When you're assembling business plan spreadsheets, the first fork in the road is usually: do you need to prove what the business is worth, or do you need to show how the money will be tracked once it starts moving? These two Excel templates are both priced at USD 2.15 and are offered as trial versions, with the trial fee refunded if you purchase the full version. Each one targets a different part of the planning process, so the right pick comes down to the output your plan demands.
Quick verdict
For a business plan that leans on a defensible valuation, the Business Valuation with graphs or 3-5yr DCF template is the stronger starting point. For a plan that emphasizes month-by-month control, the Financial Tracker - Business v1.5 is the better match.
| Product | Listed Price | Best for | Shared requirement |
|---|---|---|---|
| Business Valuation with graphs or 3-5yr DCF | USD 2.15 | Estimating business value with graphs or a 3-5 year DCF | Excel 2007+ with macros enabled |
| Financial Tracker - Business v1.5 | USD 2.15 | Monthly budgeting and YTD actuals | Excel 2007+ with macros enabled |
Where each product wins
Both templates share the same need for Excel 2007 or newer with macros enabled, so the deciding factor is the job you need the spreadsheet to do.
- Business Valuation wins when your plan needs a value estimate for the company, especially if you want to show graphs or run a 3-5 year DCF.
- Financial Tracker wins when your plan needs to show how budget targets will be monitored month by month and compared to actuals.
Business Valuation with Graphs or 3-5yr DCF
The Business Valuation template is built for the moment when your business plan needs a number for the company itself. It combines valuation graphs with the option to run a 3-5 year DCF. That makes it useful for plans where outside readers such as investors or partners expect a structured value estimate. Because the forecast input is based on your own views, the template works as a planning tool rather than a guarantee of a single outcome. Choose it when the central question is 'what could this business be worth?' The limitation is that the input quality falls on you: if your assumptions are rough, the valuation output will reflect that.
Financial Tracker - Business v1.5
Financial Tracker - Business v1.5 shifts the focus from valuation to money management. It includes a 'Budget By Month' worksheet, monthly and year-to-date actuals, and an annual forecast. That is the tool you want when your business plan needs to show how you will set a budget, monitor spending, and adjust as the year develops. It makes the plan feel operational rather than theoretical. If your immediate task is to assign a value to the business, this tracker will not produce that figure; its job is to track performance against a plan.
Final choice by use case
The decision comes down to which output matters more for the stage of your business plan: a credible value estimate with graphs or a DCF, or a month-by-month budget and actuals system. If you're still deciding, ask yourself which number your business plan needs most: a business value or a monthly budget to actuals comparison.
