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. Skip to main content. Download our easy-to-use business planning, finance, sales, marketing and management templates to help you plan for a new business or grow your existing business.
Business Plan Templates 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. Finally, add the cash paid out purchases made, wage expenses, and other cash outflow. Once you enter those values, the built-in formulas will calculate your cash position for each month with. Use this cash flow statement template set to analyze the amount of cash your company has compared to its expenses and liabilities.
This template set contains a tab to create a monthly cash flow statement, a yearly cash flow statement, and a three-year cash flow statement to track cash flow for the operating, investing, and financing activities of your business. Use these free balance sheet templates to convey the financial position of your business during a specific time period to potential investors and stakeholders. Small businesses can use this pro forma balance sheet template to project account balances for assets, liabilities, and equity for a designated period.
Established businesses can use this template and its built-in formulas to calculate key financial ratios, including working capital. You can also use this template to project your financial position for a specified time in the future. Once you complete the balance sheet, you can compare and analyze your assets, liabilities, and equity on a quarter-over-quarter or year-over-year basis.
This template also provides calculations for common financial ratios with built-in formulas, so you can use it to evaluate account balances annually. Sales projections are a fundamental part of a business plan, and should support all other components of your plan, including your market analysis, product offerings, and marketing plan. Use these sales forecast templates to estimate future sales, and ensure the numbers align with the sales numbers provided in your income statement.
Use this basic forecast template to project the sales of a specific product. Gather historical and industry sales data to generate monthly and yearly estimates of the number of units sold and the price per unit. Then, the pre-built formulas will calculate percentages automatically. Use this sales forecast template to project the future sales of a business across multiple products or services over the course of a year.
Enter your estimated monthly sales, and the built-in formulas will calculate annual totals. There is also space to record and track year-over-year sales, so you can pinpoint sales trends. Use this sales forecast template to estimate the monthly and yearly sales for multiple products over a three-year period.
Enter the monthly units sold, unit costs, and unit price. Once you enter those values, built-in formulas will automatically calculate revenue, margin per unit, and gross profit. This template also provides bar charts and line graphs to visually display sales and gross profit year over year.
A break-even analysis will help you ascertain the point at which a business, product, or service will become profitable. This analysis uses a calculation to pinpoint the number of service or unit sales you need to make to cover costs and make a profit. Use this break-even analysis template to calculate the number of sales needed to become profitable. Enter the product's selling price at the top of the template, and then add the fixed and variable costs.
Once you enter those values, the built-in formulas will calculate the total variable cost, the contribution margin, and break-even units and sales values. These business budget templates will help you track costs e. Having a detailed budget enables you to make sound strategic decisions, and should align with the expense values listed on your income statement.
Use this startup budget template to track estimated and actual costs and expenses for various business categories, including administrative, marketing, labor, and other office costs. There is also room to provide funding estimates from investors, banks, and other sources to get a detailed view of the resources you need to start and operate your business.
This business budget template is ideal for small businesses that want to record estimated revenue and expenditures on a monthly and yearly basis. This customizable template comes with a tab to list income, expenses, and a cash flow recording to track cash transactions and balances. Established organizations will appreciate this customizable business budget template, which contains a separate tab to track projected business expenses, actual business expenses, variances, and an expense analysis.
Once you enter projected and actual expenses, the built-in formulas will automatically calculate expense variances and populate the included visual charts. This simple startup funding requirements template is useful for startups and small businesses that require funding to get business off the ground. The numbers generated in this template should align with those in your financial projections, and should detail the allocation of acquired capital to various startup expenses.
Use this customizable personnel plan template to map out the current and future staff needed to get — and keep — the business running. This information belongs in the personnel section of a business plan, and details the job title, amount of pay, and hiring timeline for each position.
This template calculates the monthly and yearly expenses associated with each role using built-in formulas. Download Personnel Plan Template - Excel. Whether your organization is a startup, a small business, or an enterprise, the financial plan is the cornerstone of any business plan. The financial section should demonstrate the feasibility and profitability of your idea and should support all other aspects of the business plan.
Need help putting together the rest of your business plan? Check out our free simple business plan templates to get started. Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done.
Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. Try Smartsheet for free, today. Get a Free Smartsheet Demo. In This Article. Financial Plan Templates Download and prepare these financial plan templates to include in your business plan. Business Financial Plan Template.
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