Business templates

Small Business Templates

Business templates

Practical small business templates

Help small businesses test their own financial and planning scenarios.

Each template is custom created using your brand guidelines, for users to then download the template to save on their own device.

We have three types of templates

Excel

We’ve done the hard work and set up all the formulas in our easy-to-use spreadsheet templates.

  • Break-even template (Example)
  • Cash flow forecast template
  • Potential revenue template
  • Start-up costs template
  • Profit increase template
  • Employee cost template
  • Promotion plan template
  • Impact of discounting
  • Lifetime value

PDF

PDF templates; work on virtually any device and can be designed with customized layouts.

  • Break-even template (Example)
  • Potential revenue template
  • Profit increase template
  • Employee cost template
  • Promotion plan template
  • Impact of discounting
  • Lifetime value

Word

Word templates allow the user to create longer-form scenarios, often business planning.

  • SWOT analysis (Example)
  • Business plan template
  • Lean business plan template
  • Marketing plan template

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