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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.

  • Commission Tracking

    Track payouts for all your reps, view your quota attainment dashboard and more—all within Excel.

  • 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.

  • Executive Board Report

    Use this kit to prepare, manage and deploy your next executive board report with cross functional team input

  • 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.

  • 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.

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