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

    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.

  • 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

    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.

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