Template library
22 templates in this category.
Business Planning & Strategy5 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
Business Planning & Strategy5 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
Business Planning & StrategyAnimated 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
Business Planning & StrategyBond 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
Business Planning & StrategyBond 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
Business Planning & StrategyBreak 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
Business Planning & StrategyBusiness 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
Business Planning & StrategyBuyout Stock Exchange Analysis
Model the financial impact of acquisitions involving stock exchanges and takeover scenarios.
- Stock exchange effect analysis
- Acquiring vs target company comparison
- Takeover scenario modeling
Business Planning & StrategyCapital Budgeting Investment Analysis
Evaluate investment projects by calculating net cash flows, NPV, and IRR across multi-year scenarios.
- Multi-year net cash flow calculation (10-year projection)
- NPV and IRR computation for investment comparison
- Old vs. new asset impact analysis
Business Planning & StrategyCapital Structure & WACC Analysis
Analyze optimal capital structure and calculate weighted average cost of capital under different debt scenarios.
- Multi-scenario capital structure analysis
- WACC calculation engine
- Market value debt ratio tracking
Business Planning & StrategyCFO Dashboard Template
Executive financial overview template tracking revenue, expenses, assets, liabilities, and key metrics with weekly and annual comparisons.
- Dynamic weekly and annual reporting views
- Automated net profit and operating income calculations
- EBITDA tracking capability
Business Planning & StrategyCFROI Holt Valuation Model
Calculate cash flow return on investment and enterprise valuation using the Holt CFROI framework with discount rate analysis.
- Multi-period cash flow projections with discount rate application
- Gross CFROI and investment return calculations
- Cost of capital and project lifecycle configuration
Business Planning & StrategyDiscounted Cash Flow Valuation
Calculate company valuation using DCF methodology with customizable inputs and professional formatting.
- Pre-built DCF calculation model
- Customizable input section with blue-coded assumptions
- Date-stamped valuation snapshot
Business Planning & StrategyFinance Mergers & Acquisitions Timeline Planner Template
Track and manage merger and acquisition milestones, timelines, and company details with visual progress tracking and strategic planning documentation.
- Timeline milestone tracking
- Company details documentation
- Progress tracking charts
Business Planning & StrategyFinancial Projection Model with DCF Valuation
Project future cash flows and value your firm using discounted cash flow analysis and WACC methodology.
- Multi-year financial projection inputs
- Automated free cash flow statement generation (indirect method)
- DCF valuation calculation with WACC
Business Planning & StrategyIT Financial Net Present Value (NPV) & Internal Rate of Return (IRR) Template
A financial analysis template for calculating NPV and IRR metrics to evaluate IT investment projects and capital budgeting decisions.
- NPV calculation formulas
- IRR computation
- Cash flow tracking (estimated vs. actual)
Business Planning & StrategyOperations Business Impact Analysis Template
Comprehensive template for assessing and documenting the impact of business function disruptions, recovery objectives, and mitigation strategies.
- Multiple interconnected worksheets for comprehensive analysis
- Company information tracking and contact details
- Critical business functions documentation with recovery metrics
Business Planning & StrategyPwC Financial Model Template
Multi-sheet financial model with assumptions, detail projections, and reconciliation checks for corporate planning.
- Separate assumptions sheet for input parameters
- Automated reconciliation checks (Sources & Uses, Receipts & Disbursements, Balance Sheet)
- Detail calculations sheet with formula references to assumptions
Business Planning & StrategyReal Estate Closing Costs Breakdown Template
Comprehensive dashboard for tracking and analyzing real estate closing costs across multiple properties with detailed cost breakdowns by category.
- Multi-property cost tracking
- Automated calculations and summaries
- Dashboard visualization with charts
Business Planning & StrategyWACC Calculator with Comparable Companies Analysis
Calculate weighted average cost of capital using comparable company benchmarking data
- Input cells for company and comparable firm data
- Automatic averaging of comparable company metrics
- WACC component calculations
Business Planning & StrategyWACC Calculator with Comparable Companies Analysis
Calculate weighted average cost of capital using comparable company benchmarking and financial inputs.
- Comparable company data input fields
- Automatic WACC calculation
- Average metrics across peer companies
Business Planning & StrategyWhat If Analysis Template
Model financial scenarios and compare outcomes with dynamic inputs and ratio analysis.
- Dynamic input section for key business variables
- Automated balance sheet and cash flow calculations
- Financial ratio analysis (liquidity, leverage, efficiency)