Business unit plan template in Google Sheets

by Apr 5, 2019

Please note that this is not a regular spreadsheet template. This is a pre-made Sheetgo spreadsheet-based workflow, which is basically a ready-to-use system based on Google Sheets and operated by Sheetgo.

Any type of company manages several business units at once. You measure your company’s overall performance by analyzing the performance of each different business unit separately. This Business unit plan template in Google Sheets provides you with a customizable and flexible spreadsheet-based performance analysis for each of these units.

How the system works

The design of the template allows you to easily monitor all of your business units’ performances on a single spreadsheet. All business units data consolidate into one master spreadsheet, from where the analysis can be performed. The different business unit spreadsheets are stored in the “Business units” Google Drive folder and these are automatically consolidated, using Sheetgo, into the “Business unit performance analysis” spreadsheet. Take a look at the template diagram below to understand how it works.

Business Unit Plan Template: Workflow and Connections

Let’s get you started

Step 1. Install the template

Install your Business unit plan template by clicking the button above. Login using your Google account. Sheetgo simultaneously creates your Sheetgo account, once you complete the authorization step. After that, click on the ‘Use template’ button in the Sheetgo Web Application to install the template.

Business Unit Performance Analysis Template Overview

Step 2. Open all spreadsheets

Sheetgo directly installs the template on your Google Drive. The “Business units” folder merges into the master spreadsheet “Business unit performance analysis”. To illustrate, take a look at the Network View below. Click on the spreadsheet icon to open the master spreadsheet, and, similarly, click on the folder icon to open the folder inside your Drive.

Business Unit Plan Template in Google Sheets: Network Illustration of Workflow and Connections

Step 3. Fill out the input spreadsheets

Inside the “Business units” folder, there are 3 different “Business unit #” spreadsheets. These contain sample data for you to overwrite. First, use the tab “Configuration” because it is necessary to register all the accounts names used by your business. After that, start to register your forecast/budget and actual income or expenses in the tab “Registers” acording to the columns:

  • Account: Select the account name (or category) from the list
  • Real/Budget: Define if your input is real or if it´s an estimation for the future
  • Date: The date focus of the register
  • Amount: The amount of the register
Business Unit Spreadsheet in Google Sheets with Example Data

Step 4. Configure the business unit plan template

Fill out the “Configuration” tab with all of your account names, before using the dashboard on your master spreadsheet. As a result, you can now easily analyze the performance of each business unit.

Business Unit Plan Template in Google Sheets: Dashboard

Congrats! 🙂

You successfully set up your Business unit plan template in Google Sheets.

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