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Explore Our Templates

View all of our free marketing and financial Excel templates for FP&A and beyond. New templates are added every month.

  • 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.

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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