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

Controller Checklist

Cash Flows Template

This is a tool for tracking the movement of money into and out of a business over a specific period, typically organized by...

Pivottable P&L

This template organizes profit and loss data using PivotTables, facilitating dynamic analysis and visualization for financial perf..

Forecast Revenue

This template consolidates and presents an overview of various income sources, whether it's New, Pipeline, or Existing revenue

Accounts Receivable Dashboard

This dashboard presents real-time data on outstanding invoices, payment trends, and customer balances, facilitating quick insights

Forecast SaaS MRR and ARR

This template provides a structured approach to forecasting monthly recurring revenue (MRR) and annual recurring revenue (ARR) for SaaS businesses.

Startup Profit and Loss

This template outlines projected revenue and expenses for a startup venture, aiding in financial planning and forecasting to asse..

5 Common Excel Functions

This template demonstrates fundamental formulas for basic calculations, simplifying data processing tasks and enhancing spreadsh...

PivotTables Worksheet Solutions

This template offers the pivot tables that were instructed for in the "Pivottables Worksheet".

Profit and Loss Forecast

This template simplifies the creation and analysis of your company's income statement. It guides users through a systematic process of inputting financial data and...

The Ultimate Business Dashboard

This template is a comprehensive tool that consolidates key performance indicators (KPIs), metrics, and data visualizations.

8 Popular Accounting Tasks You can do in Excel

This template showcases 8 data transformation and manipulation tasks achievable using Power Query, enhancing data...

Portrait KPI Dashboard

This template presents key performance indicators (KPIs) in a portrait orientation, providing a visually appealing dashboard..

Forecast Inventory

Forecast your inventory balance. Enter in your projected Cost of Goods Sold, and control when the cash...

Summarized Cash Flows

This template efficiently consolidates cash flow information. It offers a concise overview of financial inflows and outflows.

Balance Sheet workpapers

This template is a detailed tool for preparing and reconciling balance sheet accounts. It includes structured schedules, formulas...