Desk template · Small-business owners planning a second location, a new service or bigger premises.

Business expansion plan desk: the numbers, the sites and the next steps

the case for expanding made from your own sales Table and Chart, candidate sites on a map, fit-out costs in a sheet and the people you need (landlord, bank, accountant) — so the plan and the evidence travel together to the bank meeting. Distinct from monthly-investor-update (start-up metrics for investors).

Suggested widgets: doc · table · chart · location map · sheet · contacts · task list

What goes on the desk

Document ‘Expansion plan’ (widget document)
Table ‘Monthly sales’ (Month, Weekday sales, Weekend sales as numbers) (widget table)
Chart ‘Weekend sales by month’ (widget chart)
a Map per candidate site (widget map)
Spreadsheet ‘Fit-out costs’ (widget spreadsheet)
Contacts (widget contacts)
Tasks (lease review, quotes, bank) (widget tasks).

Set it up

import sales from your till or accounting export as CSV (widget table import).

Create a desk named for the real outcome, client or deadline.
Add the suggested widgets and rename each one for the job it performs.
Bring in the existing files or tables before inventing another copy of the information.
Set a due date, add the first visible next action, then save the arrangement as a template if you will repeat it.

Open this desk in the interactive demo

Use it day to day

one task a day toward the decision.

A useful desk should reduce copying. Keep each changing fact in one widget, and let charts, summaries or views read from that source.

A worked starting point

Fictional example. Create the desk, add three real items that are already in motion, then use one full work cycle before changing the layout. At the end, remove anything you did not consult and add only the object that would have prevented a real interruption.

Where Plexii helps

Plexii answers questions from the plan and the figures with sources (ai assistant); the Document’s Draft with AI writes a section you review before inserting (widget document).

Keep in mind. no financial advice; example figures fictional.