Three Excel templates for planning a new business: the financial section of a business plan, a twelve-month sales forecast and a full loan repayment schedule.
What you get
- Business Plan Financial Projections Template
- Sales Forecast Template
- Loan Amortization Schedule Template
- One purchase and one checkout for all three templates
Included templates
- Business Plan Financial Projections Template — The financial section of a business plan, done properly: startup costs, funding, twelve months of cash, break-even and a three-year summary.
- Sales Forecast Template — A twelve-month sales forecast built from your own history, with per-product growth, seasonality, and honest tracking of how accurate it turned out to be.
- Loan Amortization Schedule Template — See exactly where every loan payment goes, what the borrowing really costs, and how much an extra payment each month would save you.
Who it is for
Anyone planning a new business or writing a business plan for a bank, a grant body or an investor, who needs financial projections, a sales forecast and loan repayments worked out.
In the download
- 3 ZIP files, one for each template
- Each ZIP contains the Excel workbook, a README with the full usage guide and the licence
- Worked sample data in every workbook, clearly labelled
Requirements
- Microsoft Excel 2016 or later, or Microsoft 365
- Also opens in LibreOffice Calc, Google Sheets (import) and Apple Numbers
- No macros, no add-ins, no internet connection required
Please read
- The templates in this bundle are the same files as the individual products. See each template’s own page for its specific notes and limitations.
- Sample data is included and clearly labelled. It is illustrative only.
- These are tools, not financial, accounting, tax or legal advice.
Value comparison
- Individual value: $69 (Business Plan Financial Projections $35 + Sales Forecast $22 + Loan Amortization Schedule $12)
- Bundle price: $54
- You save: $15 (21.7%)






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