Business Plan Charts

If you want to insert a table into Word as a "Linked Object" so that when you edit Excel, the table in Word will update automatically, you may have a more difficult time preserving the formatting of the original.

However, at the least the entire spreadsheet won't be embedded within your business plan Word document.

This is also where you plan your Profits/Losses for at least the next 12 months.

Cells for calculating profits and profit margins contain formulas which will use numbers input by you.

Include a list of all your positions and employee names.

(Designs and technical data should be pushed to an addendum.)This is where you place all that research — statistics about your sector, etc. This should be a blend of sharing stories from your business’ experience and providing second-hand research from reputable sources. Depending on the size of your company, you may choose to either create a hierarchical chart and/or to simply list your staff.

So, we have provided a companion Excel workbook with these sample financial statements and other tables and graphs that you can copy and paste into your Word document.

The companion workbook combines many of the different spreadsheets you can find on, but customized specifically for inclusion in a business plan.

If you don't want the table to be editable in Word, you can "Paste as a Picture" using Paste Special or by choosing the "Picture" option when you right-click in Word to paste the table.

Important: When you paste a chart object into your business plan, make sure to "Paste as a Picture" because pasting the chart as an embedded object means that the entire spreadsheet becomes embedded in your Word document (even though what you see is only the chart).


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