New branch feasibility model
Test whether a new shop or branch will pay for itself, with 24 months of sales, costs, profit and the payback month.
Opening a branch is a big bet. Enter the set-up cost, the monthly rent, staff and other costs, the sales you expect in the first month and how fast they grow, and the model projects 24 months of sales, gross profit, costs and profit, tracks the cumulative result after the set-up cost and tells you the month the branch pays itself back, before you sign a lease.
Owners and managers planning a new shop, depot or branch, and advisers who test expansion plans.
What is included
- Twenty-four months of sales and profit
- Cumulative result after the set-up cost
- Payback month at the top
- All inputs in labelled cells
- Chart of cumulative profit
Advertisement
Screenshots
How to use it
- Enter the set-up cost and the monthly costs.
- Enter the first month's sales, the monthly growth and the gross margin.
- Read the monthly profit and the cumulative result.
- Test pessimistic and optimistic figures before you decide.
Templates are tools to help with your own records. They are not tax or legal advice. Check the figures against official sources before filing or paying.
Advertisement
More in this category
-
Businesspdf
Small business funding guide for Kenya
The main ways Kenyan small businesses raise money: savings, loans, SACCOs, mobile lenders, grants and investors.
KES 720KES 800-10%
View details →
-
Businesspdf
SOP writing guide and templates
How to write standard operating procedures that people actually use, with templates for a process, a checklist and a training record.
KES 810KES 900-10%
View details →
-
Businesspdf
Sales proposal and quotation pack
Win more work with a clear proposal, a professional quotation and a follow-up letter, with a checklist for each step.
KES 630KES 700-10%
View details →
What the new branch feasibility model does
Opening a branch is a big bet. Enter the set-up cost, the monthly rent, staff and other costs, the sales you expect in the first month and how fast they grow, and the model projects 24 months of sales, gross profit, costs and profit, tracks the cumulative result after the set-up cost and tells you the month the branch pays itself back, before you sign a lease.
Who it is for
Owners and managers planning a new shop, depot or branch, and advisers who test expansion plans.
How to use the workbook
- Enter the set-up cost and the monthly costs.
- Enter the first month's sales, the monthly growth and the gross margin.
- Read the monthly profit and the cumulative result.
- Test pessimistic and optimistic figures before you decide.
- Save a copy under a new name for each month or year, so earlier records stay as they were.
What is inside
- Twenty-four months of sales and profit
- Cumulative result after the set-up cost
- Payback month at the top
- All inputs in labelled cells
- Chart of cumulative profit
The workbook has these sheets: Instructions, Months, By status. The main table has the columns Month; Sales; Gross profit; Monthly costs; Monthly profit; Cumulative result; Status. Yellow cells are for you to fill in and grey cells calculate by themselves, so leave the grey cells alone. The example rows show how it works; type over them with your own entries.
Tips for getting it right
- Be cautious about how fast sales will grow.
- Include rent deposits and licences in the set-up cost.
- Test what happens if sales are twenty percent lower.
- Keep enough cash to survive the months before payback.
Why keep this record
Running a business on memory works until it grows. Writing the numbers down turns opinions into facts you can compare month to month, and shows early which products, customers or costs deserve attention. Even a simple workbook, used every week, usually beats a sophisticated one that is opened once a year.
Questions people ask
Do I need to know Excel formulas? No. Type into the yellow cells and the rest is worked out for you. The formulas are visible if you want to see how a figure is reached.
Can I add rows or change the layout? You can add your own columns to the right and your own notes. If you insert rows inside a table, copy the grey formula cells down so the new rows calculate too.
Will it work on my phone or in Google Sheets? Yes for viewing and typing, but dropdown lists and the charts look best in desktop Excel or LibreOffice.
Keeping it safe and up to date
A plan is only as good as the numbers you put in. Start with honest estimates, update the workbook as real figures arrive, and compare the two so your next estimate is better. Save a dated copy each month so you can see how your thinking changed.
Read how to build a cash flow forecast for the wider picture. Free calculators that go with it: Corporation tax calculator. See more business templates or ask us for a custom one.
The workbook works in Microsoft Excel, LibreOffice and Google Sheets. It is a tool to help you work out and record figures, not tax, legal or accounting advice, and it is not affiliated with the Kenya Revenue Authority. If something does not work as described, contact us and we will put it right.
Related guides, calculators and templates
- Free calculator: Corporation Tax Calculator
- Guide: How to choose accounting software for a small business
- Guide: How to run a month-end close for a small business
- Guide: How to read a balance sheet: a guide for small business owners in Kenya
- Another template: Annual operating budget by department
- Another template: Business loan readiness and ratio analyser
- Another template: Full business plan template with financial tables
Need something different? Request a custom template, browse all guides or see every Excel template.
Scroll inside the box to read more.