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Finance
templates

Track forecasts, budgets and operating numbers in one place. Start with a working version and change the fields, rules, language and look around your business.

Finance · Dashboard

Budget vs actual

A practical monthly budget dashboard with variance explanations and clear ownership

Budget vs actual

Dashboard

Live template

$1.24m

Actual spend

-3.8%

Vs budget

6

Items to review

Performance trend

This year

Finance · Finance tool

Cash-flow forecast

Model cash movements, scenarios and shortfalls without rebuilding a spreadsheet each week

Cash-flow forecast

Finance tool

Live template

Your inputs

Revenue

250,000

Costs

84,000

Period

This quarter

Indicative result

$278k

Update an assumption and see the result instantly