Capability Statement & Past Performance Tracker
A template for documenting company capabilities, credentials, and project history for government/commercial contracting
This template helps businesses create professional capability statements and track past performance on key projects. It includes sections for company information (D-U-N-S number, CAGE code, address), and a detailed past performance log showing project names, clients, contract values, and descriptions. Essential for government contracting, proposal submissions, and demonstrating business qualifications to potential clients.
What's inside
- Company identification fields (D-U-N-S, CAGE Code)
- Project history tracking with contract values
- Client and agency records
- Project descriptions and details
- SUM functions for contract value calculations
- Professional formatting for formal submissions
Download this template
.xlsx · 2 sheets · included with lifetime access
More in Business Planning & Strategy
12-Month Business Performance Tracker
Track and visualize monthly performance metrics across a full year with built-in charts.
- 12-month column structure (Mês 1-12)
- Pre-built sample data for immediate visualization
- Integrated charts for trend analysis
3-Year Profit and Loss Projection
Project revenue, expenses, and net profit across three years for services or goods businesses.
- Separate projections for service and product-based revenue models
- Annual profit margin analysis as percentage of operating income or sales
- Automatic calculations for total expenses and net profit
5 Year Financial Plan
Project revenue, expenses, and cash flow across 5 years with P&L, balance sheet, and loan amortization.
- 5-year revenue and expense forecasting
- Profit and loss projection with assumptions
- Balance sheet projection with asset tracking
5 Year Projected Financial Statements
Complete financial projections with P&L, balance sheet, cash flow, and loan amortization for 5-year business planning.
- 5-year sales and revenue forecasting
- Automated P&L projection calculations
- Balance sheet projections with asset tracking