Template library
3,445 templates.
Accounting & BookkeepingFinancial Dashboard Template
Track income and expenses with automated summaries and visual charts for complete financial oversight.
- Automated income/expense summaries by SUMIF
- Real-time dashboard charts
- Category-based transaction grouping
Data Analysis & VisualizationFinancial Dashboard Template
Track financial performance with product statistics and visual charts for better decision-making.
- Product statistics tracking
- Automatic SUM calculations
- Visual chart representations
Accounting & BookkeepingFinancial Data Consolidation Template
Consolidate financial data from multiple sources into a unified summary with monthly income tracking and visual charts.
- Monthly breakdown columns
- SUM formulas for automatic calculations
- Total income calculation
Accounting & BookkeepingFinancial Data Consolidation Template
A spreadsheet template for consolidating financial data across multiple months with automatic income calculations and filtering capabilities.
- Monthly data organization (January, February, etc.)
- Automatic total income calculations using formulas
- Error handling with IFERROR function
Accounting & BookkeepingFinancial Data Entry & Analysis Template
Track and visualize financial data with built-in charts for quick performance insights.
- Organized data entry sheet for financial figures
- Automatic chart generation from input data
- Comparative analysis layout for actual vs. planned values
Inventory & OperationsFinancial Director Mechanical Processes
Track and manage mechanical processes and loose/bound insert inventory for paper products operations.
- Production process categorization (loose vs. bound inserts)
- Inventory tracking for paper products
- Financial data organization for manufacturing operations
Budgeting & Expense ManagementFinancial Expense Forecasting Template
Project and manage business expenses by category with automated forecasting and client tracking.
- Automated expense log with date and category tracking
- Client information integration via VLOOKUP
- Monthly expense calculations and summaries
Budgeting & Expense ManagementFinancial Expense Tracking Template
Track planned vs actual expenses by category with variance analysis and visual dashboards.
- Planned vs actual cost comparison
- Automatic variance calculations
- Expense category setup
Personal Finance & LoansFinancial Goals Worksheet Template
Set clear, measurable financial goals and identify roadblocks to achieving them.
- Goal definition section with clarity and measurability focus
- Roadblocks and obstacles tracking
- Simple worksheet layout for personal or family planning
Accounting & BookkeepingFinancial History & Ratios
Track multi-year financial metrics and calculate key performance ratios to monitor business health.
- Automated ratio calculations (profitability, liquidity, efficiency)
- Multi-year financial data tracking
- Company name customization
Accounting & BookkeepingFinancial History & Ratios
Track company financial performance over time with calculated ratios and year-over-year analysis.
- Automatic ratio calculations using formulas
- Multi-year financial data comparison
- Year-based filtering and sorting
Business Planning & StrategyFinancial History & Ratios
Track company financial ratios and historical performance across years for trend analysis and reporting.
- Multi-year financial data entry in thousands
- Automatic ratio calculations using formulas
- Year extraction for date-based organization
Business Planning & StrategyFinancial History & Ratios
Track company financials over time and calculate key ratios to monitor business performance and health.
- Multi-year financial data tracking
- Automatic financial ratio calculations
- Year-over-year comparison view
Accounting & BookkeepingFinancial History and Ratios
Track company financial performance with historical data and key ratio analysis.
- Multi-year financial history tracking
- Automated financial ratio calculations
- Company name customization
Accounting & BookkeepingFinancial History and Ratios
Track company financial performance over time with automated ratio calculations and year-over-year analysis.
- Multi-year financial data entry
- Automated ratio calculations (profitability, liquidity, efficiency)
- Year-over-year comparison views
Business Planning & StrategyFinancial Leverage Analysis Calculator
Model how debt levels impact returns and financial risk across different capital structures.
- Multiple debt percentage scenarios
- Automatic impact calculations using IF and SUM functions
- Capital structure comparison tool
Business Planning & StrategyFinancial Planning Data Tracker
Input financial data and visualize trends with automatic charts for planning and analysis.
- Automatic chart generation from input data
- Pre-formatted data entry rows
- Visual trend analysis
Accounting & BookkeepingFinancial Profit and Loss Template
Quarterly profit and loss statement tracking revenue, expenses, and net income by month across all four quarters.
- Quarterly breakdown (Q1-Q4)
- Monthly columns for detailed tracking
- Revenue section with gross sales
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
Accounting & BookkeepingFinancial Report Template
Track revenue, operating profit, net profit, and after-tax earnings with automated calculations and visual charts.
- Automated profit calculations with formulas
- Revenue, operating profit, net profit, and after-tax profit tracking
- Built-in error handling with IFERROR
Project ManagementFinancial Reporting Gantt Chart
Track financial reporting milestones and deadlines with visual timeline and progress monitoring.
- Visual timeline with start and end dates
- Progress percentage tracking per task
- Supervisor assignment and accountability
Project ManagementFinancial Reporting Gantt Chart
Track financial reporting tasks and deadlines with supervisor assignments and progress monitoring.
- Task list with supervisor assignments
- Start and end date tracking
- Visual progress bars
Business Planning & StrategyFinancial Risk Analysis Template
Assess and track financial risks with scoring, likelihood ratings, and status monitoring across time periods.
- Risk scoring system (1-80 scale)
- Likelihood and status classifications
- Automated risk categorization with IF/COUNTIF formulas
Accounting & BookkeepingFinancial Statement Analysis
Analyze multi-year financial statements with automated Balance Sheet calculations and trend analysis.
- Customizable start year
- Automated Balance Sheet calculations
- Year-over-year comparison structure