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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

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Create a Business Plan using

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.


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, 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.

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Home » Business » Business Plan Template Excel

Business Plan Template Excel

Business Plan Template Excel : A business plan is one of the most vital and important documents for industry. Writing a business plan is considered essential and crucial for the future achievement of a start-up as it assists in describing goals, sets targets & appraises a business idea. Business plans are as well as imperative tools to attract financial support from investors & are often obligatory if a business seeks to fund.

Always keep in mind that our business plan template excel can just provide you a rough direction of what you require to do. Writing a business plan gets a lot of examining, market information, time & effort. By utilizing one of our business plan templates we aid you with the common arrangement of a business plan. But, you still require filling up the business plan template with your own study, information & knowledge. You may also like Business Startup Budget Template .

Table of Contents

Business Plan Templates Excel Free Download

Having a business budget is necessary for any size business. A business budget aids you make a decision whether you can produce your business, provide yourself a move up, purchase extra inventory & assets and whether you may be capable of keeping away from bankruptcy. You should also check the Business Contact List Template .

Additional Reading: What Is a Business Plan? ( link )

Business Marketing Plan Template

It’s probable to change a personal budget spreadsheet to apply to a business, however, if you are utilizing our Income Statement Template, you’ll like to make use of the business plan spreadsheet so that you can make a budget that is similar to your income statement. Download this business plan template excel free of cost and we make sure it will be helpful and useful for you. You may also see Business Report Template .

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18+ Free Business Plan Templates

A business plan acts as a blueprint of your company and covers all the important aspects of your business, thereby also hinting how your business can successfully grow. If the business planning isn’t done properly, it can lead to quite expensive corrective measures later on. Not only internally, but business plan templates are also used externally. They are indispensable during fundraising. They help to jump-start your business and maximize your chances of raising capital.

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Business Plan Templates (40-Page MS Word + 10 Free Excel Spreadsheets)

Download this 40-page MS Word Business Plan template and 10 free Excel spreadsheets  to write your next business plan. Includes sample guidelines and interactive spreadsheets.

Sections include Marketing Plan, Market Analysis, SWOT Analysis, Sales Forecast, Development Plan, Operational Plan, Financial Plan, 12-Month Profit & Loss, Projected Cash Flow, Balance Sheet, Break-Even Analysis, Personal Financial Statement, and Exit Strategy.

Download Now for only $19.99 – Buy Here!

Business Plan Template: Blue Theme

Business plan template: red theme.

You get two templates in the zip file. One blue theme, the other red. The red theme of the MS Word template has the exact same content as the blue theme. You can change the color scheme by updating the styles.

NB: Let me know if you need any help with this.

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

Business Plan: Free Excel Templates

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.

Table of Contents

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

Business Plan Template: Contents & Format

The Business Case templates are in Microsoft Word and Excel format (.doc & .xls).

The template pack includes the following documents:

Product Specifications

File Format : The templates are in  Microsoft Word   (.docx) and  Excel  format (.xlsx).

File Size:  The Download file is 2 MBs.

Opening the Files:  You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract , and save it to your computer.

Getting Started:  Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click  File ,  Save As  and save the files. There are no security settings on any of the files.

Images:  All of the images in the templates are copyright free.

Who are your Customers?

Here is a sample list of our  customers .

Since 1998, Klariti provided products and services to Accenture, AIG, Bearing Point, Cap Gemini, Cisco, Disney, Ernst & Young, GE, HBO, IBM, J.P. Morgan, KLM, KPMG, Lehman Brothers, LEVI’S, MacDonalds, Macy’s, Mayo Clinic, McCormick, McGrawHill, MEGA, Mesirow , Mitre, NHL, NTL, OmniVision, Oracle, OshKosh, PennWest Energy, Pepico, Performance Technologies, Philips, PriceWaterhouseCoopers, PV Cycle, Raytheon, Reuters, Roche, Rogers, SAAB, Sabre Holding, Safeway, Sagem Morpho, Sara Lee, Shaw, Shell, Siemens, Sikorsky, Sobeys, SpeakEasy, SunPower, Sydney Opera House, Symantec, TATA, Tetra, ThyssenKrupp, TNT, Toyota, Travellers, TYCO, UC Davis, Verizon, Visteon, Vodafone, Wachovia Securities, Wal Mart, Whirlpool, WIPRO, Zurich.

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business plan excel sheet

F45 Training Franchise Business Plan

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5-year financial model built with the latest Franchise Disclosure Document for F45 Training franchises

📊 5-year pro forma financial statements

📗 Built with the latest Franchise Disclosure Document

📈 Break-even point

💵 Valuation report

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Built with the Franchise Disclosure Document data

Each of our franchise financial model templates have been customised with the most up to date financial data from the latest publicly available Franchise Disclosure Document

You don’t have to do anything : we analysed and compiled the financial data disclosed in the Franchise Disclosure Document to forecast :

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All you need to get funded

Designed by CPAs and investment bankers for franchisees , our financial model templates a re easy to use and  include everything you need to raise funds  for your franchise from investors or a bank

All our templates include your  3 pro forma financial statements , as well as 20+ reports and charts for your pitch deck or business plan 

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5-year pro forma financial projections.

✅ Profit-and-loss (P&L) ✅ Cash flow statement ✅ Balance sheet

profit and loss of a franchise business plan

Break-even point

Our break-even point report allows you to answer questions like:

✅ When will you turn a profit? ✅ What is your cash burn? ✅ How much do you need to raise?

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Return on investment (ROI)

Raising funds from investors?  Investors will ask what’s their return on investment.

✅ Showcase your business as a strong investment opportunity  

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Sources and uses

Play with the sources and uses of your business plan to understand who funds and what

✅ How much equity are you raising from investors? ✅ How much debt do you need to raise from a bank? ✅ What are your startup costs?

Sources and uses of a franchise business plan

Business valuation

Our business valuation report helps you assess a valuation for your franchise.

✅ What is your business valuation? ✅ What is the valuation multiple of your business? ✅ How much equity percentage do you need to give to investors?

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Build financial projections in minutes.

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After purchase, download your template to Excel or Google Sheets

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All our templates are  fully editable . Safely change any assumptions without breaking the model

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Business Plan Template

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Free Business Plan Template

One can define the business plan template as the blueprint of your business plan on the Excel template. It includes all your business objectives to be achieved and a detailed plan of how you are going to achieve them. You will be required to present the business plan template to the investors if you need to secure funds for your business.

Anyone wishing to start a new business must create a business plan. It can be created with an excel template, considered the smartest way to create a business plan. It is a handy and straightforward tool that consolidates all the required information to create a business plan. It could prove whether a business will work and whether the market exists for its products or services.

Business Plan Template 1

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Business Plan Template 1-1

Table of contents

About the business plan template, key elements, recommended articles.

This template is very critical in the following circumstances:

It must include all the critical information concerning the business and how it will proceed to convey the message to the investors and analysts that the business will sustain itself in the future. The business plan template elements could make you secure business finance from investors.

The following are the significant elements to be considered while creating a business plan template:

#1 – Nature of Business

It starts with the nature of your business. In this section, you need to describe your business’s products and services to potential clients.

#2 – Business Objectives

At the very outset, you should ensure that the business plan template has clear objectives that are achievable and sustainable from the business perspective. It should also specify the period when one shall achieve the objectives.

#3 – Skillset and Relevant Experience

It should have a section where you should include your skills and relevant experience to run the business. It is very critical for the success of the business.

#4 – Target Clients and Customers

We all know that the customers and clients are the ultimate users of the goods and services a business produces. Therefore, this should define the clients and customers for producing the goods and services.

#5 – Target Market

The business plan template must include the target market of the business. It should also include how one should create demand in a particular market.

#6 – Sales & Marketing

This section template required the sales and marketing strategies to sell the goods and services to potential clients—the kind of brand and logos used for marketing your product and services, including the prices. In addition to the above, you should describe the quality of products and services in detail so that clients know well about the goods and services.

#7 – Financial Planning & Forecasting

This section requires a template to provide a detailed financial planning Financial Planning Financial planning is a structured approach to understanding your current and future financial goals and then taking the necessary measures to accomplish them. Because this does not begin and end in a specific time frame, it is referred to as an ongoing process. read more & forecasting overview.

This article has been a guide to Business Plan Templates. Here we provide you with a free business plan template that defines a blueprint of the business along with elements and benefits. Also, you can download and use this template in Google Sheets, PDF, or ODS format.

You can also take a look at our other useful articles: –

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Is there anything excel *can't* do we've created excel templates for everything you can think of. plan your next project with our gantt chart, order products with our po template, and more., featured business templates, all excel business templates..

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All about Sales Plans: Definitions, Tips, and Free Templates

Smartsheet Contributor Kate Eby

July 27, 2018

In this article, you’ll learn everything you need to know about sales plans: how they relate to sales forecasting and sales pipelines, as well as benefits, challenges, and tips for getting the most out of your sales plans.

Included on this page, you’ll find over 8 free sales plan templates , learn the difference between sales forecasting and sales planning , and find best practices for writing a sales plan .

Free Sales Plan Templates

In this section, you’ll find over 15 free sales planning templates in Microsoft Excel and Word formats.

Sales Plan Template

business plan excel sheet

‌   Download Excel Template

Try Smartsheet Template

This template allows you to plan your sales goals with the flexibility and functionality of an Excel spreadsheet. This sales plan template is divided into 12 months and separate product lines. The template includes columns for the previous year’s performance, current sales goals, and outcome. Create a yearly sales plan, and compare data over time and across products.

Keep deals moving forward with sales pipeline management in Smartsheet

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Smartsheet is a cloud-based platform that allows sales teams to effectively manage pipelines by creating one location to track and manage efforts, surface open and at-risk opportunities, and provide real-time visibility to improve forecasting. See Smartsheet in action.  

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Sales Leads Template

Sales Leads Template

Try Smartsheet Template  

If you want to keep track of sales leads, but don’t need the full functionality of customer relationship management (CRM) software, this spreadsheet may be adequate for your business. The template has columns for detailed information about each sales lead, including contact dates and status — this allows you to keep track of communications with each customer, plan future contacts and follow-ups, and evaluate potential sales. You can also indicate lead sources on the spreadsheet to monitor your marketing efforts and track how customers are referred to your business.

Sales Tracker Template

business plan excel sheet

This sales tracker template makes it easy to keep track of items sold, along with profit per item and total earned income. You can also track costs, including shipping charges and returns. This template is especially useful for a new business, online retail sales, or any small business that wants to track sales and profits.

Sales Pipeline Template

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Try Smartsheet Template   ‌

This sales pipeline template is an alternative to CRM software and is designed with small businesses in mind, use it to keep track of contacts and estimated sales. It also provides a quarterly sales forecast, along with space to record deal status, projected closing date, and further actions. This simple template is easy to edit and serves as a management tool for your sales pipeline.

Sales and Marketing Plan Template

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‌  Download Template in Word

Try Smartsheet Template  ‌

Creating an effective sales and marketing plan may involve market research and analysis, evaluating your competition, looking at your sales history, examining future sales projections, and more. Once you have adequate information to develop a sales plan, a template can help you organize the plan into steps that will drive sales. This sales and marketing plan template provides space for identifying your sales goal, target customers, strategies for attracting those customers, marketing tactics and messages, scheduled action steps, and results.

Sales Funnel Template

Sales Funnel Template

‌ ‌ Download Sales Funnel Template - Excel

This sales funnel template provides a visual representation of the sales process, along with whatever sales data you choose to include. The template can be used as a scorecard to evaluate sales progress, and the funnel makes it easy to visualize the steps in your sales process. This free template is a simple but effective tool for reaching sales and business goals.

Sales Report Template

Sales Report Template

‌ ‌ Download Sales Report Template

Track monthly, quarterly, and yearly sales activity with this free sales report template. Customize the template or use the existing columns to keep track of sales and pertinent data. This sales report template also includes a monthly forecast showing sales history and projections. Use this template to track progress, plan future goals, and create a sales report with pleasing visual design.

Sales Action Plan Template

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Download Sales Action Plan Template

Create a sales plan with actionable steps and a scheduled timeline. This template features sections for listing clearly defined goals, methods for measuring success, action steps, ownership for each step, and deadlines. These are all important components of a sales action plan for reducing risk and increasing the probability that you will reach your sales goals.

Using a Sales Plan Template

Finding the right sales template provides easy organization and efficiency, which frees up resources and time that can go toward reaching business goals. A template can also be a powerful communication tool for sales and marketing teams to develop and track their progress against sales targets. Depending on the nature and scope of your company, some templates can be a component of an effective business plan.

The Basics of a Sales Plan

A sales plan outlines sale goals for a cycle, as well as the steps you will take to hit those targets. The sales plan document also defines tools, high-level tactics, target customers, competitors, obstacles, among other details. A strong plan will communicate company goals to the sales team, keep everyone focused on strategy, and delineate priorities.

What Is the Difference Between Sales Forecasting and Sales Planning?

While many people confuse the two terms, sales forecasting and sales planning are distinct concepts. A sales forecast is a future projection of sales based on business and environmental conditions, while a sales plan defines the concrete steps needed to achieve the sales forecast. You can create a sales forecast for your entire business or for a particular initiative over any period of time (examples include an economic forecast; an industry forecast; a company forecast; and a short-, medium-, or long-term forecast).

Sales plans are helpful tools when budgeting for advertising or travel costs, identifying new sales markets, planning for staffing needs, and creating a timeline to reach milestones. But a sales plan is just one piece of the business planning and management — and it relies on accurate sales forecasting. You can get free sales forecasting templates here .

Large organizations, small businesses, and startups can all equally benefit from sales planning. Sales forecasts and plans are most often used by the sales team, although marketers, executives, and even customers may interact with the documents as well.

What Is a Sales Pipeline?

A sales pipeline is a visual representation of where prospective buyers are in the sales process. A sales pipeline can quickly identify a prospect’s position in the buying journey; use that information to support them and respond to their needs appropriately.

While a specific buyer’s journey will vary based on the industry and type of products or services sold, there are three general phases of any sales pipeline:

A prospect initiates contact with a company and explains its needs.

A salesperson provides the prospect with a quote (including the product or service and price).

The prospect purchases a product or service (and thereby becomes a customer).

Use the targeted sales pipeline templates above to track potential customers’ journeys through the process.

What Is the Sales Funnel? 

The sales funnel is a visual representation of the average conversion rate of potential customers and qualified leads move through the sales process. Sales teams can use the sales funnel to help understand the volume of sales, as well as the percentage of each sale that has passed through each sales process stage.

The sales pipeline represents what the seller is doing during the sales process; the sales funnel shows the sales process conversion rates. The sales funnel feeds the sales pipeline; once a lead is converted into a prospect, they move into the sales pipeline.

Benefits of Using a Sales Plan

A high-quality sales plan is one of the key parts of the sales forecasting process as well as the operational plan and the marketing strategy. When done right, a sales plan can provide the following benefits:

Best Practices for Writing a Sales Plan

While creating the sales plan, take the following steps in order to create a quality and realistic plan:

Sales Plans Challenges

While a sales plan is a valuable tool, creating one does pose some challenges: 

What Is Included in a Sales Plan?

The sales plan contains numerous sections that provide information to readers, and help guide decisions that will contribute to meeting sales goals.

Improve Sales Planning with Smartsheet for Sales

Sales planning is an activitiy to gain and retain customers, meet changing market demands, and ultimately, ensure business success. While premade templates can help you get started developing your plan, you need a tool to manage all of your sales processes and operations that is accessible to your team in real time and allows you to collaborate and track sales activity across multiple reps.

Smartsheet is a work execution platform that enables enterprises and teams to get from idea to impact - fast. Top performing sales organizations rely on Smartsheet to stay on top of leads, accelerate productivity, and exceed every quota.

Use Smartsheet to build a strong opportunity pipeline, reduce risks and identify blockers, and refine your sales forecast. Improve transparency to process and procedure, optimize operations with cross-department collaboration, and accelerate team output.

business plan excel sheet

Discover how Smartsheet can help maximize your sales efforts, today. 

Try Smartsheet for Sales

Additional Resources

Sales operations 101: roles, duties, headaches, and pro tips.

Learn the basics of sales operations and how roles are evolving. Hear from the pros and find tips to remedy sales ops headaches.

Nov 18, 2021

Get the most out of your sales planning efforts with Smartsheet for Sales.


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