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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

    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

    Try our Financial Modeling Template to model different 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.

  • CapEx Budgeting

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

  • 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.

  • Employee Growth Kit

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

  • 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

  • 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.

  • Incentive Compensation Management Dashboard

    Automate calculations and help your sales team track payouts and quotas so you can improve transparency across your organization.

  • 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

    Analyze, track and optimize your timekeeper billable metrics, revenue and costs and profitability.

  • Net Interest Margin Planning

    Forecast and manage your net interest margin for profitability and efficiency in managing interest-bearing activities.

  • Sales Projection

    Forecast the potential revenue associated with a project by customer division.

  • Top-Down Budgeting

    Help your team effectively plan expenses and allocate resources at a high-level.

  • Product Sales Forecasting

    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

    Keep your organization aligned to set department-level financial objectives.

  • Product Dashboard

    Better manage and visualize financial information related to your products.

  • SaaS Driver-Based Planning

    Easily create detailed financial plans based on specific drivers.

  • Modern Intelligent Forecasting

    Enhance your financial and sales forecasting models by accounting for seasonal variations and trends.

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