TEMPLATES

Plan, Budget, Forecast

Plan, Budget, Forecast

Budget better and forecast further with financial planning templates for Excel. Get started with forecasting templates, corporate budgeting templates and more.

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

    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

    Try our Financial Modeling Template to model different 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.

  • CapEx Budgeting

    CapEx Budgeting

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

  • 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.

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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