Business Financial Plan Template

Create a comprehensive business financial plan to ensure long-term financial success. Monitor and track performance against goals.
Or import into an existing account
Business Financial Plan Template

What is a Business Financial Plan?

A business financial plan is an essential tool for companies of all sizes and industries. It is used to set goals and objectives, monitor progress and track financial performance. A financial plan can help a business make the most of their resources and ensure their long-term financial health. It provides clarity on financial decisions and helps to track performance against goals.

What's included in this Business Financial Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Business Financial Plan template for?

This business financial plan template is designed to help businesses of all sizes and industries create a comprehensive financial plan. It is a valuable tool for entrepreneurs, small business owners and large organizations alike, as it helps to ensure that the business is financially stable and can reach its goals.

1. Define clear examples of your focus areas

When creating your business financial plan, it is important to define clear focus areas. These are the areas where you want to invest your resources and efforts. Examples of strategic focus areas that could fall under a Business Financial Plan could be: Monitor Financials, Establish a Risk Management Plan, and Increase Profitability.

2. Think about the objectives that could fall under that focus area

Once you have identified your focus areas, you should then think about the objectives that could fall under each focus area. Objectives are the specific goals and outcomes that you want to achieve. Examples of some objectives for the focus area of Monitor Financials could be: Establish Financial Controls, and Reduce Operating Costs.

3. Set measurable targets (KPIs) to tackle the objective

Once you have identified your objectives, you should then set measurable targets or Key Performance Indicators (KPIs) to track progress and measure success. For example, under the objective of 'establishing financial controls', you could set a KPI of increasing financial visibility.

4. Implement related projects to achieve the KPIs

Once you have identified your KPIs, you should then implement related projects. These projects are the actions that you will take to achieve your KPIs. For example, under the KPI of increasing financial visibility, you could create a financial plan.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform is a powerful tool that helps businesses achieve their goals faster. It can help with everything from creating a financial plan to tracking progress against KPIs. With Cascade, businesses can easily manage and monitor their financial plans and ensure their success.

Getting started with your
Business Financial Plan Template
only takes 20 seconds.
Or import into an existing account