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Business Plan Excel Template

4.78 (9 reviews)

Excel spreadsheet to prepare professional design business plans. Present your company with a printable and clear plan. With step-by-step guide.

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TEMPLATE DESCRIPTION

You have to prepare a business plan for your creditors and don’t know where to start. So here is our Business Plan Excel Template to help you all through the process.

Basically, Business plans usually target external actors like outside stakeholders, government agencies, lenders, clients, and investors. But they can also be internally focused in times of a new product or service development, opening a new factory or branch, organizational restructuring, and other key changes in a business.

This business plan template provides detailed guide to summarize the nature of your company. Additionally, you can easily display your business drivers with company descriptions, marketing strategies, organization, financial projections, and other background information directly in Excel.

 

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Business Plan Excel Template Features

Above all, our template offers a ready-to-use structure for a comprehensive business plan. With this tool, you will save a huge amount of time and energy with pre-defined sections and detailed guide.

In addition to a navigation menu, our template includes six main sections: 1. Cover, 2. Introduction, 3. Marketing, 4. Organization, 5. Financials, 6. Summary.

Navigation Menu

This menu helps you not only to move among the different sheets but also to track the preparation phase of the whole plan. So, under each main section, there are sub-category buttons to navigate through the relevant sheets. Also, you can easily track the completed sheets by using the little checkboxes on the left side of each sheet.

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1. Cover

The cover page is a ready-to-print sheet with the business name, contact info, report writers, and the date. The user may also change the logo by right-clicking and selecting the Change Picture option.

2. Introduction

Under this section of your business plan template, the Company Description and Products/Services sheets summarize the main info of the business such as name, mission, core values, legal structure, etc., as well as the main properties of its products or services.

3. Marketing

The marketing section of this business plan generator consists of six different marketing tools:

  • Industry Analysis: This sheet gives a general outlook of the business industry.
  • Target Market Analysis: You can define the target market of the business with geographic, demographic, psychographic, and behavioral levels.
  • Competitive Analysis: You may make a competitive analysis by first defining the main factors and assigning an important point for each factor, and then giving scores for the business itself and the competitors for each factor. The overall weighted scores will be calculated automatically.
  • Porter’s Five Forces Analysis: This section lets the user explain the competitive environment with the Power of Buyers, Power of Suppliers, Threat of New Entrants, Threat of Substitutes, and Competitive Rivalry.

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  • SWOT Analysis: You can evaluate a business from internal (Strengths & Weakness) and external (Opportunities & Threats) aspects.
  • Distribution: This section gives the main idea about the distribution channels of the business in your plan template.

4. Organization

This sheet displays the organization and management prospects of the company. The first part is for the key managers of the business, with name, position, and expertise area. Meanwhile, the second part is to define the human resources structure of the company. You will give the estimated personnel number and the average salary for each department, and the template calculates the total estimated costs for human resources.

5. Financials of Business Plan Template

Basically, the financials section of the business plan template consists of Sales Forecasts, three main Financial Statements, as well as a Financial Summary.

  • Sales Forecasts: This area gives a prospect of sales projections for each target market for the five years, which you can easily may change. The total sales and year-over-year sales growth will be calculated automatically.
  • Financial Statements: These sections provide ready-to-use Income Statement, Balance Sheet, and Cash Flow Statement for five-year financial projections. The white areas are for the user to input data, while the gray shaded areas are calculations. You may change the years, but we highly recommend to you use the same five-year period for the sales forecasts and financial statements to get accurate financial summary results.
  • Financial Summary: This dashboard is produced from the previous sales forecast and financial statement sheets. The template displays a clear financial outlook for the five-year projections of the business with key ratios and professional-looking charts.

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6. Summary

Lastly, the Summary section of our excel business plan gives a general idea of the company, consisting of three main parts:

  • Business Model Canvas: This section helps to summarize the key drivers of the business in nine main blocks with drag & drop post-it notes. Moreover, you may easily move these notes and change the size, colors, or fonts.
  • Business Timeline: This list shows the expected milestones of the business with target dates. This will give a smooth road map for the company.
  • Executive Summary: As one of the most important sections of a business plan, the Executive Summary gives a chance to explain its business to the targeted audience in his/her own words. This one-page brief of the company underlines the main description, goals, and prospects of the business.
Note: When you have done with your business plan, you can take a printout of the whole template by selecting the Print Entire Workbook option under the print settings.

Business Plan Excel Template Features Summary:

  • Summarize business with key drivers
  • Provides a general overview of a business
  • Guide to preparing a business plan
  • Fully customizable and ready to print
  • Informational notes included
  • No installation needed, ready-to-use
  • Works both on Mac and Windows
  • Compatible with Excel 2007 and later versions
  • Does not include any VBA code or macros

Business Plan Template is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

9 reviews for Business Plan Excel Template

  1. Antonia R

    I could not use the business model canvas part. It doesn’t work. I couldn’t add new post-it

    • Someka

      Hello Antonia,

      You can use the drag&drop part of the Business Model Canvas section.
      It allows you to flexibly design your note style.
      Firstly, you can choose any post-it from the palette on the right side of the sheet and drag it to your desired location on the canvas.
      After that, you can include any information by manually writing it down on the post-it.
      Please see the image below:

      Business-Model-Canvas-Someka-Excel-S04

  2. Harold

    I’m not sure but maybe we will consider buying a multi user.
    Is it possible to change the license of our product? Now we have single user.

    • Someka

      Hello Harold,

      We may surely upgrade your license from single-user to multi-user. Just email us at contact@someka.net and our team will contact you with a link to upgrade your license.

  3. Angela Rucker

    This template reallly saved my day! Thank you SOMEKAAA

    • Someka

      Dear Angela,
      We’re very happy to hear that you liked our tool. Thank you for your kind words.

  4. Tommy Rodriquez

    Nice job guys, but will I have to use all of these sheets. It seems too much!

    • Someka

      Hi Tommy,
      This is a comprehensive business plan template. But you do not have to fill in all the sheets.
      The checkboxes on the navigation menu may help you track your own plan.
      Use the tools you need, and put an “X” on ones that you do not want to use.
      As all the users may need different tools/sheets on their business plan, we prefer to give as many as possible to our users.

  5. Ellis J

    I was really looking for this type of product and finally found it. It was my pleasure to receive such comprehensive app. thanks

  6. Amy C

    very useful excel thanks for everything. tiny question,where can i see may sales projections?

    • Someka

      Dear Amy,
      You may see your sales projections, which you input in the Sales Forecast section, on the Financial Summary charts.
      But please remember that these projections are not automatically moved to financial statements. These are all separate sheets.
      Hope this helps!

  7. Mae

    GREAT!

  8. Ronald Davis

    I could not change the logo?

    • Someka

      Hi Ronald,
      You can change the logo on the cover by right-clicking on the dummy logo and selecting the Change Picture option. Then You can select your logo From a File on your computer.
      To change the Someka logos throughtout the template, please click here

      Business-Plan-template-Review-Image1

  9. Jose D.

    Hello someka team it looks good but may I use it in Spanish? it will be better for me.

    • Someka

      Hi Jose,
      Thanks for asking.
      After purchasing a modifiable version, you can make any modifications, which include translating the template into another language.
      Actually, this template is fully customizable. So you may use it in Spanish easily.
      Hope this helps!

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