text.

Balance Sheet

The annual balances for Years 1-5 are, in most cases, filled in for you, based on the information you have entered on the Model Inputs sheet and in the Initial Balance column of the Balance Sheet column itself. This makes it very easy to use.

Current Assets

This is where you can enter the value of any of your current assets, with spaces to enter information about Cash and Short-term Investments, Accounts Receivable, Inventory, Prepaid Expenses and Deferred Income Tax. At the bottom of this section is a space for you to enter any other current assets you may have that do not fall into any of these categories.

Property and Equipment

Depending on the nature of your business, you may have assets such as Buildings, Land, Capital Improvements and Machinery. Enter the value of these assets into Column B, and these values will be copied over to each of the 5 years of the plan. The depreciation information entered into the Model Inputs sheet will be used to calculate the depreciation expenses, which allows a total for property and equipment to be calculated automatically.

Other Assets

This section is for entering information on any assets that don't fit in the other sections. These could be Goodwill Payments, Deferred Income Tax, Long-term Investments, Deposits, or any Other long-term assets. Enter the information into Column B, and it will be carried across to the yearly columns automatically.

Current Liabilities

As well as assets, your business is likely to have liabilities. There are spaces to enter Accounts Payable, Accrued Expenses, Notes Payable and Short-term Debt, Capital Leases and Other current liabilities. Just leave blank any rows where you do not have any liabilities, and the totals will be calculated for you.

Your long-term debt/loan information will have already been entered in the Model Inputs sheet, so the only thing to do here is to enter any other long-term debt. Unlike much of the rest of the Balance Sheet, you can manually enter different amounts for each year, as you may, for example, be expecting to take on another loan to purchase some new equipment in Year 3 as your business expands.

Other Liabilities

Use this section to enter any liabilities not covered by the pre-defined labels. You can amend the text in Column A, in order to specify the liabilities, and then enter the cost of these liabilities in Column B.

Your business is likely to have some equity, and this can be entered into this section. You can fill out the Owner's Equity, Paid-in Capital and Preferred Equity in Column B. Your retained earnings are automatically calculated based on the Profit and Loss sheet.

Much of the information on the cash flow sheet is based on calculations in the Balance Sheet. It is important to plan your cash flow carefully, so that you know what funds you will have available to buy new stock and equipment.

Operating Activities

Much of this section is automatically filled in based on your balance sheet. There are only three rows to fill out, which are Amortization, Other Liabilities and Other Operating Cash Flow. You only need to fill out the white boxes in Column B for Year 1, as these values will automatically be carried over into subsequent years for you.

Investing Activities

Your capital expenditures and sale of fixed assets will be automatically populated if you have filled out the relevant sections of the Balance Sheet. They will be blank if they do not apply. As investing activities can vary year on year, you will need to fill out any investment activities for each of the 5 years in the appropriate columns for Acquisition of Business, and any Other Investing Cash Flow items.

Financing Activities

The long-term debt/financing row will be pre-filled based on the loan information previously entered. Use Column B to fill out your Preferred Stock, Total Cash Dividends Paid, Common Stock and Other Financing Cash Flow items for Year 1. This information will automatically carried over to Years 2-5.

Loan Payment Calculator

There is nothing to enter on this sheet, as it is for information only. Whether or not you already have a loan, or are using this spreadsheet as a part of a business plan to help you obtain one, it allows you to easily see how much you will be paying each month, showing how much you are paying off your loan, and how much you are paying in interest. This will allow you to get an idea of whether or not you can afford to borrow a bit extra, if you feel it would allow you to push your business into higher places, or whether you need to shop around for a better interest rate or adjust the loan term in order to afford the loan payments.

Related Templates

Restaurant Profit and Loss Statement

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Access our collection of user-friendly templates for business planning, finance, sales, marketing, and management, designed to assist you in developing strategies for either launching a new business venture or expanding an existing one.

You can use the templates below as a starting point to create your startup business plan or map out how you will expand your existing business. Then meet with a  SCORE mentor to get expert business planning advice and feedback on your business plan.

If writing a full business plan seems overwhelming, start with a one-page Business Model Canvas. Developed by Founder and CEO of Strategyzer, Alexander Osterwalder, it can be used to easily document your business concept.

Download this template to fill out the nine squares focusing on the different building blocks of any business:

  • Value Proposition
  • Customer Segments
  • Customer Relationships
  • Key Activities
  • Key Resources
  • Key Partners
  • Cost Structure
  • Revenue Streams

For help completing the Business Model Canvas Template, contact a SCORE business mentor for guidance

From creating a startup budget to managing cash flow for a growing business, keeping tabs on your business’s finances is essential to success. The templates below will help you monitor and manage your business’s financial situation, create financial projections and seek financing to start or grow your business.

This interactive calculator allows you to provide inputs and see a full estimated repayment schedule to plan your capital needs and cash flow.

A 12-month profit and loss projection, also known as an income statement or statement of earnings, provides a detailed overview of your financial performance over a one-year period. This projection helps you anticipate future financial outcomes by estimating monthly income and expenses, which facilitates informed decision-making and strategic planning. 

If you’re trying to get a loan from a bank, they may ask you for a personal financial statement. You can use this free, downloadable template to document your assets, liabilities and net worth. 

A Personal Financial Statement is a

Marketing helps your business build brand awareness, attract customers and create customer loyalty. Use these templates to forecast sales, develop your marketing strategy and map out your marketing budget and plan.

How healthy is your business? Are you missing out on potential growth opportunities or ignoring areas of weakness? Do you need to hire employees to reach your goals? The following templates will help you assess the state of your business and accomplish important management tasks.

Whether you are starting your business or established and looking to grow, our Business Healthcheck Tool will provide practical information and guidance.

Learn how having a SCORE mentor can be a valuable asset for your business. A SCORE mentor can provide guidance and support in various areas of business, including finance, marketing, and strategy. They can help you navigate challenges and make important decisions based on their expertise and experience. By seeking out a SCORE mentor, you can gain the guidance and support you need to help grow your business and achieve success.

SCORE offers free business mentoring to anyone that wants to start, currently owns, or is planning to close or sell a small business. To initiate the process, input your zip code in the designated area below. Then, complete the mentoring request form on the following page, including as much information as possible about your business. This information is used to match you with a mentor in your area. After submitting the request, you will receive an email from your mentor to arrange your first mentoring session.

Copyright © 2023 SCORE Association, SCORE.org

Funded, in part, through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.

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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

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

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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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Business Plan: How to Create Great Financial Plans in Excel

business plan excel financial template

I guess, you are about to write a business plan and that is why you have come to this page. Very good – because in this article I am going to write down my experience with business plans and what I have learned creating them with Microsoft Excel. As I will point out again further down, I will only concentrate on the financial part of business plans. Specifically, how to set it up in Excel. Of course, you can also download an Excel template .

Parts of business plans

As you reached this page I suppose you already have a rough idea of what a business plan is. So, we will skip this part here.

A business plan is a formal written document containing the goals of a business, the methods for attaining those goals, and the time-frame for the achievement of the goals.” https://en.wikipedia.org/wiki/Business_plan

business plan excel financial template

But one comment concerning the scope of this article: The formal business plan has usually many different parts, in which you describe the business idea and product, the market, competition, legal construct and so on. But typically, investors are most interested in the financial part. They want to know first, what they can get out of it. Of course, the other parts are also very important, but the financial topics usually put everything described in the other sections into numbers.

I’m not going further into the details of all the other parts than then financial section here. Specifically, we will dive into the basics of the financial part and how to model it in Excel.

Please scroll down to download the business plan template. We are going to explore all the following advice with this template.

How to create a business plan in Excel

Advice 1: be clear about the purpose and the recipient of the business plan.

Business plan presentation

Before you start opening Excel, make sure that you are 100% clear of the purpose this business plan. Is the business plan just for you? Or do you create it for someone else, for example an investor or bank? Although the next steps might still be the same, the focus might be different. For example: Maybe you have a very good understanding of the major assumptions because you have been working in this field for some time. But for someone external you still need to validate them. Of course, in both cases the assumptions should be realistic and goals should be achievable. But maybe for your own peace of mind you would choose more pessimistic assumptions if the plan was only for you.

Advice 2: Go top-down in terms of line items

Possible structure of the line items in a business plan.

Now, let’s start in Excel. But how do we start?

My approach is to go top-down. I usually use a basic P&L (“Profit- and loss” calculation) structure to start with, having some placeholders for revenue and costs.

Specifically, I go through the following parts (also shown on the right-hand side).

Let’s assume that you develop and sell Excel add-ins: 50 EUR per license – once-off. You would now start with assumptions of how many you can sell per month and the price. This is your first revenue item. At this point in time, I would leave it like this. We can later drill further down as much as we need (for example modeling discounts, the connection between marketing spending and number of units sold, price changes, etc.).

If we have multiple products, we calculate them in a similar manner.

Cost of goods sold

Cost of goods sold – or COGS – refers to the direct costs of producing the goods sold. Depending on the complexity you could also summarize cost of sales here or keep it separately.

Often, the COGS are directly linked to the number of units produced so you could refer to the numbers already calculated for the revenues.

In our example from above, we don’t have any direct costs for producing the Excel add-ins because we develop them ourselves and our salary will be regarded under “Salaries and Benefits”.

All other expenses

The structure of the expenses highly depends on your business. I usually start with these:

  • Salaries and Benefits
  • Rent and Overhead
  • Marketing and Advertising
  • Other expenses

Again, these items might look completely different for you. Example: if you travel a lot for your business, you might plan travel costs separately.

Subtracting costs from the revenue leads to the EBITDA (earnings before interest, taxes, depreciation, and amortization). This is one of the important financial performance indicators.

Amortization and depreciation

If you buy any assets for your business (for example machines, computers, even cars), you usually plan to use them over a certain period. When you first buy them, let’s say for 1,000 USD, you basically just exchange money for assets in the same amount. The problem: The assets will decrease in value the longer you use them. Within the cost items above, you don’t regard the acquisition value. So, how to regard them in your business plan?

You only regard the annual decrease of value. If you plan to use your 1,000 USD item for 5 years, you could (plainly speaking), each year regard 200 USD as depreciation.

Please note: If you later plan your cash, you have to make sure that you fully regard the initial sales price and not the depreciation.

The key difference between amortization and depreciation is that amortization is used for intangible assets, while depreciation is used for tangible assets. https://www.fool.com/knowledge-center/whats-the-difference-between-amortization-deprecia.aspx

Subtracting the amortization and depreciation from the EBITDA leads to the second key performance indicator, the EBIT (earnings before interest and tax).

Interest and taxes

Eventually, you have to prognose your interest costs (for example what you have to pay for bank loans) and your taxes, which is typically just a percentage of the EBT (the earning before taxes).

Advice 3: Think about the business drivers carefully

Good business plans are driver based.

Business drivers are the key inputs and activities that drive the operational and financial results of a business. Common examples of business drivers are salespeople, number of stores, website traffic, number and price of products sold, units of production, etc. https://corporatefinanceinstitute.com/resources/knowledge/modeling/business-drivers/

Let me explain with an example: You want to plan the revenues. You have two different options:

Example for business plan drivers

  • Revenue per month is split into number of units sold times price per unit.
  • Number of units sold is further split into number of salespersons and number of items sold per salesperson and month, and so on.
  • Or you could just write a number and every following year you assume a growth in percentage (e.g. +2% per year).

Let’s finish this section with some final comments:

  • Choose drivers that are measurable. You will most probably later on compare the drivers to reality and therefore make sure that they are not impossible to measure.
  • Figure out, which driver has most impact. You should focus on those first. Driver with no or very limited impact can be skipped initially.
  • Are drivers depending on each other? If yes, it should be modeled accordingly.

Advice 4: Choose the smallest period from the beginning in your business plan

So far, we have been focusing on the line items, for example costs, revenue, or drivers. Now, let’s talk about the time frame.

The question is: Should you plan on annual, monthly or any other basis? Or a mix?

I have seen many business plans doing it something like this:

  • Plan on monthly basis for the first 24 to 36 months.
  • Switch to annual planning for the years 3/4 to 5.

Most business plans are not going beyond 5 years planning period.

My recommendation: Plan on monthly basis for the full period. There will be a point in time when you need to break it down into months. And it is always easier to sum up 12 months for annual values than to drill down from years to months.

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Advice 5: Keep a unified, professional business plan structure

This advice should count for most Excel models: Try to keep the same structure throughout the whole Excel file.

  • Structure of worksheets: Make sure that most worksheets are set up with the same structure. For example, start with a headline in cell B2, years starting in column H, content in row 10.
  • Layout / format of cells: Make sure you use a consistent formatting. For example, Excel provides cell styles – use them. For more recommendations about professional formatting, please refer to this article .
  • Universal settings and assumptions should be consolidated on one sheet (for example tax rates, start date, company name).

Advice 6: Document business plan assumptions well

Document your assumptions well.

I can not say this often enough: Document your assumptions! Not only the values or variables, also your thoughts behind them. Why have you chosen this value? What is it based on? What is it used for?

Advice 7: Gross vs. net values

This question I am asked quite frequently: Should you use gross or net values? That means, include tax in revenues and costs?

Typically, you only work with net values, excluding VAT. For Germany with a tax rate of 19%, for example, if you invoice 119 EUR to a customer, you would only regard 100 EUR. Also, for costs, you would only regard net values.

Then, in your business plan, you start with revenue minus costs and eventually reach the EBT (earning before tax, please scroll up to see the P&L). From this, you calculate your company tax.

Advice 8: Think ahead

Some more things you should keep in mind when creating your business plan.

  • Business plans are “living documents”. Keep in mind that at some point in the future you have to update it or extend it.
  • Validate your assumptions: After some time, you will come back to your plan having real life figures. Now, it’s time to compare and – if necessary – adjust the plan.
  • a valuation (“Discounted Cash Flow model”),
  • liquidity planning,
  • bank loan simulations,
  • financial dashboards,
  • budget planning,
  • maybe even the first real official P&L (at least when it comes to the line items of your business plan)
  • and much more…

Download business plan template

So, after reading all this description and advice, it’s time to start. Probably many things I have written above sounds like common sense, right? But I can assure you: Doing it and regarding as much advice as possible is not necessarily simple.

Download the business plan template in Excel.

That’s why I have decided to create a template. I have pre-filled it with an imaginary example.

I know, there are countless Excel business plan templates around. So, why should you use this one?

  • This template is very flexible: I have always included place holders so that you can add much more items if needed.
  • In terms of the time frame, I have created monthly columns for up to ten years. Typically, you need less. Then just hide the extra columns.
  • Also, I have created a consistent structure throughout the model.
  • No fancy Excel functions and formulas, mainly just plain links.

Please feel free to take a look at it. If you like it, just use it. If not, please feel free to create your individual business plan – you now know how to do it!

Download link: Click here to start the download .

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Henrik Schiffner is a freelance business consultant and software developer. He lives and works in Hamburg, Germany. Besides being an Excel enthusiast he loves photography and sports.

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Industry-specific Financial Model Templates in Excel, Business Plan Templates, Excel Dashboards and Pitch Decks

FinModelsLab provides a wide range of industry-specific financial model templates in Excel as well as Excel dashboards, Business Plan Templates, and Pitch Deck Templates. Creating a business plan with detailed financial projections and pitch deck presentation or Excel dashboard is time-consuming. That is why we created a web repository with 1500+ business templates for a wide range of usage cases. We spent 10 000+ hours creating industry-specific financial forecasting model templates in Excel which offers a well-structured as well as best practice financial modeling know-how to users such as c-level executives, entrepreneurs, investors, startup founders, and many more, who are looking for assistance in creating financial projections template.

In today's fast-paced business landscape, effective financial modeling and planning are crucial for the success and growth of any organization. With accurate financial projections, businesses can make informed decisions, secure funding, and navigate potential challenges with confidence. At FinModelsLab, we understand the significance of financial modeling, which is why we offer a comprehensive collection of industry-specific financial model templates in Excel.

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Financial modeling serves as the foundation for strategic decision-making, providing insights into the financial health and performance of a business. It allows organizations to forecast revenue, project expenses, assess profitability, and evaluate potential risks and opportunities. By modeling different scenarios, businesses can optimize their resources, identify growth strategies, and plan for the future.

Addressing the Need for Industry-Specific Templates

Generic financial templates may not capture the unique requirements and dynamics of specific industries. That's where industry-specific financial model templates become invaluable. At FinModelsLab, we recognize the importance of tailoring financial models to the nuances of different sectors. Our extensive collection includes a wide range of industry-specific templates, ensuring that businesses have the tools they need to accurately project revenues, analyze costs, and plan for success in their respective sectors.

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With our expertise and dedication, FinModelsLab strives to provide users with the necessary tools and knowledge to excel in financial modeling and planning.

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Financial statements are essential components of any business plan as they present a clear picture of a company's financial position. These statements, including the income statement, balance sheet, and cash flow statement, allow stakeholders to assess the company's profitability, liquidity, and overall financial stability. Financial statements provide crucial information for investors, lenders, and potential partners, aiding in informed decision-making and demonstrating the viability and potential of the business.

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Our templates are specifically designed to assist users in creating comprehensive financial statements for their business plans. These templates offer a structured framework and predefined formulas that simplify the process of compiling financial data and generating accurate statements. By utilizing our templates, users can input their financial information, and the templates automatically calculate key metrics and generate professional-looking financial statements. This ensures that your business plan is well-supported with accurate and visually appealing financial information.

  • The significance of financial statements in business plans for assessing financial health and performance.
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Advantages of Using Excel for Financial Modeling

Excel has long been recognized as a powerful tool for financial modeling, and there are several advantages to utilizing it for your financial planning needs. Excel offers a wide range of built-in functions and formulas, making complex calculations and projections more accessible. Its spreadsheet format provides a structured and organized way to present and analyze financial data, allowing for easy data entry, manipulation, and visualization. Excel's widespread familiarity among professionals also ensures that users can collaborate, share, and present their financial models seamlessly.

  • Templates provided in Excel format for easy customization and adaptability.
  • Excel's flexibility allows users to tailor templates to their specific needs.
  • Advantages of using Excel include built-in functions, structured presentation, and widespread familiarity.

By leveraging our Excel-based financial templates, businesses can benefit from the ease of customization, flexibility, and the robust capabilities of Excel, ultimately enabling them to create accurate and dynamic financial models that drive better financial planning and decision-making.

Financial Forecasting and Planning

Financial forecasting plays a crucial role in effective business planning and decision-making. At FinModelsLab, we recognize the significance of financial forecasting, and we offer a wide range of forecast templates in Excel format to assist businesses in their financial planning endeavors.

The Role of Financial Forecasting in Business Planning

Financial forecasting is a vital component of business planning as it allows organizations to anticipate future financial outcomes based on historical data, market trends, and key assumptions. By creating comprehensive financial forecasts, businesses can gain valuable insights into revenue projections, expense management, and cash flow dynamics. These forecasts help in identifying potential risks, setting realistic targets, and making informed strategic decisions to drive business growth.

Availability of Forecast Templates in Excel

Our forecast templates, available in Excel format, provide businesses with a convenient and efficient way to create accurate financial forecasts. These templates are designed to simplify the forecasting process by incorporating pre-built formulas and intuitive interfaces. Users can input their data, adjust variables, and instantly generate forecasts based on different scenarios. The flexibility of Excel allows for easy customization of the templates to align with specific business needs, ensuring that the resulting forecasts are tailored and reliable.

  • The importance of financial forecasting in business planning and decision-making.
  • Forecast templates available in Excel format for convenient and accurate financial forecasting.
  • Financial forecasts as valuable tools for identifying risks, setting targets, and making strategic decisions.

By utilizing our forecast templates in Excel, businesses can streamline their financial forecasting processes, gain valuable insights, and enhance their overall planning capabilities.

Tailored for Startups

At FinModelsLab, we understand the unique financial planning needs of startups, and we offer a range of templates specifically tailored to meet those needs. Our startup-specific financial projections templates provide startups with a solid foundation for their financial planning and enable them to make informed decisions to drive growth and success.

Relevance of the Templates for Startups' Financial Planning

Startups face distinctive challenges and requirements when it comes to financial planning. Our templates address these specific needs by providing startup founders and entrepreneurs with a comprehensive framework to forecast revenue, estimate expenses, and project cash flow. These templates incorporate startup-specific assumptions and variables, allowing startups to create accurate financial projections that align with their business models, growth strategies, and funding requirements.

Startup-Specific Financial Projections Template

Our startup-specific financial projections template is a valuable resource for startups seeking to create robust financial forecasts. This template encompasses key startup metrics, such as customer acquisition costs, customer lifetime value, and funding rounds, to accurately project revenue, expenses, and funding needs over a defined period. By leveraging this template, startups can effectively communicate their financial projections to potential investors, demonstrate their growth potential, and secure the funding necessary to fuel their development.

  • Templates specifically tailored to meet the unique financial planning needs of startups.
  • Importance of accurate financial projections for startups to make informed decisions.
  • Startup-specific financial projections template incorporating key startup metrics.

Our startup-focused templates empower entrepreneurs and startup founders to navigate the financial landscape with confidence, ensuring that their financial planning aligns with their business goals and positions them for long-term success.

Excel-Based Financial Modeling

Excel is a powerful tool for financial modeling, and at FinModelsLab, we leverage the capabilities of Excel to provide comprehensive and effective financial model templates. Our Excel-based financial models offer numerous benefits for businesses, empowering them to make informed financial decisions and drive success.

Benefits of Using Excel for Financial Modeling

Excel provides a range of benefits that make it an ideal platform for financial modeling. Its built-in functions and formulas allow for complex calculations, enabling accurate financial projections and analysis. The spreadsheet format of Excel provides a structured and organized way to present and manipulate financial data, making it easier to input and track variables, assumptions, and key metrics. Excel's flexibility also allows for scenario analysis, sensitivity testing, and the creation of dynamic charts and graphs, enhancing the visibility and understanding of financial models.

Availability of Excel Financial Model Templates

Our Excel financial model templates provide businesses with ready-to-use frameworks for various financial modeling purposes. These templates are designed to streamline the financial modeling process, incorporating best practices and industry-specific assumptions. By leveraging our Excel financial model templates, businesses can save valuable time and effort in building their own models from scratch, while still having the flexibility to customize and adapt the templates to their specific needs.

  • Excel's capabilities for complex calculations, accurate projections, and analysis.
  • The structured format of Excel for organized financial data management.
  • Excel's flexibility for scenario analysis, sensitivity testing, and visual representation.
  • Availability of ready-to-use Excel financial model templates for streamlined financial modeling.

By utilizing our Excel-based financial model templates, businesses can harness the power of Excel and benefit from its robust features to create accurate, dynamic, and customizable financial models that drive better financial decision-making and planning.

In today's competitive business landscape, financial modeling is essential for informed decision-making and successful planning. At FinModelsLab, our industry-specific financial model templates in Excel offer a range of benefits to empower businesses and individuals in their financial projections and planning endeavors.

Reaping the Benefits of Industry-Specific Financial Model Templates

Our industry-specific financial model templates provide users with a host of advantages. By utilizing these templates, businesses can save valuable time and effort, as our templates are pre-built with best practices and industry-specific assumptions. This enables users to create accurate and reliable financial projections that align with their unique needs and goals. Whether you are a c-level executive, entrepreneur, investor, or startup founder, our templates offer a well-structured and comprehensive financial modeling know-how, supporting your financial planning and decision-making processes.

Explore Our Wide Range of Templates

We invite you to explore our extensive collection of 3500+ business templates, including financial modeling Excel templates and financial projections template Excel. Our diverse selection ensures that you will find the right template for your industry and specific use case. Whether you are starting a new venture, seeking funding, or managing an existing business, our templates provide the foundation you need for accurate financial projections and comprehensive planning.

  • The benefits of using industry-specific financial model templates for informed decision-making and successful planning.
  • Time-saving advantages through pre-built templates with best practices and industry-specific assumptions.
  • Wide range of 3500+ business templates, including financial modeling Excel templates and financial projections template Excel.

Begin your journey towards effective financial modeling and planning by exploring our wide range of templates. Empower your business with accurate financial projections and make confident decisions to drive growth and success.

Why is a Financial Plan Important to Your Small Business?

A well-put-together financial plan can help you achieve greater confidence in your business while generating a better understanding of how to allocate resources. It shows your business is committed to spending wisely and its ability to meet financial obligations. A financial forecasting model helps you determine if choices will impact revenue and which occasions call for dipping into reserve funds.

It’s also an important tool when asking investors to consider your business. Your startup financial plan shows how your organization manages expenses and generates revenue. It shows where your business stands and how much it needs from sales and investors to meet important financial benchmarks.

Used by Professionals from 300+ Companies Including

Customer Review

Frequently Asked Questions

Of course! Yes. All our templates are fully editable . All formulas, cells and sheets are completely unlocked, so you can edit anything to your liking. Each row on every sheet has a note about what that row’s calculations are trying to do, and many of the components are explained in the help files, so that you can see how I did it - and help you figure out how to change it to your liking.

This financial model is perfect for entrepreneurs to quickly build financial projections for fundraising decks or business modeling.

With this all-in-1 model, you’ll be able to forecast your sales, profits, and cash flow in seconds. Plus, you’ll have all the data, metrics and reports you’ll need to effectively present your business plan to investors & prospects. This financial model was crafted in Excel by expert analysts with 15-years consulting background to assist entrepreneurs with forecasting efforts.

Take advantage of this Excel model to effortlessly forecast your financials, create investor-friendly reports, and build a better business!

You don’t have to be an expert to model your Profit and Loss Statement (P&L) with this straightforward financial model excel template. Our financial projection makes that easy for even the most novice finance background. Just enter your financials and our sophisticated financial model will do all the work, giving you a clear view of your company’s current state, predictions for future performance, and an action plan for scaling revenue. With financial projections that can be easily updated as assumptions change, you’ll have all the information you need to project your company’s future & pitch investors!

Yes. Our financial model excel templates are fully editable, you can change many assumptions including the currency of your business.

You may change currency inputs and currency outputs by applying the exchange rate.

All our financial model templates are Microsoft Excel™ files, and they are available for download immediately after purchase. Can be imported into the Google Sheets™ for editing and customizations. I recommend using Excel or Google Sheets™ for financial modeling, both in general and for our templates specifically. In practice, I use Excel to build and edit models, and Google Sheets to share or collaborate with users. Excel is usually a faster platform for building models, but Google Sheets can be easier for sharing models with people. My models can be used in both Excel and Google Sheets interchangeably; simply upload the Microsoft Excel model template from FinancialModelExcel.com into Google Sheets, and everything will work fine.

Unfortunately no. Unlike a physical product where you can send it back to the seller, because it is a digital product you can still use it after refund. This makes it quite difficult for us to manage honest refund requests. If you have any questions about the financial model excel templates, please contact us so we can guide you and answer any questions you have.

Yes. We accept all major credit cards, debit cards and PayPal. Payments are powered by Stripe and PayPal via our payment processing provider. All transactions are secured and your card payment information encrypted and sent directly to Stripe and PayPal, no payment details are stored on our website.

Yes. Of course! Every financial model excel template has a button to download immediately a DEMO version of the particular template. With the Demo version you will get the read-only financial model template.

By purchasing the template on our website, you will receive an email from us including the link to download your template. Additionally, you should see the download links right after the payment at the checkout page.

Yes, we provide free email support via email at [email protected] . We are in the Europe time zone hence please bear with us and we will catch up as soon as we are back online!

business plan excel financial template

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

  • Last updated October 5, 2023

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.

business plan excel financial template

  • 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 plan excel financial template

  • 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.

business plan excel financial template

  • 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.

business plan excel financial template

  • 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.

business plan excel financial template

  • 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.

business plan excel financial template

  • 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.

business plan excel financial template

  • 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.

business plan excel financial template

  • 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.

business plan excel financial template

  • 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.

business plan excel financial template

  • 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.

business plan excel financial template

  • 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.

business plan excel financial template

  • 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.

business plan excel financial template

  • 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.

business plan excel financial template

  • 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.

business plan excel financial template

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!

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Free business plan template for excel.

Ajay Jagtap

  • October 31, 2023

Business Plan Templates for Excel

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

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

(Excel formulas are tough!)

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

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

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

Pros and Cons of Using Excel for Business Plans

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

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

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

Key Components of Our Excel Business Plan Template

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

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

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

1. Income Statement

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

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

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business plan excel financial template

2. Balance Sheet

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

The statement helping you calculate financial ratios includes the following:

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

3. Cash Flow Statement

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

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

4. Break-Even Analysis

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

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

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

6. Accounts Payable & Receivable

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

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

7. Working Capital

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

Download the Financial Forecast Template In Excel

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

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

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

How to Use an Excel Business Plan Template

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

Let’s get this over with:

Understand the template structure

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

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

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

Analyze historical data

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

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

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

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

Make pre-assumptions

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

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

Prepare key financial reports

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

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

Monitor and track progress

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

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

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

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

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

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

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

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

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

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

Improve Your Business Financial Plan with Upmetrics

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

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

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

What are you waiting for? Start planning today!

business plan excel financial template

Frequently Asked Questions

How do i create a business plan in excel.

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

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

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

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

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

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

Are there any free business plan templates available in Excel?

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

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

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

About the Author

business plan excel financial template

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

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Top 10 Free Excel Business Budget Templates for 2023

Top Free Excel Business Budget Templates

What Is Budgeting?

Why is budgeting important, how to create a budget template, how to make a monthly budget template, why use a template for budgeting, how to use an excel budget template, top free excel business budget templates, 1. business case excel template, benefits of using a business case excel template, 2. p&l statement excel template, benefits of using a p&l statement excel template, 3. revenue forecasting excel template, benefits of using a revenue forecasting excel template, 4. balance sheet excel template, benefits of using a balance sheet excel template, 5. income statement excel template, 6. startup business budget excel template, 7. expense-tracking excel template, 8. cash runway excel template, 9. unit economics excel template, 10. operating budget excel template.

A business budget is an essential tool for any business, no matter how big or small. It helps you stay on track with your finances and ensure that all areas of your organization run efficiently. With a budget in place, you can quickly identify areas where costs are getting out of control and make adjustments before they become problematic.

Creating a budget can be daunting, especially if you are unfamiliar with Excel. Thankfully, many free Excel business budget templates are available that make it easy to set up your own budget. These templates provide an easy-to-follow format that allows you to quickly input your income and expenses so you can get started right away.

Budgeting is a process of predicting and managing your income and expenses. It helps you plan out how much money you will need to cover your business costs for the month or year ahead. With budgeting, you can track spending, identify areas where you may be overspending, and make adjustments as needed to stay within your budget.

Budgeting is essential for any business, as it allows you to plan ahead and ensure your organization is on the right track financially. Without a budget, setting goals and tracking progress can be challenging. A budget also helps you identify areas where costs are getting out of control so you can take corrective action before they become too costly.

When creating a budget template, it's essential to include all the categories and items relevant to your business. This includes revenue sources, fixed costs such as rent or utilities, variable expenses like advertising or travel, and any other relevant items. Once you have identified these categories, you can enter them into an Excel spreadsheet. It's important to remember that budgeting can be complex, and you should always consult a professional if you need help.

Once all the information has been entered into your template, it's time to begin tracking income and expenses. This will give you an accurate picture of how much money is coming in and going out each month. As the months progress, you can easily adjust your budget if it becomes necessary. This way, you'll always have an accurate picture of your financial situation and be able to adjust accordingly.

Using a free Excel business budget template, you can quickly and easily create a comprehensive budget that will help keep your finances in check. Once you're comfortable with the budget, you can modify it as needed to accommodate any changes in your business. With a bit of time and effort, you can have an adequate budget in place that will keep your business running smoothly.

Creating a monthly budget template is similar to creating a one-time budget. Start by identifying all the relevant categories and items to your business. Once you have all the information gathered, enter it into an Excel spreadsheet. You can then use this template to track your monthly expenses and income. As the months pass, adjust your budget based on new developments or changes in your business.

Using a template for budgeting provides several benefits. It allows you to quickly create accurate and up-to-date budgets, allowing you to make informed decisions about your finances. Additionally, templates make it easy to track expenses and income so you can adjust as needed. Finally, free Excel business budget templates can save time and money as you won't need to hire a professional to help with budgeting.

Using an Excel budget template is a great way to get started creating your business budget. All of the free templates provided here include a simple format that's easy to use and understand. Here are some tips for getting the most out of your Excel budget template:

  • Start by entering all your income sources, such as sales revenue, interest income, and other sources of revenue.
  • Next, enter your expenses, such as payroll, rent, supplies, and other operating costs.
  • Make sure to include taxes and other overhead costs in your budget.
  • Set up a timeline for budgeting so you can stick to it throughout the year.
  • Run reports and analyze the data in your budget. This will help you identify areas where costs are getting out of control or where there may be opportunities to save money.

By taking the time to create an accurate and up-to-date business budget, you can ensure that your organization runs as smoothly and efficiently as possible. With the help of free Excel business budget templates, you can quickly and easily create a budget that works for your organization.

Top Free Excel Business Budget Templates Business Case Excel Template

A business case excel template helps businesses easily analyze and evaluate different scenarios to inform decision-making. This type of template includes pivoting tables, graphs, financial projections, and other valuable data that can help you make the best possible decisions for your organization. Business cases are often used to compare various investment or product opportunities to determine which one is the most profitable.

There are many benefits to using a business case excel template, such as:

  • Streamlining the decision-making process by providing relevant data and insights that help inform decisions.
  • Creating an organized structure for analyzing different scenarios and options.
  • Consolidating data into one place to make it easier to analyze and compare.
  • Generating various reports that can be used to track performance and make informed decisions.
  • The ability to customize the template for specific needs or goals.

Creating a business case template in Excel can help you analyze data and make informed decisions that will benefit your organization.

Download the Business Case Excel Template for Free.

Top Free Excel Business Budget Templates Profit and Loss PL Statement Excel Template

A Profit and Loss (P&L) statement Excel template is a spreadsheet that helps businesses analyze their financial performance and make informed decisions. This type of template includes tables and graphs that can be used to track income, expenses, and profits over a period of time. It also provides insight into cash flow and profitability.

Using a P&L statement Excel template provides several benefits, such as:

  • Giving an overview of the business's financial performance over some time.
  • Breaking down income and expenses into categories to make it easier to analyze.
  • Being able to track profit margins, cash flow, and other vital metrics.
  • Generating reports that can be used to inform decision-making.
  • Analyzing different scenarios to identify areas for improvement.

By using a P&L statement Excel template, businesses can quickly and easily analyze their financial performance and make informed decisions that will benefit the organization.

Download the P&L Statement Excel Template for Free.

Top Free Excel Business Budget Templates Revenue Forecasting Excel Template

A revenue forecasting Excel template helps businesses predict future financial performance by analyzing historical trends and data. This type of template includes a variety of graphs, charts, and tables that can be used to analyze past performance and make projections for the future. Revenue forecasting is often used to set business goals and inform strategic plans.

Using a revenue forecasting Excel template has many benefits, such as:

  • Allowing businesses to develop reliable projections and estimates based on past performance.
  • Identifying trends and insights that can inform decision-making.
  • Generating various reports and dashboards that can be used to track performance.
  • Establishing goals and benchmarks that can be used to measure success.

Download the Revenue Forecasting Excel Template for Free.

Top Business Budgeting Software Tools

The best picks for business budgeting software tools to monitor your financial performance and ensure your business is using its resources efficiently.

Top Free Excel Business Budget Templates Balance Sheet Excel Template

A balance sheet Excel template is a spreadsheet that helps businesses track financial transactions and analyze the organization's overall health. This template includes several sections, such as assets, liabilities, and equity. A balance sheet provides an overview of a company's finances, showing how much money it has in cash, investments, or debts.

Using a balance sheet excel template has many benefits, such as:

  • Allowing businesses to analyze and compare financial data easily.
  • Creating an organized structure for tracking assets and liabilities.
  • Generating various reports that can be used to measure performance.

By creating a balance sheet excel template, businesses can quickly and efficiently track their financial data and make informed decisions about their organization's finances.

Download the Balance Sheet Excel Template for Free.

Top Free Excel Business Budget Templates Income Statement Excel Template

An income statement Excel template helps businesses analyze and track their financial performance. This template includes several sections, such as revenue, expenses, and net income. An income statement provides an overview of a company's profitability, showing how much money it has earned or lost over a given period.

Download the Income Statement Excel Template for Free.

Top Free Excel Business Budget Templates Startup Business Budget Excel Template

A startup business budget Excel template helps businesses manage their finances and plan for the future. This template includes several sections: revenue projection, expenses, and cash flow. Companies can use a startup business budget template to analyze their financial performance accurately and determine the best course of action for their organization.

Download the Startup Business Budget Excel Template for Free.

Top Free Google Sheets Templates and Financial Models

Top Free Google Sheets Templates and Financial Statements to help you manage your business financials, monitor performance, and make informed decisions.

Top Free Excel Business Budget Templates Expense Tracking Excel Template

An expense-tracking Excel template or an expense-tracker Excel template helps businesses track and analyze their spending. This template includes several sections, including expenses by category, total costs, and monthly averages. By using an expense tracking template, businesses can quickly and easily identify areas of overspending or unnecessary expenses so they can make better decisions about their finances.

Download the Expense-Tracking Excel Template for Free.

Top Free Excel Business Budget Templates Cash Runway Excel Template

A cash runway Excel template is a type of spreadsheet that helps businesses track their cash flow and analyze the short-term financial health of the organization. This template includes several sections, such as cash inflows, outflows, and balances. A cash runway provides an overview of a company's ability to pay its expenses and manage liquidity, showing how much cash is available to the organization at any given time.

Download the Cash Runway Excel Template for Free.

Top Free Excel Business Budget Templates Unit Economics Excel Template

A unit economics Excel template is a spreadsheet that helps businesses analyze the profitability of individual products, services, or customer segments. This template includes several sections, such as revenue per unit, cost per unit, and operating profit per unit. Using a unit economics Excel template, businesses can accurately analyze the profitability of different product lines and identify potential areas for improvement.

Download the Unit Economics Excel Template for Free.

Top Free Excel Business Budget Templates Operating Budget Excel Template

An operating budget Excel template helps businesses track and manage their expenses. This type of template includes several sections, such as fixed costs, variable costs, and capital investments. An operating budget provides an overview of a company's expected expenses over a given period of time, helping the organization make smart decisions about its finances.

Download the Operating Budget Excel Template for Free.

Using the top free Excel business budget templates is an effective way for businesses to create and maintain financial plans. From business cases to revenue forecasting and balance sheets, these templates help businesses stay organized and make informed decisions that benefit their organization.

Hady has a passion for tech, marketing, and spreadsheets. Besides his Computer Science degree, he has vast experience in developing, launching, and scaling content marketing processes at SaaS startups.

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Free Financial Projection and Forecasting Templates

By Andy Marker | January 3, 2024

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We’ve collected the top free financial projection and forecasting templates. These templates enable business owners, CFOs, accountants, and financial analysts to plan future growth, manage cash flow, attract investors, and make informed decisions.  On this page, you'll find many helpful, free, customizable financial projection and forecasting templates, including a  1 2-month financial projection template , a  startup financial projection template , a  3-year financial projection template , and a  small business financial forecast template , among others. You’ll also find details on the  elements in a financial projection template ,  types of financial projection and forecasting templates , and  related financial templates .

Simple Financial Projection Template

Simple Financial Projection Example Template

Download a Sample Simple Financial Projection Template for 

Excel | Google Sheets  

Download a Blank Simple Financial Projection Template for 

Excel | Google Sheets    

Small business owners and new entrepreneurs are the ideal users for this simple financial projection template. Just input your expected revenues and expenses. This template stands out due to its ease of use and focus on basic, straightforward financial planning, making it perfect for small-scale or early-stage businesses. Available with or without sample text, this tool offers clear financial oversight, better budget management, and informed decision-making regarding future business growth. 

Looking for help with your business plan? Check out these  free financial templates for a business plan to streamline the process of organizing your business's financial information and presenting it effectively to stakeholders.

Financial Forecast Template

Financial Forecast Example Template

Download a Sample Financial Forecast Template for 

Download a Blank Financial Forecast Template for 

This template is perfect for businesses that require a detailed and all-encompassing forecast. Users can input various financial data, such as projected revenues, costs, and market trends, to generate a complete financial outlook. Available with or without example text, this template gives you a deeper understanding of your business's financial trajectory, aiding in strategic decision-making and long-term financial stability. 

These  free cash-flow forecast templates help you predict your business’s future cash inflows and outflows, allowing you to manage liquidity and optimize financial planning.

12-Month Financial Projection Template

12-Month Financial Projection Example Template

Download a Sample 12-Month Financial Projection Template for 

Download a Blank 12-Month Financial Projection Template for 

Use this 12-month financial projection template for better cash-flow management, more accurate budgeting, and enhanced readiness for short-term financial challenges and opportunities. Input estimated monthly revenues and expenses, tracking financial performance over the course of a year. Available with or without sample text, this template is ideal for business owners who need to focus on short-term financial planning. This tool allows you to respond quickly to market shifts and plan effectively for the business's crucial first year. 

Download  free sales forecasting templates to help your business predict future sales, enabling better inventory management, resource planning, and decision-making.

Startup Financial Projection Template

Startup Financial Projection Example Template

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Download a Blank Startup Financial Projection Template for 

This dynamic startup financial projection template is ideal for startup founders and entrepreneurs, as it's designed specifically for the unique needs of startups. Available with or without example text, this template focuses on clearly outlining a startup's initial financial trajectory, an essential component for attracting investors. Users can input projected revenues, startup costs, and funding sources to create a comprehensive financial forecast.

3-Year Financial Projection Template

3-Year Financial Projection Example Template

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Download a Blank 3-Year Financial Projection Template for 

This three-year financial projection template is particularly useful for business strategists and financial planners who are looking for a medium-term financial planning tool. Input data such as projected revenues, expenses, and growth rates for the next three years. Available with or without sample text, this template lets you anticipate financial challenges and opportunities in the medium term, aiding in strategic decision-making and ensuring sustained business growth.

5-Year Financial Forecasting Template

5-Year Financial Forecasting Example Template

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Download a Blank 5-Year Financial Forecasting Template for 

CFOs and long-term business planners can use this five-year financial forecasting template to get a clear, long-range financial vision. Available with or without example text, this template allows you to plan strategically and invest wisely, preparing your business for future market developments and opportunities. This unique tool offers an extensive outlook for your business’s financial strategy. Simply input detailed financial data spanning five years, including revenue projections, investment plans, and expected market growth. Visually engaging bar charts of key metrics help turn data into engaging narratives.

Small Business Financial Forecast Template

Small Business Financial Forecast Example Template

Download a Sample Small Business Financial Forecast Template for 

Download a Blank Small Business Financial Forecast Template for 

Excel | Google Sheets 

The small business financial forecast template is tailored specifically for the scale and specific requirements of small enterprises. Business owners and financial managers can simply input data such as projected sales or expenses. Available with or without sample text, this tool offers the ability to do the following: envision straightforward financial planning; anticipate future financial needs and challenges; make informed decisions; and steer the business toward steady growth.

Elements in a Financial Projection Template

The elements in a financial projection template include future sales, costs, profits, and cash flow. This template illustrates expected receivables, payables, and break-even dates. This tool helps you plan for your business's financial future and growth.   

Here are the standard elements in a financial projection template:   

  • Revenue Projection: This estimates future income from various sources over a specific period.
  • Expense Forecast: This predicts future costs, including both fixed and variable expenses.
  • Profit and Loss Forecast:  This projects the profit or loss by subtracting projected expenses from projected revenues.
  • Cash-Flow Projection: This assesses the inflows and outflows of cash, indicating liquidity over time.
  • Balance Sheet Projection: This predicts the future financial position, showing assets, liabilities, and equity.
  • Break-Even Analysis: This calculates the point at which total revenues equal total costs.
  • Capital Expenditure Forecast: This estimates future spending on fixed assets such as equipment or property.
  • Debt Repayment Plan: This outlines the schedule for paying back any borrowed funds.
  • Sales Forecast:  This predicts future sales volume, often broken down by product or service.
  • Gross Margin Analysis:  This looks at the difference between revenue and cost of goods sold.

Types of Financial Projection and Forecasting Templates

There are many types of financial projection and forecasting templates: basic templates for small businesses; detailed ones for big companies; special ones for startup businesses; and others. There are also sales forecasts, cash-flow estimates, and profit and loss projections. 

In addition, financial projection and forecasting templates include long-term planning templates, break-even analyses, budget forecasts, and templates made for specific industries such as retail or manufacturing. 

Each template serves different financial planning needs. Determine which one best suits your requirements based on the scale of your business, the complexity of its financial structure, and the specific department that you want to analyze.

Here's a list of the top types of financial projection and forecasting templates:  

  • Basic Financial Projection Template: Ideal for small businesses or startups, this template provides a straightforward approach to forecasting revenue, expenses, and cash flow.
  • Detailed Financial Projection Template: Best for larger businesses or those with complex financial structures, this template offers in-depth projections, including balance sheets, income statements, and cash-flow statements.
  • Startup Financial Projection Template: Tailored for startups, this template focuses on funding requirements and early-stage revenue forecasts, both crucial for attracting investors and planning initial operations. 
  • Sales Forecasting Template:  Used by sales and marketing teams to predict future sales, this template helps you set targets and plan marketing strategies. 
  • Cash-Flow Forecast Template: Essential for financial managers who need to monitor the liquidity of the business, this template projects cash inflows and outflows over a period. 
  • Profit and Loss Forecast Template (P&L):  Useful for business owners and financial officers who need to anticipate profit margins, this template enables you to forecast revenues and expenses.  
  • Three-Year / Five-Year Financial Projection Template: Suitable for long-term business planning, these templates provide a broader view of your company’s financial future, improving your development strategy and investor presentations. 
  • Break-Even Analysis Template:  Used by business strategists and financial analysts, this template helps you determine when your business will become profitable. 
  • Budget Forecasting Template:  Designed for budget managers, this template uses historical financial data to help you plan your future spending. 
  • Sector-Specific Financial Projection Template:  Designed for specific industries (such as retail or manufacturing), these templates take into account industry-specific factors and benchmarks.

Related Financial Templates

Check out this list of free financial templates related to financial projections and forecasting. You'll find templates for budgeting, tracking profits and losses, planning your finances, and more. These tools help keep your company’s money matters organized and clear.

Free Project Budget Templates

Simple Budget Plan Template

Use one of these  project budget templates to maintain control over project finances, ensuring costs stay aligned with the allocated budget and improving overall financial management.

Free Monthly Budget Templates

business plan excel financial template

Use one of these  monthly budget templates to effectively track and manage your business’s income and expenses, helping you plan financially and save money.

Free Expense Report Templates

Simple Expense Report Template

Use one of these  expense report templates to systematically track and document all business-related expenditures, ensuring accurate reimbursement and efficient financial record-keeping.

Free Balance Sheet Templates

Basic Balance Sheet Template

Use one of these  balance sheet templates to summarize your company's financial position at a given time.

Free Cash-Flow Forecast Templates

Cash Flow Forecast Template

Use one of these  cash-flow forecast templates to predict future cash inflows and outflows, helping you manage liquidity and make informed financial decisions.

Free Cash-Flow Statement Templates

business plan excel financial template

Use one of these  cash-flow statement templates to track the movement of cash in and out of your business, so you can assess your company’s level of liquidity and financial stability.

Free Discounted Cash-Flow (DCF) Templates

Sample Discounted Cash Flow Template

Use one of these  discounted cash-flow (DCF) templates to evaluate the profitability of investments or projects by calculating their present value based on future cash flows.

Free Financial Dashboard Templates

Executive Dashboard Template

Use one of these  financial dashboard templates to get an at-a-glance view of key financial metrics, so you can make decisions quickly and manage finances effectively.

Related Customer Stories

Free financial planning templates.

Business Budget Template

Use one of these  financial planning templates to strategically organize and forecast future finances, helping you set realistic financial goals and ensure long-term business growth.

Free Profit and Loss (P&L) Templates

Printable Profit and Loss Statement Template

Use one of these  profit and loss (P&L) templates to systematically track income and expenses, giving you a clear picture of your company's profitability over a specific period.

Free Billing and Invoice Templates

Commercial Invoice

Use one of these  billing and invoice templates to streamline the invoicing process and ensure that you bill clients accurately and professionally for services or products.

Plan and Manage Your Company’s Financial Future with Financial Projection and Forecasting Templates from Smartsheet

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When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

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Financial Business Plan Template

Excel financial business plan template for financial analysis.

IMAGES

  1. Business Plan Financial Template

    business plan excel financial template

  2. Business Plan Financial Model Template

    business plan excel financial template

  3. Business Plan: How to Create Great Financial Plans in Excel

    business plan excel financial template

  4. Business Plan Financial Model Template in Excel

    business plan excel financial template

  5. 5 Financial Plan Templates Excel

    business plan excel financial template

  6. 33 Excel Templates for Business to Improve Your Efficiency

    business plan excel financial template

VIDEO

  1. Personal Finances Sales Funnel Conversion Dashboard

  2. Excel your Finance Career with these add-ins #financetips #finance #careerdevelopment #upskill

  3. How to create Financial Plan

  4. Business Plan in Excel

  5. Template financial planning for business Excel

  6. Financial Management Excel Based Practical

COMMENTS

  1. Business Plan Financial Templates

    Download and use free financial templates for your business plan in Excel, Google Sheets, and PDF formats. Find essential financial statement templates, such as income statement, cash flow statement, balance sheet, and sales forecast. Learn the key elements of the financial section of a business plan and how to manage your finance operations.

  2. Free Business Plan Templates in Excel

    Strategic planning Free Business Plan Templates in Excel Get free Smartsheet templates By Joe Weller | September 27, 2020 In this article, we've rounded up an extensive list of free business plan templates and samples for organizations of all sizes. You can download all of the plans in Excel.

  3. Excel design templates for financial management

    Customize an Excel template to suit your unique financial management needs, whether you're balancing the books of a small business or keeping track of your household budget. Category Color Create from scratch Show all Budget your personal and business finances using these templates Manage your finances using Excel templates.

  4. Free Business Plan Excel Template [Excel Download]

    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!

  5. Create a business plan

    Start with a template. Download these templates from the Office Templates site to create your plan: Fill in your Business plan. Analyze your market with the Business market analysis template. Detail your financials in a Financial plan. Divide up the work and track deliverables with this Business plan checklist.

  6. 10 Free Business Plan Templates in Word, Excel, & ClickUp

    1. ClickUp Business Plan Template

  7. Free Financial Templates in Excel

    This template includes multiple financial worksheets like a balance sheet, cash flow statement, income statement, and more. ‌ Download Financial Projections Excel Template ‌ Create Your Financial Projections with Smartsheet Gap Analysis Templates

  8. 5-Year Financial Plan

    5-Year Financial Plan | Free Template for Excel Home > Excel Templates > Financial Statements > 5-Year Financial Plan 5-Year Financial Plan Template Determine profitability and cash flow when launching new products using this template by - Alex Bejanishvili Posted in category BUSINESS & WORK FINANCIAL STATEMENTS

  9. Free financial plan template for entrepreneurs

    Financial plan template Anticipate your financial needs more easily Download What is it? The financial plan is used to project your revenues and expenses for the coming months. It allows you to plan for lower cash flows, identify your financing needs and determine the best time to get your projects off the ground. This tool will help you

  10. Business Planning & Financial Statements Template Gallery

    Finance Templates. From creating a startup budget to managing cash flow for a growing business, keeping tabs on your business's finances is essential to success. The templates below will help you monitor and manage your business's financial situation, create financial projections and seek financing to start or grow your business. Template.

  11. Top 11 Excel Finance Templates and Financial Statements for 2023

    1. Business Case Template Download the Business Case Excel Template for Free A Business Case Excel Template is a spreadsheet that can be used to make business decisions. It helps you organize and analyze data in order to help you reach the best possible outcome for your project or venture.

  12. 15+ Financial Statement Templates for Excel

    Financial Statement Templates 1 Business Plan Workbook Create a business plan using Word with a companion Excel workbook for customizing financial statements. 2 Balance Sheet Template Summarize what your company owns and owes. Compare to previous year (s). 3 Income Statement Template

  13. 500+ Business Plan And Excel Financial Model Templates

    Download more than 500+ expert-built business plan and Excel financial model templates. For startups, franchises and small businesses.

  14. Free Business Plan Template for Word and Excel

    Business Plan Template for Word & Excel, Version 1.0 Download ⤓ Word (.docx) For Word 2007 or later ⤓ Excel (.xlsx) For Excel 2007 or later 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

  15. Business Plan: How to Create Great Financial Plans in Excel

    We are going to explore all the following advice with this template. How to create a business plan in Excel Advice 1: Be clear about the purpose and the recipient of the business plan Before you start opening Excel, make sure that you are 100% clear of the purpose this business plan. Is the business plan just for you?

  16. Free Simple Business Plan Templates

    Try Smartsheet for Free. In this article, we've compiled a variety of simple business plan templates, all of which are free to download in PDF, Word, and Excel formats. On this page, you'll find a one-page business plan template, a simple business plan for startups, a small-business plan template, a business plan outline, and more.

  17. Excel Financial Model, Business Plan Templates

    FinModelsLab provides a wide range of industry-specific financial model templates in Excel as well as Excel dashboards, Business Plan Templates, and Pitch Deck Templates. Creating a business plan with detailed financial projections and pitch deck presentation or Excel dashboard is time-consuming. That is why we created a web repository with ...

  18. 14 Best Excel Templates for Business in 2024 (Free & Premium)

    14 Best Excel Templates for Business in 2024 (Free & Premium) Hady ElHady Last updated October 5, 2023 Let's talk about Excel templates. These pre-made spreadsheets help you improve productivity quickly.

  19. Free Business Plan Template for Excel

    1. Income Statement The income statement is one of the key financial statements of your financial plan that highlights its profit and loss over a given period of time. The critical components of your income statement include—revenue/sales, Cost of Goods Sold (COGS), operational costs, EBITDA, interest, and others.

  20. Top 10 Free Excel Business Budget Templates for 2023

    Download the Business Case Excel Template for Free. 2. P&L Statement Excel Template. Download the P&L Statement Excel Template for Free. A Profit and Loss (P&L) statement Excel template is a spreadsheet that helps businesses analyze their financial performance and make informed decisions.

  21. Business Plan Financials

    The business plan financials Excel template automatically creates a cash flow statement and a statement of sources/uses of funds. The model links them to the numbers from the income statement and the balance sheet. So, even if you are a seasoned professional financial modeler, you will benefit from using the template as it will save several ...

  22. Free Financial Projection and Forecasting Templates

    Try Smartsheet for Free By Andy Marker | January 3, 2024 We've collected the top free financial projection and forecasting templates. These templates enable business owners, CFOs, accountants, and financial analysts to plan future growth, manage cash flow, attract investors, and make informed decisions.

  23. Excel Financial Business Plan Template

    The Excel template is ideal for forecasting cash flows, understand funding requirements and creating business plans for management and potential investors. Pro-forma financial statements include fully integrated profit and loss statement, balance sheet and cash flow statements as well as value added reporting analysis. Key features of the Excel ...