Designed to support medium-term investors who hold onto positions for days, weeks, or even months. Not intended for day traders…

This is a bundle of all the most useful and efficient google sheet templates I have built over the years.…

Model for in depth understanding of high level P&L and Revenue Analysis. Big-4 like book of due diligence analyses.

This is a tool designed to help car salespeople. The template helps keep track of leads within the sales pipeline…

The purpose of the business review is to monitor business performance, create solutions to make more money, and provide guidance…

The template shows is a modern concept in the field of control and risks

Creating professionally designed magazine-quality charts in Excel.

This publication contains a set of very practical tools to describe, analyze, and forecast a company’s sales, profitability and portfolio…

CALCULATE NET TOTAL RETURN ON BOND INVESTMENT DENOMINATED IN ANY CURRENCY, broken-down by: Capital Gain/Loss (Realized & Unrealized), Foreign Exchange…

CALCULATE RETURN ON INVESTMENTS DENOMINATED IN FOREIGN CURRENCY, SPLIT BETWEEN REALISED AND UNREALISED, SHOWING IMPACT OF EXCHANGE RATE DIFFERENCES.

A manufacturing account is prepared in addition to the trading and profit and loss account. It is produced for internal…

A useful tool to help you take control of your finances by organizing and aggregating all relevant information in one…

This financial report explained the trend in quantity sold, sales per day, number of pax, average spending per person, and…

FULLY FLEDGED FINANCIAL MANAGEMENT AND ACCOUNTING SYSTEM, DEVELOPED ENTIRELY IN EXCEL. ONE-OF-THE KIND. Technical assistance available. A comprehensive tool to…

A straight forward dashboard tool that helps any organization track hours / billings across multiple crews / crew members.

If you are a small business and currently track your sales by pen and paper, this is the model for…

Buy Urgent Care Center Pro Forma Projection. Sources & Uses, Profit & Loss, Cash Flow statements, KPIs and 30+ graphs…

Best practice model for a complete Price Volume Mix (PVM) analysis on revenue and on gross profit by product.

Check Our Bike Shop Financial Plan. Includes inputs, outputs and charts to present it in an investor-friendly, deal-proven way. Five-year…

Order Your Appliance Store Budget Template. Simple-to-use yet very sophisticated planning tool. Get reliable results with minimal experience. The appliance…

Try Bar Financial Plan. Requesting a loan without a financial model for paying it back is a common way to…

Set your KPI objectives and your month to month financial results and Financial Dashboard Excel Template will take care of…

This template is a ready-to-use KPI tracker that displays performance over a 12-month period. Grades on a scale of 1…

Find out what kind of on-going ROI (return on investment) you are getting on your sales and marketing spend.

This is a combined collection of Excel and Google Sheets financial model templates for Accounting and related uses, such as:…

This is a Google Sheets version of the financial model template for tracking accounts payable and accounts receivable

This is a financial model template for SaaS business models that help to calculate the key metrics of relevance to…

A collection of financial model templates in a bundle for the Sales Pipeline. Included in the bundle are the following…

This is a financial model template of Budget vs. Actual for 1 year. The spreadsheet is made in Google Sheets…

Track the annual value of your contracts based on YTD billings and current year remaining billings.