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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.For example, do customers care most about speed, quality, location, reliability, comfort, price, value, etc.?
Section I - Executive Summary 1 - Executive Summary The Executive Summary is the most important part of your business plan.
Because if it doesn’t interest readers, they’ll never even get to the rest of your plan. Finally, include a synopsis of your financial projections in your Executive Summary.
Update (7/22/2016): We've added a basic break-even analysis worksheet to the companion Excel workbook.
This template provides a business plan outline with sample questions, tables, and a working table of contents.
To update the Table of Contents, go to the References tab and within the Table of Contents group of buttons, click on Update Table and then "Update entire table." For simple tables, you can use Copy/Paste (Ctrl c / Ctrl v) to copy a table from Excel to Word.
This will typically paste the data as a formatted and editable table in Word, though none of the formulas will be functional within Word (and the table will not be linked to Excel).It was created for newer versions of Word and Excel (Office 2007 or later) so that you can easily change the fonts and color scheme and the file will be compatible with the mobile and web-based Word & Excel apps.It is best to use Excel for financial statements, data tables and charts.If you’re looking for funding for a new or existing business, you need a business plan.Your business plan gives lenders and investors the information they need to determine whether or not they should consider your company.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).Your relevant market size is calculated by multiplying 1) the number of customers who might be interested in purchasing your products and/or services each year and 2) the amount these customers might be willing to spend, on an annual basis, on your products and/or services.Section IV - Customer Analysis Your Customer Analysis section has two sub-sections as follows: 5 - Target Customers Your Target Customers section precisely identifies your current and/or intended customers.In the business plan outline below, you will see the ten (10) sections common to business plans, and the twenty-three (23) sub-sections you must complete.Also, to help you out, here is my proven business plan template, that allows you to quickly and easily complete all the sections of your business plan.