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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

Revenue - New
Revenue - New

This template provides a structured format for tracking and analyzing new sources of income, offering a systematic approach to monitor revenue growth and identify emerging business opportunities.

Month Over Month Dashboard
Month Over Month Dashboard

This Dashboard shows you how the most important metrics of your business are doing on...

PivotTables Worksheet
PivotTables Worksheet

This template has a data set that could be presented via a pivot table in different ways. You get a set of instructions to cre...

T Accounts
T Accounts

This template organizes financial transactions into T-Account format, aiding in visualizing and analyzing double-entry accounting...

PivotTable P&L - 2
PivotTable P&L - 2

This template utilizes PivotTables to organize profit and loss data, accompanied by graphical representations for enhanced visualization.

Conditional Formatting
Conditional Formatting

This template applies formatting rules based on specified conditions, visually highlighting or emphasizing data...

Headcount Dashboard
Headcount Dashboard

This Dashboard presents the number of hires for each department a company has and their total cost.

Deferred Revenue - Daily
Deferred Revenue - Daily

This worksheet tracks revenue recognition for services or products received in advance. It records daily revenue earned...

Calculate Depreciation
Calculate Depreciation

Use this template to track how your assets lose value over time, which helps with financial reporting a...

6 Excel Functions for Accountants
6 Excel Functions for Accountants

This workbook teaches you 6 of the most useful Excel functions

Scenario Planning and Analysis
Scenario Planning and Analysis

This template enables comprehensive scenario analysis, offering insights into various potential outcomes and their impacts.

Excel Errors
Excel Errors

This template provides guidance and solutions for common spreadsheet errors, helping users troubleshoot and correct mistakes to ensure..

Period ▲ Financials
Period ▲ Financials

This template facilitates comparison between financial data from different periods. It enables analysis of changes and trends over time.

Revenue - Existing
Revenue - Existing

This template likely tracks and analyzes income generated from already established sources or clients, providing insights into ongoing revenue streams and performance trends.

Tables Worksheet
Tables Worksheet

This template structures data into organized tables, facilitating efficient data management, analysis, and visualization with built-in...

VLOOKUP vs HLOOKUP vs XLOOKUP
VLOOKUP vs HLOOKUP vs XLOOKUP

This template compares the functionality and usage of VLOOKUP, HLOOKUP, and XLOOKUP functions in Excel, aiding users..

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