Five industry templates in BeretPlan, built from real use cases: the lines, formulas and
variables of each sector, already in place. You swap our assumptions for your own
figures, and your forecast stands on its own from day one.
An industry template is not a document to fill in. It's a living financial plan you adjust to your reality, instead of building one from scratch.
Budget lines, already structured
Revenue, expenses, investments: the budget tree typical of your trade is in place, in the right order and at the right level of detail. No forgetting the line nobody likes to talk about.
Formulas, already written
Margins, totals, ratios: the calculations that hold the model together are written in plain, readable language and validated by the engine. No magic cells, no #REF!.
The variables of your trade
Selling price, headcount, payroll rates… every assumption is a named variable. Swap the sample value for your own: the whole plan recalculates.
BeretPlan formula editor in descriptive mode: the key formula of each of the five business templates (food truck, product launch, marketing budget, digital transformation, SaaS), with its lines (solid chip), its named variables (dashed chip) and their values. A template switcher changes the line, the formula and the variables.
Name
Menus sold per dayWarehousingCost per leadLicense subscriptionMonthly Recurring Revenue (MRR)
fx
Value
FormulaDescriptive
IfROUND(Growth ofMenus sold per dayatMonthly sales growthmonthly )>Truck maximum capacity
thenTruck maximum capacity
elseROUND(Growth ofMenus sold per dayatMonthly sales growthmonthly )
Warehousing fixed cost+Closing stock (units)×Storage cost per unit in stock
Marketing spend× 12 ÷Leads generated (annual)
Number of licenses/seats×License cost per seat (monthly)
Growth ofBase MRRatMonthly Growth Ratemonthly
Variables
Menus sold per day
50 menus/day
Monthly sales growth
5%
Truck maximum capacity
100 menus/day
Warehousing fixed cost
€1,500
Storage cost per unit in stock
€0.30
Leads generated (annual)
3,500 leads
Number of licenses/seats
50
License cost per seat (monthly)
€60
Base MRR
€5,000
Monthly Growth Rate
8%
Illustrative example
· Try it: switch template
The templates
Five templates, built for real businesses
Each template is built from a real use case: the cost and revenue structure of its own sector, not a generic list of budget lines renamed for the occasion.
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Food truck
Product Launch
Marketing
Digital Transformation
SaaS
France
Food Truck – Simple (France)
By BeretPlan
Simplified budget for a French food truck: daily menu volume with growth and capacity cap, event catering, payroll with employer charges, grouped operating costs and initial investment.
Perfect for: Would-be food truck operators in France who want a quick viability check before going into detail
Food truck
Mobile catering
Simplified
France
Food Truck – Complex (France)
By BeretPlan
Full budget template for a French food truck: loan repayment for the initial investment, admin/insurance/operational OPEX, payroll with employer charges.
Perfect for: Mobile street food and food truck operators in France, from launch through growth
Food truck
Mobile catering
France
New Product Launch – Complex (France)
By BeretPlan
Detailed budget for launching a seasonal physical product in France: R&D and manufacturing phases before market entry, production plan vs. demand with stock management.
Perfect for: Established companies launching a new seasonal product on the French market
Product Launch
Seasonality
Stock management
France
Marketing manager budget (large group)
By BeretPlan
High-level marketing budget for a manager in a large group: broad spend categories, marketing-sourced commercial revenue, and a non-financial leads & pipeline section.
Perfect for: Marketing managers and directors piloting a departmental budget in a large B2B group.
Marketing
Budget
Pipeline
Digital Transformation Project – Complex (France)
By BeretPlan
Budget for a cloud/SaaS digital transformation rollout in a French company: subscription licensing, PoC and integration (including internal staff time), training and change management.
Perfect for: PME/ETI in France deploying a cloud/SaaS transformation or innovation tool (no on-premise installation) with a phased rollout
Digital Transformation
Cloud
Innovation
France
French SaaS Startup
By BeretPlan
Budget template for French SaaS startups with cadre/non-cadre HR breakdown, French social charge rates, and CIR (research tax credit).
Perfect for: French SaaS startups with complex HR and tax credit needs
SaaS
France
Human Resources
Payroll
Illustrative example
Your trade isn't on the list?
Describe your business and Rose drafts a first budget, or import your existing budget.
The Free plan is enough to build a complete budget.