Excel Templates for Business Planning & Control

Our customisable Excel templates are simplified versions of our financial planning spreadsheets. They are fully functional in their own right, but being unprotected, they can be modified to suit your own specific needs. These “Lite” versions of our popular business spreadsheets cover the same areas of financial reporting, business plans, corporate budgets, sales forecasting and credit reports, and are still useful tools for business planning and control, albeit they lack some of the sophisticated functions and macros of the full versions.

If you are new to Excel and are looking for examples of the power of spreadsheets, our business templates are ideal for illustrating how spreadsheets can be used as practical business tools. They are perfect training aids for students of management or finanace, or simply as building blocks for further development.

The financial templates will also run in the “cloud” on Microsoft’s Web Apps, even without having Excel installed on your PC. Microsoft’s SkyDrive currently offers 7GB of free online storage, along with the use of online versions of their popular Office products: Excel, Word, PowerPoint and OneNote. This means you can access your spreadsheets form anywhere, on pretty much any internet enabled device, as well as share the spreadsheets with the people in your organisation you choose.

Excel spreadsheets for business plans and budgets

£19.99 GBP

Approx. 25 EUR / 32 USD

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Budget Controller Lite

Budget Controller Lite templates for budgets and business plans are designed for quick and easy budgeting and financial planning. Simplified versions of our popular Budget Controller spreadsheets, these Excel templates are ideal for small businesses; students of management or finance; newcomers to Excel; or managers looking for a basis for further development. The budgeting templates allow for monthly financial projections of up to two years with one revenue stream per file. Learn More...

Digital dashboard spreadsheet for management reporting on Excel

£9.99 GBP

Approx. 12 EUR / 16 USD

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Control Panel Lite

Control Panel Lite is an elegantly designed digital dashboard for Excel, providing a cost effective tool to simplify management reporting. Similar to the Control Panel spreadsheets, this version is designed to import data from Budget Controller Lite. It allows managers to measure actual monthly performance against budget, forecast and prior periods. Key performance indicators on the digital dashboard are flagged with a red, amber, green "traffic light" system to highlight problem areas. Learn More...

Sales forecasting and demand planning spreadsheet for Excel

£19.99 GBP

Approx. 25 EUR / 32 USD

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Sales Controller Lite

Sales Controller Lite is a sales forecasting template for Excel. It analyses past sales statistics and projects underlying trends into the future. Monthly sales can be projected over a period of six years for one sales item per file (compared to ten in the full version). You can create as many files as is needed, so the number of items that can be forecast is effectively limitless. It is designed to complement Budget Controller, allowing you to add sales forecast as the basis of your business plan or budget. Learn More...

Excel credit scoring spreadsheet for effective credit control

£25.00 GBP

Approx. 31 EUR / 40 USD

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Credit Controller Lite

Credit Controller Lite is a simplified version of Credit Controller, providing effective credit control by helping determining the credit risk posed by your customers. This credit analysis tool uses Altman's Z score creditworthiness index to produce a comprehensive credit report, suggesting a credit limit for each customer. Templates can be "tuned" to your company's credit policy to provide fast and consistent decisions for customers opening new accounts or the revaluation of existing ones. Learn More...

Excel credit scoring spreadsheet for effective credit control

£45.00 GBP

Approx. 56 EUR / 72 USD

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Budgeting Templates Bundle

For small businesses needing the full range of sales forecasting, budgeting and management reporting functions, the Budgeting Templates Bundle includes Lite versions of Sales Controller, Budget Controller and Control Panel. It allows companies to manage the complete business forecasting cycle from sales forecasting, through budgeting and business planning, to following-up the variances between budget, forecast and actual values in the management reports template.

Excel credit scoring spreadsheet for effective credit control

£67.00 GBP

Approx. 83 EUR / 107 USD

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Planning & Control Templates Bundle

The Planning and Control Templates Bundle includes our full range of Excel templates for small businesses: Sales Controller, Budget Controller, Control Panel and Credit Controller. It offers exceptional value for money with great savings on the price of individual spreadsheets. With the full range of our Excel templates, you’ll have easy-to-use tools at your disposal to create financial reports, business plans, corporate budgets, sales forecasts and credit reports to help control and steer you business to a profitable future.