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

> For Small-business owners planning a second location, a new service or bigger premises.

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).

## What goes on the desk

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

## Set it up

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

## Use it day to day

one task a day toward the decision.

## Where Plexii helps

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