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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

Spill Arrays
Spill Arrays

This template demonstrates the use of spill arrays, a feature in Excel that automatically populates adjacent cells with results from...

21 Excel Tips
21 Excel Tips

10 KPIs Dashboard
10 KPIs Dashboard

This is a dashboard of 10 important metrics that you can judge your business based on.

Balance Sheet Projections
Balance Sheet Projections

This template forecasts future financial positions by projecting assets, liabilities, and equity, aiding in financial planning, analysis...

Forecast Accounts Payable
Forecast Accounts Payable

Revenue - Pipeline
Revenue - Pipeline

This template tracks and forecasts sales revenue by visualizing the progression of potential deals from initial contact to closure, offering insights into future income streams.

Board Reporting One Pager
Board Reporting One Pager

This template succinctly presents essential business metrics and performance indicators on a single page, facilitating conc...

The IF Function
The IF Function

This template demonstrates the versatile use of the Conditional functions in Excel, allowing users to create conditional logic statements.

Accounting 101
Accounting 101

This is a structured document providing basic guidelines and formats for introductory accounting, information, rep...

Board Reporting
Board Reporting

This template consolidates key performance metrics and financial data into a comprehensive report for presentation to...

Power Query Sheet
Power Query Sheet

This worksheet helps you see the before and after that take place when data is transformed with...

8 things you can do in power query
8 things you can do in power query

This template showcases 8 data transformation and manipulation tasks achievable using Power Query, enhan...

4 Ways to Summarize a P&L
4 Ways to Summarize a P&L

This workbook showcases 4 ways in which a Profit & Loss can be presented on a summarized basis.

Spotlight
Spotlight

This template highlights critical data points with clarity. It offers a focused snapshot for immediate insights.

Cash Out
Cash Out

This template tracks and manages cash expenditures efficiently. It offers a comprehensive overview of outgoing financial transactions.

Column and Bar Charts Worksheet
Column and Bar Charts Worksheet

This template provides pre-designed sheets for creating and visualizing data using column and bar chart formats, enhancing...

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