Professional Financial Plan Template for Entrepreneurs and Small Businesses

This template is designed for aspiring business owners and enterpreneurs who want to build a new venture with confidence. It helps you forecast costs, expenses, sales, and profits before investing your money. Perfect for structuring your Business Plan, seeking funding, or analyzing performance projections.

👉 What’s included?

• Instant access via Google Sheets. Make a one-time purchase, duplicate the template, and enjoy lifetime access—including all future updates.
• No finance or accounting expertise required. Just follow the step-by-step instructions to build your product catalog, define costs, commissions, initial investment, and monthly fixed expenses.
• Easily simulate your annual sales and adjust your projections by setting a monthly growth rate.
• Get real-time results: average ticket value, profit, return on investment, break-even point, total sales, and more.
• Use this tool to validate your business idea, pitch to investors, or refine your strategy to increase profitability.
• Simple, Guided, Ready to Use. The template includes clear instructions and notes so you can fill it out step by step with confidence.

This Google Sheets template is the updated and translated version of the original Spanish template launched in 2024, which has received over 150 purchases. Check out the reviews here.

🧩 What’s Inside – Google Sheets Financial Planning Template

It includes six powerful modules that guide you step by step:

⚙️ Project Setup

Define the basics of your business: name, currency, timeline, and key parameters. This module lays the foundation for all your financial projections.

🛍️ Product Catalog & Profitability

Upload your own product or service catalog, set prices and costs, and instantly calculate profitability and average ticket value. Get actionable insights in just minutes.

💸 Sales Commission Planner

Customize your sales channels—Amazon, ecommerce, distributors, retail—and define the cost structure for each. Understand how commissions and fees impact your margins.

🧾 Budget & Fixed Costs

Plan your initial investment (equipment, licenses, inventory) and monthly fixed expenses (rent, payroll, utilities). This module helps you estimate your operating costs with precision.

📅 Annual Planner: Projections and Forecasting

Simulate monthly sales, apply growth rates, and adjust your forecast with just a few clicks. Watch your financial results update instantly.

📊 Business Overview Report

Get a clear snapshot of your business: total sales, average ticket, profit, ROI, break-even point, and more. Use this report to evaluate performance and make informed decisions.