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Industry templates · Built from real cases

Templates built from real cases

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.

Free, no credit card required.

A template, concretely

Not a mockup: a budget ready to run

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

fx Value

FormulaDescriptive

Variables

Illustrative example

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.

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.

Try for free

Free, no credit card required.

Mobile catering

Food truck

Two versions: the simple one to check the project holds up before going into detail, the complex one to run the truck from launch to growth.

  • Sales driven by menus sold each day, with monthly growth and a capacity ceiling
  • Ingredients, packaging and waste computed as a share of sales
  • Event catering, the truck loan and salaries with employer contributions; three menu tiers in the complex version
Product launch

New product launch

For an established company launching a seasonal physical product: from R&D to manufacturing, then to market.

  • Production plan against demand: stock and lost sales are worked out month by month
  • Adjustable high season, direct or distributor sales, each with its own margin
  • R&D, certification and tooling before launch, research tax credit and a contingency reserve
Marketing

Marketing manager budget

A marketing department's budget in a large group: the main spend lines, marketing-sourced revenue and the pipeline that links them.

  • Spend by main item: events, demand generation, content, web, agencies and campaigns
  • New business and expansion credited to marketing, set against the spend
  • A non-financial leads and pipeline section: cost per lead, pipeline coverage, conversion, return on spend
Digital transformation

Digital transformation project

For an SME or mid-sized company rolling out a cloud tool in phases: what the project costs, what it brings in and when it pays for itself.

  • Adjustable timeline: kickoff, proof of concept and training move, the costs follow
  • Licences, integration, training, data migration and internal staff time, line by line
  • Productivity gains and public funding on the other side, with the project's cumulative result
Software

SaaS startup

The recurring-revenue model for a French SaaS startup, with a growing team and French payroll rules.

  • Growing monthly recurring revenue and annual contracts, as named variables
  • Detailed payroll, managers and non-managers, with French contribution rates
  • Research tax credit, marketing as a share of revenue and running costs already in place

Your business has its template. Your numbers already have a home.

Start from your industry's template, swap our assumptions for your figures: the plan recalculates.

Try for free

Free, no credit card required