Get my free Finance Template Pack to take control of your finances.
As a finance professional, I know how important it is to stay on top of business finances.
But managing money can be challenging and time-consuming without the right tools and resources — not to mention how easy it is to mess up spreadsheet formulas.
That’s why I’ve created these financial templates. They’re designed to help you quickly get your numbers in order.
What’s included?
Operating Budget Template
Use this template to plan your expected revenue and expenses and prepare the annual budget.
Profit Margin Template
The template demonstrates how to calculate profit margin ratios. Use it to analyse financial performance, track profitability, and optimise costs.
Project Appraisal Template
Assess the viability of a capital investment project using two valuation methods: Net Present Value (NPV) and Internal Rate of Return (IRR).
Cohort Analysis Template
Easily track how long customers stay and how much they spend. Group customers into cohorts to analyse customer retention and Customer Lifetime Value (LTV).
Loan Amortisation Template
Understand your loan before committing. Use this calculator for annuity loans to estimate the monthly payment and interest cost and view the repayment schedule.