Free financial plan for your business project to download here! WikiCrea offers you the best solution with this Excel financial plan template to download for free. Find and download ready-to-use, simple and free Restaurant Financial Plan Templates and models in Excel for your business. Made by Restaurant Owners and Experts.
![]() Business Plan Financials â Make the Numbers Support Your Story!
Make the financial section of your business plan look professional and persuasive! Use the business plan financials template and create your companyâs financial plan for the next 5 years (projecting the first two years on a monthly basis).
The business plan financials template contains several worksheets that are important parts of your business plan. All of these worksheets are adjustable for your companyâs specific needs:
The business plan financials Excel template automatically creates a cash flow statement and a statement of sources/uses of funds. The model links them to the numbers from the income statement and the balance sheet. So, even if you are a seasoned professional financial modeler, you will benefit from using the template as it will save several hours of your time.
How to buy?
At first we recommend you to see how the business plan financials template looks in Microsoft Excel. To do that just press the Demo button above and download a demo version which is exactly the same as the real-life template (except for the formulas being password-protected).
Then just press the Add to cart button above and follow to the checkout!
Let us do the work for you!
Feel free to contact our team in case you need support with your business plan. Our team provides financial modeling services to companies around the world, actually, this is our core business. Chances are that we have already been working with companies from your industry and know the specifics of the business you are just about to start. Just drop us a line to [email protected]!
Learn more about our Financial Modeling Services and our Excel template customization services.
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Whether your business is in the initial startup phase or is a mature company, being familiar with and conducting financial analysis is an important practice to demonstrate the viability, stability, and profitability of your business. Results of such analysis will help internal and external stakeholders make essential business decisions regarding the status and direction of the company.
But how do you get started conducting this analysis? One way is with a helpful template in Excel. Weâve researched the top Excel financial templates and have accumulated them here for you to download, along with a description of when to use each.
Competitive Analysis Templates
A major part of your business plan is the competitive analysis. Within this analysis you identify your three top competitors, and then compare them to your company based on specific factors. Some of the aspects that you should analyze include general objectives, target market, market share, marketing strategies, pricing, and more. Use this competitive analysis template to conduct your analysis. This simple template includes columns for your company and each of your competitors, enabling you to compare factors across the board.
âDownload Competitive Analysis Excel Template
âCreate Your Competitive Analysis with Smartsheet
Cost Benefit Analysis Templates
Within every business there are major decisions to be made regarding product, pricing, marketing, hiring, packaging, and more. Thatâs why having a process in place to compare the cost to benefit of each possibility is important to making good business decisions. With this two-part cost benefit analysis template, you can get started quickly creating an in-depth analysis of each option. The first section enables you to make a comprehensive list of all recurring and nonrecurring costs, along with qualitative benefits, projected out over five years. The second sheet provides an overall summary of the total costs compared to benefits.
âDownload Cost Benefit Analysis Excel Template
âCreate Your Cost Benefit Analysis with Smartsheet
Financial Projections Templates
Financial projections are a forecast of future revenues and expenses for your business. Creating projections on a yearly basis helps you to think strategically about the current financial performance of the business, and establish a clear course to follow. Use a financial projections template to start planning and working on your own projections. This template includes multiple financial worksheets like a balance sheet, cash flow statement, income statement, and more.
âDownload Financial Projections Excel Template
âCreate Your Financial Projections with Smartsheet
Gap Analysis Templates
A gap analysis is used to compare the difference between actual performance and potential or desired performance. This analysis could be used to gauge the performance gap for an overall company, a specific project, workload amounts, or available resources. Use this simple gap analysis template to get started quickly. Add specific objectives that you would like to analyze, compare the current state against desired state, and determine steps to reduce the gap.
âDownload Gap Analysis Excel Template
âCreate Your Gap Analysis with Smartsheet
Loan Amortization Schedule Templates
A loan amortization schedule helps you pay off loans, such as a mortgage or car loans, through regular monthly payments over time. As some loans will take years to pay off, use an amortization schedule to track how much you have paid, the interest accrued, and amount still owing. This loan amortization template enables you to set regular payments and input additional payments made. With pre-built formulas included, interest amounts and balances will automatically update as payments are made.
âDownload Loan Amortization Schedule Excel Template
âCreate Your Loan Amortization Schedule with Smartsheet
Risk Analysis Templates
Identifying risk early on is important to the success of any business or project. And, ensuring you have a process in place to pinpoint and analyze potential risk is helpful. Use this risk analysis template to document potential risks, rank them based on impact and likelihood, and determine next steps to mitigate the issue before it occurs.
âDownload Risk Analysis Excel Template
âCreate Your Risk Analysis with Smartsheet
Root Cause Analysis Templates
The root cause analysis is a form of problem solving that helps to determine the root cause of issues that occur. By mapping out the entire cause and effect chain, you can start with the issue and trace back to the initial action that started the chain in motion. With this root cause analysis template, you can start mapping issues right away. The template has a customizable format to help you identify the issue, create cause-and-effect chains, and define next steps to prevent the issue from occurring in the future.
âDownload Root Cause Analysis Excel Template
âCreate Your Root Cause Analysis with Smartsheet
SWOT Analysis Templates
Creating a detailed Strengths Weakness Opportunities Threats (SWOT) analysis is a helpful first step for creating a business plan. Completing your SWOT analysis early on will enable you to formulate the direction your business should take. The first two areas (strengths and weakness) look at internal factors of your business, while the second two (opportunities and threats) focus on external factors. This simple SWOT analysis template provides prompts to help you complete the four sections of your analysis, and provides columns to compare your company to the competition.
âDownload SWOT Analysis Excel Template
âCreate Your SWOT Analysis with Smartsheet
Use Smartsheet to Manage Your Financial Analysis
Smartsheet is a spreadsheet-inspired work management tool with robust collaboration and communication features. Its pre-built financial templates make it even easier to conduct analysis, track progress, manage documentation, and quickly organize the details.
Make real-time updates and share your financial analysis with key stakeholders to drive better communication and increase transparency on major initiatives. Easily switch between spreadsheet, Gantt, and calendar views with team members or external collaborators.
And, with Smartsheetâs powerful collaboration features like discussions, reminders, and attachments, you can store all documentation in one place for everyone to view, access, and make changes in real time.
If you found this post helpful, visit our Resources page for more advice on managing your work and streamlining processes. Discover a more collaborative way to track finances with Smartsheet.![]() Comments are closed.
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