Explore Our Templates
View all of our free financial Excel templates for operational, strategic and financial planning—plus get marketing, sales and Power BI templates.
-
Budget vs Actual Report
Use this Budget vs. Actual Template to calculate and visualize variance across different timeframes and accounts.
-
OpEx Budget
Plan operating expenses by category and use our dashboard to compare expenses across prior year, current year and plan year.
-
Revenue Projection
Plan revenue, quantity of units sold and cost of sales for all of your products with this Revenue Projection Template.
-
What-If Analysis
Get started with a free what-if analysis template. Model monthly forecasting scenarios and view variances between forecasted inputs and scenario models.
-
Rolling Forecast
Improve your operating expense forecasting. Choose from multiple planning methods, view trendlines and variances and more.
-
Commission Tracking
Track payouts for all your reps, view your quota attainment dashboard and more—all within Excel.
-
CapEx Budgeting
Track new and existing assets, choose from various depreciation methods and more with our free CapEx Budgeting Template.
-
Income Statement
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.
-
Executive Dashboard
View all of your Financial, Operational, People and Customer KPIs in one Excel template.
-
Marketing Campaign Report
Track ad spend across platforms, see your top performing campaigns and view KPIs such as clicks, CPL, MQLs, ROAS and closed won.
-
Marketing Dashboard
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.
-
Marketing Pipeline
Track pipeline creation, closed won and lost ARR, win rate, year over year variance and more.
-
Simple Marketing Budget
Track current and projected spend for your departments and ad platforms so you can plan with confidence.
-
Workforce Planning
View all your labor expenses in one place, leverage our interactive dashboard and get a detailed breakdown of expenses by type and by month.
-
SaaS Revenue Planning Dashboard
Track key metrics such as ARR, expansion, churn, renewal, new deals and more.
-
Revenue Planning and Projections
The templates in this collection will navigate your team from hiring campaign to producing People Impact reports from your new hires
-
Employee Growth Kit
Use this kit to plan an execute a successful plan that show employee growth impact on Revenue
-
Executive Board Report
Use this kit to prepare, manage and deploy your next executive board report with cross functional team input
-
Entities Adjustment and Allocations With Dashboard
Make adjustments to parent level entities and distribute to lower level entities based on a previous year distribution with interactive dashboard overviews.
-
Sales Forecasting and Planning
Plan revenue with projected cost and projected sales using drivers that originate from prior year’s values.
-
Inventory Forecasting
Use this Inventory Forecast Template to budget and plan for projected inventory to better meet supply and demand.
-
Resource Allocation Planning Dashboard
Use multiple drivers to easily allocate labor across multiple locations with dashboard views of allocations to calculate your company salary and benefits.
-
Senior Assisted Living Revenue Planning
Add drivers for Assisted Living (AL) and Independent Living (IL) and get at-a-glance views of all statistics and month-over-month revenue.
-
Grant Budget Allocation and Dashboard
Plan for grants and fund allocations for not for profits easily with this grant management and allocations planning, analysis and dashboard template.
-
Artificial Intelligence Power BI Dashboard
Use this dashboard and to see how Power Bi can be leveraged to provide insights to key contributors.
-
Executive Power BI Dashboard
Use these Executive Power BI Templates to drive business insights and to keep your eyes on the financial health of your organization.
-
HR Executive Dashboard for Power BI
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.
-
Incentive Compensation Management Dashboard
Automate calculations and help your sales team track payouts and quotas so you can improve transparency across your organization.
-
ESG Reporting Template
Measure your company’s environmental, social and governance performance using organization-specific input drivers with this carbon footprint management template.
-
Delbridge Rental Property Spreadsheet
Utilize this free Real Estate Reporting Template to track, measure, and provide reports on tenant lease data across multiple properties.
-
Bill of Materials
Utilize this free Bill of Materials Template to track and evaluate product manufacturing costs so you can plan smarter.
-
Manufacturing Forecasting and Order Planning
Leverage this free template to forecast unit sales and perform custom order planning based on prior year numbers.
-
Plan for Anything
Power productivity, efficiency, resilience and agility in financial planning inside one single template.
-
Law Firm Profitability Analysis Template
Analyze, track and optimize your timekeeper billable metrics, revenue and costs and profitability.
-
Net Interest Margin Planning Template
Forecast and manage your net interest margin for profitability and efficiency in managing interest-bearing activities.
-
Sales Projection Template
Forecast the potential revenue associated with a project by customer division.
-
Top-Down Budgeting Template
Help your team effectively plan expenses and allocate resources at a high-level.
-
Product Sales Forecasting Template
Forecast and plan future product sales across your organization.
-
Top-Down Planning
Keep your organization aligned to set high-level financial objectives.
-
Bottom-Up Planning Template
Keep your organization aligned to set department-level financial objectives.
-
Product Dashboard Template
Better manage and visualize financial information related to your products.
-
SaaS Drived-Based Template
Easily create detailed financial plans based on specific drivers.
-
Modern Intelligent Forecasting Template
Enhance your financial and sales forecasting models by accounting for seasonal variations and trends.
-
Town Hall Meeting Template
Update your organization on its overall health and strategic direction.
-
Real Estate Investment Template
Calculate the NPV and IRR for a given development property.
-
Construction Budget Template
Gain a comprehensive view of the budget of a construction development project.
-
Balance Sheet Template
View all your reported actuals and plan in one place. And adjust the scenario selection for each corresponding month to measure performance against plan.
-
Clinical Trial Modelling Template by Deodata
Track all of your funding, costs, revenue and cash balances for each trial phase in one place and model different scenarios.
