Running Head: MARKETING PLAN AND SALES STRATEGY 1
MARKETING PLAN AND SALES STRATEGY 3
Marketing Plan and Sales Strategy
Company’s Target Market
The target market for Fruitfit Company that is located in the city of Samut Prakan, Thailand, consists of both the youths and the aged population. The age bracket of the targeted population is between 24 to 70 years of age. The fruits and vegetable beverages target the age group that is cautious of their health regarding harmful chemicals in soft drinks. The herbs contained in the beverages of Fruitfit Company are also regarded for medicinal purposes. The product of the company does not target any specific demographic groups in terms of education, income, or ethnic group. However, the 24-70 age groups are the primary target of the company since the youths and the adults are the majority of the city while the herbal content of the beverages targets the aged population. As per the age structure of Thailand, the 25-54 age group accounts for 46.32% of the total population of the nation (The World Factbook., n.d). The company is located in the central part of the city, which has an average population of 388,920 individuals. The targeted individuals in the city are people who consider natural products that are free of chemicals. Their taste is in line with the mission of the company, which is aimed at providing the fruit and vegetable beverages that are natural and free of harmful chemicals.
Company’s Market Competition
The marketing strategy that is deployed by Fruitfit Company to obtain the competitive advantage is through differentiation (Sherlekar, Prasad & Victor, 2010). It is achieved through the production of the organic beverage rather than the commercial ones. Considering that stable companies that manufacture non-alcoholic beverages are a vital threat in competing for the market, the organization decided to venture into the manufacture of the fruits and vegetable beverages and integrated with herbs. The approach is appropriate to attain the competitive advantage since there is global awareness regarding harmful chemicals that exist in the commercial drinks. Citizens are moving away from the commercial drinks since their chemical content is posing a harmful risk to their health. The global awareness of such risks has given Fruitfit Company the competitive advantage since people prefer taking their products. In addition, Fruitfit Company has numerous outlets within the city and across the nation that deliver the beverage close to the clients which will ease access by the buyers.
The organization also chose fruits and vegetables as ingredients in its beverage since they are readily available from the farmers and are less expensive. Competition is the major challenge in the non-alcoholic beverage industry, which prompts each company producing such beverages to obtain differentiated approaches to obtain the competitive advantage. Therefore, Fruitfit Company took the approach of producing the or ...
Enzyme, Pharmaceutical Aids, Miscellaneous Last Part of Chapter no 5th.pdf
Running Head MARKETING PLAN AND SALES STRATEGY1MARKETING PLA.docx
1. Running Head: MARKETING PLAN AND SALES STRATEGY
1
MARKETING PLAN AND SALES STRATEGY 3
Marketing Plan and Sales Strategy
Company’s Target Market
The target market for Fruitfit Company that is located in the
city of Samut Prakan, Thailand, consists of both the youths and
the aged population. The age bracket of the targeted population
is between 24 to 70 years of age. The fruits and vegetable
beverages target the age group that is cautious of their health
regarding harmful chemicals in soft drinks. The herbs
contained in the beverages of Fruitfit Company are also
regarded for medicinal purposes. The product of the company
does not target any specific demographic groups in terms of
education, income, or ethnic group. However, the 24-70 age
groups are the primary target of the company since the youths
and the adults are the majority of the city while the herbal
content of the beverages targets the aged population. As per the
age structure of Thailand, the 25-54 age group accounts for
46.32% of the total population of the nation (The World
Factbook., n.d). The company is located in the central part of
the city, which has an average population of 388,920
individuals. The targeted individuals in the city are people who
consider natural products that are free of chemicals. Their taste
is in line with the mission of the company, which is aimed at
providing the fruit and vegetable beverages that are natural and
free of harmful chemicals.
Company’s Market Competition
The marketing strategy that is deployed by Fruitfit Company to
obtain the competitive advantage is through differentiation
(Sherlekar, Prasad & Victor, 2010). It is achieved through the
2. production of the organic beverage rather than the commercial
ones. Considering that stable companies that manufacture non-
alcoholic beverages are a vital threat in competing for the
market, the organization decided to venture into the
manufacture of the fruits and vegetable beverages and
integrated with herbs. The approach is appropriate to attain the
competitive advantage since there is global awareness regarding
harmful chemicals that exist in the commercial drinks. Citizens
are moving away from the commercial drinks since their
chemical content is posing a harmful risk to their health. The
global awareness of such risks has given Fruitfit Company the
competitive advantage since people prefer taking their products.
In addition, Fruitfit Company has numerous outlets within the
city and across the nation that deliver the beverage close to the
clients which will ease access by the buyers.
The organization also chose fruits and vegetables as ingredients
in its beverage since they are readily available from the farmers
and are less expensive. Competition is the major challenge in
the non-alcoholic beverage industry, which prompts each
company producing such beverages to obtain differentiated
approaches to obtain the competitive advantage. Therefore,
Fruitfit Company took the approach of producing the organic
beverages as a differentiation factor. The global awareness
regarding the harmful effects of the chemicals present in the
commercial beverages has enabled the organization to compete
favorably in the industry with a stable organization in the
industry. In essence, differentiation through the production of
the organic beverages from fruits and vegetables has offered the
organization a competitive advantage in the beverage industry.
Clarification of the Company’s Message
The main focus of Fruitful Company is to provide healthy
beverages to the clients and enhance customer satisfaction. The
five F's that will clarify the message of the company are the
focus, follow-through, feedback, flexibility, and fun (Rudman,
2012). The primary focus of Fruitfit is to provide healthy
beverages that will enhance customer satisfaction. This is
3. achieved by producing refreshing beverages that are made from
fruits and vegetable, which are nutritious and free from harmful
chemicals. Regarding follow-through, the organization ensures
that the appropriate procedures in the production of the
beverages are followed and all the standards are adhered to
effectively. The organization is highly flexible regarding the
market trends. Such flexibility is attained through feedback
obtained from the clients and experts. Information that requires
flexibility includes market prices, change in policies, and
change in customer’s taste. Regarding fun, the strategies
deployed by Fruitfit Company do not only enhance the strategic
development of the company but also inspire both the
employees and the clients. In essence, the company’s message
of Fruitfit Company is clarified through the five F’s as it has
been illustrated.
Marketing Vehicles
Fruitfit Company will deploy the media as its marketing
vehicle. The media sources to be used in the marketing process
include social media, television channels, and magazines
(Sherlekar, Prasad & Victor, 2010). Considering that Fruitfit
has its groceries and joints close to the clients, it does not
require moving around with the products to showcase them to
the clients. The customers only need the direction of the
groceries and the ingredients used in the preparation of the
beverages. Such information can be achieved effectively
through the media. The company is able to reach a vast
population over a short period of time through media
advertisement. Besides, the choice of varied means of media
advertisement enables the organization to reach different types
of clients who are unable to access one of the media sources
used.
References
Rudman, E. (2012). The Five Fs of Strategy. Retrieved from
4. https://www.entrepreneurmag.co.za/advice/business-
leadership/strategy/the-five-fs-of-strategy/
Sherlekar, S. A., Prasad, K. N., & Victor, S. S.
(2010). Principles of marketing. Himalaya Publishing House.
Retrieved from
http://www.himpub.com/documents/Chapter458.pdf
The World Factbook. (n.d). Thailand. Retrieved from
https://www.cia.gov/library/publications/the-world-
factbook/geos/print_th.html
1
2
Business Name: Fruitfit Company
The name of the company has been inspired by the core
objectives that the business has to the customers. As the
company is committed to providing healthy drinks which will
serve as an alternative to commercialized high sugar beverages
on the market. The company will provide non-alcoholic
beverages based on fruits, herbs, and vegetables. Fruits will,
however, make up the largest part of the business raw materials.
The use of quality fruits to make healthy drinks has therefore
5. inspired the name Fruitfit as the business name.
Mission Statement
Fruitfit Company is committed to providing healthy and
achieve the highest level of satisfaction from our customers and
build customer confidence in our products. At Fruitfit, we
believe that what you put in your body matters a lot.
This mission statement is based on the mandate that the
company has to its customers. Through the providing healthy
beverages, the company will ensure that its customer's health
matters concerns are taken care of. The responsibilities of the
business are inspired by the recognition of living a healthy life
by controlling what we consume.
Industry Trends
The global non-alcoholic beverage industry is estimated to be
USD 967 billion. This is according to 2016 estimates done by
market research studies. The industry is also expected to grow
at an estimated rate of 5.7% through 2017-2025. This makes it a
desirable business to venture into. In Thailand, the non-
alcoholic beverage industry can be divided into the sectors of
carbonated drinks, bottled water, fruit and vegetable drinks,
performance drinks, energy drinks, and smoothies. The company
will primarily operate in the fruit and vegetable drinks. This is
especially a good time for the business as changes in the market
have indicated that customers are shifting from carbonated
drinks to healthy drinks (Helms & Nixon, 2010). As a result, the
categories of drinks which offer health benefits to the customers
are experiencing constant growth rates over time.
Strategic Position
In the order to properly position the company effectively
in the market, the company will adopt a value-based positioning
strategy. The company is committed to providing healthy drinks
to customers. This comes at a time when the global market is
becoming more conscious of the importance of healthy living.
Fruitfit Company aims to provide healthy drinks which have
been produced using quality raw materials. The company
sources are raw materials from the local farmers whereby they
6. are able to get the highest quality fruits and vegetables.
Distribution channels
As the company will be operating in an industry which has
stiff competition, it will be necessary to ensure that the
products of the company are brought as close to the customers
as possible. As a result, the company will adopt a well-
networked distribution channel which will ensure coverage of a
wide geographical area. The company will have a central point
of distribution where finished goods will be stored as they await
shipping to retail points or direct to customers. This central
point will be determined by convenience of supply to all
involved outlets. The company will be distributing its products
to retailers in various parts of the country. The company will
employ geographical segmentation strategy in targeting
potential customers. Supply will be made to those convenience
stores; grocery stores or other outlets which are located in areas
which have a high concentration of our customers.
Risks
Risks are part of operations of the business. A good risk
management plan is crucial for the continued survival of a
business. As a result, the company has to be aware of the risks
that it faces in order to come up with an effective risk
management plan. The following are three risks which are faced
by Fruifit Company and the strategies which will be applied to
mitigate the risk.
· Financial risk; as the company operates in the fast moving
consumer goods sector, the company supplies will mainly be
done on credit to the retailers. This brings the risk that some of
the retailers may pay late on their dues or even default. This
implies that the company may be faced with liquidity issues. As
a result, the company will carefully evaluate the clients on
which to offer credit to.
· Compliance risk: as a provider of drinks, the company will be
expected to meet certain standards in the business, failure to
7. which may imply serious consequences to the business. The
business will, therefore, be required to maintain the highest
standards of quality and comply with all the relevant authority
through the quality control department.
· Competitive risk: the business will also face the risk that
competition in the market may prevent it from achieving set
goals. In order to mitigate this risk, the nosiness will adopt an
aggressive advertising strategy to ensure wide coverage of the
market.
SWOT Analysis
Strengths
· The sector of fruits and vegetable drinks is growing
· The current crop of customers is after a healthy living which
will be provided by the company
· The company will provide quality drinks which will be
processed by locally sourced raw materials
· The leadership of the company is experienced with knowledge
and skills about the industry.
Weaknesses
· The industry is very competitive especially for a young
company
· Majority of the employees lack experience in the market
Opportunities
· The current market of fruit and beverage drinks is
undersupplied
· There is an emerging trend among customers to prefer healthy
drinks
· Presence of a large market which has been ignored by large
players in the industry
Threats
8. · Domination of the market by large players in the market
· Stiff regulation by authorities
References
Clarke, A. (2016). SEO 2017: learn search engine optimization
with smart internet marketing strategies. Simple Effectiveness
Publishing.
Gortmaker, S. L., Swinburn, B. A., Levy, D., Carter, R., Mabry,
P. L., Finegood, D. T., ... & Moodie, M. L. (2011). Changing
the future of obesity: science, policy, and action. The
Lancet, 378(9793), 838-847.
Helms, M. M., & Nixon, J. (2010). Exploring SWOT analysis–
where are we now? A review of academic research from the last
decade. Journal of strategy and management, 3(3), 215-251.
WelcomeDemoWelcome!Thank you for trying out Business Plan
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Your Company Name
ERASE ME WelcomeMacWelcome to the Mac Version of
Business Plan FinancialsThank you for purchasing Planning
Shop's Business Plan Financials. These worksheets will help
you develop clear, compelling financial projections for your
business. If you are unfamiliar with the business planning
process, we encourage you to refer to our book, The Successful
Business Plan: Secrets & Strategies, by Rhonda Abrams, for
comprehensive, step-by-step guidance. It is available through
our website, www.PlanningShop.com.
First, a few tips to get you started:
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13. projections for your business. If you are unfamiliar with the
business planning process, we encourage you to refer to our
book, Successful Business Plan: Secrets & Strategies, by
Rhonda Abrams, for comprehensive, step-by-step guidance. It is
available through our website, www.PlanningShop.com.
First, a few tips to get you started:
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SetupSetup and AssumptionsCOMPANY INFORMATIONWhat
is your company's name?Fruitfit CompanyWhat month will you
officially start your company?AugustWhat year will you
officially start your company?2018SALES ASSUMPTIONSThe
Worksheets can accommodate sales projections for up to 10
major product/service lines. How many major product/service
lines do you plan to have for your business?Two
Sure Product Consulting: Many businesses sell hundreds or
thousands of products. It would be overwhelming to create
projections for every product you sell. So if you sell many
products, think about how you can consolidate them into up to
ten product "lines," and then base your projections on these
groups of products instead of each individual product.TenMost
businesses sell at least some of their products/services on credit
(e.g., "net 30" as opposed to cash). What percentage of your
sales will be made on credit?25%
16. Author: NOTE: for our purposes, this line should NOT include
credit card sales, which are, effectively, cash sales because you
receive payment in a matter days, not weeks.For sales you make
on credit, what terms will you extend? In other words, how
many days will pass from the date of sale to when you expect to
be paid?30
Author: If, for instance, your terms will be "Net 30," put 30
here. You may enter any number of days between 0 and
120.PERSONNEL ASSUMPTIONSApproximately how much do
you expect to spend per year on benefits for each
SALARIED/FULL TIME employee (medical insurance,
etc.)?$5,000
Author: This number should reflect the amount you will spend
on ONE FULL-TIME employee--the worksheets will
automatically multiply this amount by the total number of
employees you expect to hire, as shown in the Staffing Budget
worksheet (automatically adusting the numbers for full- and
part-time employees accordingly).Approximately how much do
you expect to spend per year on benefits for each
HOURLY/PART-TIME employee (medical insurance, etc.)?$36
Author: This number should reflect the amount you will spend
on ONE PART-TIME employee--the worksheets will
automatically multiply this amount by the total number of
employees you expect to hire, as shown in the Staffing Budget
worksheet (automatically adusting the numbers for full- and
part-time employees accordingly).With health insurance and
other benefits costing more each year, your plan should account
for annual increases. How much do you estimate your benefit
costs will increase each year?5.00%If you plan to increase
wages (both salaried & hourly) on an annual basis, how much to
you plan to increase them by?3.50%Approximately what
percentage of each employee's salary or wages do you plan to
set aside for payroll taxes?15.00%
17. Author: If you're not sure what percentage to enter here, leave it
at the default (15%).FINANCIAL ASSUMPTIONSWhat will be
the opening balance in your bank account on the first day of
business? This will be the opening balance in your Cash Flow
Statements.$5,000
Author: In general, this number will include money you plan to
personally invest in the business. If you will be receiving loans
or investment income from others, you can account for those on
the upcoming Capital Investments worksheet instead of here.
At approximately what rate do you expect to be taxed on your
net income?25.00%
Author: If you're not sure what percentage to enter here, leave it
at the default (25%).
Sure Product Consulting: Many businesses sell hundreds or
thousands of products. It would be overwhelming to create
projections for every product you sell. So if you sell many
products, think about how you can consolidate them into up to
ten product "lines," and then base your projections on these
groups of products instead of each individual product.If you
will use an interest-bearing account for your banking, at what
rate will you accrue interest?1.00%
Author: If you're not sure what percentage to enter here, leave it
at the default (1.00%).
Author: NOTE: for our purposes, this line should NOT include
credit card sales, which are, effectively, cash sales because you
receive payment in a matter days, not weeks.
Author: If, for instance, your terms will be "Net 30," put 30
here. You may enter any number of days between 0 and 120.
18. Author: If you're not sure what percentage to enter here, leave it
at the default (15%).
Author: This number should reflect the amount you will spend
on ONE FULL-TIME employee--the worksheets will
automatically multiply this amount by the total number of
employees you expect to hire, as shown in the Staffing Budget
worksheet (automatically adusting the numbers for full- and
part-time employees accordingly).
Author: In general, this number will include money you plan to
personally invest in the business. If you will be receiving loans
or investment income from others, you can account for those on
the upcoming Capital Investments worksheet instead of here.
Setup & Assumptions
SalesProjSales Projections
Author: For information about this worksheet, see the chapter
"Marketing Plan & Sales Strategy" in Successful Business Plan:
Secrets &
Strategies.20182019202020212022AssumptionsAugustSeptembe
rOctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJu
neJulyTOTALAugustSeptemberOctoberNovemberDecemberJanu
aryFebruaryMarchAprilMayJuneJulyTOTAL1st Quarter2nd
Quarter3rd Quarter4th QuarterTOTAL1st Quarter2nd
Quarter3rd Quarter4th QuarterTOTALProduct Line 1
Author: Change the text in this cell to reflect the name of a
major product, product line or service your firm will offer. Unit
Volume2.00%
Author: MONTHLY VOLUME GROWTH RATE
The Worksheets automatically increase the volume in each
month on this line using the rate you enter here.
19. You can also enter each cell's value by hand, if you prefer,
which makes sense if you need to show ups and downs in sales
due to seasonal fluctuations, etc.250000
Author: Enter the number of units you expect to sell during this
month. If you are running a service-based company charging on
an hourly basis, enter the number of billable hours you expect
you and your employees to work during this month. If you will
be selling your service on a per-project basis, enter the number
of projects you expect to sell during this period.255000
Sure Product Consulting: As a convenience, the Worksheets will
automatically copy the number you put in the prior cell into this
cell. However, you should feel free to overwrite the copied
number with whatever makes more sense for your
business.260100265302270608276020281541287171292915298
77330474931084433530223170603234023298703364673431963
50060357062364203371487378917386495394225425244312306
15
Author: Note that in year three we use quarterly numbers, not
monthly numbers--so make sure you enter your amounts
accordingly!130593913858731470699539312615607181656246
1757622186520268397888674505Unit Price2.50%
Sure Product Consulting: YEARLY PRICE GROWTH RATE
This cell shows how much you plan to increase prices each year.
It is not per month because consumers typically don't stand for
frequent price changes. After one full year, we increase the unit
price by X%, then again after 2 years, etc. The default is 2.5%
per year, close to inflation rates).
As a convenience, the Worksheets can automatically increase
the unit price for each month using the rate you enter here.
20. You can also enter each cell's value by hand, if you prefer,
which makes sense if you need to show ups and downs in sales
due to seasonal fluctuations, etc.
Sure Product Consulting: As a convenience, the Worksheets will
automatically copy the number you put in the prior cell into this
cell. However, you should feel free to overwrite the copied
number with whatever makes more sense for your business.$2
Author: Enter your sales price for each unit here. If you are
running a service-based company, enter your hourly rate or
approximate per-project rate.$2
Author: As a convenience, the Worksheets will automatically
copy the number you put in the prior cell into this cell.
However, you should feel free to overwrite the copied number
with whatever makes more sense for your
business.$2$2$2$2$2$2$2$2$2$2$2$2$2$2$2$2$2$2$2$2$2$2$
2$2$2$2$2$2$2$2$2Gross
Sales$500,000$510,000$520,200$530,604$541,216$552,040$56
3,081$574,343$585,830$597,546$609,497$621,687$6,706,045$
649,974$662,973$676,233$689,758$703,553$717,624$731,976$
746,616$761,548$776,779$792,315$808,161$8,717,509$2,585,8
30$2,744,104$2,912,065$3,090,307$11,332,306$3,361,445$3,5
67,192$3,785,533$4,017,238$14,731,407$19,150,061(Commissi
ons)50.00%
Author: COMMISSIONED SALES
What percentage of this product line's sales will be made on
commission? In other words, what percentage of your sales will
be made by a salesperson who is paid commission?
Author: As a convenience, the Worksheets will automatically
copy the number you put in the prior cell into this cell.
However, you should feel free to overwrite the copied number
21. with whatever makes more sense for your business.15.00%
Author: SALES COMMISSION RATE
What will be the commission rate paid to your salesperson for
each
sale?$37,500$38,250$39,015$39,795$40,591$41,403$42,231$43
,076$43,937$44,816$45,712$46,627$502,953$48,748$49,723$5
0,717$51,732$52,766$53,822$54,898$55,996$57,116$58,258$5
9,424$60,612$653,813$193,937$205,808$218,405$231,773$849
,923$252,108$267,539$283,915$301,293$1,104,856$1,436,255(
Returns and Allowances)3.00%
Author: RETURNS AND ALLOWANCES
A percentage of your products will be returned due to defects,
etc. What do you estimate will be the rate of return? This is, of
course, just an estimate--but it is important to anticipate losses.
Refunds, breakage, spoilage, theft, and unsaleable excess
inventory can all put a significant dent in your net
sales.$15,000.00$15,300$15,606.00$15,918.12$16,236.48$16,5
61.21$16,892.44$17,230.29$17,574.89$17,926.39$18,284.92$1
8,650.61$201,181$19,499.22$19,889.20$20,286.99$20,692.73$
21,106.58$21,528.71$21,959.29$22,398.47$22,846.44$23,303.3
7$23,769.44$24,244.83$261,525$77,574.91$82,323.12$87,361.
95$92,709.20$339,969$100,843.34$107,015.76$113,565.98$120
,517.13$441,942$574,501.83Net
Sales$447,500$456,450$465,579$474,891$484,388$494,076$50
3,958$514,037$524,318$534,804$545,500$556,410$6,001,910$
581,727$593,361$605,228$617,333$629,680$642,273$655,119$
668,221$681,585$695,217$709,122$723,304$7,802,170$2,314,3
18$2,455,973$2,606,298$2,765,825$10,142,414$3,008,493$3,1
92,637$3,388,052$3,595,428$13,184,609$17,139,305(Cost of
Goods Sold)50.00%
Author: COST OF GOODS
Approximately what percentage of your product's sale price will
be spent on manufacturing? If you are a reseller or retailer,
22. what percentage of your product's sale price will be spent on
buying the product from your distributor? A service business
may not need to track cost of goods, in which case you can set
this number to
zero.$250,000.00$255,000$260,100$265,302$270,608$276,020$
281,541$287,171$292,915$298,773$304,749$310,844$3,353,02
2$324,987$331,487$338,116$344,879$351,776$358,812$365,98
8$373,308$380,774$388,390$396,157$404,080$4,358,754$1,29
2,915$1,372,052$1,456,033$1,545,153$5,666,153$1,680,722$1,
783,596$1,892,766$2,008,619$7,365,704$9,575,030GROSS
PROFIT$197,500$201,450$205,479$209,589$213,780$218,056
$222,417$226,865$231,403$236,031$240,751$245,566$2,648,8
88$256,740$261,874$267,112$272,454$277,903$283,461$289,1
31$294,913$300,811$306,828$312,964$319,224$3,443,416$1,0
21,403$1,083,921$1,150,266$1,220,671$4,476,261$1,327,771$
1,409,041$1,495,285$1,586,809$5,818,906$7,564,274Product
Line 2
Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 & 2010 for Windows
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select "Hide"Unit
Volume2.00%20000020400020808021224221648622081622523
22297372343322390192437992486752682418253648.42587212
63896269174274557280048285649291362297189303133309196
23. 3153803401955984492
Author: Note that in year three we use quarterly numbers, not
monthly numbers--so make sure you enter your amounts
accordingly!104475111086981176559431450112485741324997
1406097149216254718306939604Unit Price2.50%
Sure Product Consulting: YEARLY PRICE GROWTH RATE
This cell shows how much you plan to increase prices each year.
It is not per month because consumers typically don't stand for
frequent price changes. After one full year, we increase the unit
price by X%, then again after 2 years, etc. The default is 2.5%
per year, close to inflation rates).
As a convenience, the Worksheets can automatically increase
the unit price for each month using the rate you enter here.
You can also enter each cell's value by hand, if you prefer,
which makes sense if you need to show ups and downs in sales
due to seasonal fluctuations, etc.$2
Author: Enter your sales price for each unit here. If you are
running a service-based company, enter your hourly rate or
approximate per-project rate.$2
Author: As a convenience, the Worksheets will automatically
copy the number you put in the prior cell into this cell.
However, you should feel free to overwrite the copied number
with whatever makes more sense for your
business.$2$2$2$2$2$2$2$2$2$2$2$2$2$2$2$2$2$2$2$2$2$2$
2$2$2$2$2$2$2$2$2Gross
Sales$400,000$408,000$416,160$424,483$432,973$441,632$45
0,465$459,474$468,664$478,037$487,598$497,350$5,364,836$
519,979$530,379$540,986$551,806$562,842$574,099$585,581$
597,293$609,238$621,423$633,852$646,529$6,974,007$2,068,6
25. them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 & 2010 for Windows
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select "Hide"Unit
Volume2.00%000000000000000000000000000
Author: Note that in year three we use quarterly numbers, not
monthly numbers--so make sure you enter your amounts
accordingly!0000000000Unit Price2.50%
Sure Product Consulting: YEARLY PRICE GROWTH RATE
This cell shows how much you plan to increase prices each year.
It is not per month because consumers typically don't stand for
frequent price changes. After one full year, we increase the unit
price by X%, then again after 2 years, etc. The default is 2.5%
per year, close to inflation rates).
As a convenience, the Worksheets can automatically increase
the unit price for each month using the rate you enter here.
You can also enter each cell's value by hand, if you prefer,
which makes sense if you need to show ups and downs in sales
due to seasonal fluctuations, etc.$0
Author: Enter your sales price for each unit here. If you are
running a service-based company, enter your hourly rate or
26. approximate per-project rate.$0
Author: As a convenience, the Worksheets will automatically
copy the number you put in the prior cell into this cell.
However, you should feel free to overwrite the copied number
with whatever makes more sense for your
business.$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0Gross
Sales$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0(Commissions)50.00%15.00%$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0(Returns and
Allowances)3.00%$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0Net
Sales$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0(Cost of Goods
Sold)50.00%$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0GROSS
PROFIT$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0Product Line 4
Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 & 2010 for Windows
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select "Hide"
27. Author: Note that in year three we use quarterly numbers, not
monthly numbers--so make sure you enter your amounts
accordingly!Unit Volume2.00%000000000000000000000000000
Author: Note that in year three we use quarterly numbers, not
monthly numbers--so make sure you enter your amounts
accordingly!0000000000Unit Price2.50%
Sure Product Consulting: YEARLY PRICE GROWTH RATE
This cell shows how much you plan to increase prices each year.
It is not per month because consumers typically don't stand for
frequent price changes. After one full year, we increase the unit
price by X%, then again after 2 years, etc. The default is 2.5%
per year, close to inflation rates).
As a convenience, the Worksheets can automatically increase
the unit price for each month using the rate you enter here.
You can also enter each cell's value by hand, if you prefer,
which makes sense if you need to show ups and downs in sales
due to seasonal fluctuations, etc.$0
Author: Enter your sales price for each unit here. If you are
running a service-based company, enter your hourly rate or
approximate per-project rate.$0
Author: As a convenience, the Worksheets will automatically
copy the number you put in the prior cell into this cell.
However, you should feel free to overwrite the copied number
with whatever makes more sense for your
business.$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0Gross
Sales$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0(Commissions)50.00%15.00%$0
28. $0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0(Returns and
Allowances)3.00%$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0Net
Sales$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0(Cost of Goods
Sold)50.00%$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0GROSS
PROFIT$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0Product Line 5
Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 & 2010 for Windows
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select "Hide"
Author: Note that in year three we use quarterly numbers, not
monthly numbers--so make sure you enter your amounts
accordingly!Unit Volume2.00%000000000000000000000000000
Author: Note that in year three we use quarterly numbers, not
monthly numbers--so make sure you enter your amounts
accordingly!0000000000Unit Price2.50%
Sure Product Consulting: YEARLY PRICE GROWTH RATE
29. This cell shows how much you plan to increase prices each year.
It is not per month because consumers typically don't stand for
frequent price changes. After one full year, we increase the unit
price by X%, then again after 2 years, etc. The default is 2.5%
per year, close to inflation rates).
As a convenience, the Worksheets can automatically increase
the unit price for each month using the rate you enter here.
You can also enter each cell's value by hand, if you prefer,
which makes sense if you need to show ups and downs in sales
due to seasonal fluctuations, etc.$0
Author: Enter your sales price for each unit here. If you are
running a service-based company, enter your hourly rate or
approximate per-project rate.$0
Author: As a convenience, the Worksheets will automatically
copy the number you put in the prior cell into this cell.
However, you should feel free to overwrite the copied number
with whatever makes more sense for your
business.$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0Gross
Sales$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0(Commissions)50.00%15.00%$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0(Returns and
Allowances)3.00%$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0Net
Sales$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0(Cost of Goods
Sold)50.00%$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0GROSS
PROFIT$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0Product Line 6
30. Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 & 2010 for Windows
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select "Hide"
Author: Note that in year three we use quarterly numbers, not
monthly numbers--so make sure you enter your amounts
accordingly!Unit Volume2.00%000000000000000000000000000
Author: Note that in year three we use quarterly numbers, not
monthly numbers--so make sure you enter your amounts
accordingly!0000000000Unit Price2.50%
Sure Product Consulting: YEARLY PRICE GROWTH RATE
This cell shows how much you plan to increase prices each year.
It is not per month because consumers typically don't stand for
frequent price changes. After one full year, we increase the unit
price by X%, then again after 2 years, etc. The default is 2.5%
per year, close to inflation rates).
As a convenience, the Worksheets can automatically increase
the unit price for each month using the rate you enter here.
31. You can also enter each cell's value by hand, if you prefer,
which makes sense if you need to show ups and downs in sales
due to seasonal fluctuations, etc.$0
Author: Enter your sales price for each unit here. If you are
running a service-based company, enter your hourly rate or
approximate per-project rate.$0
Author: As a convenience, the Worksheets will automatically
copy the number you put in the prior cell into this cell.
However, you should feel free to overwrite the copied number
with whatever makes more sense for your
business.$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0Gross
Sales$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0(Commissions)50.00%15.00%$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0(Returns and
Allowances)3.00%$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0Net
Sales$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0(Cost of Goods
Sold)50.00%$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0GROSS
PROFIT$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0Product Line 7
Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
32. On Excel 2007 & 2010 for Windows
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select "Hide"
Author: Note that in year three we use quarterly numbers, not
monthly numbers--so make sure you enter your amounts
accordingly!Unit Volume2.00%000000000000000000000000000
Author: Note that in year three we use quarterly numbers, not
monthly numbers--so make sure you enter your amounts
accordingly!0000000000Unit Price2.50%
Sure Product Consulting: YEARLY PRICE GROWTH RATE
This cell shows how much you plan to increase prices each year.
It is not per month because consumers typically don't stand for
frequent price changes. After one full year, we increase the unit
price by X%, then again after 2 years, etc. The default is 2.5%
per year, close to inflation rates).
As a convenience, the Worksheets can automatically increase
the unit price for each month using the rate you enter here.
You can also enter each cell's value by hand, if you prefer,
which makes sense if you need to show ups and downs in sales
due to seasonal fluctuations, etc.$0
Author: Enter your sales price for each unit here. If you are
running a service-based company, enter your hourly rate or
approximate per-project rate.$0
Author: As a convenience, the Worksheets will automatically
copy the number you put in the prior cell into this cell.
33. However, you should feel free to overwrite the copied number
with whatever makes more sense for your
business.$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0Gross
Sales$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0(Commissions)50.00%15.00%$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0(Returns and
Allowances)3.00%$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0Net
Sales$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0(Cost of Goods
Sold)50.00%$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0GROSS
PROFIT$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0Product Line 8
Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 & 2010 for Windows
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select "Hide"
Author: Note that in year three we use quarterly numbers, not
monthly numbers--so make sure you enter your amounts
accordingly!Unit Volume2.00%000000000000000000000000000
34. Author: Note that in year three we use quarterly numbers, not
monthly numbers--so make sure you enter your amounts
accordingly!0000000000Unit Price2.50%
Sure Product Consulting: YEARLY PRICE GROWTH RATE
This cell shows how much you plan to increase prices each year.
It is not per month because consumers typically don't stand for
frequent price changes. After one full year, we increase the unit
price by X%, then again after 2 years, etc. The default is 2.5%
per year, close to inflation rates).
As a convenience, the Worksheets can automatically increase
the unit price for each month using the rate you enter here.
You can also enter each cell's value by hand, if you prefer,
which makes sense if you need to show ups and downs in sales
due to seasonal fluctuations, etc.$0
Author: Enter your sales price for each unit here. If you are
running a service-based company, enter your hourly rate or
approximate per-project rate.$0
Author: As a convenience, the Worksheets will automatically
copy the number you put in the prior cell into this cell.
However, you should feel free to overwrite the copied number
with whatever makes more sense for your
business.$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0Gross
Sales$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0(Commissions)50.00%15.00%$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0(Returns and
Allowances)3.00%$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0Net
35. Sales$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0(Cost of Goods
Sold)50.00%$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0GROSS
PROFIT$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0Product Line 9
Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 & 2010 for Windows
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select "Hide"
Author: Note that in year three we use quarterly numbers, not
monthly numbers--so make sure you enter your amounts
accordingly!Unit Volume2.00%000000000000000000000000000
Author: Note that in year three we use quarterly numbers, not
monthly numbers--so make sure you enter your amounts
accordingly!0000000000Unit Price2.50%
Sure Product Consulting: YEARLY PRICE GROWTH RATE
This cell shows how much you plan to increase prices each year.
It is not per month because consumers typically don't stand for
frequent price changes. After one full year, we increase the unit
36. price by X%, then again after 2 years, etc. The default is 2.5%
per year, close to inflation rates).
As a convenience, the Worksheets can automatically increase
the unit price for each month using the rate you enter here.
You can also enter each cell's value by hand, if you prefer,
which makes sense if you need to show ups and downs in sales
due to seasonal fluctuations, etc.$0
Author: Enter your sales price for each unit here. If you are
running a service-based company, enter your hourly rate or
approximate per-project rate.$0
Author: As a convenience, the Worksheets will automatically
copy the number you put in the prior cell into this cell.
However, you should feel free to overwrite the copied number
with whatever makes more sense for your
business.$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0Gross
Sales$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0(Commissions)50.00%15.00%$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0(Returns and
Allowances)3.00%$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0Net
Sales$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0(Cost of Goods
Sold)50.00%$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0GROSS
PROFIT$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0Product Line 10
Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
them. If the cells are hidden, they won't be included in the
37. subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 & 2010 for Windows
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select "Hide"
Author: Note that in year three we use quarterly numbers, not
monthly numbers--so make sure you enter your amounts
accordingly!Unit Volume2.00%000000000000000000000000000
Author: Note that in year three we use quarterly numbers, not
monthly numbers--so make sure you enter your amounts
accordingly!0000000000Unit Price2.50%
Sure Product Consulting: YEARLY PRICE GROWTH RATE
This cell shows how much you plan to increase prices each year.
It is not per month because consumers typically don't stand for
frequent price changes. After one full year, we increase the unit
price by X%, then again after 2 years, etc. The default is 2.5%
per year, close to inflation rates).
As a convenience, the Worksheets can automatically increase
the unit price for each month using the rate you enter here.
You can also enter each cell's value by hand, if you prefer,
which makes sense if you need to show ups and downs in sales
due to seasonal fluctuations, etc.$0
38. Author: Enter your sales price for each unit here. If you are
running a service-based company, enter your hourly rate or
approximate per-project rate.$0
Author: As a convenience, the Worksheets will automatically
copy the number you put in the prior cell into this cell.
However, you should feel free to overwrite the copied number
with whatever makes more sense for your business.
Author: Note that in year three we use quarterly numbers, not
monthly numbers--so make sure you enter your amounts
accordingly!
Author: Note that in year three we use quarterly numbers, not
monthly numbers--so make sure you enter your amounts
accordingly!
Author: Note that in year three we use quarterly numbers, not
monthly numbers--so make sure you enter your amounts
accordingly!$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0Gross
Sales$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0(Commissions)50.00%15.00%$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0(Returns and
Allowances)3.00%$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0Net
Sales$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0(Cost of Goods
Sold)50.00%$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0GROSS
PROFIT$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0Totals for All Product
LinesTotal Unit
Volume4500004590004681804775444870944968365067735169
09527247537792548547559518603544057070958212359376560
40. PROFIT$355,500$362,610$369,862$377,259$384,805$392,501
$400,351$408,358$416,525$424,855$433,353$442,020$4,767,9
98$462,131$471,374$480,802$490,418$500,226$510,230$520,4
35$530,844$541,461$552,290$563,336$574,602$6,198,149$1,8
38,525$1,951,058$2,070,478$2,197,208$8,057,270$2,389,987$
2,536,274$2,691,514$2,856,256$10,474,031$13,615,693
Sales Projections
InventoryInventory
Author: This worksheet will help you manage your inventory
expenditures. For each product line, enter the dollar amount you
will spend each period on inventory. If yours is a service
business, you can probably ignore this
worksheet.20182019202020212022AugustSeptemberOctoberNo
vemberDecemberJanuaryFebruaryMarchAprilMayJuneJulyTOT
ALAugustSeptemberOctoberNovemberDecemberJanuaryFebruar
yMarchAprilMayJuneJulyTOTAL1st Quarter2nd Quarter3rd
Quarter4th QuarterTOTAL1st Quarter2nd Quarter3rd Quarter4th
QuarterTOTALProduct Line 1Cost of Goods Sold$250,000
Author: This Cost of Goods number is pulled over from your
Sales Projections and shows how much product you plan to sell
each month. It's here simply to aid you in determining how
much inventory you need to
purchase.$255,000$260,100$265,302$270,608$276,020$281,54
1$287,171$292,915$298,773$304,749$310,844$3,353,022$324,
987$331,487$338,116$344,879$351,776$358,812$365,988$373,
308$380,774$388,390$396,157$404,080$4,358,754$1,292,915$
1,372,052$1,456,033$1,545,153$5,666,153$1,680,722$1,783,59
6$1,892,766$2,008,619$7,365,704$9,575,030Ingredients$500
Sure Product Consulting: We automatically increase the amount
of inventory needed for each part at the same rate as COGS
grows on the SalesProj sheet.
41. You can override the automatically entered values by entering
in actuals in the blue
cells.$510$520$531$541$552$563$574$586$598$609$622$6,70
6$650$663$676$690$704$718$732$747$762$777$792$808$8,7
18$2,586$2,744$2,912$3,090$11,332$3,361$3,567$3,786$4,017
$14,731$19,150Bottles/caps$750$765$780$796$812$828$845$
862$879$896$914$933$10,059$975$994$1,014$1,035$1,055$1,
076$1,098$1,120$1,142$1,165$1,188$1,212$13,076$3,879$4,11
6$4,368$4,635$16,998$5,042$5,351$5,678$6,026$22,097$28,72
5Labels$250$255$260$265$271$276$282$287$293$299$305$3
11$3,353$325$331$338$345$352$359$366$373$381$388$396$
404$4,359$1,293$1,372$1,456$1,545$5,666$1,681$1,784$1,893
$2,009$7,366$9,575Cartons$500$510$520$531$541$552$563$5
74$586$598$609$622$6,706$650$663$676$690$704$718$732$
747$762$777$792$808$8,718$2,586$2,744$2,912$3,090$11,33
2$3,361$3,567$3,786$4,017$14,731$19,150Total Inventory
Expense$2,000
Author: Are these cells showing red?
As an aid to you, these cells will show in red until you indicate
the purchase of enough inventory to cover your Cost of Goods
for the period.
In other words, your Total Inventory Expense should equal your
Cost of Goods Sold from the SalesProj worksheet. If it isn't,
you might need to adjust your % for COGS on the SalesProj
worksheet (D12, D22, etc.)
$2,040$2,081$2,122$2,165$2,208$2,252$2,297$2,343$2,390$2,
438$2,487$26,824$2,600$2,652$2,705$2,759$2,814$2,870$2,92
8$2,986$3,046$3,107$3,169$3,233$34,870$10,343$10,976$11,6
48$12,361$45,329$13,446$14,269$15,142$16,069$58,926$76,6
00Product Line 2
Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
42. them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 and 2010 for Windows:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select "Hide"Cost of Goods
Sold$200,000$204,000$208,080$212,242$216,486$220,816$225
,232$229,737$234,332$239,019$243,799$248,675$2,682,418$2
59,990$265,189$270,493$275,903$281,421$287,049$292,790$2
98,646$304,619$310,712$316,926$323,264$3,487,003$1,034,33
2$1,097,642$1,164,826$1,236,123$4,532,923$1,344,578$1,426,
877$1,514,213$1,606,895$5,892,563$7,660,024Ingredients$500
Sure Product Consulting: We automatically increase the amount
of inventory needed for each part at the same rate as COGS
grows on the SalesProj sheet.
You can override the automatically entered values by entering
in actuals in the blue
cells.$510$520$531$541$552$563$574$586$598$609$622$6,70
6$650$663$676$690$704$718$732$747$762$777$792$808$8,7
18$2,586$2,744$2,912$3,090$11,332$3,361$3,567$3,786$4,017
$14,731$19,150Bottles/caps$750$765$780$796$812$828$845$
862$879$896$914$933$10,059$975$994$1,014$1,035$1,055$1,
076$1,098$1,120$1,142$1,165$1,188$1,212$13,076$3,879$4,11
6$4,368$4,635$16,998$5,042$5,351$5,678$6,026$22,097$28,72
5Labels$250$255$260$265$271$276$282$287$293$299$305$3
11$3,353$325$331$338$345$352$359$366$373$381$388$396$
404$4,359$1,293$1,372$1,456$1,545$5,666$1,681$1,784$1,893
45. $0$0$0$0$0$0$0$0$0$0$0Items/Parts
3$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0Items/Parts
4$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0Total Inventory
Expense$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0Product Line 5
Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 and 2010 for Windows:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select "Hide"Cost of Goods
Sold$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0$0$0$0Items/Parts 1$0
Sure Product Consulting: We automatically increase the amount
of inventory needed for each part at the same rate as COGS
grows on the SalesProj sheet.
You can override the automatically entered values by entering
in actuals in the blue
cells.$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0Items/Parts
2$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0Items/Parts
46. 3$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0Items/Parts
4$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0Total Inventory
Expense$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0Product Line 6
Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 and 2010 for Windows:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select "Hide"Cost of Goods
Sold$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0$0$0$0Items/Parts 1$0
Sure Product Consulting: We automatically increase the amount
of inventory needed for each part at the same rate as COGS
grows on the SalesProj sheet.
You can override the automatically entered values by entering
in actuals in the blue
cells.$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0Items/Parts
2$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0Items/Parts
3$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
47. $0$0$0$0$0$0$0$0$0$0$0Items/Parts
4$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0Total Inventory
Expense$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0Product Line 7
Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 and 2010 for Windows:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select "Hide"Cost of Goods
Sold$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0$0$0$0Items/Parts 1$0
Sure Product Consulting: We automatically increase the amount
of inventory needed for each part at the same rate as COGS
grows on the SalesProj sheet.
You can override the automatically entered values by entering
in actuals in the blue
cells.$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0Items/Parts
2$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0Items/Parts
3$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0Items/Parts
48. 4$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0Total Inventory
Expense$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0Product Line 8
Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 and 2010 for Windows:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select "Hide"Cost of Goods
Sold$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0$0$0$0Items/Parts 1$0
Sure Product Consulting: We automatically increase the amount
of inventory needed for each part at the same rate as COGS
grows on the SalesProj sheet.
You can override the automatically entered values by entering
in actuals in the blue cells.
Author: This worksheet will help you manage your inventory
expenditures. For each product line, enter the dollar amount you
will spend each period on inventory. If yours is a service
business, you can probably ignore this worksheet.
Author: If you only have less than 10 product lines, you can't
49. delete the rows for excess product lines, but you can them hide
them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 and 2010 for Windows:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select
"Hide"$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0$0$0$0Items/Parts
2$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0Items/Parts
3$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0Items/Parts
4$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0Total Inventory
Expense$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0Product Line 9
Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 and 2010 for Windows:
50. 1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select "Hide"
Author: This Cost of Goods number is pulled over from your
Sales Projections and shows how much product you plan to sell
each month. It's here simply to aid you in determining how
much inventory you need to purchase.
Sure Product Consulting: We automatically increase the amount
of inventory needed for each part at the same rate as COGS
grows on the SalesProj sheet.
You can override the automatically entered values by entering
in actuals in the blue cells.
Sure Product Consulting: We automatically increase the amount
of inventory needed for each part at the same rate as COGS
grows on the SalesProj sheet.
You can override the automatically entered values by entering
in actuals in the blue cells.Cost of Goods
Sold$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0$0$0$0Items/Parts 1$0
Sure Product Consulting: We automatically increase the amount
of inventory needed for each part at the same rate as COGS
grows on the SalesProj sheet.
You can override the automatically entered values by entering
in actuals in the blue cells.
Author: Are these cells showing red?
As an aid to you, these cells will show in red until you indicate
51. the purchase of enough inventory to cover your Cost of Goods
for the period.
In other words, your Total Inventory Expense should equal your
Cost of Goods Sold from the SalesProj worksheet. If it isn't,
you might need to adjust your % for COGS on the SalesProj
worksheet (D12, D22, etc.)
Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 and 2010 for Windows:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select "Hide"
Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 and 2010 for Windows:
52. 1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select
"Hide"$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0$0$0$0Items/Parts
2$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0Items/Parts
3$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0Items/Parts
4$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0Total Inventory
Expense$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0Product Line 10
Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 and 2010 for Windows:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select "Hide"
Sure Product Consulting: We automatically increase the amount
of inventory needed for each part at the same rate as COGS
grows on the SalesProj sheet.
You can override the automatically entered values by entering
53. in actuals in the blue cells.
Sure Product Consulting: We automatically increase the amount
of inventory needed for each part at the same rate as COGS
grows on the SalesProj sheet.
You can override the automatically entered values by entering
in actuals in the blue cells.Cost of Goods
Sold$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0$0$0$0Items/Parts 1$0
Sure Product Consulting: We automatically increase the amount
of inventory needed for each part at the same rate as COGS
grows on the SalesProj sheet.
You can override the automatically entered values by entering
in actuals in the blue cells.
Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 and 2010 for Windows:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select "Hide"
Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
54. them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 and 2010 for Windows:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select "Hide"
Sure Product Consulting: We automatically increase the amount
of inventory needed for each part at the same rate as COGS
grows on the SalesProj sheet.
You can override the automatically entered values by entering
in actuals in the blue cells.
Sure Product Consulting: We automatically increase the amount
of inventory needed for each part at the same rate as COGS
grows on the SalesProj sheet.
You can override the automatically entered values by entering
in actuals in the blue cells.
Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
55. 2) Format->Rows->Hide
On Excel 2007 and 2010 for Windows:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select "Hide"
Author: If you only have less than 10 product lines, you can't
delete the rows for excess product lines, but you can them hide
them. If the cells are hidden, they won't be included in the
subtotals at the bottom of this worksheet.
On Excel 2011 for Mac:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Format->Rows->Hide
On Excel 2007 and 2010 for Windows:
1) Select the rows to hide by click on the row headers along left
edge of Excel window
2) Right click to pop up a context menu
3) From the menu, select
"Hide"$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$
0$0$0$0$0$0$0$0$0$0$0$0$0Items/Parts
2$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0Items/Parts
3$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0Items/Parts
4$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0Total Inventory
Expense$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0$0
$0$0$0$0$0$0$0$0$0$0$0$0$0$0GRAND TOTAL
INVENTORY$4,000$4,080$4,162$4,245$4,330$4,416$4,505$4,
595$4,687$4,780$4,876$4,973$53,648$5,200$5,304$5,410$5,51
8$5,628$5,741$5,856$5,973$6,092$6,214$6,339$6,465$69,740$
56. 20,687$21,953$23,297$24,722$90,658$26,892$28,538$30,284$
32,138$117,851$153,200
CapExCapital Purchases
Author: This worksheet allows you to track capital
expenditures and manage depreciation for those
expenditures.ItemCostPurchase
DateYears of
ServiceSalvage
ValueReminder: All purchases must be on or after your business
start date of:Facilities
Author: Facilities include, land, buildings, building upgrades,
fixtures, etc.
NOTE: If you will need more than 10 items in each category on
this worksheet, combine items into groups and enter data for the
entire group on a single line.MonthYearJuly-2014Item Name
(change name here)$0
Author: Enter the cost of the item(s) here. This will be used to
calculate depreciation, and will be added to your financial
statements.Aug
Author: Enter the month you will purchase the item(s).
Note: When entering dates on this worksheet, make sure that
they don't fall prior to your current startup date (as entered on
the Setup worksheet). Doing so will cause "#NUM!" calculation
errors on later worksheets. However, you need not change the
dates on lines you are not using.2018
Author: Enter the year you will purchase the item(s).1
Author: Enter the number of years you will use the item(s)
before it wears out, you retire it, or sell it.
57. This number will be used to calculate depreciation in your
financial statements using the Straight Line method.
NOTE: If you'd rather "expense" the item(s) in the year it is
purchased, regardless of how many years you will use it, leave
the number set to 1 year, and it will not be depreciated on your
financial statements.
For information about the tax implications/requirements of
depreciation, please consult a competent accountant.$0
Author: This is the value of the item at the time you stop using
it, or the price you might receive for it if you sell it.
For example, a $1000 desk might be worth $300 when you sell
it after five years of use. You would enter $300 in this cell.
If you will not be depreciating the item (the Years of Service
column is set to 1 year), you can ignore this.Item Name (change
name here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Equipment
Author: Equipment includes machinery, furniture, vehicles, etc.
Author: This worksheet allows you to track capital
expenditures and manage depreciation for those expenditures.
Author: Facilities include, land, buildings, building upgrades,
58. fixtures, etc.
NOTE: If you will need more than 10 items in each category on
this worksheet, combine items into groups and enter data for the
entire group on a single line.
Author: Enter the cost of the item(s) here. This will be used to
calculate depreciation, and will be added to your financial
statements.treating water$500Aug20181$0compounding
ingredients$750Aug20181$0carbonating
product$250Aug20181$0filling
product$500Aug20181$0packaging$500Aug20181$0Item Name
(change name here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Computer Hardware/Software
Author: Includes PCs, servers, monitors, printers, scanners,
other peripherals, and software applications.
Author: Enter the month you will purchase the item(s).
Note: When entering dates on this worksheet, make sure that
they don't fall prior to your current startup date (as entered on
the Setup worksheet). Doing so will cause "#NUM!" calculation
59. errors on later worksheets. However, you need not change the
dates on lines you are not
using.Major$10,000Aug20181$0Minor$5,000Aug20181$0Item
Name (change name here)$0Aug20181$0Item Name (change
name here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Telecommunications
Author: Telecommunications includes phone systems, fax
machines, etc.
Author: Enter the year you will purchase the item(s).
Author: Enter the number of years you will use the item(s)
before it wears out, you retire it, or sell it.
This number will be used to calculate depreciation in your
financial statements using the Straight Line method.
NOTE: If you'd rather "expense" the item(s) in the year it is
purchased, regardless of how many years you will use it, leave
the number set to 1 year, and it will not be depreciated on your
financial statements.
For information about the tax implications/requirements of
depreciation, please consult a competent accountant.
60. Author: This is the value of the item at the time you stop using
it, or the price you might receive for it if you sell it.
For example, a $1000 desk might be worth $300 when you sell
it after five years of use. You would enter $300 in this cell.
If you will not be depreciating the item (the Years of Service
column is set to 1 year), you can ignore this.media and network
equipment$5,000Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Item Name (change name
here)$0Aug20181$0Land
Author: Land purchases are not depreciable.Direct
costs$10,000Aug2018Land is a
non-depreciable
assetPurchase cost$60,000Aug2018Item Name (change name
here)$0Aug2018Item Name (change name here)$0Aug2018Item
Name (change name here)$0Aug2018Item Name (change name
here)$0Aug2018Item Name (change name here)$0Aug2018Item
Name (change name here)$0Aug2018Item Name (change name
here)$0Aug2018Item Name (change name here)$0Aug2018
Capital Purchases
StaffBudjStaffing Budget
Author: For information about this worksheet, see "Staffing
Budget" section and worksheet in "The Financials" chapter of
Successful Business Plan: Secrets &
Strategies.20182019202020212022AugustSeptemberOctoberNov
emberDecemberJanuaryFebruaryMarchAprilMayJuneJulyTOTA
LAugustSeptemberOctoberNovemberDecemberJanuaryFebruary
MarchAprilMayJuneJulyTOTAL1st Quarter2nd Quarter3rd
Quarter4th QuarterTOTAL1st Quarter2nd Quarter3rd Quarter4th
QuarterTOTALTOTALManagement# Salaried Employees10.00
61. Author: Enter the number of full-time employees you expect to
have working for you in this category during this month.
For part-time employees, enter their information below under
"Part-time / Hourly Employees".
10.0010.0010.0010.0010.0010.0010.0010.0010.0010.0010.0010.
0010.0010.0010.0010.0010.0010.0010.0010.0010.0010.0010.00
10.00
Author: Note that in year two we use quarterly numbers, not
monthly numbers--so make sure you enter your numbers
accordingly!10.0010.0010.0010.0010.0010.0010.0010.00Avg
Salary per employee $5,000
Author: Enter the amount you expect to pay each employee in
this category this month. The Worksheets will multiply the
number of employees (from the line above) with this number to
generate your total cost (less benefits and taxes,
below).$5,000$5,000$5,000$5,000$5,000$5,000$5,000$5,000$5
,000$5,000$5,000$60,000$5,175$5,175$5,175$5,175$5,175$5,1
75$5,175$5,175$5,175$5,175$5,175$5,175$62,100$16,068$16,0
68$16,068$16,068$64,274$16,631$16,631$16,631$16,631$66,5
23$68,851Benefits (across all employees)$4,167
Author: This value is calculated using the number you entered
on the "Setup and Assumptions" worksheet and the number of
employees you entered
above.$4,167$4,167$4,167$4,167$4,167$4,167$4,167$4,167$4,
167$4,167$4,167$50,000$4,375$4,375$4,375$4,375$4,375$4,37
5$4,375$4,375$4,375$4,375$4,375$4,375$52,500$13,781$13,78
1$13,781$13,781$55,125$14,470$14,470$14,470$14,470$57,88
1$60,775Payroll Taxes (across all
employees)$7,500$7,500$7,500$7,500$7,500$7,500$7,500$7,50
63. 4,964$141,113$141,113$141,113$141,113$564,451$584,641Sal
es/Marketing# Salaried
Employees3.003.003.003.003.003.003.003.003.003.003.003.003
.003.003.003.003.003.003.003.003.003.003.003.003.00
Author: Note that in year two we use quarterly numbers, not
monthly numbers--so make sure you enter your numbers
accordingly!
Author: For information about this worksheet, see "Staffing
Budget" section and worksheet in "The Financials" chapter of
Successful Business Plan: Secrets & Strategies.
Author: Note that in year two we use quarterly numbers, not
monthly numbers--so make sure you enter your numbers
accordingly!3.003.003.003.003.003.003.003.00Avg Salary per
employee
$5,000$5,000$5,000$5,000$5,000$5,000$5,000$5,000$5,000$5,
000$5,000$5,000$60,000$5,175$5,175$5,175$5,175$5,175$5,17
5$5,175$5,175$5,175$5,175$5,175$5,175$62,100$16,068$16,06
8$16,068$16,068$64,274$16,631$16,631$16,631$16,631$66,52
3$68,851Benefits (across all
employees)$1,250$1,250$1,250$1,250$1,250$1,250$1,250$1,25
0$1,250$1,250$1,250$1,250$15,000$1,313$1,313$1,313$1,313$
1,313$1,313$1,313$1,313$1,313$1,313$1,313$1,313$15,750$4,
134$4,134$4,134$4,134$16,538$4,341$4,341$4,341$4,341$17,3
64$18,233Payroll Taxes (across all
employees)$2,250$2,250$2,250$2,250$2,250$2,250$2,250$2,25
0$2,250$2,250$2,250$2,250$27,000$2,329$2,329$2,329$2,329$
2,329$2,329$2,329$2,329$2,329$2,329$2,329$2,329$27,945$7,
231$7,231$7,231$7,231$28,923$7,484$7,484$7,484$7,484$29,9
35$30,983Total
Costs$18,500$18,500$18,500$18,500$18,500$18,500$18,500$1
8,500$18,500$18,500$18,500$18,500$222,000$19,166$19,166$
19,166$19,166$19,166$19,166$19,166$19,166$19,166$19,166$
19,166$19,166$229,995$59,570$59,570$59,570$59,570$238,28
64. 1$61,717$61,717$61,717$61,717$246,869$255,770Operations/P
roduction# Salaried
Employees20.0020.0020.0020.0020.0020.0020.0020.0020.0020.
0020.0020.0020.0020.0020.0020.0020.0020.0020.0020.0020.00
20.0020.0020.0020.00
Author: Note that in year two we use quarterly numbers, not
monthly numbers--so make sure you enter your numbers
accordingly!20.0020.0020.0020.0020.0020.0020.0020.00Avg
Salary per employee
$2,000$2,000$2,000$2,000$2,000$2,000$2,000$2,000$2,000$2,
000$2,000$2,000$24,000$2,070$2,070$2,070$2,070$2,070$2,07
0$2,070$2,070$2,070$2,070$2,070$2,070$24,840$6,427$6,427$
6,427$6,427$25,709$6,652$6,652$6,652$6,652$26,609$27,541
Benefits (across all
employees)$8,333$8,333$8,333$8,333$8,333$8,333$8,333$8,33
3$8,333$8,333$8,333$8,333$100,000$8,750$8,750$8,750$8,750
$8,750$8,750$8,750$8,750$8,750$8,750$8,750$8,750$105,000$
27,563$27,563$27,563$27,563$110,250$28,941$28,941$28,941
$28,941$115,763$121,551Payroll Taxes (across all
employees)$6,000$6,000$6,000$6,000$6,000$6,000$6,000$6,00
0$6,000$6,000$6,000$6,000$72,000$6,210$6,210$6,210$6,210$
6,210$6,210$6,210$6,210$6,210$6,210$6,210$6,210$74,520$19
,282$19,282$19,282$19,282$77,128$19,957$19,957$19,957$19,
957$79,828$82,622Total
Costs$54,333$54,333$54,333$54,333$54,333$54,333$54,333$5
4,333$54,333$54,333$54,333$54,333$652,000$56,360$56,360$
56,360$56,360$56,360$56,360$56,360$56,360$56,360$56,360$
56,360$56,360$676,320$175,392$175,392$175,392$175,392$70
1,566$181,944$181,944$181,944$181,944$727,775$754,983Oth
er# Salaried
Employees0.000.000.000.000.000.000.000.000.000.000.000.000
.000.000.000.000.000.000.000.000.000.000.000.000.00
Author: Note that in year two we use quarterly numbers, not
monthly numbers--so make sure you enter your numbers