Business Plan Charts

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Excel spreadsheet allows you to input values for revenues, cost of goods sold or services provided, other income and expenses.

This is also where you include your Cash Flow Spreadsheet, which reflects what you expect to sell versus your expenses.

This spreadsheet could be used it the connection to the Cash Flow Spreadsheet.

It also provides small graphical overview of all the input values as well as two graphs for revenue versus costs comparison and profits/losses summary.

Cash Received B, Expenditures, etc are the names of the sections.

To name the cell of section of cells – highlight it and then rename in the upper left corner.If you want to insert a table into Word as a "Linked Object" so that when you edit Excel, the table in Word will update automatically, you may have a more difficult time preserving the formatting of the original.However, at the least the entire spreadsheet won't be embedded within your business plan Word document.To update the Table of Contents, go to the References tab and within the Table of Contents group of buttons, click on Update Table and then "Update entire table." For simple tables, you can use Copy/Paste (Ctrl c / Ctrl v) to copy a table from Excel to Word.This will typically paste the data as a formatted and editable table in Word, though none of the formulas will be functional within Word (and the table will not be linked to Excel). This is also where you plan your Profits/Losses for at least the next 12 months. Cells for calculating profits and profit margins contain formulas which will use numbers input by you.Update (7/22/2016): We've added a basic break-even analysis worksheet to the companion Excel workbook.This template provides a business plan outline with sample questions, tables, and a working table of contents.One of the reasons that so many small businesses fail is that they don't do the necessary up front work to create an accurate and realistic business plan.Creating a business plan doesn't guarantee success, but the process of writing a plan is critical for any successful new business.


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