Business Plan Excel Template

Plan a new business or restructure an existing one. With this worksheet, you will structure your project and objectively evaluate everything that is necessary to accomplish it!

Registration of general business data and legal aspects

Make the register of the main information of your business and the legal nature of it.

Member data in the project

Record the information of those who are composing the project and its main qualifications.

Business Template Canvas

Create your Business Model Canvas. It is a simplified and easy-to-understand model of how the company will create value for the customer. This structure can be presented on an A4 sheet and comes divided into 9 blocks for you to fill out.

Value Curve

Assemble your value curve. With this tool, you will begin to understand in what aspects your idea will differ from direct or indirect competitors.

Strategic plan

Do all the strategic planning of your company. Start by defining mission, vision and values, do a SWOT analysis, understand the market with Porter's competitive forces, and define the strategic goals of your project.

Marketing plan

Here you will make your marketing plan, following the guidelines of the 4 P's (marketing mix): product, price, square and promotion. It will also try to estimate the size of your market, according to the target audience chosen.

Pricing of products and services

Choose the price of your products and services from the direct costs and expectation of contribution margin.

Financial plan

Make your sales projections, initial investment and project expenses. Get the 5 year financial plan automatically from your business plan.

Automatic Reports

See if your business is really promising with viability indicators (NPV, IRR and Payback) in the Financial Plan Report. Also analyze automatic reports of the Strategic Plan and the Marketing Plan.

Feasibility Dashboard

Accompany, as you fill out the spreadsheet, a dashboard with charts and automatic information on the evolution of your business's viability.

Financial Dashboard

See in a simple and intuitive way the evolution of your business plan from a financial point of view.

Scenario Analysis

Define changes in metrics and see how this impacts your business plan.

Executive summary

Print the executive summary of your business plan automatically. This summary report is ready to be shown to potential partners, investors and / or partners in the new venture.