top of page

Templates

The templates are designed with pre-formatted data fields and automated calculations for easy setup, offering a visually appealing and efficient way to manage finances

Financial Health Dashboard
Financial Health Dashboard

This dashboard showcases your financial and cash metrics, indicating how good your business is doing

Sales Dashboard
Sales Dashboard

This dashboard shows you total sales compared to last year, average monthly sales to set realistic targets, quarterly breakdowns to reveal seasonal patterns...

Cash Flows Dashboard
Cash Flows Dashboard

The Cash Flows Dashboard tracks your company’s cash inflows and outflows, offering insights into liquidity and cash management...

KPI Dashboard
KPI Dashboard

This template presents a way to show some important financial metrics to have a quick look into how well your business is doing

Summarized P&L
Summarized P&L

This template presents a condensed profit and loss summary. It offers a succinct snapshot of financial performance.

Hiring Dashboard
Hiring Dashboard

This template is a comprehensive tool for managing hiring processes efficiently.

SaaS Metrics
SaaS Metrics

Excel Proposal
Excel Proposal

This template is a structured spreadsheet designed to outline project details, objectives, timelines, costs, and deliverables...

Budget vs Actuals_Landscape
Budget vs Actuals_Landscape

This template compares planned budget figures with actual performance data in a horizontal layout, facilitating easy analys...

Revenue Waterfall
Revenue Waterfall

This template visually depicts revenue streams with a waterfall chart, allowing for clear analysis of financial fluctuations.

Startup Financial Model
Startup Financial Model

This template is a structured spreadsheet tool designed to forecast and analyze the financial performance of a new business...

SUM worksheet
SUM worksheet

This template facilitates summing data across worksheets or ranges in Excel, simplifying calculations and data aggregation...

Capital Raising
Capital Raising

This template streamlines the process of organizing and tracking capital-raising and line of credits activities, including investor contacts, funding rounds, and financial projections.

Management Report - Portrait
Management Report - Portrait

This template serves to compile comprehensive management reports, consolidating key metrics and insights for strategic decision-ma..

7 Chart Templates
7 Chart Templates

This template provides pre-designed 7 financial planning and analysis charts, offering visual representations of key performance ind..

Cover Dashboard
Cover Dashboard

This is a Dashboard that can be used as a cover for your financial model.

bottom of page