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Streamlined Financial Performance Analysis

Leverage actual data from source systems for planning purposes to help build off movement schedules for a better understanding of trends, identify areas for improvement and efficient management of strategies.

Increase Agility in Decision-Making

Plan your NIM at the product level, including adjustments to baseline rates and FTP for strategic but agile decision making.

Start Planning in Minutes

No need to set up complicated Excel formulas or spend hours optimizing the design of your workbook. This Net Interest Margin Planning Template is formatted (but still customizable) and ready to use.

Frequently Asked Questions

A. Yes. This Net Interest Margin Planning Template is totally free and yours to keep forever.
A. Use this template to plan and better manage your interest-earning assets at the product level using actual data and take into account adjustments outlined to baseline rates and FTP.
A. Since the Template was specifically designed for Excel, we don’t recommend that you open the Template in Google Sheets. The formulas and formatting may not work in Google Sheets.
A. Nope. All you need is Microsoft Excel.
A. We’re happy you asked. Vena is the only Native Excel Complete Planning platform. Over 1,200 organizations of all sizes power their Plan To Grow™ with Vena.

Download Your Free Template

Download your free Excel template and start getting more time back in your day so you can focus on planning for tomorrow.

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