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Templates for FP&A teams
Work faster with ready-made templates for Excel & Google Sheets.
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Featured template
Headcount Planning
Connect HR, finance, and operations data to plan for your workforce needs in order to meet business goals.
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Simple ARR Forecast
Compare revenue and churn or forecast ARR (annual recurring revenue) with this downloadable Excel and Sheets template.
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Financial KPIs Dashboard
This sample KPI dashboard will help you view (and compare) all your KPIs in one easy location. Download and customize the Excel template to get started.
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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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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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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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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
Plan more efficiently and accurately by creating quota plans based on your reps, quotas, average deal size and attrition.
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Statement of Cash Flows
Establish cash flow reporting and forecasting best practices with this simple statement of cash flow template.
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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
Organize your rolling 12-month forecast for your OpEx spending.
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