Want to improve your business plan spreadsheets? We’ve created a series of excel spreadsheets for the Costs section of the Business Plan.
Each spreadsheet can be easily modified, is pre-populated with sample data to get you started, and includes instructions on how to use the actual template. The Costs spreadsheets have different layouts which you can use for your project.
There are no plugins or macros required to use the files. You can also upload them to Google Docs or Apple iCloud.
The excel template use conditional formatting so that the cells automatically change colors in response to the values you put in them.
Business Plan – Excel Costs Templates
Some of the Excel spreadsheets include a Balance Sheet, Break-even Analysis, Cash Flow, Competitive Analysis, General Demographic Profile, Personal Financial Statement, Profit and Loss Projections, and Sales Forecast.
Costs template with conditional formatting
Costs template with conditional formatting
5 year plan Costs spreadsheet with bubble chart
Costs template with examples of negative values
Costs template with different shaded cells and dynamic chart
Costs template with different shaded cells and dynamic chart
Business Plan – Additional Excel Templates
Learn more about these business plan templates here.
Costs template with different shaded cells and dynamic chart
Competitive analysis template
Cash flow sample excel spreadsheet
Costs template with different shaded cells and dynamic chart
Market research spreadsheets
Market research template with conditional formatting
12 month Profit and Loss projections with conditional formatting
Learn more about these business plan templates here.
Excel expenses template with positive and negative arrows
Profit and Loss Projections with vertical bar charts
Learn more about these business plan templates here.
Company sales forecast speadsheet
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Learn more about these business plan templates here.
Business Plan: Table of Contents
1 Executive Summary
2 Company Description
2.1 Mission Statement
2.2 History
2.3 Markets and Products
2.4 Objectives
2.5 Current Situation
3 Products and Services
3.1 Description of Products/Services
3.2 Production Process
3.3 Distribution/Service Delivery
3.4 New Products
4 Marketing Plan
4.1 Market Analysis
4.1.1 Research Findings
4.1.2 Growth Projections
4.2 Market Trends
4.3 Product
4.4 Customer Demographics
4.5 Competition
4.6 SWOT Analysis
4.7 Marketing Strategy
4.7.1 Positioning
4.7.2 Promotion
4.8 Price Comparison
4.9 Customer Service Plans
4.9.1 Retaining Customers
4.9.2 Customer Complaint Handling
4.10 Sales Forecast
5 Development Plan
5.1 Current Status
5.2 Development Plans
5.3 Development Timetable
5.4 Development Risks
6 Operational Plan
6.1 Current Premises
6.2 Current Premises Financial Details
6.3 Equipment, Vehicles & Fittings
6.4 Insurance Details
6.5 Production
6.6 Future Location
6.7 Legal Environment
6.8 Personnel
6.9 Inventory
6.10 Suppliers
7 Management and Organization
7.1 Professional and Advisory Support
7.2 Key People Details
7.2.1 Key Person
7.2.2 Key Person
7.2.3 Total Salary Costs
7.2.4 Number of Employees
8 Personal Financial Statement
8.1 Methods of Bank Finance
8.2 Assets as Security
8.3 Repayment for Borrowings
9 Financial Plan
9.1 12-Month Profit and Loss Projection
9.2 Projected Cash Flow
9.3 Opening Day Balance Sheet
9.4 Break-Even Analysis
9.5 Exit Strategy
10 Appendices
10.1 Glossary of Terms
Business Plan Template: Contents & Format
The Business Case templates are in Microsoft Word and Excel format (.doc & .xls).
The template pack includes the following documents:
Business Plan Template | 40 pages | ![]() |
Balance Sheet | 1 x worksheet | ![]() |
Breakeven Analysis | 1 x worksheet | ![]() |
Cash Flow | 1 x worksheet | ![]() |
Competitive Analysis | 1 x worksheet | ![]() |
Costs | 1 x worksheet | ![]() |
General Demographic Profile | 1 x worksheet | ![]() |
Market Research | 1 x worksheet | ![]() |
Personal Financial Statement | 2 x worksheet | ![]() |
Profit and Loss Projection | 1 x worksheet | ![]() |
Sales Forecast | 1 x worksheet | ![]() |
Download Now for only $19.99 – Buy Here!
Learn more about these business plan templates here.
Product Specifications
File Format: The templates are in Microsoft Word (.docx) and Excel format (.xlsx).
File Size: The Download file is 2 MBs.
Opening the Files: You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract, and save it to your computer.
Getting Started: Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click File, Save As and save the files. There are no security settings on any of the files.
Images: All of the images in the templates are copyright free.
FAQs
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- How can I Pay with my Credit Card (instead of PayPal)?
- What’s the license agreement?
Who are your Customers?
Here is a sample list of our customers.
Since 1998, Klariti provided products and services to Accenture, AIG, Bearing Point, Cap Gemini, Cisco, Disney, Ernst & Young, GE, HBO, IBM, J.P. Morgan, KLM, KPMG, Lehman Brothers, LEVI’S, MacDonalds, Macy’s, Mayo Clinic, McCormick, McGrawHill, MEGA, Mesirow , Mitre, NHL, NTL, OmniVision, Oracle, OshKosh, PennWest Energy, Pepico, Performance Technologies, Philips, PriceWaterhouseCoopers, PV Cycle, Raytheon, Reuters, Roche, Rogers, SAAB, Sabre Holding, Safeway, Sagem Morpho, Sara Lee, Shaw, Shell, Siemens, Sikorsky, Sobeys, SpeakEasy, SunPower, Sydney Opera House, Symantec, TATA, Tetra, ThyssenKrupp, TNT, Toyota, Travellers, TYCO, UC Davis, Verizon, Visteon, Vodafone, Wachovia Securities, Wal Mart, Whirlpool, WIPRO, Zurich.
Technical Support
I am here to help you with any questions. You can contact me directly if you need any helping using these templates.
What file formats do the templates work in?
The files work in MS Word 97, 2003, 2007, Office 2010, Office 2016, Windows 7, XP, Vista, and Apple iWork (if you have Word for Mac), and Google Docs.
How do I get my templates?
After you make the payment, you are sent an email. This has a link to a Download Page from where you can save the templates,
Where are my templates?
By default, when you download the files, they are saved to the Download folder on your computer.
What is the refund policy?
We offer a 60 days refund policy.
I have not received my product. Who do I contact?
Please email ivan at klariti.com or info at klariti.com or ivanawalsh at gmail.com. Please include your order number.
Help! I’ve accidentally deleted my templates!
Just drop us a line with the order number. We’ll send it out.
Why does my file say it’s corrupt?
If you open a zip file during the download, it may display an error message that the file is corrupt. What this means is that not all of the file have downloaded and therefore the system thinks its contents are corrupt. Please try to download the file again or contact us for assistance. Email us the receipt number you received from eJunkie and we’ll send you another copy.
How Do I Buy the Templates?
This page explains the order process.
It shows how to order templates, how can you pay (with PayPal or with Credit Cards), and how to download the template.
How do I Download the Templates?
After you buy the order, you’ll get an email with a link to download the templates.
If you have any problem downloading the templates, send me the order number and I will get back to you.
Please allow 12 hours for a response as our time zone may be different than yours.
How do I Pay with my Credit Card (Instead of PayPal)
This page explains how to buy templates using your credit card instead of PayPal.
Note: You do NOT need a PayPal account to place an order. You can pay for your order using your credit or debit card.
Read How to Pay with Your Credit Card (Instead of PayPal) here.
How Can I Contact You?
You can contact me at:
- Email: ivan at klariti.com / info at klariti.com / ivanawalsh at gmail.com
- Tel: 00.353.860.886.349
- WhatsApp: IvanAWalsh
Download this 40-page MS Word Business Plan template and 10 free Excel spreadsheets to write your next business plan. Includes sample guidelines and interactive spreadsheets.
Sections include Marketing Plan, Market Analysis, SWOT Analysis, Sales Forecast, Development Plan, Operational Plan, Financial Plan, 12-Month Profit & Loss, Projected Cash Flow, Balance Sheet, Break-Even Analysis, Personal Financial Statement, and Exit Strategy.
Download Now for only $19.99 – Buy Here!