Business Plan Excel Spreadsheet Template

Plan a new business or restructure an existing one. With this worksheet, you will structure your project and objectively evaluate everything that is necessary to accomplish it!

What's New in Version 5.0:

• Increase in the possibility of analysis for up to 10 years
• Dynamic choice of analysis time
• Addition of monthly monitoring of the projected result
• Dashboard increment
• Series of small improvements in tabs for easier usability
• Easy to change the logo on all tabs with just one click
• Quick customization of menu colors and fonts
• New menu layout (hidden or open) improves visualization
• Multi languages

General business Data

Make the register of the main information of your business and the legal nature of it.

Team

Fill in the information of the team that will make the business plan become a real business or project

Business Template Canvas

Create your Business Model Canvas. It is a simplified and easy-to-understand model of how the company will create value for your customer. This structure can be presented on an A4 sheet and comes divided into 9 blocks for you to fill out.

Strategy Canvas

Assemble your strategy canvas. With this tool, you will begin to understand in what aspects your idea will differ from direct or indirect competitors.

Strategic plan

Do all the strategic planning of your company. Start by defining mission, vision and values, do a SWOT analysis, understand the market with Porter's competitive forces, and define the strategic goals of your project.

Marketing plan

Here you will make your marketing plan, following the guidelines of the 4 P's (marketing mix): product, price, place and promotion. You will also try to estimate the size of your market, according to the target audience chosen.

Pricing of products and services

Choose the price of your products and services from the direct costs and expectation of contribution margin.

Financial plan

Make your sales projections, initial investment and project expenses. Get the 5 year financial plan automatically for your business plan.

Automatic Reports

See if your business is really promising with viability indicators (NPV, IRR and Payback) in the Financial Plan Report. Also analyze automatic reports of the Strategic Plan and the Marketing Plan.

Feasibility Dashboard

As you fill out the spreadsheet take a look on the dashboard with charts and automatic information of the evolution of your business's viability.

Financial Dashboard

See in a simple and intuitive way the evolution of your business plan from a financial point of view.

Scenario Analysis

Define changes in metrics and see how this impacts your business plan.

Executive summary

Print the executive summary of your business plan automatically. This summary report is ready to be shown to potential partners, investors and / or partners in the new venture.

Business Plan Excel Spreadsheet Template