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

KPI Dashboard v2

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

Budget vs Actuals Portrait

This workbook has a dashboard that helps you look at your profit and loss in terms of projected financial targ...

Cohort Retention Table

This template organizes cohort-based retention data, facilitating analysis of customer retention over time.

Prepaid Expenses

Prepaid expenses are balances for amounts paid in advance but not yet consumed under accrual...

Summarized Balance Sheet

This template provides a concise overview of assets, liabilities, and equity. It offers a simplified snapshot of financial health.