View all of our free financial Excel templates for operational, strategic and financial planning—plus get marketing, sales and Power BI templates.
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.
Try our Financial Modeling Template to model different 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 new and existing assets, choose from various depreciation methods and more with our free CapEx Budgeting Template.
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.
Use this kit to plan an execute a successful plan that show employee growth impact on Revenue
The templates in this collection will navigate your team from hiring campaign to producing People Impact reports from your new hires
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.
Automate calculations and help your sales team track payouts and quotas so you can improve transparency across your organization.
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.
Enhance your financial and sales forecasting models by accounting for seasonal variations and trends.
Calculate the NPV and IRR for a given development property.
Gain a comprehensive view of the budget of a construction development project.
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