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Luís Valente 360° · Free resources

Free management and business guides

Explore twelve free guides on business planning, management, marketing, sales and strategy. Guide 12 explains how to build a sales forecast, with methods, scenarios and an editable Excel template. Select a guide and complete its form to access the files. Downloadable files are currently available in Portuguese.

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Guide 1 · Luís Valente 360° collection

Business Planning — Complete Guide

A practical guide to developing a business plan covering strategy, market analysis, financial forecasts, KPIs and implementation.

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Business plan preparation and financial analysis
Guide 2 · Luís Valente 360° collection

Complete Business Plan — NATIVA Case Study

A complete educational business plan for a fictional Portuguese cosmetics company, connecting strategy, marketing, operations and financial forecasts.

Three free files to study and adapt. NATIVA and all supporting data are fictional.

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Explore the case study, all 15 chapters and the financial assumptions →

Guide 3 · Luís Valente 360° collection

Business Plans for Small Local Businesses

A concise roadmap for shops, cafés and local businesses, addressing costs, prices, customers and break-even sales.

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Guide 4 · Luís Valente 360° collection

Branding and Brand Positioning

How to define brand identity, value proposition, differentiation and communication aligned with your target audience.

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Guide 5 · Luís Valente 360° collection

Three Essential Management Tools

SWOT, Business Model Canvas and Balanced Scorecard: business diagnosis, modelling and performance monitoring.

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Guide 6 · Luís Valente 360° collection

Market Analysis

Porter's Five Forces and market research: competition, customers, demand and opportunities.

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Guide 7 · Luís Valente 360° collection

How to Define Effective Market Positioning

Learn to define relevant brand positioning by examining customers, competition, differentiation and your value proposition.

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Guide 8 · Luís Valente 360° collection

What Are KPIs For?

Learn how to select, calculate and monitor financial, sales and operational indicators.

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Guide 9 · Luís Valente 360° collection

How to Improve Business Profitability

Strategies for pricing, margins, costs, break-even sales and operational efficiency.

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Guide 10 · Luís Valente 360° collection

Unique Selling Proposition (USP)

Develop a credible and relevant reason for customers to choose your business.

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Guide 11 · Luís Valente 360° collection

How to Increase Sales and Win More Customers

Customer acquisition, conversion, average transaction value, CRM and retention.

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Guide 12 · Luís Valente 360° collection

How to Build a Sales Forecast — Practical Excel Guide

Learn to build sales forecasts, compare scenarios and analyse variances. Includes an original PDF guide of approximately 1,500 words and an editable seven-sheet Excel template, both in Portuguese.

Explore Guide 12's content and methodology →

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About the guides: all numerical examples are illustrative. The guides are educational resources and do not replace an analysis of your particular business.
LEARNING + PRACTICE + SUPPORT

From information to action

1 · ReadRelated article2 · ApplyKPI guide and dashboard3 · Get supportConsulting solution

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