Template library

12-Month Business Performance Tracker

Track and visualize monthly performance metrics across a full year with built-in charts.

12-month column structure (Mês 1-12)
Pre-built sample data for immediate visualization
Integrated charts for trend analysis

beginner.xlsx

3-Year Profit and Loss Projection

Project revenue, expenses, and net profit across three years for services or goods businesses.

Separate projections for service and product-based revenue models
Annual profit margin analysis as percentage of operating income or sales
Automatic calculations for total expenses and net profit

5 Year Financial Plan

Project revenue, expenses, and cash flow across 5 years with P&L, balance sheet, and loan amortization.

5-year revenue and expense forecasting
Profit and loss projection with assumptions
Balance sheet projection with asset tracking

5 Year Projected Financial Statements

Complete financial projections with P&L, balance sheet, cash flow, and loan amortization for 5-year business planning.

5-year sales and revenue forecasting
Automated P&L projection calculations
Balance sheet projections with asset tracking

Administration Compliance Gap Analysis Tool Template

A comprehensive template for tracking and analyzing compliance gaps across administrative functions, employee details, and organizational compliance status.

Company information repository
Employee directory with contact details
Compliance status categorization

Administration Meeting ROI Calculator Template

Calculate return on investment for company meetings and training sessions with automatic ROI calculations.

Automatic ROI percentage calculation
Auto-incrementing meeting code generation
Cost and benefit tracking by meeting

Advertising Profit Margin Calculator for Campaigns Template

Calculate profit margins across multiple advertising campaigns by tracking spend, revenue, and overall profitability metrics.

Automatic campaign counting
Total spend aggregation
Total revenue calculation

Advertising Yearly Financial Summary Template

Track advertising revenue and expenses across 12 months with yearly financial summaries and visual charts.

Monthly revenue tracking
Year-over-year comparison (2024 vs 2025)
Automatic total calculations with SUM formulas

Animated Key Data Dashboard Template

A dynamic dashboard template that visualizes and summarizes business income and expenses with animated charts and real-time data aggregation.

Animated dashboard display
Total income and expense calculations
Category-based income tracking

Animated Key Data Dashboard Template (for QC)

A quality control dashboard template that animates and visualizes key business metrics including ROI, starting budget, and sales projections with dynamic charts.

Animated key data visualization
Multi-sheet interconnected data
Dynamic chart support

Bond Refunding Analysis

Evaluate bond refunding opportunities by comparing original issue terms with refunding scenarios.

Original issue size and terms tracking
Present value calculations for refunding scenarios
Automatic NPV comparison between alternatives

Bond Refunding Analysis

Calculate refunding scenarios for municipal or corporate bonds to determine savings and optimal timing.

Original bond issue parameters tracking
Net present value calculation using PV function
Savings analysis and comparison

Break Even Analysis

A comprehensive break-even analysis tool that calculates and visualizes the point where revenue equals total costs for Morning in the City Company.

Dashboard with key metrics
Financial statements tracking
Variable and fixed cost analysis

Break Even Analysis

Calculate your break-even point and understand when your business becomes profitable.

Automatic break-even point calculation in units and revenue
Fixed vs. variable cost separation and tracking
Contribution margin and margin of safety metrics

Break Even Analysis Template

Calculate your break-even point by analyzing fixed costs, variable costs, and pricing to determine profitability.

Automatic break-even calculation in units and revenue
Fixed and variable cost analysis
Profit margin visualization

beginner.xlsx

Break Even Analysis V1.3

Calculate minimum production and sales needed to cover all business costs and start profiting.

Monthly production capacity calculator
Per-unit and per-month cost breakdown
Break-even point identification

Breakeven Analysis

Calculate your breakeven point by analyzing fixed and variable costs to determine the sales volume needed for profitability.

Separate fixed costs and variable costs calculation
Cost percentage analysis
Automatic subtotals and summation

Breakeven Analysis

Calculate your breakeven point and understand when your business becomes profitable.

Automated breakeven point calculation
Visual charts showing cost and revenue relationships
Variable cost and fixed cost inputs

Breakeven Analysis

Calculate the sales volume needed to cover all costs and start generating profit.

Fixed cost entry
Variable expense percentage tracking
Automatic breakeven calculation

Breakeven Analysis Template

Calculate the sales volume needed to cover all costs and start generating profit.

Fixed costs input section
Variable expense percentage calculation
Automatic breakeven point calculation

Breakeven Analysis Template

Calculate your breakeven point and visualize when your business becomes profitable.

Automatic breakeven point calculation
Cost and revenue visualization chart
Fixed and variable cost inputs

Breakeven Cost Analysis Template

A comprehensive cost analysis tool that calculates break-even points by tracking fixed and variable costs across different periods.

Summary dashboard with key metrics
Fixed cost tracking and management
Variable cost tracking and management

Business Financial Plan Starter

Create a comprehensive business startup financial plan with cost estimation and profit/loss projections.

Start-up costs calculator with one-time and recurring items
Profit & Loss template with monthly revenue tracking
Pre-built formulas using SUM, SUBTOTAL, and IF functions

Business Financial Projection Template

A comprehensive financial projection template with income statement, balance sheet, and cash flow forecasts for business planning.

Multiple projection sheets (Income Statement, Balance Sheet, Cash Flow)
SUM formulas for automated calculations
Business location information fields