Resources

Templates for FP&A teams

Work faster with ready-made templates for Excel & Google Sheets.

02 Simple ARR Forecast (compressed)

Simple ARR Forecast

Compare revenue and churn or forecast ARR (annual recurring revenue) with this downloadable Excel and Sheets template.

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07 Basic 3-Statement Model (compressed)

Basic 3-Statement Model

The 3-statement model combines 3 key reports into one forecast. This is a free, downloadable Excel template you can use for your own financial models.

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Financial KPIs Dashboard

Financial KPIs Dashboard

Financial and operational KPIs can help companies measure their performance and improve their numbers.

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08 SaaS Revenue Model (compressed)

SaaS Revenue Model

Download our Excel template to make SaaS revenue models to make informed decisions on fundraising, scenario planning, and other endeavors.

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01 P&L Budget vs. Actuals (compressed)

P&L Budget vs. Actuals

This downloadable P&L budget vs. actual Excel template compares your actual income and expenses to what you'd predicted when you made your budget.

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03 Department BUdget OpEx Collection File (Sample) (compressed)

OpEx Planning

Quickly and easily collect operating expenses from department leaders with this sample department budget opex collection file.

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Sales Quota Capacity

Sales Quota Capacity

Plan more efficiently and accurately by creating quota plans based on your reps, quotas, average deal size and attrition.

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Cash Flow

Statement of Cash Flows

Establish cash flow reporting and forecasting best practices with this simple statement of cash flow template.

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Capital Expenses

CapEx Planning

Calculate the associated spend and depreciation for a capital budget or forecast with this free template.

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Rolling 12-Month Forecast

Rolling 12-Month Forecast

Organize your rolling 12-month forecast for your OpEx spending.

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