TEMPLATES

Reporting

Reporting

Stop spending hours designing and formatting your Excel templates. Download our ready-to-use reporting templates for Excel today.

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

    Budget vs Actual Report

    Use this Budget vs. Actual Template to calculate and visualize variance across different timeframes and accounts.

  • Commission Tracking

    Commission Tracking

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

  • Income Statement

    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

    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

    Executive Dashboard

    View all of your Financial, Operational, People and Customer KPIs in one Excel template.

  • Marketing Campaign Report

    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

    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

    Marketing Pipeline

    Track pipeline creation, closed won and lost ARR, win rate, year over year variance and more.

  • Simple Marketing Budget

    Simple Marketing Budget

    Track current and projected spend for your departments and ad platforms so you can plan with confidence.

  • Executive Board Report

    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

    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

    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

    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

    ESG Reporting Template

    Measure your company’s environmental, social and governance performance using organization-specific input drivers with this carbon footprint management template.

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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