In this article you will find:
- 1. Spreadsheet Templates - Economic Feasibility Study
- 2. Spreadsheet Templates - Cash Flow
- 3. Spreadsheet Templates - Business Plan
- 4. Spreadsheet Templates - Strategic Planning
- 5. Spreadsheet Templates - SWOT Analysis
- 6. Spreadsheet Templates - Business Diagnostics
- 7. Spreadsheet Templates - Performance Evaluation
- 8. Spreadsheet Templates - Employee Control
- 9. Spreadsheet Templates - Customer Prospecting
- 10. Spreadsheet Templates - Service Pricing
- Other Spreadsheet Templates
- Or… Create your spreadsheet templates
Nowadays it is no longer sufficient to have technical capacity and a good intention to run a successful business. It is increasingly important to understand about management and to have the right tools for this task. At that time, have the spreadsheet templates certain may be the difference between success or failure.
Just to give you an idea, about 85% of companies in Brazil use some sort of spreadsheet model to better understand their results and make plans. The big problem here is that most of the time these tools are done anyway, with poor quality, dubious calculations and awful usability.
You probably should have gone through this by starting in a new area and seeing the worksheets that were used before you arrived. That is why here in LUZ, we make a point of offering models of quality worksheets.
Throughout this post you will see the 10 main models of management worksheets which I have separated. They are: economic feasibility study, cash flow, business plan, strategic planning results, swot analysis, business diagnosis, performance evaluation by competencies, registration and control of employees, prospecting clients e pricing of services.
A economic feasibility study sheet is one of the best spreadsheet models used to analyze the likelihood that a new business, project or investment idea will succeed and provide a return for you. With it you can make projections of investment, expenses and income. From the outlined scenarios it is possible to analyze time for return on investment (payback) and feasibility indicators (NPV and IRR).
See the full version of economic feasibility study sheet! With it you can do 3, 5 and 10 analyzes for years. Another use of the spreadsheet is for the comparison of optimistic and pessimistic scenarios.
A spreadsheet cash flow is the tool you need to control your financial. It is possible to record inputs and outputs, as well as analyze various indicators. The main statements you will have are the accounts payable and receivable, cash flow and DRE (statement of income for the year).
See the full version of spreadsheet cash flow! This is one of the most important spreadsheet templates for the initial organization of any business. In addition to the controls already indicated, you can see a summary of the daily launches, charts and alerts of your financial situation.
A business plan sheet it serves for you to have a complete and general view of your company. Here you can analyze your market, business modeling, strategy, marketing and finance. Let's look at each of these items:
- Market - description of customers, market size, market share, competitors and necessary resources
- Modeling - business model canvas analysis (business model) and value curve
- Strategy - mission summary, vision, values, competitive forces, SWOT analysis, goals and actions
- Marketing - 4 P's Summary of Marketing - Product, Place, Price and Promotion
- Finance - description of investments, expenses, costs and revenue projections
After completing all these items you can see a series of indicators and graphs.
See the full version of business plan sheet! Perhaps by providing all these items I've listed and still presenting an executive summary ready for printing I consider this one of the most useful spreadsheet templates.
A strategic planning worksheet will help you in organizing the plans and strategy of your company's future. With it you can define your purpose and main goals globally and by area. From the initial settings, you can define a monthly schedule that can be tracked periodically. You can also view alerts, tips, and proximity indicators with the planned result. That way you can understand whether you are achieving your goals or not.
See the full version of strategic planning worksheet! This is one of the models of strategy worksheets that can help you the most. It can be implemented at the beginning of a year or even over a period that you deem important.
A swot analysis worksheet is one of the models of strategy spreadsheets that allows you to know your company better. What I like most about it is the division between internal factors (strengths and weaknesses) and external factors (opportunities and threats). Consolidating these items in the SWOT matrix gives you a view of where to focus your attention. Another positive point is to use SWOT as support in the formulation of strategies and action plans. Right now the cross SWOT is a hand in the wheel and can help you a lot.
See the full version of swot analysis worksheet! With it, it is possible to analyze its favorability index, make a general analysis of its internal and external factors, as well as monitor actions.
A business diagnostic worksheet is an extremely useful tool for those who want to do a very specific internal analysis. When answering several questions about each of your company's key areas, you get a snapshot of your current time. The areas you will analyze are:
- People Management (HR)
See the full version of business diagnostic worksheet! This is one of the best spreadsheet templates to discover the maturity level of your business. In addition, with this tool it is possible to analyze graphs with your current situation against the desired one.
A competency performance evaluation worksheet it is one of the excellent models of human resources spreadsheets. It is possible to register your employees, positions and competencies. From these initial registration, you can make analyzes to understand how the individual performance is going, by areas or of your company as a whole.
See the full version of competency performance evaluation worksheet! It allows you to take action on promotions, layoffs or congratulations from your results.
A employee registration and control worksheet allows you to have close control of your employees. With it you will be able to make a complete registration of all the people who work for you. After that, whenever you need to consult any information you will have a search field to use. In addition to this information you can see graphs, indicators and alerts about the situation of these employees.
See the full version of employee registration and control worksheet! This is one of the HR worksheet templates that I think are most important to anyone who wants to start organizing their employees' control.
A customer prospecting worksheet is one of the main models of sales spreadsheets. It is suitable for any type of business that works with negotiations. This tool helps you organize your sales funnel, register salespeople, customers and your entire sales structure. Once you complete sales records, negotiations, and goals, simply analyze your consolidated results, charts, and tips.
See the full version of customer prospecting worksheet!
A worksheet for pricing services will help you analyze prices, taxes, markup, expenses, contribution margin and break-even point. Then it is enough to compare the suggested price with your competitors and see if it is possible to reach (and exceed) the breakeven.
See the full version of worksheet for pricing services! It is one of the most accurate spreadsheet templates to help you get on your pricing.
If you are in need of other tools, I recommend that you visit the LIGHT. There you will find more than 60 spreadsheet templates ready. Never use spreadsheets with usability issues or calculations just because they are free.
In addition to being sure of the professionalism of the spreadsheet models, LIGHT you can ask any questions about our online support channel.
Beyond the ready-made worksheet templates that we sell, we also have great free tips here on our blog, just look at the Excel category. In addition to these tips, if you prefer a better explained content, be sure to also see our Excel online courses: