Financial Template For Business Plan – In this article, we have collected tried and tested financial templates for your business plan, all free to download in Excel, Google Sheets and PDF formats.
On this page, you will find useful financial statement templates, including income statement templates, cash flow statement templates and balance sheet templates. In addition, we cover the important aspects of the financial part of the business plan.
Financial Template For Business Plan
Download and prepare these financial plan templates to include in your business plan. Use historical data and future projections to create an overview of your organization’s financial health to support your business plan and gain leverage from stakeholders.
Small Business Plan Template Business Planner Proposal Start
Use this financial plan template to plan and prepare the financial portion of your business plan. This customizable template has space to provide a financial summary, any key assumptions, key financial indicators and ratios, ratio analysis and pro forma financial statements to share important financial data with potential investors.
This financial plan projection template comes as a set of pro forma templates designed to help startups. The template set includes a 12-month profit and loss statement, balance sheet, and cash flow statement so you can detail the current and projected financial position of the business.
, these income statement templates will empower you to make important business decisions by providing insight into your company, as well as showing expected profits related to business activities. The numbers prepared on your income statement directly affect your cash flow and balance sheet forecast.
Use this pro forma income statement template to plan the project’s income and expenses over a three-year period. Pro forma income statements take into account historical or market analysis data to calculate estimated sales, cost of sales, profit and more.
Year Bizplanbuilder Business Plan Financial Budget Projection Model In Excel
Small businesses can use this simple profit and loss statement template to project income and expenses over a period of time. Enter expected revenue, cost of goods sold and business expenses and built-in formulas will automatically calculate net income.
Use this income statement template to calculate and evaluate your business’s profits and losses over a three-year period. This template allows you to enter the income and expenses associated with running your business and allows you to track performance over time.
For more resources, including how to use profit and loss statements, visit “Download Free Profit and Loss Templates.”
Use these free cash flow statement templates to present how your company manages cash inflows and outflows. Use the cash flow statement to analyze the availability of liquid assets and your company’s ability to grow and develop over the long term.
Operational Plan Template
Use this basic cash flow template to compare your business cash flow to different time periods. Enter your beginning cash balance, then report itemized cash receipts, payments, cost of goods sold, and expenses. Once you enter the amount, built-in formulas calculate total cash payments, all cash changes, and month-end cash position.
Use this cash flow forecast template, also called a cash flow template, to track and compare expected and actual cash flow results each month and year. Enter the cash you have at the beginning of each month, and then add cash receipts (from customers, stock issuance, and other transactions). Finally, add cash paid (purchases made, expenses paid, and other cash income). Once you enter that amount, built-in formulas will calculate your cash position for each month you have.
Use this cash flow statement template to analyze your company’s cash flow compared to its expenses and liabilities. This template set includes tabs to create a monthly cash flow statement, an annual cash flow statement, and a three-year cash flow statement to track cash flow for operating, investing, and financing your business.
For more information on managing your cash flow, including how to create a cash flow forecast, visit “Free Cash Flow Statement Templates.”
Business Plan Templates
Use these free balance sheet templates to communicate your business’s financial status over time to potential investors and stakeholders.
Small businesses can use this pro forma balance sheet template to plot account balances for assets, liabilities, and equity for a specific period of time. Established businesses can use this template (and included formulas) to calculate key financial ratios, including working capital.
Use this balance sheet template to assess your company’s financial health monthly, quarterly and annually. You can also use this template to show your financial situation at a specific time in the future. Once you’ve completed a balance sheet, you can compare and analyze your assets, liabilities and equity quarter-over-quarter or year-over-year.
Use this balance sheet template to compare your company’s short-term and long-term assets, liabilities, and equity each year. This template also provides common financial ratio calculations and built-in formulas, so you can use them to evaluate the account balance each year.
Business Plan Finance Google Slides Themes & Templates
A sales forecast is a fundamental part of a business plan, and it should support all other aspects of your plan, including your market analysis, product offerings and marketing plan. Use these sales forecast templates to estimate future sales, and make sure the numbers match the sales numbers given on your income statement.
Use this basic forecast template to show sales of specific products. Collect historical data and industry sales to generate monthly and annual estimates of the number of units sold and the price per unit. Then, the pre-created formulas will automatically calculate the percentage. You can also see details of the months that generate the highest percentage of sales, and the percentage change in sales from month to month.
Use this sales forecast template to show a business’s future sales of several products or services over the course of a year. Enter your estimated monthly sales, and the included formulas will calculate the annual total. There is also a chance to record and track sales year by year, so you can identify sales trends.
Use this sales forecast template to estimate monthly and annual sales for several products over a three-year period. Enter monthly units sold, unit cost and unit price. Once you enter a value, built-in formulas automatically calculate revenue, amount per unit and gross profit. This template also provides pie charts and line graphs to visualize sales and gross income each year.
Sandwich Restaurant Business Plan Template
Break-even analysis helps you determine where a business, product or service can make a profit. This analysis uses math to determine how much sales of a service or unit you need to generate to cover costs and make a profit.
Use this break-even analysis template to calculate the number of sales needed to break even. Place the selling price of the product on top of the template, then add the fixed and fixed costs. Once you enter those values, built-in formulas calculate total variable costs, contribution margin, and break even rates and sales values.
These business budget templates help you track the costs (for example, fixed and variable) and expenses (for example, one-time and recurring) associated with starting and running a business. Having a detailed budget will allow you to make good strategic decisions, and it should be consistent with the expense levels listed on your income statement.
Use this startup budget template to track estimated and actual costs and expenses for various types of business, including management, marketing, labor, and other office expenses. There is also an opportunity to provide financing estimates from investors, banks, and other sources to get a detailed view of the resources you need to start and run your business.
Pro Financial Planning Business Plan Template
This business budget template is ideal for small businesses that want to record monthly and yearly estimates of income and expenses. This customizable template has a tab for listing income, expenses and a cash flow record to track cash transactions and balances.
Established organizations appreciate this customizable business budget template, with separate tabs to track budgeted business expenses, actual business expenses, variances and expense breakdowns. Once you enter planned and actual costs, built-in formulas automatically calculate cost variances and populate built-in visual charts.
For more resources for planning and tracking your business expenses and costs, visit “Free Business Budget Templates for Any Company.”
In this section, you will find additional financial templates that you can include as part of your larger business plan.
Ultimate Startup Pro Forma Spreadsheet Template
This simple startup funding requirements template is useful for startups and small businesses that need funding to get a business off the ground. The numbers generated in this template should be consistent with those in your financial projections, and should detail the allocation of gross profit to various start-up costs.
Use this customizable recruitment plan template to identify the current and future employees needed to acquire – and retain – the business. This information is included in the personnel section of the business plan, and details the job title, salary amount, and hiring schedule for each position. This template calculates the monthly and annual costs associated with each role using built-in formulas. Additionally, you can add an organization chart to provide a visual overview of the company’s structure.
Whether your organization is a startup, small business, or enterprise, a financial plan
Business plan template for financial advisors, financial projections template for business plan, business plan financial forecast template, financial plan for startup business template, business financial plan template word, financial plan template for small business, business continuity plan template for financial services, financial plan for business plan template, financial model template for business plan, template for financial plan, financial business plan template excel, business plan financial template