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.

Get the template
05 Financial KPIs Dashboard (compressed)

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.

Get the template
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.

Get the template
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.

Get the template
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.

Get the template
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.

Get the template
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.

Get the template
Cash Flow

Statement of Cash Flows

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

Get the template
Capital Expenses

CapEx Planning

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

Get the template
Rolling 12-Month Forecast

Rolling 12-Month Forecast

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

Get the template