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

Paste Special

This template demonstrates various Paste Special options in Excel, enabling efficient copying and pasting of data with specific..

Retained Earnings

This template tracks the cumulative profits retained by a company after distributing dividends, reflecting its overall fina...

Forecasting Revenue with Digital Marketing

This template offers comprehensive forecasting tools leveraging digital marketing data, streamlining revenue projections with insightful analytics and customizable metrics.

Revenue - Summary

This template provides a concise overview of income streams, aggregating data to depict total earnings and highlighting key financial metrics for analysis and decision-making.

20 Excel Tips

Use this file as your guide to 20 excel tips and tricks, it has instructions and problems to solve for practice.

Custom Formatting

This template is a guide to some fancy custom formats that makes your dashboards and templates even easier...

Break Even Point

This template calculates the point at which revenue equals total costs, helping businesses determine the level of sales nee...

Forecast Instructions

This template provides instructions for the "Startup Financial Model" template

KPI Dashboard v3

This template visually represents key performance indicators (KPIs) through graphs. It provides a dynamic overview of essential metrics for informed decision-making.

Every Excel Chart

This template is a comprehensive showcase of all chart types, designed for education and reference. Each chart is paired with example data...

CFO Report

This template outlines key financial metrics, including revenue, expenses, profitability, and cash flow. It includes sections for financial performance analysis...

Accrued Expenses

This worksheet tracks accrued expenses which are bills a company has but hasn't paid yet, like wages or rent.

Error Check

This template consolidates all the errors gathered from different tabs in a financial model, when there are no errors, it gives you the message "Model Functioning Properly"

INDEX MATCH

This template teaches you about the Match function, and the Index function, and how to combine the two in Excel.

Revenue Sources Framework

Column and Bar Charts Worksheet V2

This template provides pre-designed sheets for creating and visualizing data using column and bar chart formats, enhancing..