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.

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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