Microsoft Excel Business Plan Template

It is both a strategic document that can act as a roadmap and a tool for securing funding and communicating with stakeholders.

Download this financial projections Excel template to calculate your startup expenses, payroll costs, sales forecast, cash flow, income statement, balance sheet, break-even analysis, financial ratios, cost of goods sold, amortization and depreciation for your small business.

It will help a potential entrepreneur project operating profit, develop a projected income statement, balance sheet and cash flow forecast.

Use the templates below, then meet with a SCORE mentor for expert business planning advice.

Download this 40-page MS Word Business Plan template and 10 free Excel spreadsheets to write your next business plan. You can change the color scheme by updating the styles. Executive Summary Products and Services Customer Demographics Competitive Analysis SWOT Analysis Sales Forecast Operational Plan 12 Month Profit & Loss Projection Projected Cash Flow Balance Sheet Break-even Analysis Some of the Excel spreadsheets include a Balance Sheet, Break-even Analysis, Cash Flow, Competitive Analysis, General Demographic Profile, Personal Financial Statement, Profit and Loss Projections, and Sales Forecast. 1 Executive Summary 2 Company Description 2.1 Mission Statement 2.2 History 2.3 Markets and Products 2.4 Objectives 2.5 Current Situation 3 Products and Services 3.1 Description of Products/Services 3.2 Production Process 3.3 Distribution/Service Delivery 3.4 New Products 4 Marketing Plan 4.1 Market Analysis 4.1.1 Research Findings 4.1.2 Growth Projections 4.2 Market Trends 4.3 Product 4.4 Customer Demographics 4.5 Competition 4.6 SWOT Analysis 4.7 Marketing Strategy 4.7.1 Positioning 4.7.2 Promotion 4.8 Price Comparison 4.9 Customer Service Plans 4.9.1 Retaining Customers 4.9.2 Customer Complaint Handling 4.10 Sales Forecast 5 Development Plan 5.1 Current Status 5.2 Development Plans 5.3 Development Timetable 5.4 Development Risks 6 Operational Plan 6.1 Current Premises 6.2 Current Premises Financial Details 6.3 Equipment, Vehicles & Fittings 6.4 Insurance Details 6.5 Production 6.6 Future Location 6.7 Legal Environment 6.8 Personnel 6.9 Inventory 6.10 Suppliers 7 Management and Organization 7.1 Professional and Advisory Support 7.2 Key People Details 7.2.1 Key Person 7.2.2 Key Person 7.2.3 Total Salary Costs 7.2.4 Number of Employees 8 Personal Financial Statement 8.1 Methods of Bank Finance 8.2 Assets as Security 8.3 Repayment for Borrowings 9 Financial Plan 9.1 12-Month Profit and Loss Projection 9.2 Projected Cash Flow 9.3 Opening Day Balance Sheet 9.4 Break-Even Analysis 9.5 Exit Strategy 10 Appendices 10.1 Glossary of Terms The Business Case templates are in Microsoft Word and Excel format (& .xls). Email us the receipt number you received from e Junkie and we’ll send you another copy. If you have any problem downloading the templates, send me the order number and I will get back to you.