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.

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

    Budget vs Actual Report

    Use this Budget vs. Actual Template to calculate and visualize variance across different timeframes and accounts.

  • OpEx Budget

    OpEx Budget

    Plan operating expenses by category and use our dashboard to compare expenses across prior year, current year and plan year.

  • Revenue Projection

    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

    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

    Rolling Forecast

    Improve your operating expense forecasting. Choose from multiple planning methods, view trendlines and variances and more.

  • Commission Tracking

    Commission Tracking

    Track payouts for all your reps, view your quota attainment dashboard and more—all within Excel.

  • CapEx Budgeting

    CapEx Budgeting

    Track new and existing assets, choose from various depreciation methods and more with our free CapEx Budgeting Template.

  • Income Statement

    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.

  • Balance Sheet

    Balance Sheet

    View all your reported actuals and plan in one place. And adjust the scenario selection for each corresponding month to measure performance against plan.

  • Executive Dashboard

    Executive Dashboard

    View all of your Financial, Operational, People and Customer KPIs in one Excel template.

  • Marketing Campaign Report

    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

    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

    Marketing Pipeline

    Track pipeline creation, closed won and lost ARR, win rate, year over year variance and more.

  • Simple Marketing Budget

    Simple Marketing Budget

    Track current and projected spend for your departments and ad platforms so you can plan with confidence.

  • Workforce Planning

    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

    SaaS Revenue Planning Dashboard

    Track key metrics such as ARR, expansion, churn, renewal, new deals and more.

  • Revenue Planning and Projections

    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

    Employee Growth Kit

    Use this kit to plan an execute a successful plan that show employee growth impact on Revenue

  • Executive Board Report

    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

    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

    Sales Forecasting and Planning

    Plan revenue with projected cost and projected sales using drivers that originate from prior year’s values.

  • Inventory Forecasting

    Inventory Forecasting

    Use this Inventory Forecast Template to budget and plan for projected inventory to better meet supply and demand.

  • Resource Allocation Planning Dashboard

    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

    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

    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

    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

    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

    HR Executive Dashboard

    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.

Microsoft Template Kits

Curated Microsoft kits to help your team plan, execute and forecast. Access free trials to Microsoft 365, Power BI and more.

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