Free Financial Excel Templates
Jumpstart your plan to grow with our library of free financial Excel templates. Templates are available to everyone—all you need to get started is a copy of Microsoft Excel.
Jumpstart your plan to grow with our library of free financial Excel templates. Templates are available to everyone—all you need to get started is a copy of Microsoft Excel.
View all of our free financial Excel templates for operational, strategic and financial planning—plus get marketing, sales and Power BI templates.
Use this Budget vs. Actual Template to calculate and visualize variance across different timeframes and accounts.
Plan operating expenses by category and use our dashboard to compare expenses across prior year, current year and plan year.
Plan revenue, quantity of units sold and cost of sales for all of your products with this Revenue Projection Template.
Get started with a free what-if analysis template. Model monthly forecasting scenarios and view variances between forecasted inputs and scenario models.
Improve your operating expense forecasting. Choose from multiple planning methods, view trendlines and variances and more.
Track payouts for all your reps, view your quota attainment dashboard and more—all within Excel.
Track new and existing assets, choose from various depreciation methods and more with our free CapEx Budgeting Template.
Input and review all your revenue and expense actuals by month and broken down by department and entity with this free Income Statement Template for Excel.
View all your reported actuals and plan in one place. And adjust the scenario selection for each corresponding month to measure performance against plan.
View all of your Financial, Operational, People and Customer KPIs in one Excel template.
Track ad spend across platforms, see your top performing campaigns and view KPIs such as clicks, CPL, MQLs, ROAS and closed won.
View a high level summary of your sourced and influenced ARR, see a breakdown of your spend by quarter and track the performance of your lead funnel.
Track pipeline creation, closed won and lost ARR, win rate, year over year variance and more.
Track current and projected spend for your departments and ad platforms so you can plan with confidence.
View all your labor expenses in one place, leverage our interactive dashboard and get a detailed breakdown of expenses by type and by month.
Track key metrics such as ARR, expansion, churn, renewal, new deals and more.
The templates in this collection will navigate your team from hiring campaign to producing People Impact reports from your new hires
Use this kit to plan an execute a successful plan that show employee growth impact on Revenue
Use this kit to prepare, manage and deploy your next executive board report with cross functional team input
Make adjustments to parent level entities and distribute to lower level entities based on a previous year distribution with interactive dashboard overviews.
Plan revenue with projected cost and projected sales using drivers that originate from prior year’s values.
Use this Inventory Forecast Template to budget and plan for projected inventory to better meet supply and demand.
Use multiple drivers to easily allocate labor across multiple locations with dashboard views of allocations to calculate your company salary and benefits.
Add drivers for Assisted Living (AL) and Independent Living (IL) and get at-a-glance views of all statistics and month-over-month revenue.
Plan for grants and fund allocations for not for profits easily with this grant management and allocations planning, analysis and dashboard template.
Use this dashboard and to see how Power Bi can be leveraged to provide insights to key contributors.
Use these Executive Power BI Templates to drive business insights and to keep your eyes on the financial health of your organization.
Get an at-a-glance view of high-level HR metrics, then drill down to see costs and track headcount growth by entity, region and hire type.
Automate calculations and help your sales team track payouts and quotas so you can improve transparency across your organization.
Measure your company’s environmental, social and governance performance using organization-specific input drivers with this carbon footprint management template.
Utilize this free Real Estate Reporting Template to track, measure, and provide reports on tenant lease data across multiple properties.
Utilize this free Bill of Materials Template to track and evaluate product manufacturing costs so you can plan smarter.
Leverage this free template to forecast unit sales and perform custom order planning based on prior year numbers.
Power productivity, efficiency, resilience and agility in financial planning inside one single template.
Analyze, track and optimize your timekeeper billable metrics, revenue and costs and profitability.
Forecast and manage your net interest margin for profitability and efficiency in managing interest-bearing activities.
Forecast the potential revenue associated with a project by customer division.
Help your team effectively plan expenses and allocate resources at a high-level.
Forecast and plan future product sales across your organization.
Keep your organization aligned to set high-level financial objectives.
Keep your organization aligned to set department-level financial objectives.
Better manage and visualize financial information related to your products.
Easily create detailed financial plans based on specific drivers.
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