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.
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OpEx Budget
Plan operating expenses by category and use our dashboard to compare expenses across prior year, current year and plan year.
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Revenue Projection
Plan revenue, quantity of units sold and cost of sales for all of your products with this Revenue Projection Template.
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What-If Analysis
Try our Financial Modeling Template to model different monthly forecasting scenarios and view variances between forecasted inputs and scenario models.
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Rolling Forecast
Improve your operating expense forecasting. Choose from multiple planning methods, view trendlines and variances and more.
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CapEx Budgeting
Track new and existing assets, choose from various depreciation methods and more with our free CapEx Budgeting Template.
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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.
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SaaS Revenue Planning Dashboard
Track key metrics such as ARR, expansion, churn, renewal, new deals and more.
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Employee Growth Kit
Use this kit to plan an execute a successful plan that show employee growth impact on Revenue
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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
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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.
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Sales Forecasting and Planning
Plan revenue with projected cost and projected sales using drivers that originate from prior year’s values.
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Inventory Forecasting
Use this Inventory Forecast Template to budget and plan for projected inventory to better meet supply and demand.
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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.
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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.
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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.
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Incentive Compensation Management Dashboard
Automate calculations and help your sales team track payouts and quotas so you can improve transparency across your organization.
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Bill of Materials
Utilize this free Bill of Materials Template to track and evaluate product manufacturing costs so you can plan smarter.
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Manufacturing Forecasting and Order Planning
Leverage this free template to forecast unit sales and perform custom order planning based on prior year numbers.
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Plan for Anything
Power productivity, efficiency, resilience and agility in financial planning inside one single template.
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Law Firm Profitability Analysis
Analyze, track and optimize your timekeeper billable metrics, revenue and costs and profitability.
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Net Interest Margin Planning
Forecast and manage your net interest margin for profitability and efficiency in managing interest-bearing activities.
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Sales Projection
Forecast the potential revenue associated with a project by customer division.
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Top-Down Budgeting
Help your team effectively plan expenses and allocate resources at a high-level.
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Product Sales Forecasting
Forecast and plan future product sales across your organization.
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Top-Down Planning
Keep your organization aligned to set high-level financial objectives.
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Bottom-Up Planning
Keep your organization aligned to set department-level financial objectives.
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Product Dashboard
Better manage and visualize financial information related to your products.
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SaaS Driver-Based Planning
Easily create detailed financial plans based on specific drivers.
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Modern Intelligent Forecasting
Enhance your financial and sales forecasting models by accounting for seasonal variations and trends.
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Real Estate Investment
Calculate the NPV and IRR for a given development property.
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Construction Budget
Gain a comprehensive view of the budget of a construction development project.
