JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload.

1 of 13

Simple Business Plan Presentation Template

Business Plan

Company Name: Name

Prepared By: Name

Presentation Date: MM/DD/YY

2 of 13

Contents

1 Executive Summary

2 Business Overview

3 SWOT Analysis

4 Target Market

5 Product or Service Offerings

6 Marketing and Sales Plan

7 Quarterly Performance

8 Financial Overview

9 Key Performance Indicators (KPIs)

10 Appendix and Supporting Documents

3 of 13

1 Executive Summary

Purpose of the Plan

Description

Business Objectives

Description

Key Business �Metrics

Metric	Q1	Q2	Q3	Q4	Annual Total
Revenue ($)
Profit margin (%)
Customer (#)

4 of 13

Mission

Description

Vision

Core �Offerings

2 Business Overview

Description

Key Business�Goals

5 of 13

3 SWOT Analysis

Strengths

Description

Weaknesses

Description

Opportunities

Description

Threats

Description

6 of 13

4 Target Market

Customer Segments

Description

Market Opportunity

Description

Key Customer Groups

Segment	Size ($ or %)	Key Needs	Channel

7 of 13

5 Product or Service Offerings

Core Offerings

Description

8 of 13

6 Marketing and Sales Plan

Marketing Strategy

Description

Sales Approach

9 of 13

7 Quarterly Performance

Quarter	Goal	KPIs
Q1
Q2
Q3
Q4

10 of 13

8 Financial Overview

Revenue Model

Description

Cost Structure

Description

Financial�Snapshot

Metric	Q1	Q2	Q3	Q4	Annual Total
Revenue ($)
Operating c costs ($)
Net Profit ($)

11 of 13

9 Key Performance Indicators (KPIs)

KPI	Target

12 of 13

10 Appendices and Supporting Documents

Document Type	Description

Provided by Smartsheet, Inc.

13 of 13

DISCLAIMER Any articles, templates, or information provided by Smartsheet on the website are for reference only. While we strive to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, articles, templates, or related graphics contained on the website. Any reliance you place on such information is therefore strictly at your own risk.