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Blog Business

What is A Business Plan & How To Design It?

By Midori Nediger , Jul 11, 2023

Business Plan Blog Header

A business plan outlines the goals of your business and how it plans to achieve them.

Real important – because without it, it’s like running a business in the dark. It’s like a roadmap that guides your company’s direction and helps everyone stay on track.

Gone are the days when designing a business plan from scratch was a time-consuming and challenging task. Today, business plan templates offer a convenient solution by providing pre-designed layouts that simplify the process.

In this blog, I’m going to break it down for you. I’ll share the six things you need to know to put together a compelling, engaging business plan. Ready to get started now? Venngage’s online Business Plan Maker  lets anyone create a winning business plan quickly and easily.

Click to jump ahead:

  • How to format your business plan

Startup business plan templates

Simple business plan templates.

  • How to write your business plan
  • How to design an engaging executive summary
  • How to use charts and graphs to present data
  • How to communicate growth strategies in your business plan

How to present financial data in your business plan

How to format your business plan.

To format your business plan:

  • Start with a clear title page.
  • Include an executive summary.
  • Provide a company description.
  • Conduct a market analysis.
  • Describe your product or service offering.
  • Outline your marketing and sales strategy.
  • Include organizational or business structure and management information.

A typical business plan is an in-depth document and covers every facet of your business (present and future). Creating a traditional business plan makes sense when you have a clear growth plan for the next three to five years, are in need of major funding, or want to attract long-term partners.  

A professional business plan typically has the following sections: 

  • Table of Contents
  • Executive summary
  • Company description
  • Market analysis
  • Organization and management
  • Service or product line
  • Marketing and sales
  • Funding request
  • Financial projections
  • An appendix

A business plan can span a dozen or more pages because it presents the big picture, as complete as possible, to reassure others to invest in you. Investment can mean a few different things – usually financial, but also as partners or employees. 

The sections that can take a lot of research and add to the bulk of your business plan are your market analysis, marketing and sales plans, and financial projections. 

These are the sections that demonstrate your business acumen, your long-term vision, and your accountability. Whereas, sections like the executive summary are meant to grab attention, inspire and get people excited about your business. 

Start with a business plan template

To get started on your business plan, save yourself some time and use a template.

Most business plan templates will include things like a cover page, table of contents and the main sections you need. It will also have pre-formatted pages with placeholder text and charts that you can swap out. 

Green Simple Business Plan Template

It takes time to do market research, present growth plans, put together financial projections, analyze your customer base, create competitor breakdowns…the list goes on.

The last thing you want to do is spend precious time formatting the resulting document. 

Save time by building your business plan from an existing business plan template, and customize it with your own content.

With a clean, consistent structure and clear headings, this template is the perfect starting point:

business plan template

Then you’re free to customize the template with helpful visual elements like charts, tables, and diagrams, that will make your business pitch impossible to resist.

A Venngage business plan template is designed to help you communicate visually  and explain complex ideas easily. The right business plan template for you depends on the length and detail of your business plan, your brand and style, and the different sections you want to cover.

If your small business doesn’t have a dedicated design team, but you still need to learn how to write a business plan to present to investors–build off of a pre-designed business plan template:

Simple Business Plan TemplateSimple Business Plan Template

There are just a handful of our business plan templates that can be customized in the Venngage editor. Browse more business plan templates,  choose one that’s best for you and start editing right away.

Structuring your startup business plan involves organizing it into sections such as executive summary, company description, market analysis, product/service offering, marketing and sales strategy, financial projections, and operational plan.

Here are some business plan template examples:

startup business plan template

Short Business Plan Template

short business plan template

Number your pages and include a table of contents

A table of contents is crucial to help readers navigate your document and quickly find specific sections that are of interest to them.

It’s a good idea to include page numbers, main section headings, and section subheadings here for easy reference.

business plan template

Keeping these tips in mind will ensure that your business plan design feels clean and professional and doesn’t distract from your content. You want your information, not your formatting, to be the focus!

How to write your business plan 

Here are three tips for writing your business plan to ensure it’s easy to read, appears professional and is memorable.

Use bulleted lists, bold text, and a clear type hierarchy for ‘skimmability’

Business plans need to be understandable at a glance to attract funding . Investors are looking for information that will help them understand your business quickly and without much effort.

Take a look at this snippet of the business plan template from above:

business plan

What stands out to you?

To me, the large green headers pop out first, making it easy to scan through the sections to find what I want to focus on.

This is because there’s a defined type hierarchy, giving more visual weight to the headers over the body text.

business plan

Next, the unique selling points of this business–superior quality products, unique glass carving and brass inlays, and excellent service–jump out. Because they’re presented in an indented list , they’re easier to see at a glance, which will likely make them more memorable.

Finally, I’m drawn to the bolded stats–“top 30% of the industry” and “4 out of 5 households spent money on renovation”.

Key statistics like these can go a long way towards convincing your investors that you’re worth their time and money. If you’re going to include them within larger paragraphs, make sure they stand out by increasing their font weight.

To sum up: make your report skimmable. Draw attention to important takeaways with indented lists, bolded text, and a clear type hierarchy.

Consider using a one-column or two-column grid

business plan

If your business plan contains only text, stick with a single-column layout that reinforces the linear flow of the document. If your business plan includes some supporting data in the form of charts and tables, use a two-column layout to juxtapose text with its corresponding data.

Maintain page margins that set text at a readable line length

When we read long passages of text, the ease at which we read depends on how the text flows on the page. Something called line length (the number of characters in a horizontal line of text) plays a huge role in readability, and is something you should consider when formatting your business plan.

To dictate line length, designers and typesetters play with the width of page margins (the edges of a document that don’t contain any text or images) with the aim of maximizing readability.

It’s generally accepted that the ideal line length sits somewhere between 40 and 90 characters per line. Any longer or shorter and you’ll find that something feels “off” about your document.

business plan

How do you achieve this in your business plan?

If you use a single-column layout, use nice wide margins (1 ½ to 2 inches) to limit your text to less than 90 characters per line.

business plan template

With a two-column layout, you might need to use narrower margins (possibly as little as ½ an inch on either side) to make sure there’s enough space for at least 40 characters per line of text.

business plan template

The last thing to remember about margins and line length–don’t play around with them from page to page. Use consistent margins across your whole document.

How to design an executive summary

An executive summary is a snapshot of your business plan. It should be concise and hook your readers. It should reassure stakeholders that your business plan will be a worthwhile read.

How you choose to structure your executive summary is key. You can deliver a lot of excellent information that simply gets lost in a sea of text and paragraphs. Even if someone reads through it entirely, they may have missed something.

To make key information stand out, use vibrant headings, incorporate visuals throughout, and break up the layout of your text.

Executive Summary Business Plan Template

Not every investor looks for the same thing. Some will care more about who you or your executive team are, while another is interested solely in the financials of the business. Identifying each section makes it easy for readers to find exactly what they’re looking for.

You can also list out the key takeaways, briefly explaining them in the executive summary. If your reader finds everything they needed to know in the executive summary, they’ll happily move onto the rest of the business plan.

Executive Summary Blue Business Plan Template

Use one feature color to tie your business plan together

Color should be used with restraint in professional documents like business plans. Instead of adding color solely for aesthetic purposes, think of color selection as another tool to highlight information you want your reader to focus on and to tie the document together.

You shouldn’t need more than a single color (ideally one of your brand colors ) to achieve this in a business plan.

In business plan charts, color should be used only to clarify trends and relationships. Use color to emphasize single important data points, differentiate between real and projected values, or group related data:

business plan template

In the rest of your business plan, keep color to a minimum. At most, use it to make headers stand out or to highlight key points in long-form text, diagrams, or tables.

The nice thing about keeping document colors this simple? It’s hard to mess up, and without any complex design work, it creates a sense of cohesion and unity within a document.

How to use charts and graphs to present your data

Since your business plan should be backed by solid data, you might want to include some of that data as evidence, in the form of  charts, tables or diagrams . Even simple visuals can communicate better than long paragraphs of text.

I’ll touch on some specific types of charts commonly used in business plans next, but first let’s review a few general chart design tactics.

Use descriptive titles and annotations to spell out chart takeaways

Avoid generic headers whenever possible. Maximize your chart’s value and impact by providing takeaway messages right in the title.

business plan

In the same vein, add direct annotations to data points or trends that support your case.

business plan

Repeating key messages within a chart, in the title, annotations, and captions, may improve viewers understanding and recall of those messages .

Aid understanding of market size and market share with area charts and pie charts

A market potential analysis is a fundamental pillar of your business plan. Market size and market share are two major components of a market potential analysis.

These numbers are typically in the millions and billions (the bigger the better, really), but most people have trouble grasping the meaning of such big numbers . At a surface level we can understand that one billion is one thousand times larger than one million, but we often struggle to comprehend what that really means.

This is the perfect opportunity to add some visual aids to your business plan.

Use bubble charts to represent market size

Bubble charts are useful for showing general proportions among numbers. Check out this one from our redesigned version of AirBnb’s first pitch deck :

business plan

Without having to think about the absolute values of these very large numbers, we can quickly see how they relate to one another.

While bubble charts are good for making quick, general comparisons, they’re less useful when it comes to precise measurements. To help readers make slightly more accurate judgements of proportion:

Use pie or donut charts to represent market share and market composition

Pie and donut charts are the industry standard for showing market share and market composition, since they’re the most widely understood method for representing part-to-whole relationships.

The way Uber breaks down their market with a simple donut chart makes their biggest segment (a key takeaway) really stand out, while the subtler differences between the smaller segments are still evident.

business plan

When you present a market analysis, use pie charts, donut charts, or bubble charts to aid the reader understanding proportions and part-to-whole relationships.

Use histograms and bar charts to represent demographic distributions in market segmentation summaries

Another part of analyzing market potential is about identifying and understanding target customers. This means segmenting customers by geography, interests, demographics…really anything that might affect purchasing behaviour.

Two standard metrics that most businesses include in a market segmentation summary are customer age and gender. These data are easily summarized in a histogram, with bars that represent age group distribution.

business plan template

Bar charts can then be used to contrast the key behaviors and lifestyle choices of the top consumer segments.

business plan template

Histograms and bar charts are standard features of a market segmentation summary. Use them together to identify and present information about top customer segments.

Outline major milestones with a Gantt chart

Stakeholders will want to see that you have a concrete plan in place to help you reach your revenue goals. When formulating your goals, use the SMART principle to provide your stakeholders with a very clear vision of how you intend to achieve them. 

Use a Gantt chart (a sort of modified bar chart) to outline the major milestones and phases of your business strategy. Try to include a multi-year plan, broken down by quarter and by project or department.

business plan

You can create your own Gantt chart with Venngage.

How to communicate growth strategies in your business plan

No matter how impressive your product line or services, your business won’t just magically grow. You concrete marketing and sales plans in place, and effectively communicate strategies to your stakeholders.

Start by acknowledging your target market – who are you going after? This is what your marketing and sales efforts will revolve around after all.

Demonstrate an understanding of the competitor landscape. You will always have direct or indirect competition, and showing how your planning accounts for it is key. Then you can talk about actual plans and strategies you wish to implement.

Present your target audience with persona guides

A product may great on its own. But its value is determined when there is a clear and obvious market for it. You can point out shortcomings of your competition, but you also need to show that your target audience exists and how you’re serving them.

A persona guide provides a great deal of context to readers of your business plan. It’s the best way for them to understand who cares about your product or service, how it aligns with their lifestyle and needs, and why your marketing and sales tactics will work.

Business Plan Persona Guide Template

A persona guide needs to be detailed, and share an intimate understanding of your target audience. The more you can divulge, the more reassuring your research and overall business plan will be.

Business Plan Detailed Persona Guide Template

Even if you don’t have a substantial customer base, you can still create an ideal persona guide to show who you’re pursuing.

Business Plan Ideal Persona Guide Template

Highlight competitors and differentiate yourself with a SWOT analysis

Every business plan should include an analysis of the competitive landscape–an assessment of the strengths and weaknesses of competitive businesses.

In terms of visuals, this competitive analysis is typically summarized in a SWOT analysis matrix .

Business Plan SWOT Analysis Template

You can also present the SWOT analysis as a table or a list. The layout is up to you, but you want to focus on strengths, weaknesses, opportunities and threats in relation to your competition.

Business Plan SWOT analysis Table Template

While the SWOT analysis framework provides valuable insights, it’s not the entire reflection of your competitive landscape. For example, it doesn’t make it easy to see at a glance the qualities that differentiate your business from your competitors.

To highlight those offerings that set you apart from your competitors, a comparison matrix is more effective. Take a look at these two templates:

Business Plan Competitor Comparison Template

With a direct competitor comparison, it’s easy to present the key differentiators between the existing options for a product or service, and your business.

Alternatively, a “ Magic Quadrant ” can be useful when you’re focused on comparing across two main metrics ( key differentiators ):

business plan

Finally, in a competitive market, there are going to be a lot of players who compete directly or indirectly with you.  A breakdown of them all may not be necessary. Instead, you can point visually to the space that you will address, that has been so far ignored up to now.

To do that, a prioritization chart can be used. By plotting competing businesses on a prioritization chart, you highlight experiences existing competitors focus on, and where your business falls. 

business plan

Use roadmaps to present your marketing and sales plans

To explain any long-term marketing or sales plan, you want visuals. It’s easier to break down strategies you’ll be deploying every month or each quarter, when you can actually show what you’re talking about.

Keep in mind, those reading your business plan may not be marketers or sales executives. Being able to lay out your approach in a way that’s organized, shows how much thought you’ve given to your growth strategies.

You can design a simple roadmap that points to what you’ll be doing throughout the year. The more detailed you can get, the better.

Business Plan Marketing roadmap Template

You can also present your product roadmap , with your marketing roadmap how the business will be growing overall.

Business Plan Product Roadmap Template

You don’t need to use a traditional roadmap layout, either. Experiment with different formats as you may find one easier to work with than another. As long as the time period for different strategies is clear, your roadmap will be easy to understand.

Business Plan Marketing Roadmap Template

Presenting financial data isn’t easy. You have to crunch a lot of numbers before you can share projections with confidence. You’ll also need to explain how you arrived at the numbers and prepare for your answers.

Understanding how to organize your information is key to walking potential investors and other stakeholders through your projections.

Use organizational flow charts and summary tables for budget breakdowns and financial summaries

The financials section of your business plan will get a lot of attention from stakeholders. Simple bar charts and pie charts won’t suffice, as they can’t present financial data in very much detail.

If your business has already been operating for some time, stakeholders will expect a detailed report of revenues and expenses. Tables are usually the best choice for this kind of financial summary, as they provide an unbiased view of the numbers and allow stakeholders to look up specific values.

business plan templates

If you’re interested in highlighting a particular trend, however, you may want to include a line chart featuring a smaller snapshot of your financial data:

business plan templates

If you’re just starting your business and you don’t have any detailed revenue data, you can still provide useful information about your budget. Outline higher-level budget allocation with an organizational flow chart .

business plan

Use line or bar graphs to visualize financial trends

You can use different types of graphs to also show how your business has performed thus far. 

You can share results over the course of a year with a line graph. This is effective to show an overall set of trends and growth rates. 

Business Plan Sales Chart Template

You can also compare previous years to highlight how your business has grown.

Your audience should be able to draw conclusions from your data within seconds. If there is simply too much information, or it’s hard to find important information, they will lose interest. 

Business Plan Revenue Projection Template

Looking for a business plan software to help save time and reduce errors? Pick from one of these 7 best business plan software to get started.

A quick summary 

A business plan is the one key document that every young business needs to present their vision to potential investors and other stakeholders.

The quality of a business plan can make or break a young business Here’s a quick recap of what we covered for you to keep in mind:

  • Get started with a template
  • Use a table of contents and numbered pages
  • Use lists, bold headings and aim for skimmability
  • Consider using a one-column or two-column
  • Maintain page margins
  • Use headings to identify the most important information
  • Use one thematic color palette for your design
  • Use descriptive titles and annotations
  • Use area and pie charts to explain market size and market share
  • Use pie/donut charts to visualize marketing share and market composition
  • Use bar charts and histograms to capture demographics data
  • Highlight major milestones with a gantt chart
  • Identify your target audience using persona guides
  • Differentiate yourself with a SWOT analysis/competitor chart
  • Use roadmaps to visualize your marketing and sales plans
  • Use flow charts and summary tables for financial breakdowns
  • Use line or bar graphs for financial trends and projection

You can always reference this post as you work on your business plan. I’ve also included additional blog posts you can reference for specific areas of your business plan.

More Resources for business planning and growth:

  • Growth Strategy Checklist: Plan Your Business Goals With These 5 Templates
  • What is a Marketing Plan & How to Create One [with Examples]
  • How to Communicate Strategy To Your Team Effectively
  • 50+ Essential Business Report Examples with Templates

Growthink logo white

Use This Business Plan Format to Expertly Write Your Plan

Written by Dave Lavinsky

Growthink.com Business Plan Format

In this guide, you’ll learn how to format your business plan professionally. Business plan structure and format helps readers look beyond distracting style to the real meat of your idea.

Download our Ultimate Business Plan Template here >

How to Format Your Business Plan: The Cover Sheet

Every business plan should begin with a simple business plan cover page including the business name, your name and contact information. An easy to read table of contents should follow.

Example Business Plan Table of Contents

I: Executive Summary      a. Business Overview      b. Success Factors      c. Financial Highlights

II: Company Overview      a. Who is [Company Name]?      b. [Company Name]’s History      c. [Company Name]’s Products & Services

III: Industry Analysis      a. Industry Trends

IV: Customer Analysis      a. Customer Segmentation

V: Competitive Analysis      a. Direct & Indirect Competitors      b. Competitive Advantage

VI: Marketing Plan      a. The [Company Name] Brand      b. Promotions Strategy      c. Pricing Strategy

VII: Operations Plan      a. Functional Roles      b. Goals and Milestones

VIII: Management Team      a. Management Team Members      b. Hiring Plan

IX: Financial Plan      a. Revenue Model      b. Revenue and Cost Drivers      c. Key Assumptions & Forecasts

X: Appendix

The cover sheet should leave no question for readers to be able to identify the business plan when it is in a stack with dozens of others on their desk. The table of contents allows them to easily refer to sections within the plan. For example, after reading the executive summary, some investors with an eye for numbers may turn directly to the financial plan and statements. Proper business plan format allows readers to quickly get the information they want.

Example Business Plan Format

There are 10 business plan components or sections that every entrepreneur and business owner must include in their plan. These include:

  • Executive summary
  • Company overview
  • Industry analysis
  • Customer analysis
  • Competitive analysis
  • Marketing plan
  • Operations plan
  • Management team
  • Financial plan

You should recognize these if you’ve ever worked with a business plan template .

Formatting your business plan with charts and graphs is welcomed to break up long blocks of text. However, charts and graphs shouldn’t be used for their own sake. They must make the information easier to pass on than text would.

The business plan format that investors and lenders expect includes the following 10 sections. You can download our business plan format pdf here, to help you get started. We’ve included important notes in each section specific to business plan formatting to help you as you write your plan.

1. Start with Your Executive Summary

An executive summary gives readers a crisp overview of your business at the start of your plan. This section should not be more than two pages long and should include the following:

  • What is the business about?
  • Where and why did the idea of the business originate?
  • Who are the owners?
  • Which industry is it operating in?
  • What is its core function?
  • Where is it located?
  • How is it going to make money?
  • How much money (if any) is it already making?
  • What are its financial projections?

The best format for your executive summary is paragraphs. Utilizing bullets and headings is also useful formatting within an executive summary, as it aids the reader in scanning the content on the page.

2. Company Overview Section

The company overview is the perfect place to highlight the strengths of your business. This section gives the reader additional information about your products and/or services and describes your company’s past accomplishments.

Including the below in this section will provide further clarity about your business:

  • What type of business you are (e.g., C-Corporation, sole proprietor)
  • When your business started
  • Business’ accomplishments to date

The best formatting to use in this section is paragraphs to describe your company’s strengths and products/services. You should also include a chart that outlines your company’s achievements to date.

3. Industry or Market Analysis

The industry or market analysis gives the reader a clear understanding of your industry and the audience it serves. It includes a detailed explanation of your market size and trends.

Typically, the format of this section should be paragraphs. Feel free to include charts and graphs to best convey the information to the reader.

4. The Customer Analysis States Who Your Customers Are and What They Need

In this section of your plan, explain who your target customers are and identify their specific needs. Doing this will help you better target and attract customers.

5. Competitive Analysis

The Competitive Analysis section identifies your direct and indirect competitors. It discusses who they are and their strengths and weaknesses. It then details your areas of competitive advantages.

Whether your competitors are small or large businesses, describe them. Telling investors there are no competitors (big or small) often gives the impression that a market does not exist for your company.

With regards to formatting, use paragraphs to describe each competitor. As appropriate, adding a competitor matrix to show similarities and differences between your company and the competition can be very powerful.

6. Your Marketing Plan is a Key Section

The marketing & sales section of your business plan should outline how you plan to attract new customers and retain old ones. This section should outline the ways customers can be introduced to and engage with your offerings and describe how you will convert these prospects into paying customers.

Set marketing objectives that include the following (if applicable):

  • Introducing new products
  • Extending the market reach
  • Exploring new markets
  • Boosting sales
  • Cross-selling
  • Creating a long-term partnership with clients
  • Increasing prices without affecting sales
  • Creating a content marketing strategy

Organize your Marketing Plan into the 4 P’s – Price, Product, Promotions and Place. If you have multiple products or services, include a menu with each key item and its price.

7. The Operations Plan Format

Your Operations Plan identifies your key operational processes and milestones you expect to accomplish. Using a Gantt chart is a great way to show your expected future milestones. You can also format this section with tables that document the dates of future milestones.

8. You Need to Prove Your Management Team Can Execute

“A company is only as good as the people it keeps.” – Mary Kay Ash, American Entrepreneur and Businesswoman

The Management Team section of your business plan focuses on the people who run the business.

Who are the decision-makers, who is the product expert, who is the operations head, and who is running the entire show? A glimpse into the expertise and capabilities of your team members and how their experiences will help grow your business will boost stakeholder confidence.

To improve the formatting and best convey your management team to readers, consider adding an organizational chart that shows your team members and reporting structure.

9. Format Your Financial Plan

The goal of this section is to convince the reader that your business is stable and will be financially successful. Arm this section with past and/or forecasted cash flow statements, balance sheets, profit & loss statements, expense budgeting and sales forecasts.

If you run an operational business, include 3 years of historical data to help investors gain an understanding of how feasible your funding request is and if your business is capable of generating good returns.

Also include your funding request, if applicable, in this section. You should mention how much investment is required to take your business to the next significant milestone and how the money will be spent. You should also define if you are seeking debt or equity funding. If you are seeking debt financing like an SBA loan, ensure your financial projections include the debt and show steady repayments of both the principal and return under reasonable loan terms.

If you are seeking equity financing, you don’t need to include your valuation expectations in the business plan, but you should be aligned within your ownership team on the amount of equity you are willing to exchange before you pitch investors.

Example Financial Plan

Projected sales, gross profit & net income.

Business Plan Format financial projections

5 Year Annual Income Statement

5 year annual balance sheet, 5 year annual cash flow statement, 10. appendix.

This section includes supporting documentation of your business case. This could include renderings of a planned store location, market research reports referenced in the plan, key supplier or buyer contracts that substantiate your financial projections or historical marketing and sales data.

Formatting Your Business Plan

Overall, business plans should use simple and standard formatting. Twelve point font size in a standard font like Arial or Times New Roman is best, as well as the standard margin size of one inch on each side. Pages should be numbered, and the name of the company should appear on each page in the header or footer.

Use charts whenever possible as it makes it much easier for readers to consume the information in your plan.

How to Finish Your Business Plan in 1 Day!

Don’t you wish there was a faster, easier way to finish your business plan?

With Growthink’s Ultimate Business Plan Template you can finish your plan in just 8 hours or less!

Click here to finish your business plan today.

OR, Let Us Develop Your Plan For You

Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success.

Click here to see how Growthink’s business plan consulting services can create your business plan for you.

Other Helpful Business Plan Articles & Templates

Business Plan Template & Guide for Small Businesses

Home Blog Business Plan Formatting Tips for Business Plans: Use of Charts and Graphs

Formatting Tips for Business Plans: Use of Charts and Graphs

Ishan Jetley

Home » Formatting Tips for Business Plans: Use of Charts and Graphs

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People usually ask how many charts or graphs should be put in business plans. It really depends. There are key factors that determine the number of charts and graphs needed in every business plan.

To start, the essential point to think about in creating your business plan is the time constraints of your target audience. If he or she is a retired angel investor, he might have other duties but could spend an hour reviewing your business plan. The more probable situation is a venture capitalist, loan officer or corporate buyer reviewing your business plan on his or her desk topped with numerous other business plans. Therefore, it is crucial that your business plan conveys the important key points easily and quickly. This is where charts or graphs come into picture.

In deciding whether to use a chart or graph, think about the old saying, “a picture is worth a thousand words” The purpose here is that the image should save a thousand words. In other words, the chart or graph must supplement the text; it should not be discussed in the text, or that defeats its purpose. Likewise, the chart or graph should be relevant and should support the text rather than veer away from it.

Apart from respecting the time restraints of the targeted audience in the business plan, there must also be respect given to the audience’s level of energy. In other words, after reviewing several business plans, the investor will most probably skip pages with 400 or more words of straight text. Even though no charts would be applicable to supplement the page, business plan consultants highly suggest using the appropriate spacing and callout boxes to make pages more readable.

Certainly, operational designs and technical drawings must be visually and adequately presented in business plans. Without them, enormous volumes of text are usually needed to describe relatively simple procedures. Significantly, once the text references the graphs, the graphs should be readily accessible. In other words, the graph should be on the exact same page as the text, instead of forcing the reader to turn to the appendix. If the graph is referenced on multiple pages, every page must demonstrate the piece of the graph that reflects the text, together with the entire graph appearing just once in the business plan.

Lastly, when the business plan is being reported to one or more investors, then the number of charts and graphs should reflect the needs, wants and sophistication of the few readers. As an example, if the readers are strategic investors, who know and understand the industry, the business plan should be presented with more charts to convey the message which these strategic investors have knowledge on.

Always remember that the business plan is not a PowerPoint presentation. Too many charts and graphs may give the impression that the business is too lazy to finish formulating a formal business plan.

In summary, the number of graphs and charts used in business plans should reflect important points of the business plan for an audience that is usually energy and time constrained. The graphs and charts must supplement the text and allow the audience to easily and readily digest the data, and influence the audience in progressing to the next step (e.g., scheduling a personal meeting) in the investment process.

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30 Examples Of Financial Graphs And Charts You Can Use For Your Business

Financial graphs and charts blog by datapine

Table of Contents

1) What Are Financial Graphs?

2) Why You Need Financial Analysis Graphs?

3) The Role Of Financial Data Visualizations

4) Financial Business Graph Examples

5) Best Types Of Financial Graphs

6) Financial Graphs Best Practices

The financial health, flow, and fluidity of your business will ultimately dictate its long-term success, which is why monitoring your money matters carefully, comprehensively, and accurately is absolutely essential.

In our data-driven digital age, 'business intelligent' organizations with the ability to collate, organize, and leverage the insights that are most valuable to their ongoing commercial goals are the ones that are destined to thrive in the long term. Online data visualization takes precedence in business operations, creating more efficient and faster workspaces.

That said, in a time wherein less than two years, around 1.7 megabytes of new information will be generated per second for every single person on the planet, businesses looking to keep their financial affairs fluid need access to KPI dashboards equipped with graphs and charts that are digestible, accurate, and deliver the level of insight required to increase efficiency and stop potential pitfalls before they occur.

In this article, we will present the basic definition of financial graphs, explain why you need them, and answer the most basic of questions: what graphs to include in financial analysis? By presenting data graphically, you will not only make the most out of your monetary information, but simple visuals will do half of the explaining for you. That said, let's get started.

What Are Financial Graphs?

Financial graphs and charts depicted on a dashboard

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Financial graphs and charts are visual tools that allow companies to monitor various performance metrics in areas such as liquidity, budgets, expenses, cash flow, and others.  By doing so, they can successfully manage risks to ensure healthy finances and steady growth.

To ensure the best possible performance for a company, conducting regular financial analytics and ensuring the highest quality of data management must be the top priorities of companies, no matter the size. If the finance department raises an alarm, everyone must carefully listen because it concerns the most crucial information and can lead to serious damages if ignored. That's why financial charts must be created with the utmost care and attention. Let's see this in more detail.

Why Do You Need Financial Analysis Graphs?

As humans, we respond to and process visual data better than anything else. That said, when it comes to digesting and taking action upon vital financial metrics and insights, well-designed finance graphs and charts offer the best solution. According to Illinois State University, when it comes to visual aids of this kind, three standards apply: graphs and charts should display unambiguous information, meaningful data, and presently said insights in the most efficient way possible.

Fundamentally, you need them because:

  • You will be able to track your liquidity, cash flow, budgets, and expenses accurately with ease, visually, and automate processes that were oftentimes done manually and with higher risks of errors.
  • By setting the right financial KPIs for your organization, you can set valuable goals that result in growth and success. While there are numerous charts out there, we will explain the invaluable ones for any company.
  • You will be able to make sense of all the financial information and metrics as they will be split into actionable categories and presented intuitively and scannable, no matter the metric you need to include and analyze.
  • Pen and paper or static data will no longer cut it in today’s fast-paced, competitive commercial landscape. As mentioned, manual work is prone to mistakes you can easily avoid by using self-service analytics software .

“Every second of every day, our senses bring in way too much data than we can possibly process in our brains.” – Peter Diamandis , Chairman/CEO, X-Prize Foundation .

Based on this quote alone, it’s clear that by leveraging the power of robust charts that deliver accurate, reliable, and clear-cut financial insights, busy fiscal departments will be able to make sense of the insights before them, resulting in success and evolution, rather than getting bogged down with droves of meaningless and convoluted data.

You can start by creating a simple income vs. expenses graph, add additional charts relevant to your organization's story and finally create a dashboard that will present all your information on a single screen. Let's see this in more detail.

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Which Role Does Financial Data Visualization Play?

Financial data visualization example of a performance dashboard

Financial data visualizations such as interactive dashboards are complete with charts and graphs that assist in the tracking of all of your core KPIs on one navigable platform. For optimizing reports and detailed analysis, you can check our blog article about financial report examples.

These dashboards give time-stretched finance departments the power to remain on top of the economic performance of the business, resulting in more efficient cash management, accurate expense tracking, comprehensive insights on sales, and additional visual insights geared toward reaching valuable financial goals .

A financial dashboard offers all of the metrics and insights needed to ensure the success of your overall performance, cash flow, cash management, and profit and loss, among others. The business dashboard above not only makes extracting key data swift but is developed in a way that makes communicating your findings to important stakeholders within the business far more simple. And in contrast to a traditional Excel chart, these ones serve real-time data that will prove invaluable to the financial future of your company.

Not only will your company have the opportunity to explore, monitor, and access real-time data, but the interactivity levels are an invaluable resource for managing enormous amounts of information, especially in the financial sector where a small mistake can lead to millions of damages. That's why interaction with the finance charts and graphs is of utmost importance: a single KPI can be viewed in numerous useful ways and angles that static presentations could never offer.

Finally, we cannot avoid mentioning collaboration as one of the top roles of modern financial data visualization tools. As we said before, finances are arguably the most important aspect of any business. If something is wrong with them, most likely, the entire company will suffer. By using BI dashboard tools such as datapine, you will be able to share your financial insights live with the rest of the departments in your company and enhance a collaborative, data-driven work methodology that will optimize your business performance as a whole.

Graph use in financial reports is already a business standard in today's environment. When you add up intelligent tools, automation, stunning visuals, and interactivity for your data visualization process, your finance department will significantly increase productivity and decrease costs. Let's see this through our top 30 financial chart templates.

See Our 30 Financial Business Graph Examples

To put the importance of a dashboard-based financial business graph into perspective, here are 30 templates that cover the most critical money-centric aspects of the ambitious modern business.

1. Gross Profit Margin

Financial chart example: gross profit margin expressed in euros and percentage on a gauge chart

As a key component of our profit & loss dashboard , this indicator has been developed in the form of a traditional pie-style chart but with a more navigable design. The gross profit chart showcases your overall revenue minus the cost of goods sold, divided by your total sales revenue.

Offering a visual representation of your gross profit as well as clearly defined metrics, this chart will allow you to measure your organization’s production efficiency and ultimately enable you to enjoy a greater level of income from each dollar of your sales.

2. Operating Profit Margin

A CFO metric example showing the operating profit margin and its development over time

As another profit and loss-centric financial charting example, this visual is split into an easy-to-digest percentage gauge in addition to a detailed bar chart and will enable you to accurately calculate your Earnings Before Interest and Tax (EBIT).

The higher your operating income, the more profitable your business will potentially be, and this chart will help this metric from dipping through a mix of historical data and priceless real-time insights.

3. Operating Expense Ratio

A financial graph of the operating expenses ratio showing the value of 40%

The operating expense ratio (OER) is also strongly related to the profit and loss area of your finance department's key activities, and this color-coded health gauge will allow you to access the information you need, even at a quick glance.

The OER will give you the power to understand the operational efficiency of your business by comparing your operating expenses to your overall revenue. This is the best visual to show profit and loss, but you do need to connect it with other charts to create a proper financial data story. By monitoring this information regularly, you will be able to decide whether your venture is scalable and make necessary changes to your commercial strategy if you feel it isn't.

4. Current Ratio

Current ratio financial graph closely tied to the management dashboard

Closely tied to the cash management dashboard , this financial graph example is essentially a liquidity ratio that will give you the ability to understand how equipped the business is to pay your most critical obligations in the short term, often within a 6 or 12-month period.

Presented in the form of two visual ratio calculations for swift access to your overall liquidity health or performance as well as a column chart to help you compare data and spot trends, this chart will ensure that you will be able to meet obligations, commit to payments, and quash detrimental roadblocks before they unfold.

5. Net Profit Margin

Financial graph explaining net profit margin

Presented in a similar format to the operational expenses graph, this particular profit graph makes it easy for busy teams to obtain and analyze the information they need to delve deeper into the health of your bottom line, as a result gaining the level of insight required to boost your overall net profits.

As one of the most vital financial KPIs a business can track, this graph is invaluable - and by using this robust, reliable, and intuitive chart, you will be able to iron out any inefficiencies and boost your company’s net profit over time.

6. Accounts Payable Turnover Ratio

Accounts payable turnover ratio financial graph

Regarding the smooth and responsible handling of your company's cash management activities, the accounts payable turnover is another liquidity calculation that will ensure that you are able to pay all of your important expenses within the required deadlines or set timeframes.

The ratio itself changes according to real-time shifts and is displayed in a bold numbered format, while historical or chronological information is presented in the form of a column graph that showcases turnover percentages split into different periods of time. A higher ratio gives suppliers and creditors the assurance that your business pays its bills frequently and is a pivotal metric when negotiating a credit line with a supplier, so it's a chart your company cannot afford to live without.

7. Accounts Receivable Turnover Ratio

Financial chart essential for accounts receivable turnover

Presented as a scannable pie chart, accompanied by vital turnover metrics, this is one of the financial graphs templates that quantifies how swiftly your organization collects your payments owed, thus showcasing your effectiveness in extending credits.

The quicker your business can transform credit sales into cash, the better your liquidity, ultimately translating to a greater ability to handle your short-term liabilities.

8. Return On Assets (ROA)

Return on assets business graph example

This particular example is incredibly useful as it's a financial performance graph that will allow you to understand how well your business can leverage its assets to gain more profit.

Displayed in an easy-to-follow column chart and trend line format, this graph offers an exceptional visual representation of how profitable your organization is concerning your overall asset. The bottom line here is the higher your ROA, the better, particularly when you compare this metric to your direct industry competitors - so this chart is essential to your ongoing financial progress.

9. Return On Equity (ROE)

Financial graph return on equity example

This color-keyed visual offers a distinct measurement of the level of profit you are able to generate for your various shareholders. This particular metric is calculated by dividing your business’s net income (minus the dividends to preferred stocks) by the equity of your shareholders (excluding preferred shares) - not only does this provide an excellent gauge of financial performance, but it’s also effective for comparison with other competitors within your sector.

The better your Return on Equity, the more value you are offering to your shareholders, which will translate to tangible long-term commercial success.

10. Gross Margin Return On Investement (GMROI)

Financial graph example on retail displaying the gross margin return on investment (GMROI)

A great retail KPI is the gross margin return on investment (GMROI). It is an inventory profitability indicator, and it measures the ability of an organization to turn its inventory into cash (after subtracting the inventory costs). The GMROI is calculated by dividing the gross profit by the average inventory costs. The result will tell you how much money you made from the inventory you invested in. An industry standard for this metric is a ratio higher than 1. However, experts recommend that a successful retail store should have a GMROI of around 3. This means the company is making money from its investment. On the contrary, a ratio below 1 means something needs to be done to improve profitability. 

A good practice when it comes to measuring the GMROI is to do it by product category. This way, you can understand which products return more and focus your efforts on those. 

11. IT Cost Break Down

IT costs break down is one of the financial graphs that focuses on the IT department

This financial graph template focuses especially on the IT department, but you can easily adjust it for any other function in a company. We can see how the allocation of costs behaves in designated units (software, hardware, SP, and personnel) while depicting the cost percentage of each of their elements (for instance, administration, development, operations, and support). It's crucial to monitor the expenses graph to identify the main cost drivers on the one hand and possibilities on the other so that the company can adjust its strategies.

If you see that one unit spends significant amounts of resources, it would make sense to investigate further and check if the costs are justified or need more attention. By using relevant online business intelligence software , you can directly interact with all of the values presented in this visual and dig deeper as much as you need. Not only will you cut time into exporting, importing, scrolling, and searching for the right information, but your comprehension will be much quicker since humans are visual creatures, as stated earlier.

12. Cost Avoidance

This financial graph example shows how much costs were saved in a procurement department by the supplier category

Our list of financial data visualization examples wouldn't be complete without cost avoidance. This is one of the graphs that are important to take care of since it tracks how much costs, in this case, of a procurement department, have been saved in a specific time frame. You can also depict a 5-year trend like in our template above and organize it by supplier category. This metric is not as tangible as direct cost savings, for example, but it does bring value to the whole procurement department.

The goal of every procurement professional is to reduce costs in the future (as well as the present), and this chart can easily depict how much these efforts have brought in a company and had a direct impact on the savings processes. For instance, a procurement professional or manager can lock the price of a contract with a vendor to avoid a future price increase. To see more details on procurement operations and management, you can explore our set of procurement metrics .

13. Cash Conversion Cycle

A financial graph depicting the cash conversion cycle in a specific time frame

The cash conversion cycle (CCC) is a metric that helps companies in tracking how much time a company needs to convert their resources into cash from sales. In our example, the formula is also simply depicted so that it can easily be followed: you need to add the day's sales outstanding to the days of inventory outstanding and deduct the days payable outstanding to calculate the cash conversion cycle. If you use a finance graph that you can interact with and calculates the data automatically based on your input, the possibility of making a human error is minimized. You don't have to calculate each time you need a report manually, but you can monitor your data in real time with just a few clicks.

In the end, the goal is always to decrease the cycle as much as possible since an increment can mean that the organization is not fully efficient in its management and operations. It's simple: if the company sells what consumers want to buy, the cycle is quick and healthy. If not, additional corrections need to be performed so that the company doesn't fall into even more serious difficulties.

14. Vendor Payment Error Rate

The vendor payment error rate is depicted with line graphs and in percentage during the last 12 months

Paying invoices and issuing them to vendors, suppliers, or other stakeholders is essential to analyze since it can show how many errors are made and if the accounts payable department is healthy. Of course, mistakes do happen, but sometimes they can be dangerous, so they should be kept at a minimum. Errors may include payment to the wrong entity, overpayments, or double invoicing, and each accounts payable manager usually strives to reduce those errors as much as possible.

A proper financial and analytical report can assist in this process. When you automate and digitalize your analytics process with the help of modern software tools, you don't have to worry that your error rate will increase any time soon. In our example above, we can see that our average error rate is 1.3%, but it has started to decrease in the last few months. The goal should be to have the lowest rate possible and avoid any possible business disputes.

15. Operating Cash Flow

The operating cash flow graph is depicted annually by the last 5 years, with an average annual growth

This cash flow graph gives a clear picture of the business operation's performance. The example presented above shows how much cash a company generated over the course of 5 years. It doesn't include investments and/or non-sales-related income, which basically means it focuses on main cash activities (for example, selling/buying inventory or paying salaries). This graph is important to track since it clearly depicts if a company can sustain its operations and eventually grow. It should be monitored closely and regularly to avoid any potential difficulties.

To create such a chart, there are some data visualization techniques that are useful to study and follow. That way, your analysis and presentation of vital information will yield the best possible value and ensure the most profitable results.

16. Fixed Operating Expenses

Financial graph example tracking fixed operating expenses

As its name suggests, the fixed operating expenses KPI tracks all expenses that need to be mandatorily paid in a specific time period and that will not vary depending on the volume of production or sales. These include salaries, rent and utilities, office supplies, marketing, and insurance, just to name a few. While these expenses are very hard to lower as they are not influenced by the production of the company, it is still fundamental to keep a close eye on them to make sure that they don’t go up too much as they account for a big percentage of revenue.

17. Variable Operating Expenses

Financial graph example tracking variable operating expenses

On the other hand, variable operating expenses are all expenses that can vary depending on the production level of the company. We are talking about raw materials, distribution and costs, sales commissions, packaging, and many more, depending on the industry. They are easier to control and manipulate than fixed ones because they follow a simple rule: the more you produce, the higher the variable expenses. The more you sell from what you produced, the less impact from these costs. Companies also use their variable expenses to define pricing, plan their budgeting strategies, and track their profitability (together with fixed expenses), among other things. 

18. Actual vs. Forecast Income

Actual vs. forecast income as a financial graph template

Forecasting is the process of using historical and current data to generate accurate predictions about the future. In finances, forecasting has become an increasingly important practice that enables managers to generate strategies based on realistic scenarios. Our next example is a table displaying the actual vs. forecast income with insights into the actual value, the forecast value, and the absolute difference between the two. Here, we can observe a difference of $-33,237 in the net profit. This can shine a light on some issues that need to be addressed to prevent the business from having profitability problems in the future. However, it is important to note that the difference between the forecasted and the actual value is not necessarily a negative thing. It will depend on the way the business approaches forecasting.

19. Actual vs. Forecast Expenses

Actual vs. forecast expenses as a financial chart example

Following with another forecasting example, we have the actual vs. forecast expenses. This time, displayed in a financial bar chart instead of a table. As we mentioned in previous examples, keeping expenses at a minimum while maintaining profitability is one of the biggest challenges for organizations of all sizes. Here, we can see the actual costs compared to the forecasted value and an absolute difference between the two. Overall, we can say that this business was successful at keeping costs low as their absolute value is on the lower side. That said, there is still room for improvement. For instance, we can see that marketing costs are almost $50.000 higher than the forecast. This is something that is worth exploring in more detail to find the causes and determine if it is a critical issue or not.

20. Working Capital

Working capital depicting details of current assets and current liabilities as one of the financial graph templates for showing short-term financial health

Moving on with our list of financial chart examples, we have the working capital. This is a straightforward graph that gives you a glance overview of the financial health of your company. It doesn't include any ratios or proportions but solely numbers that represent the state of your current liabilities, current assets, and total working capital. If the working capital is high, you might want to consider investing the excess cash, as higher values don't necessarily mean your company is performing well.

21. Income Before Tax 

Income before tax financial graph example

Our next financial chart template shows a summary of an income statement. We have mentioned the value of an income statement and discussed many of the KPIs present in it throughout this post. However, there is one missing that we will focus on right now: the income before tax, also known as EBIT. As its name suggests, the income before tax is a KPI that tracks the amount of income generated by a company before subtracting all tax-related expenses. It is used by managers and investors as a way to analyze the performance of a company’s core operations without considering tax costs, as they can cloud the actual operating values.

22. Berry Ratio

A financial chart example tracking the berry ratio of a business

The Berry Ratio compares the gross profit of a company with its operating expenses to understand the amount of profit from a specific time period. In the chart above, we see that 1,0 is the reference coefficient to measure this metric. If your company’s Berry Ratio is below 1,0, it means that you are losing money. On the other hand, if it’s higher, it means that you are making a profit above all variable expenses.

This business graph is a fundamental part of a CFO dashboard , if you track it regularly, you can understand which exact period your profit dropped or increased and draw conclusions to improve your business finances.

23. Economic Value Added

Economic value added business chart example

This interactive gauge chart aims to track the Economic Added Value (EVA) of a company, the colors red, gray, and green make it easier to understand if the number is positive or negative visually. This metric is obtained by deducting the costs of capital from the operating profit and adjusting it for taxes on a cash basis. In order to calculate your company’s Economic Added Value, you can use a simple formula consisting of: net operating profit after taxes (NOPAT) - invested capital * weighted average cost of capital (WACC).

The EVA is a fundamental financial metric to understand if a company’s investment is returning any value. If a business has a negative EVA, it means that it’s not generating any profit from its investments. By measuring this metric on a regular basis, you’ll have a bigger picture of your company's wealth and make better managerial decisions in the long run.

24. Payroll Headcount Ratio

Financial chart example showing payroll headcount ratio

Next, in our financial data visualization examples, we have the Payroll Headcount Ratio. This metric consists of dividing all the HR full-time positions by the total number of employees based on various aspects such as their associated costs or revenues. You can include full-time and part-time employees as well as freelancers or contractors in the calculation. The overall aim of the Payroll Headcount Ratio is to understand how well your company is managing its workforce costs. 

By tracking HR metrics like the Payroll Headcount Ratio, you can make sure that your labor costs are well invested and bringing positive financial gain to your company, as well as help you understand if your overhead costs for payroll are too high, this way you can take action quickly and avoid any difficulties.

25. Procurement Cost Reduction

Financial graph displaying cost reduction

Cost reduction is an important KPI that you will find in any procurement dashboard . This metric's aim is to track the tangible savings you have made in terms of cost management over the years. The image above displays two charts to understand cost reduction, the first one is a 5-year trend so you can compare your performance with other years, and the second one gives a detailed view of the savings by supplier category; this way, you can learn exactly on what area you saved money.

By currently monitoring your cost reduction, you can streamline your supplier lifecycle management, increase efficiency by leveraging supply chain analytics or train your staff on how to save costs. All of this will certainly increase your numbers in the long term.

26. Cost Per Hire

The Cost per hire measures all the costs involved in the hiring process of one candidate

This straightforward metric aims to track the number of resources you invest in each new employee you need to hire. In the pie chart above, we can see the yearly expenses divided by seniority level: Junior, Mid-level, and Senior. The chart covers all expenses that come from the recruiting process, such as marketing, time cost that the recruiter spends reviewing CVs and conducting interviews, as well as training and cost materials associated with it.

Although it might not seem like it, the recruitment process usually costs businesses a lot of money. By keeping track of this metric, you can optimize investments and extract all the potential out of your talent acquisition budget. In the end, investing in new talents is what will bring more value back to your company.  

27. P/E Ratio

Financial management graph tracking the price earning ratio (P/E)

Moving on with our list of financial graphics, we have the price-earning ratio (P/E). This indicator, displayed in an intuitive area chart, is used to measure the value of a company compared to its competitors. It does this by relating a company’s share price to its earnings per share. It gives potential investors an idea of how much money they would pay for stock shares for each dollar of earnings. The P/E calculations should always consider competitors from the same industry, as the values will considerably vary depending on the nature of each industry.   

28. Quick Ratio/Acid Test

Business graph example tracking the quick ratio

Ensuring liquidity is one of the greatest financial aims of any organization. The quick ratio, or acid test, aims at helping companies understand their liquidity’s health in a short-term period. It measures the ability of a business to turn its near-cash assets (assets that can be turned quickly into cash) to pay down its current liabilities. The higher your quick ratio, the better. Your goal should be to keep it at a minimum of 1,0. This means your business has the capacity to pay all of its current liabilities quickly. 

An important note when it comes to monitoring this metric is to understand that, when comparing it to the current ratio, the acid test will always be smaller due to the fact that it only includes near-cash assets. 

29. Budget Variance

Example of a financial graph displaying the budget variance in a table

Next, we have the budget variance displayed in a table chart. This straightforward metric expresses the difference between budgeted and actual figures in different accounting categories. The values can be favorable or unfavorable and are clearly depicted with the colors red for negative and green for positive. This way, you get a glance notion of what is working and what is not. Negative budget variances can indicate that the company was not able to forecast costs and revenues accurately. However, some negative variances can also happen due to external factors that are outside the control of the organization. This can be changing business conditions, changes in the overall economic environment, or an increase in the costs of raw materials, just to name a few. 

30. MRR Growth 

MRR growth rate being shown as a financial chart example in customer service

To start explaining the MRR growth, we first need to understand what MRR even stands for. The monthly recurring revenue is the income that a business can expect to generate every single month. It is a fundamental metric that serves as a foundation for calculating other relevant indicators, such as the customer lifetime value or the average selling price. Tracking the MRR growth for longer periods of time can tell you how sustainable is your business model and how fast you are growing. 

This metric proves to be specifically useful for companies working with subscription-based models, as predicting recurring revenue is easier for them. Monitoring your MRR growth with a line chart is the most effective way to do it, as it can easily indicate how the values increased or decreased during the observed period. 

Which Chart Type Is Best For Visualizing Your Financial Data?

We couldn't finish this article before mentioning a very important aspect to consider when analyzing or presenting your financial data: charts and graph types. Choosing the right business graph to display your information is just like taking a picture of something and showing it to others. You want it to be understandable and focused on what you need in order to support a discussion. Here we show you some of the most common charts types to visualize your financial insights:

  • Line chart: This type of finance chart is ideal for displaying multiple series of closely related data over a period of time; like this, you can find trends, accelerations, decelerations, or volatility in your data. Its minimalistic design consisting of thin lines makes this type of chart very easy to understand. In order to maintain it like this, you should always keep your axes scales close to your highest data point. This way, you avoid wasting valuable space in the chart. It is also important to consider only displaying the relevant metrics for your analytical process since too many variables can overcrowd the chart and make it hard to decipher. You can use line charts to track financial KPIs such as the return on equity, working capital ratio, or earnings before Interest and Taxes.
  • Number chart: A number chart is one of the most basic types of business graphs, as it is essentially a ticker that gives you an immediate notion of how a specific KPI is performing. You just need to choose the period you want to track and if you want to compare it to a trend or a fixed goal, depending on the aim of your analysis. In finances, you can use it to measure metrics like the total cash balance, your current assets and liabilities, or some sales KPIs like the total revenue. Keeping track of these live numbers will help you catch any anomalies in time.
  • Tables: Tables are a classic way of displaying information, and they can prove to be really useful for working with your raw data. You can use a table to display many precise measures and dimensions, always having the grand total to compare or support it. They can also be useful if several people need to access the data for different reasons, as they can filter it and work only with what they need. It is important to consider that due to its complexity, you should always try to make your tables as visually appealing as possible regarding colors and shapes. You can accomplish this with the help of a dashboard tool . In finances, you can use tables to display your profit and loss statements (P&L) to drive advanced insights into your company's revenues.
  • Gauge chart : The gauge chart is a straightforward and simple type of visualization often used to display the performance of a single metric with a quantitative context. With the help of colors and needles, this type of chart aims to track the progress of a KPI in comparison to a set target or to other time periods. It is important to consider that because gauge charts are most effective for displaying one single metric, it is not the best chart to use if you want to drive actionable insights from your analysis. You can go back to our list of financial graph templates to see the economic value-added and the net profit margin illustrated with colorful gauge charts.
  • Progress chart: As its name suggests, a progress chart aims to track how much percentage of a specific goal you have accomplished and how much you have left to complete it fully. The data can be expressed in circles or bar charts, and you can also add reference numbers to indicate where you should be in a specific time period and compare if you are late or advanced to accomplish your final goal. If you want a more detailed view, you can also break down your progress in different areas and track each of them separately to understand if any step-backs are happening and where. In finances, you can use it to keep track of your budget spending or the development of a big project where your company placed a big investment.
  • Waterfall chart : This type of visualization helps understand the cumulative effect between positive or negative values to reach a final value. For instance, if a company wants to illustrate its yearly profit, the waterfall would display all sources of revenue and then add or deduct all costs to reach the total profit of the year. The additions and subtractions can be both time-based and category-based. In the use case we just mentioned, they are divided by category of revenue and costs. Our example on return on assets at the top uses a monthly division.
  • Area chart : This type of graphic typically combines a line and bar chart to show how one or more numeric values change based on a second variable. The area chart differs from these two others by adding shading between the lines and the baseline. It is typically used to show trends between associated attributes over time. In finances, area charts are usually used to represent stock changes over time, as seen in our P/E ratio example above. 
  • Bar chart : This type uses horizontal bars in a rectangular shape to display categorical data. They are mostly used to compare values based on a specific category, with the categories represented on the y-axis and the values on the x-axis (horizontal). They are used in finances when summarizing large data sets, as the horizontal orientation allows you to fit multiple values and categories without overcrowding the chart. For instance, when you want to visualize revenue by top 15 products.  
  • Column chart : In many places, column and bar charts are considered the same. However, they do serve different purposes depending on the goal and the analytical context. Column charts display categorical data in rectangular columns that have a vertical orientation. This means they can fit fewer values before they get overcrowded. However, this doesn’t mean they are not extremely valuable. For instance, you can use them in finances to analyze your net profit by each quarter of the year. The sizes of the vertical columns can help you spot any under or over-performing quarters at a glance. Plus, they can be mixed with other types of charts, such as line charts, to provide an even deeper look into the data, as we saw in our MRR Growth example. 

 Although these might be considered the best charts for financial analysis, you should always consider what your analytical aim is and what questions you are trying to answer when picking your visualizations. Here we give you a useful overview to help you choose the right type of business chart depending on your goals.

Overview to use the right financial data visualization types for comparisons, compositions, relationships and distributions

Financial Graphs And Charts Best Practices

As you have seen throughout this insightful post and our list of 30 interactive examples, charts have the capacity to turn the most complex data points into understandable values that can significantly enhance the decision-making process and drive business growth. That said, financial data is not easy to deal with. While it might sound easy just to build a chart to display your most important performance indicators, there are still a few best practices you need to follow in order to make your visualizations successful. Here we tell you a few of them. 

  • Think of your goals and audience 

The first step to generating successful finance-related visuals is to think about your audience and goals. This is a best practice that you should apply to any analytics-related task or process, especially when it comes to generating data visualizations for finances, as the language and data being used are complex and critical to the correct functioning of the organization.  

In that sense, there are two things you should consider. For starters, what are the company’s financial goals? Thinking about this question will help you plan your visuals to tell a compelling story that will allow management and any other stakeholder that needs to use those charts to answer questions and inform their most important strategic decisions. You can also think outside of the box and include some graphics that provide context or deeper insights. 

Paired with the general goals, you should also think about your audience. What matters to them, what is their level of knowledge, and what are they expecting to get from these visuals? By putting yourself on the audience shows, you’ll be able to generate visuals that are compelling and engaging. Plus, it will help users that are not very technical with finances to understand the message on each graph easily. We’ll discuss this last point as a separate best practice a bit later in the post. 

  • Avoid unnecessary elements and be smart

The first best practice for financial data presentation is to avoid cluttering your graphs with unnecessary elements. To avoid this, you should first define a clear goal for the visual you are building. This way, you will be able to clearly distinguish which elements are needed and which ones are not. If you are using more than one axes, make sure that each of them provides value to the point you are trying to show. Otherwise, it can lead to a misleading interpretation of the data. 

Another important note here is to be smart about the way you present your insights. For instance, if you use a bar chart to show revenue growth over the past 12 months, it is only natural to order the values by month to see the progression. On the other side, if you are showing revenue growth by the department, it could be a good idea to order them from largest to smallest growth. This allows the audience to understand at a glance the highest and lowest categories. 

  • Keep a consistent visual identity 

Charts and graphs are integral in communicating complex financial information in an intuitive way. That said, when building them, the colors you use can significantly affect how the data is perceived. A carefully selected color palette can help your audience understand the values better, as well as keep them focused during the analysis process. On the contrary, a poor color palette can make the visualization process less effective and harder to understand. 

A few good practices for this is to define specific colors for specific topics. For instance, you can use orange every time you will display revenue-related charts and play with the different shades of the color to show different values of revenue. That way, your audience will automatically understand you are talking about revenue when they see the color orange. Another good practice is to keep the colors consistent with the business's visual identity. This makes them more friendly-looking to the audience as well as more professional in general.

  • Use understandable language

It is very likely that your financial goals will also affect the rest of the departments in your organization. If you want to increase sales in your online channels, then you need to connect with the marketing department to think of initiatives that can help achieve this objective. That same scenario can happen with several other departments. Hence, the need to make financial data understandable for every user level. 

That said, when building your finance statement charts, it is of utmost importance to use friendly language. If you are including acronyms in your axes, make sure you explain what they refer to. The same rule applies to any other type of technical language you include in your representations. You should always keep your audience in mind when building your charts.  

  • Use interactive elements 

Financial data visualizations have been a part of businesses' regular operations for decades now. That said, the practice of generating visuals for the finance department has mutated with the years, shifting from static graphs and charts displayed in a PowerPoint presentation to modern online dashboards containing a mix of interactive graphics that allow users to navigate the data and extract deeper insights.  How, you might be wondering? The answer is interactive capabilities provided by modern data visualization software. 

Financial analytics tools such as datapine provide users with multiple interactivity options to give users the power to bring their data to life and uncover critical insights. Some of these interactivity features include:

  • Drill down : This filter enables you to go into lower levels of hierarchical data all in one chart. For instance, imagine you are looking at revenue per product category and want to look deeper into a specific category. All you need to do is click on that category, and the chart will adapt to show the best-selling products in that category. That way, you’ll be able to find the reasons for certain trends and patterns without going through infinite charts. 
  • Drill through: Similar to drill-downs, drill throughs also provide extra information from a particular chart, but instead of just going into lower levels of data, it shows the extra data in a popup. For instance, say you have a number chart displaying the total revenue of the year. A drill through would enable the user to click on that chart to see a pop-up displaying revenue by department. 
  • Time interval widget: This filter lets you visualize different time periods in specific KPIs. For example, you might be visualizing revenue for the past 5 years and realize that year 3 had a huge spike. You can click on that year for monthly or weekly revenue.

These are just a few of the many interactivity options you can include when generating your financial graphics. If you want to know more about this topic, check out our guide on the top 14 interactive dashboard features. 

6. Tell a cohesive data story 

Expanding on the point above, it is no secret that finance users are acquainted with numbers and formulas, probably more than any other department. That said, in order to achieve a collaborative environment with other relevant business players, the data needs to be displayed in a way that tells a cohesive understandable story. Data visualizations allow non-technical users to identify trends and patterns in the data. However, this is not possible without a correct organization of the different graphs and charts. Modern dashboard software assists you with this task by providing a centralized view of your most important financial indicators. 

The image below is a financial dashboard displaying relevant metrics related to profit and loss. Being able to quickly see how the numbers fluctuated over time and how each indicator affected the other allows users to get a complete picture and make informed decisions.  

Visual of a financial business dashboard example for top-management

7. Gather internal feedback and adapt 

As you’ve learned from this list of best practices, building successful financial data visualizations is a task that requires thoughtful consideration of the design but also of the audience and final use case. That means there’s probably always room for improvement, and you should see that as an opportunity. 

After you generate your graphs and charts and present them to the finance team, you should gather feedback from all users and find improvement opportunities to make the process as efficient and personalized as possible. This may sound like an exaggeration, but the way you choose to chart your financial KPIs is going to set the groundwork for future strategic decisions. Therefore, it should not be taken lightly.

Key Takeaways From Financial Charts & Graphs

We have expounded on what graphs to include in financial analysis and explained in detail each of them. We hope these graphs and charts templates have given you the inspiration you need to optimize your overall financial reporting and analysis . If you would like more data-driven, business-based pearls of wisdom, explore these sales report examples that you can use for daily, weekly, monthly, or annual reporting.

To get a more in-depth knowledge of the financial statement graphs essential for your business, you can test datapine for a 14-day free trial !

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11 Best Free Graph Makers to Create Graphs & Charts Online

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Businesses use charts and graphs to pass across information externally (to employees and managers) and internally (shareholders, customers, and the general public). Graphs make it easy to visualize data that are difficult to analyze and comprehend.

When analyzing or comparing two or more variables, graphs are better options than using mere text. Organizations use graphs in their presentations to paint a clearer picture of the message they are trying to pass across .

For example, businesses can use graphs to compare their financial performance monthly or over the years. They can also use it to carry out training and boardroom meetings that involve the analysis of a large number of data.

Creating accurate graphs is necessary. Graphs need to be neat and precise or else they become a misrepresentation of what was originally intended.

Once you have the data you want to crunch in the graph, you do not need the services of a graphic designer to draw visually appealing and precise graphs. You can create graphs by yourself with the use of a free graph maker.

In this article, you will learn about 11 of the best graph makers to create your own graphs and charts.

Let’s get started.

Best Free Graph Maker that Offers A Graph Embedding Feature

Canva is the Best Free Graph Maker that Offers A Graph Embedding Feature

The first on our list, Canva undoubtedly remains your best choice in creating your custom charts, graphs, and statistical diagrams within minutes. Easy to use and helping you to save time, Canva presents you with an intuitive tool that makes it different from its counterpart. You enjoy drag-and-drop capabilities for easy diagram creation.

This free graph maker offers a range of free, designer-made templates cutting across different chart types including bar graphs, line graphs, and pie charts. You have access to more than 20 professional types of graphs to choose from, template colors, fonts, and backgrounds are customizable, and data visualization is made easy.

Canva also makes it easy for you to publish, share or download your graphs in high-resolution, and embed your graph in presentations and reports from the tool itself. This free graph maker also offers other design tools such as a free logo maker and a YouTube thumbnail maker.

Creating a graph is as straightforward as it gets.

  • You simply select a graph or diagram template
  • Add your data or information to the appropriate fields
  • Add icons or illustrations from Canva’s library
  • Customize your graphs if you want to
  • When done, you download, print, or share the final product.

Canva Pricing Plan

Canva’s graph maker is available to you for free. However, if you want access to more premium and free templates, you have to subscribe to its pro and enterprise plans.

Best Free Graph Maker with Multiple Advanced Security Options

Visme is the Best Free Graph Maker with Multiple Advanced Security Options

Visme offers you an online graph maker trusted by over 10 million users worldwide. It allows you to create bar graphs, pie charts, flowcharts, diagrams, line graphs, and histograms, among other chart types. This graph maker comes with a free library of customizable chart templates to start from, giving you a chance to include your brand fonts and colors to create branded company content.

Graph creation comes in easy drag-and-drop actions. You can also add images, icons, illustrations, and other graphic objects to make your graph stand out.

Importing your data is also made easy through multiple integrations. You upload your data as an Excel or CSV file or gather live data from Google Sheets to automatically update your charts in real-time.

Visme allows you to switch between chart types both before and after uploading your data. You can share your chart or graph online by generating a publicly shareable link or generate your chart or graph as an encrypted, password-protected non-indexable URL.

When done, you download your graph as a PDF document, HTML5 file, Powerpoint file, high-resolution image, or save it and create your entire infographic record in Visme. Visme also serves as a YouTube banner maker .

Visme Pricing Plan

Alongside a free plan with limited features, Visme has other pricing plans: standard, business, and enterprise.

The standard plan comes with all premium assets and templates while the business plan allows you to manage unlimited projects and brand kits. The enterprise plan comes with custom pricing and additional features like deep analytics, 2FA authentication, and advanced collaborations. You save four months on an annual subscription.

3. Venngage

Best free graph maker accompanied by an api for extra functionality.

Venngage is the Best Free Graph Maker Accompanied By An API For Extra Functionality

Available to you for free and trusted by over 40,000 businesses, Venngage is another platform that gives you a reliable graph maker to easily visualize your data. This graph maker equips you with a library of graph and chart types including bar graphs, pie charts, diagrams, line graphs, and scatter plots, among others.

Customizable pre-made templates, alongside thousands of illustrations and icons, are available to you for free. You also get to create your brand kit and add your brand color, font, and logo for more personalization effects.

Venngage allows you to highlight important data with a contrasting color with just one click, easily import data from Excel and Google sheets, and collaborate with your team members in real-time.

Once you are done creating your graphs, you have the option to either share them within Venngage, email them, create a private link to them, or share them on any social media platform.

Venngage Pricing Plan

Venngage offers you a free limited plan which is great for getting started. It offers three premium plans: premium, business, and enterprise.

The premium plan allows you to create unlimited graphs and the business plan offers you real-time collaborations and brand kits. The enterprise plan comes with custom pricing, an API, and multi-factor authentication.

4. Adobe Spark

Best free graph maker with exclusive design assets and multiple automation features.

Adobe Spark is the Best Free Graph Maker with Exclusive Design Assets And Multiple Automation Features

This popular image and video creation software also serve as a customizable chart maker. Adobe Spark allows you to visualize complex data without any programming or design skills. It gives you thousands of professionally designed templates that can be searched for based on platform, task, aesthetic, mood, or color.

Templates are also customizable with an ample amount of personalization options available to you. You can replace the default images with your photos, browse from thousands of free stock images in Adobe Spark’s library, or auto-apply your brand logo, colors, and fonts with a premium plan.

Adobe Spark also offers you exclusive design assets from GIPHY and an auto-resize feature for different social media platforms. You have the option of downloading or sharing your charts directly from the application.

Adobe Spark Pricing Plan

Adobe Spark’s graph maker is available to you for free through its starter plan. However, if you want more features, you have to subscribe to its premium plans: individual and team. The individual plan is free for the first 30 days while the team plan is great for managing multiple users.

5. Piktochart

Best free graph maker with intuitive automated coloring tool for easy branding.

Piktochart is the Best Free Graph Maker with Intuitive Automated Coloring Tool For Easy Branding

Piktochart’s graph maker is another reliable tool that offers you sufficient features and customization options to choose from in creating your charts and diagrams.

Alongside customizable templates and an option to create your charts from scratch, the tool allows you to streamline your workflow through integrations with Excel or Google Sheets. Through these integrations, you can easily create charts and get them automatically updated as you make changes to your documents in real-time.

This graph maker offers you an automated coloring tool. You simply drag your logo or a screenshot of your website to the tool and it automatically extracts your brand colors. Your custom brand colors and fonts are also automatically saved for future use by the tool.

Piktochart also offers you collaboration options to share your charts, graphs, and diagrams with your team members. You can combine your charts into one professionally looking, interactive dashboard which is ready to be shared with third parties and easily create reports, presentations, and infographics with them.

Piktochart Pricing Plan

Piktochart is available to you through three major plans: free, pro, and enterprise. The free plan is great for starters, and only supports 5 active projects and 100MB storage for image uploads.

The pro plan helps you manage brand assets and create custom templates, while the enterprise plan comes with custom pricing and premium personalized templates.

Piktochart Non Profit  Pricing Plans

Piktochart also offers education and Non-profit pricing plans (pro and team). The pro plan is suitable for individual users while the team plan is great for small to big nonprofit organizations.

Best Free Graph Maker that Offers Advanced and Dedicated Collaborative Options

Moqups is the Best Free Graph Maker that Offers Advanced and Dedicated Collaborative Options

Used by popular brands like Microsoft, Intel, Sony, Amazon, and Cisco, alongside over 2 million other individuals worldwide, Moqups is another graph maker you can trust. It majorly focuses on offering collaborative options.

This free graph maker lets you create a graph online, work with your team members in real-time, and save your work to the cloud. You seamlessly present graphs to your team, share links online, add charts to your dashboard, download, or post to social media platforms.

Customizable pre-made templates that make creating your graphs quicker and easier are available on the application. Alongside ordinarily adding data and colors from the tool, you also get to include your branding.

Moqups gives you hundreds of templates and chart types and allows you to create charts through easy drag and drop actions. It offers you additional tools and services like wireframing, diagramming, brainstorming, and prototyping.

Moqups Pricing Plan

Moqups offers a free graph maker to users. However, if you want to enjoy more features than you can get with the free graph maker, you have to sign up for either of its two premium plans (pro and unlimited).

The pro plan comes with multiple collaboration features while the unlimited plan comes with a single sign-on feature and allows you to manage multiple teams and unlimited team members. You save 30% on an annual subscription.

7. Appy Pie’s Online Graph Creator

Best free graph maker with multiple compliance certifications and most reliable security options.

Appypie is the Best Free Graph Maker with Multiple Compliance Certifications

Appy Pie’s online graph creator is another competent tool on this list. You are provided with over 100 graph and chart templates, an easy-to-use drag and drop interface, and zero watermarks on your graphs.

This free graph maker is completely accessible online through your web browser. It offers you options to both share your charts with other team members and for incorporating your brand. With certifications from EU-GDPR, PCI, and ISO, the graph maker remains secure for individuals that deal with sensitive data.

Appypie Pricing Plan

You have access to Appy Pie’s Online graph creator through two plans: free and design pro. The free plan comes with watermarks, limited file formats, and limited templates. The design pro plan comes with unlimited projects, design templates, and 24/7 support.

8. RapidTables

Best free graph maker for advanced users.

RapidTables is the Best Free Graph Maker for Advanced Users

Coming as a simple tool offering you manual input options, Rapid Tables is another efficient graph maker worth mentioning. This free graph maker allows you to create line graphs, bar charts, pie charts, and XY scatter plots. You also have access to other tools like a password generator , online notepad, online mirror, and online screenshot tool.

To create your graphs and charts, you manually input the graph title and various data for the horizontal axis, vertical axis, horizontal data labels, vertical data labels, and the number of lines, among others.

RapidTables is not the most feasible option for learners or beginners, however, instructions are made available on the website on how to use it.

Rapid Tables is free for you to use.

9. PicMonkey

Best free graph maker that offers reliable autosave feature.

PicMonkey is the Best Free Graph Maker that Offers Reliable Autosave Feature

PicMonkey provides you with an easy-to-use graph maker accompanied by multiple templates and customization options. Alongside offering access to millions of stock images, the graph maker allows you to import your own images, customize your image's size, shape, color, apply effects, and replace texts in templates.

You are also equipped with hundreds of text fonts, colors, sizes, and effects such as curves and outlines. PicMonkey also offers you thousands of design objects and keeps your work autosaved in its cloud storage.

Once you are done, it allows you to download your graphs or export them directly to your email or social media platforms. PicMonkey also serves as an online vision board app .

PicMonkey Pricing Plan

PicMonkey is available to you through three plans: basic, pro, and business. The basic plan is suitable for rising creators while the pro plan is suitable for growing businesses and offers one brand kit and unlimited storage.

The Business plan offers you brand kits and multiple collaboration options. You enjoy a 7-day free trial on the basic or pro plans.

10. Creately

Best free graph maker with multiple integrations with different platforms.

Creately is the Best Free graph Maker with Multiple Integrations With Different Platforms

Trusted by top brands such as NASA, PayPal, and eBay, Creately is another platform that offers you a graph maker with a comprehensive list of features. You are provided with thousands of ready-made templates for its library of over 50 chart, graph, and diagram types. Users also get preset color palettes, styles, and multiple font types for easy customization.

Creately offers you multiple import options, as well as integrations with Google Docs, Google Drive, and Slack. An in-built Google image search allows you to easily add images and illustrations. You can make exports in SVG, PNG, JPEG, or PDF formats.

Collaborations with Creately are also made seamless and advanced. This graphic design tool presents you with in-line comments and discussion threads, in-app video conferencing, and real-time mouse tracking capabilities among a lot of others.

Creately Pricing Plan

Alongside a free plan, Creately is available to you through three paid plans: personal, team, and enterprise. The personal plan comes with basic collaboration options, the team plan comes with advanced collaboration options, and the enterprise plan comes with custom pricing.

11. Livegap Charts

Best free graph maker with intuitive live preview feature.

Livegap Charts is the Best Free Graph Maker with Intuitive Live Preview Feature

Having facilitated the creation of over 1.8 million charts for over one million users, Livegap Charts is another tool that works seamlessly. It has a live preview feature that allows you to view your chart in real-time.

This free graph maker offers multiple customization options centering around colors, margins, texts, fonts, and gradients, among others. You have access to over 50 chart templates to work with and save your chart as an image, an animated web page, or share it to external platforms.

Livegap Membership Plan

The online graph maker is available to you for free . However, for extra fonts, templates, and an intuitive Livegap charts feature integrated into your website, a platinum sponsor membership plan is also available. This paid plan comes with a 7-day free trial.

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Anastasia belyh.

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Anastasia has been a professional blogger and researcher since 2014. She loves to perform in-depth software reviews to help software buyers make informed decisions when choosing project management software, CRM tools, website builders, and everything around growing a startup business.

Anastasia worked in management consulting and tech startups, so she has lots of experience in helping professionals choosing the right business software.

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11 Best Excel Graph Creators (2024) [FREE]

1. introduction.

Creating visual graphical representation of data is essential in today’s data-driven world. The ability to clearly present complex data sets can significantly enhance the communication and understanding of information. An Excel graph creator can greatly simplify the creation of these visual repsentations, offering a wide array of chart types, data manipulation tools, and customizable features to perfectly fit your specific needs.

Excel Graph Creator Introduction

1.1 Importance of Excel Graph Creator

Excel Graph Creators are flung into this era of data visualization and make it easier to understand and interpret data. They are vital tools that turn abstract numbers into comprehendible visuals, making data more digestible for everyone, irrespective of their level of data literacy. They add clarity to reports, presentations and analysis, making communication more effective.

1.2 Objectives of this Comparison

The following comparison is aimed at providing a clear and thorough review of the various Excel graph creators available today. By highlighting their pros and cons, this analysis will assist users in finding the right tool that fits their unique needs and requirements. Additionally, the comparison will serve as a valuable resource for those seeking to understand the functionality and usability of these tools in detail.

1.3 Fix Excel Files

You also need a professional tool to fix Excel files in case they are corrupt. DataNumen Excel Repair is a popular one:

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2. Visme Online Graph Maker

Visme is a cloud-based visual content creation and collaboration platform, empowering anyone to create professional, branded content no matter their design background. With its online graph maker, you can easily create stunning charts and graphics by simply uploading your data. Offering a diverse range of pre-made templates and customizable features, Visme aims to make data visualization efficient and effective.

Visme Online Graph Maker

  • Easy to use: Visme is known for its user-friendly interface, which makes graph creation a hassle-free process.
  • Highly customizable: It offers a great deal of customization options for creating differentiated visuals, allowing users to adjust colors, fonts, and images as per their requirements.
  • Integration capabilities: Visme can seamlessly integrate with numerous other applications and platforms, facilitating data upload and visualization.
  • Cross-platform access: Being a cloud-based tool, Visme allows you to create, edit, and access your graphs from any device with internet access.
  • Limitations of the free version: While a free version of Visme is available, it comes with limited features. Full access to premium features requires a paid upgrade.
  • Learning curve: Despite an easy-to-use interface, initial usage might require some time to get used to its plethora of features.
  • Internet dependent: As Visme is an online tool, uninterrupted internet connectivity is required to work without disruptions.

3. LiveGap Charts Excel Graph Creator

LiveGap Charts is a free online chart maker that allows you to create all types of graphs such as bar charts, line plots, histograms, radial bar charts, and more from Excel data. No setup is required, and intuitive functionality makes this tool easy to navigate for those with little or no prior experience in data visualization.

LiveGap Charts Excel Graph Creator

  • Free of charge: Unlike many other visualization tools, LiveGap Charts offers its complete range of features at no cost.
  • No registration required: LiveGap Charts allows instant use without the necessity for a registered account.
  • Compatibility: LiveGap can process data input directly from Excel spreadsheets, making it highly compatible for users primarily working with Excel.
  • Diverse range of chart types: The platform enables creation of a wide variety of charts, this flexibility allows users to choose the most suitable visual representation for their dataset.
  • Limited customization: Compared to other tools, customization offerings are relatively limited. The aesthetic changes you can make to your graphs might not fully meet all users’ needs.
  • Lacks advanced features: More intricate graphing features that are typical of some paid services might not be present in LiveGap.
  • No user support or guides: LiveGap falls short when it comes to user assistance or step-by-step guides for their tools.

4. Piktochart Online Graph Maker

Piktochart is a versatile online graph maker that enables users to create interesting, customizable graphics including charts and infographics. Piktochart serves as a canvas for non-artists to create beautiful, high-quality visuals without needing a professional designer’s skills set.

Piktochart Online Graph Maker

  • Templated designs: Piktochart provides a variety of templates, making the graph creation process quick and easy.
  • User-friendly interface: Its drag-and-drop design makes the tool accessible to individuals without extensive technical know-how.
  • Inbuilt icons and images: It offers an extensive library of built-in icons and images that users can incorporate in their designs to make them more engaging and appealing.
  • High-quality output: Piktochart excels in producing high-resolution images, which is beneficial for presentations and printouts.
  • Internet Dependent: Being an online tool, Piktochart requires a stable internet connection to function properly.
  • Limited free version: While the tool hosts a free version, the access to features and options are limited unless upgraded to the paid version.
  • Complex graphics: Piktochart is not well-suited for creating complex graphs and diagrams, where deep customization and advanced features are needed.

5. Fotor Online Graph Maker

Fotor is an all-in-one online graphic design and image editing tool, which includes features for creating custom graphs. It’s also known for its photo editing capabilities, with Photoshop-like features included in its suite. Fotor is suitable for individuals and small businesses searching for a multi-purpose design tool that can create graphics and edit pictures.

Fotor Online Graph Maker

  • Fotor for graphics and photos: Fotor is not exclusively a graph maker; rather, it’s a full-featured image editing tool, making it a one-stop shop for all graphic needs.
  • Templates: Fotor provides an array of template options for charts and infographics, simplifying the design process for users.
  • User-friendly interface: The tool is straightforward to navigate; even newcomers can easily understand how to use the features.
  • Advanced image editing features: Fotor’s image editor is comparable to Photoshop in its capabilities, providing many options for image manipulations.
  • Preserves quality exclusively for pro users: High-resolution exports and quality preservations are available exclusively to paid users.
  • Ad-filled free version: The free version of the tool is filled with ads which hinder the user experience.
  • Not specifically designed for graphs: Being primarily an image editing tool, although it includes graph maker features, you might not find some in-depth charting functionalities offered by dedicated graph-making software.

6. Venngage Free Online Graph Maker

Venngage is a free online graph maker that allows users to design and publish infographics, charts, reports, and more. Venngage specializes in transforming dry, complex data into visually stunning, easy-to-understand infographics. It provides a variety of templates to help users get started quickly, and offers quite a wide range of customization options for charts.

Venngage Free Online Graph Maker

  • Intuitive user interface: Venngage offers a user-friendly environment suitable for both novices and professionals, making graph creation a breeze.
  • Wide selection of templates: The tool provides a myriad of ready-made templates, making it quick and straightforward to create visually appealing graphs.
  • Extensive library of icons: Venngage boasts a library of thousands of icons that can be easily added to graphs, enhancing their visual appeal.
  • Inbuilt guide: It’s accompanied by helpful tips and guides that are beneficial, particularly for those new to data visualization.
  • Limitations in the free version: All features of Venngage are not available in the free version, certain advanced design features require a paid upgrade.
  • Slow performance: Users have reported the tool can be somewhat slow, especially when handling larger data sets.
  • Exporting issues: There have been reports of some issues or restrictions with exporting the finished graphs, which can affect the overall user experience.

7. ChartGo Online Chart Maker

ChartGo is an intuitive online chart making tool that is well-suited for quick and simple chart generation. It offers a streamlined interface, and creates charts in a few easy steps by simply inputting your data. Its simplicity and ease-of-use make ChartGo a viable choice for users seeking a straightforward solution for effective chart creation.

ChartGo Online Chart Maker

  • Simple interface: ChartGo has an uncomplicated and intuitive interface, making it ideal for those looking for quick chart creation.
  • No registration needed: The ability to create charts without setting up an account allows instant use of the service.
  • Various chart types: Despite the simplicity, ChartGo supports the creation of several types of charts, including line, bar, and pie charts.
  • Image format output: Charts can be exported as image files for easy inclusion in reports and presentations.
  • Limited customization: Compared to other tools, customization options are relatively limited, impeding the creative flexibility.
  • Basic Feature Set: The feature set is limited, mainly focusing on basic chart creation, and might not suffice for more complex graphs.
  • No data storage: ChartGo does not store data or chart configurations, making it difficult to revise and update charts.

8. Origin and OriginPro

Origin and OriginPro, developed by OriginLab, provide a comprehensive solution for creating customized graphs and performing advanced data analysis. They are widely accepted tools in the scientific community due to their extensive functionality and precision, making them suitable for both data exploration and presentation.

Origin and OriginPro

  • Advanced graphing capabilities: Origin allows users to create highly advanced, detailed, and custom graphs, beyond the capabilities of standard graph software.
  • Data Analysis: Apart from graphing, OriginPro also offers a variety of data analysis tools which are beneficial for researchers and analysts.
  • Batch plotting: You can generate same-style graphs from multiple data sets, saving time when dealing with high-volume data.
  • Compatibility: Origin software has impressive compatibility with various data formats and includes integration with LabTalk, Python and C, offering greater flexibility.
  • High learning curve: Due to its advanced functionality, Origin software has a steep learning curve compared to more simplistic graphing tools.
  • Cost: Instead of a monthly licensing fee, OriginLab charges a hefty one-time payment for their software, which might be expensive for some users.
  • Complex interface: The interface can seem cluttered and overwhelming to new users due to its abundance of tools and features.

9. SmartDraw Excel Graph Creator

SmartDraw is a powerful online chart maker that specializes in diagramming and visualization. Its advanced features allow you to create all types of professional-quality graphs from directly within your Excel data, making it ideal for users who are looking for robust graph creation features enhanced by the power of Excel.

SmartDraw Excel Graph Creator

  • Integration with Excel and other apps: SmartDraw is compatible with Excel for streamlined data importing and it also integrates with popular tools like Google Docs, MS Office, and others.
  • Large selection of templates: The tool features an extensive library of templates that cover a wide range of chart types and styles.
  • Collaborative functions: SmartDraw supports multiple collaborative features such as comments and sharing, perfect for team-based projects.
  • Automatic formatting: Charts and diagrams can be automatically formatted, saving users valuable time.
  • Cost: The tool is not free, which might deter some users. The different functions and advanced tools come at an expense.
  • Complex Tool: Users might experience a learning curve due to its extensive features and functionalities.
  • Performance issue: Users have reported performance issues at times with the software taking extra time to load and respond.

DPlot is a software designed for scientists, engineers, and students for data visualization and manipulation. DPlot’s Excel add-in allows users to create a wide variety of different graph types from Excel data. Including combinations of 2D and 3D plot types, DPlot provides an extensive framework for data visualization.

DPlot

  • Extensive Plotting Capabilities: DPlot offer users a range of plotting options, including 2D, 3D, polar, contour and surface plots.
  • Data Manipulation Functions: The tool provides a variety of data manipulation functions inclusive of FFT, filtering, and smoothing features.
  • Accurate Data Representation: DPlot is recognized for its ability to handle large data sets, providing accurate and detailed graphical representation.
  • Excel Integration: The software has an Excel add-in making the process of creating graphs from Excel data more effortless and efficient.
  • Outdated Interface: The interface of DPlot can seem outdated to some users, potentially making navigation harder than modern interfaces.
  • Cost: Unlike some other graphing tools, DPlot is not free and requires a purchase.
  • Learning Curve: DPlot’s abundance of features may pose a steep learning curve for new users.

11. GraphMaker Excel Graph Creator

GraphMaker is a powerful and intelligent tool that simplifies the process of creating graphs from Excel data. Designed with artificial intelligence, this tool automatically generates charts based on your dataset. Its aim is to help users turn raw data into insightful and visually appealing graphs, and quickly identify trends and patterns in their data.

GraphMaker Excel Graph Creator

  • AI-Powered: GraphMaker utilizes artificial intelligence to interpret data and create suitable graphs, easing the graph generation process.
  • User-friendly interface: The easy-to-use interface is designed for both experienced and inexperienced users.
  • Automation: It automates the process of reading data fields, interpreting them, and creating an engaging visual summary.
  • Insightful data visualization: The created graphs are not only visually appealing, but also highly insightful, helping users identify patterns and trends in their data.
  • Limited customisation options: Although the tool automatically creates graphs, users have reported fewer options for customizing graphs compared to other tools.
  • Dependency on AI: Since the tool is AI-based, there can be instances when AI makes decisions about the type of graph that may not align with users’ requirements.
  • Connectivity requirements: As it’s an online tool, users need a stable internet connection to use GraphMaker.

12. Moqups Free Online Graph Maker

Moqups is a versatile online tool famous for its functionality in creating mockups, diagrams, and prototypes. Alongside its staple features, it also includes a graph maker allowing you to produce compelling visual representations of data. The tool’s unique feature is its seamless transition from ideation phase to implementation phase all within the same workspace.

Moqups Online Graph Maker

  • Multifunctional: Apart from graph creation, Moqups can be also used for making wireframes, diagrams, and mockups.
  • Interactive Canvas: It offers an expansive, unobstructed canvas allowing great flexibility for placing objects and creating designs.
  • Team Collaboration: Moqups features a robust set of collaboration tools, making it easy to work with teams.
  • Intuitive UI: The user-friendly interface of the application ensures a smooth user experience.
  • Limited Free Version: The free version of Moqups comes with restricted features and users must upgrade to access all functionalities.
  • Internet Dependent: As it’s a web-based application, continuous internet connectivity is required for uninterrupted usage.
  • Not specifically built for graphing: While it does offer graph-making capabilities, the primary focus of Moqups is prototyping and mockup design, possibly limiting its graph-making potential.

13. Summary

13.1 overall comparison table, 13.2 recommended tool based on various needs.

For beginners: If you’re a beginner looking for an easy-to-use tool, then Visme or Piktochart would be ideal, as they offer a user-friendly interface and a variety of ready-made templates.

For scientists and researchers: For those in search of more analytical functionalities and advanced features, software like Origin and OriginPro or DPlot would be your best bet.

For budget-conscious users: Users on a budget can utilize free tools like LiveGap Charts, ChartGo, or the free versions of many of the mentioned tools.

For AI-driven automation: If you’re looking for automation in graph creation, GraphMaker can be a perfect choice with its AI-powered features.

For team collaboration: For those in team settings, the collaboration feature of Moqups would be of great use.

14. Conclusion

14.1 final thoughts and takeaways for choosing an excel graph creator.

Choosing the right Excel graph creator is a decision that should be based on your unique needs and requirements. Bear in mind specific criteria like the ease-of-use, the variety of features, the customer support, and the pricing model. If you’re a beginner, consider tools with an intuitive interface and ready-made templates. If you’re a professional or researcher, opt for tools offering advanced features and intricate plotting capabilities. Budget-conscious users might want to utilize free tools while teams might favor tools with collaborative features.

Excel Graph Creator Conclusion

Every tool mentioned in this comparison has its distinct strengths, addressing different needs and preferences. You might need to try out several of these before settling on the one that aligns perfectly with your needs. In the world of digital data, having the right tool to effectively visualize your data in a meaningful and understandable way is of utmost importance. Therefore, it is important to take an informed decision when choosing the most suitable Excel graph creator for your needs.

Author Introduction:

Vera Chen is a data recovery expert in DataNumen, which provides a wide range of products, including a powerful tool to repair DWG files.

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Free Microsoft Word Business Plan Templates

By Joe Weller | September 22, 2020

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We’ve compiled a variety of expert-approved business plan templates and samples for Microsoft Word. There are options for organizations of any size and type — from coffee shops and hair salons to professional services, and everything in between.

Included on this page, you’ll find Word business plan templates for small businesses , startup businesses , product and service businesses , and more.

Simple Business Plan Word Templates

These customizable business plan templates come professionally designed and ready to use, and are available to download in Microsoft Word format.

Simple Business Plan Template

Simple Business Plan Template

Use this template as a basis for creating an organized and thorough business plan. Customize the built-in table of contents to suit your needs, and use the space included to detail the nature of your business, the solution to the problem you’re solving, a market analysis, key performance indicators (KPIs), financial forecasts, and more.

Download Simple Business Plan Template — Word

Simple 30-60-90 Business Plan Template

Simple 30-60-90 Day Business Plan Template

This template is ideal for developing a 90-day action plan to create and implement your business plan in manageable, 30-day chunks. Use the document to outline your main goals and deliverables, and then assign key business activities and deadlines to ensure your plan stays on track. 

Download Simple 30-60-90-Day Business Plan Template

Word  | Smartsheet

For more 30-60-90 business plan templates, visit our "Free 30-60-90-Day Business Plan Templates and Samples" article.

Simple Business Plan Outline Template

Simple Business Plan Outline Template

This template provides a standard outline for a traditional business plan, which you can use to guide your research and develop your plan. Easily modify the provided information to include information that is relevant to your business. 

Download Simple Business Plan Outline Template — Word

For additional downloadable resources in a variety of formats, visit, “ Simple Business Plan Templates .”

One-Page Business Plan Word Templates

These single page business plan templates in this section provide a useful way to organize ideas. Companies can use these templates to develop a pitch document for potential partners and investors.

One-Page Business Plan Template

free business plan charts and graphs

Use this template to capture the main details of your business concept, including your product or service offering, who it benefits, how it helps your target buyer, the pricing structure, income streams, and key milestones. There’s also room at the bottom to include a SWOT analysis .

Download One-Page Business Plan Template

Word | Smartsheet

One-Page Lean Business Plan

One Page Lean Business Plan Template

This template utilizes a Lean approach to help you showcase the core concepts of your business idea in a scannable format. Provide a brief overview of your company and industry, the unique benefits your product or service possesses, distribution strategy, key objectives and success metrics, and a financial plan. Use the visual timeline at the bottom to display dates and milestones.

Download One-Page Lean Business Plan Template - Word  

One-Page 30-60-90 Day Business Plan Template

One Page 30-60-90 Day Business Plan Template

A 30-60-90-day template is useful for developing an actionable plan. Simply add your main goals and the activities required to achieve them in 30-day increments. Update the status of each goal regularly to ensure your plan stays on track.

Download One-Page 30-60-90 Day Business Plan Template

For additional single page plans, along with an example of a business plan , visit " One-Page Business Plan Templates with a Quick How-To Guide ."

Small Business Plan Word Templates

These customizable business plan templates are especially useful for small businesses to develop a roadmap for structuring, operating, and growing their organization.

Small Business Plan Template

Small Business Plan Template

This comprehensive business plan template is ideal for small businesses that want to thoroughly document key goals and the associated activities. Add essential information to each section to keep your plan clear and concise — and pay special attention to the financial section and provide details that will validate your plan.

Download Small Business Plan Template — Word

Fill-In-the-Blank Small Business Plan Template

Fill-in-the-Blank Small Business Plan Template

This fill-in-the-blank template is useful for small business owners that need some guidance adding details to the various elements of their business plan. Each section of this standard business plan comes with pre-filled content that you can expand on and customize to reflect the specific needs and details of your business. 

Download Fill-In-the-Blank Small Business Plan Template — Word

Additional Fill-in-the-Blank Business Plan templates can be found here . 

One-Page Small Business Plan Template

One Page Business Plan For Small Business Template

Small businesses can use this template to articulate business ideas in a succinct, easily digestible manner. There is space to include a business overview, key team members, a market analysis, marketing and sales plans, objectives and success metrics, and a financial plan.

Download One-Page Business Plan for Small Business — Word

Startup Business Plan Word Templates

These business plan templates are ideal for entrepreneurs to assess the viability of their idea and gain buy-in from prospective investors and stakeholders.

Startup Business Plan Template

free business plan charts and graphs

Use this startup business plan template to create a strong and detailed roadmap of your concept and related goals. The template includes space for an executive summary, business description, summary of product or service offerings, pricing structure, marketing strategy, competitive analysis, startup expenses, funding sources, and more to ensure you have a thorough plan in place.

Download Startup Business Plan Template

Sample 30-60-90-Day Business Plan for Startup

Sample 30-60-90 Day Business Plan for Startup

This 30-60-90-day business plan template is versatile, and can be used to develop an actionable plan for virtually any business activity. This sample contains pre-filled information to help you explain the organization’s main goals and deliverables, as well as to assign key tasks, ownership, and deadlines. 

‌Download Sample 30-60-90 Day Business Plan for Startup Template

For additional resources to create your plan, visit “ Free Startup Business Plan Templates and Examples .”

Product and Service Business Plan Word Templates

These business plan templates are designed for a product or service-focused business to use to develop a workplan that articulates its vision and objectives.

Business Plan Template for Professional Services

Professional Services Business Plan Template

Entrepreneurs offering professional services can use this document to outline the main goals and objectives associated with their business, as well as how they plan to achieve them. This template comes with a built-in table of contents and includes all the components of a traditional business plan, including the company background, market and industry analysis, competitive analysis, service offering details, promotional plan, sales forecasts, financial statements, and more.

Download Business Plan Template for Professional Services — Word

One-Page Business Plan for Service Business

One Page Business Plan For A Service Business Template

This business plan template is ideal for a service-type business owner who needs a basic plan to jot down core business concepts. This single-page template has room to include the business mission and vision, service provided, target market, competitive advantage, marketing and sales plan, and key objectives. There is also a visual timeline of milestones included at the bottom of the template for tracking progress.

Download One-Page Business Plan Template for Service Business — Word

One-Page Business Plan for a Product Business

One Page Business Plan For A Product Business Template

Use this one-page business plan to outline the key details related to your product-focused idea. Articulate the purpose and vision of your business, the problem your product solves, potential customers, how you will get your product to buyers, pricing strategy, main objectives, and success metrics. The timeline of milestones at the bottom of the template automatically creates a visual display of noteworthy activities. 

Download One-Page Business Plan for Product Business — Word

Fill-In-the-Blank Business Plan Word Templates

Use these pre-filled business plan templates as a basis to build a thorough plan that keeps your strategy aligned with sales, promotional, and financial objectives.

Simple Fill-In-the-Blank Business Plan

Simple Fill In The Blank Business Plan Template

This fill-in-the-blank template features a traditional business plan layout, and includes pre-filled content in each section. Outline the key components of a well-rounded business plan, and add a company overview, market analysis, marketing and sales plan, operations plan, financial statements, supporting documentation, and more.

Download Simple Fill-In-the-Blank Business Plan Template — Word

Lean Fill-In-the-Blank Business Plan

Fill-in-the-Blank Lean  Business Plan Template

This Lean business plan has all the necessary parts to articulate your business vision and strategy. Add information about the problem you aim to solve, your product or service offering, unique value proposition, target customers, cost structure, revenue streams, and a timeline of milestones.

Download Fill-In-the-Blank Lean Business Plan Template — Word

For additional resources, visit " Free Fill-In-the-Blank Business Plan Templates ."

For more free, downloadable templates for all aspects of your business, take a look at “ Free Business Templates for Organizations of All Sizes .”

Empower Your Teams to Implement Your Business Plan with Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

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Business plan set with chart and graph vectors

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COMMENTS

  1. Free Business Plan Template

    Create a professional business plan for free with our business plan generator. Get started by choosing from a variety of business plan templates. ... Select the template, then customize the content for your business. Update any charts and graphs to reflect your business goals. Once all your content is added, customize colors, logos, icons and more.

  2. Free editable and printable business plan templates

    696 templates. Create a blank Business Plan. Beige Aesthetic Modern Business Plan A4 Document. Document by Rise & Roar Design. Navy and Gray Modern Business Plan Cover Document. Document by Banuaa. Startup Business Plan. Document by Maea Studio. Blue White Simple Business Plan Cover Page.

  3. Create Your Custom Business Plan Online

    Create a custom business plan for free using Venngage's online business plan maker — no design experience needed. Free business plan templates available. ... Persuade your stakeholders and tell a story with your business plan data through charts, graphs, maps and diagrams. Copy and paste your data or upload it in a .csv file in one click.

  4. Free Business Plan Template

    Having a template for a business plan lets you focus on the main aspects of your business operation, making it full and detailed for your investors. And PandaDoc will help a lot with this task, while such features as eSignature will help with making this small business plan template a real and verified source of the information. This free ...

  5. Free Simple Business Plan Templates

    Choose from a variety of free business plan templates in PDF, Word, and Excel formats, as well as a business plan sample and outline to get started. ... You still have to manually create charts and graphs to add to the plan to support your strategy. Updates to the plan, spreadsheets, and supporting documents have to be made in multiple places ...

  6. Free Small Business Plan Templates

    This one page small business plan template is ideal for quick, simple presentations. Use this template to summarize your business overview, market analysis, marketing, and sales plan, key objectives and success metrics, and milestones timeline. Complete the fillable sections to educate investors and inform stakeholders.

  7. Easy Business Planning Method + Free Business Plan Template ...

    Automatic charts and graphs: X: Secure online sharing: X: Pitch infographic: X: Customizable fiscal year: X: Financial tracking: X: Multiple users per account ... Start planning today: How LivePlan compares to free business plan templates: LivePlan is way more than your basic business plan template. It's a planning tool that takes the pain out ...

  8. How to Use Graphs and Charts In Your Business Plan

    That is, the graph or chart should supplement the text; it should not be explained ad nauseum in the text, or that defeats its purpose. Likewise, the graph or chart must be relevant and support the text, rather than detract from it. In addition to respecting the time constraints of the audience, the business plan must respect the audience's ...

  9. What is A Business Plan & How To Design It?

    USE THIS TEMPLATE. Then you're free to customize the template with helpful visual elements like charts, tables, and diagrams, that will make your business pitch impossible to resist.. A Venngage business plan template is designed to help you communicate visually and explain complex ideas easily. The right business plan template for you depends on the length and detail of your business plan ...

  10. Free Business Plan Templates in Excel

    Sample 30-60-90-Day Business Plan for Startup in Excel. This 90-day business plan is designed for startup companies to develop a 90-day action plan. This template gives you room to outline the following: main goals and deliverables for each 30-day increment; key business activities; task ownership; and deadlines.

  11. Graph Maker

    How to create a graph in 5 easy steps. 1. Select a graph or diagram template. 2. Add your data or information. 3. Add icons or illustrations from our library. 4. Change the colors, fonts, background and more.

  12. Business Plan Format & Structure

    Formatting your business plan with charts and graphs is welcomed to break up long blocks of text. However, charts and graphs shouldn't be used for their own sake. They must make the information easier to pass on than text would. The business plan format that investors and lenders expect includes the following 10 sections.

  13. Formatting Tips for Business Plans: Use of Charts and Graphs

    In other words, the graph should be on the exact same page as the text, instead of forcing the reader to turn to the appendix. If the graph is referenced on multiple pages, every page must demonstrate the piece of the graph that reflects the text, together with the entire graph appearing just once in the business plan.

  14. Free Chart Maker: Create Graphs Online for Free

    Make standout content with this free chart creator. Adobe Express allows you to design charts that represent the values of your business. The customization options available give you the power to create pie charts, line graphs, and bar charts that set you apart from the competition. You can be as creative as you like.

  15. Business Plan Financial Templates

    This financial plan projections template comes as a set of pro forma templates designed to help startups. The template set includes a 12-month profit and loss statement, a balance sheet, and a cash flow statement for you to detail the current and projected financial position of a business. ‌. Download Startup Financial Projections Template.

  16. Business plan financials made easy

    LivePlan's automatic business plan financials makes it easy. Help ... Forget messing around with Excel and Word to create charts and graphs for your business plan. LivePlan creates all the charts and graphs you need and automatically includes them in your business plan. ... Totally risk free. 35-day money-back guarantee. Get Started Now. Tools ...

  17. Financial Graphs And Charts

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