Types Of Financial Planning Pdf – In this article, we have rounded up expert-tested financial templates for your business plan, all of which are available to download for free in Excel, Google Sheets, and PDF format.
On this page, you’ll find basic financial report templates, including income statement templates, cash flow statement templates, and balance sheet templates. In addition, we cover the key elements of the financial section of the business plan.
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Download and prepare this financial plan template to include in your business plan. Use historical data and future forecasts to generate an overview of your organization’s financial health to support your business plan and win over stakeholders.
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Use this financial plan template to organize and prepare the financial part of your business plan. This customizable template has plenty of space to provide a financial overview, all important assumptions, key financial metrics and comparisons, break-even analysis, and pro forma financial statements to share key financial figures with potential investors.
This financial plan forecast template is a set of test prep templates designed to help get you started. This template set includes a 12-month income statement, balance sheet, and cash flow statement for you to detail the current and projected financial position of your business.
, this income statement template will allow you to gain insight into your company and reflect projected profitability in relation to business activities to make critical business decisions. The numbers compiled on the income statement directly affect cash flow and balance sheet forecasts.
Use this proforma income statement template to project income and expenses over a three-year period. A pro forma income statement considers historical data or market analysis to calculate estimated sales, cost of sales, profit, etc.
Business Plan Template For Startups And Small Businesses 
Small businesses can use this simple income statement template to forecast income and expenses for a specific time period. Enter expected income, cost of sales, and business expenses, and a built-in formula will automatically calculate net income.
Use this income statement template to calculate and evaluate your business’s profits and losses over three years. This template provides space to enter income and expenses related to business operations and allows you to track performance over time.
For additional resources, including how to use an income statement, visit Download Free Income Templates.
Use this free cash flow statement template to communicate how efficiently your company manages cash inflows and outflows. Use the cash flow statement to analyze the current availability of assets and your company’s ability to grow and sustain itself over the long term.
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Use this basic cash flow template to compare your business cash flow over different time periods. Enter the opening balance of cash on hand, then detail cash receipts, disbursements, sales costs, and expenses. Once this value is entered, a built-in formula calculates the total cash payments, net cash changes, and end-of-month cash position.
Use this cash flow forecast template, also known as a pro forma cash flow template, to track and compare expected and actual monthly and annual cash flow results. Enter cash on hand at the beginning of each month, then add cash receipts (from customers, stock issues, and other actions). Finally, add cash payable (purchases, payroll expenses, and other cash flows). After entering these values, the built-in formula will calculate your cash position every month.
Use this set of cash flow statement templates to analyze how your company’s cash flow compares to expenses and liabilities. This set of templates includes tabs for creating monthly, annual, and triennial cash flow reports to track cash flow from business operations, investments, and financing activities.
For more information on cash flow management, including how to create a cash flow forecast, visit the Free Cash Flow Statement Template.
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Use this free balance sheet template to communicate to potential investors and stakeholders the financial position of your business over a specific period of time.
Small businesses can use this pro forma balance sheet template to plan account balances for assets, liabilities, and equity for a given period. Established businesses can use this template (and built-in 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 predict your financial situation at a specific time in the future. After completing your balance sheet, you can compare and analyze your assets, liabilities and equity on a quarterly or annual basis.
Use this balance sheet template to compare your company’s short-term and long-term assets, liabilities, and equity year-over-year. This template also provides calculations for general financial ratios using built-in formulas, so you can use them to evaluate your account balance every year.
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Sales forecasting is a fundamental component of a business plan and should support all other plan components, including market analysis, product offering, and marketing planning. Use this sales forecast template to estimate future sales and make sure the numbers match those presented in the income statement.
Use this basic forecast template to forecast sales of specific products. Collect historical and industry sales data to generate monthly and annual estimates of unit sales and unit prices. The pre-built formula will then automatically calculate the percentage. You’ll also find details about which months had the highest percentage of sales and the percentage change in sales from month to month.
Use this sales forecast template to forecast your business’s future sales of various products or services over the course of a year. Enter your estimated monthly sales and a built-in formula will calculate the annual total. There is also room to record and track sales over the years, so you can show sales trends.
Use this sales forecast template to estimate monthly and annual sales for various products over a three-year period. Enter monthly sales volume, unit cost, and unit price. After these values are entered, the built-in formula automatically calculates revenue, profit per unit, and gross profit. This template also provides bar and line charts to visualize year-over-year sales and gross profit.
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Break-even analysis will help you determine when your business, product or service will be profitable. This analysis uses calculations to determine how many services or unit sales you need to make to cover costs and make a profit.
Use this break-even analysis template to calculate the sales needed to be profitable. Enter the selling price of your product at the top of the template, then add your fixed and variable costs. After these values are entered, a built-in formula calculates total variable costs, contribution margin, breakeven units, and sales.
This business budget template will help you keep track of expenses (eg, fixed and variable) and expenses (eg, one-time and recurring) associated with starting and running your business. Having a detailed budget allows you to make good strategic decisions and should be consistent with the cost values listed in the income statement.
Use this startup budget template to track estimated and actual costs and expenses for various business categories, including administration, marketing, labor, and other office expenses. There is also space to provide funding estimates from investors, banks, and other sources to see the details of the resources you need to run your business.
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This business budget template is perfect for small businesses that want to document their monthly and annual income and expense estimates. This customizable template comes with tabs for listing income, expenses and cash flow records to track cash transactions and balances.
Mature organizations will love this customizable business budget template that includes separate tabs for tracking projected business expenses, actual business expenses, variances, and expense analysis. Once projected and actual costs are entered, built-in formulas automatically calculate cost variances and populate the included visualizations.
For more resources to plan and track your business costs and expenses, visit Free Business Budget Templates for Any Company.
In this section you will find other financial templates that you may want to use as part of a larger business plan.
Objective Of Financial Planning
This simple startup capital requirement template is great for startups and small businesses that need capital to start their business. The figures produced in this template should be consistent with those in your financial forecast and should detail the allocation of capital acquired to various start-up costs.
Use this customizable workforce plan template to plan your current and future workforce needs to achieve and keep your business on track. This information is part of the personnel section of the business plan, detailing the project title, salary amount, and hiring schedule for each position. This template uses a built-in formula to calculate the monthly and annual costs associated with each role. Additionally, you can add an organization chart to give a visual representation of your company’s structure.
Whether your organization is a start-up, a small business, or a large corporation, financial planning
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