How to clearly show the performance of your organization with numbers? The three financial statements model – which includes the balance sheet, the income statement, and the cash flow statement – remains the tried-and-true representation of financial data across all industries. This collection of financial statements not only allows executive leaders and shareholders to peer into a company’s performance, but also uncovers the story and reasons behind those numbers.
Download template
Supervise financial transactions, adhere to predetermined budgets, and forecast upcoming expenses to prevent the common pitfall of exceeding economic boundaries. Our Business Budget Planner, available in both Microsoft Excel and Google Sheets, aids managers in making strategic decisions that aim to safeguard the company's financial future.
Download model
Use ten dynamic and customizable charts. They are grouped into four main categories: Progress, Timeline, Distribution, and Statistical charts. Each one has a specific role, be it in tracking trends, outliers, or analyzing complex data distributions. Download the Ultimate Charts (Part 5) in Microsoft Excel or Google Sheets to use these tools.
Download model
Overwhelmed by accumulated debts? Use our Debt Tracker to select and manage the best repayment strategy among three different payment methods: Snowball, Avalanche, and a customizable one to accelerate your journey to a debt-free life, available in Microsoft Excel and Google Sheets
Download model
Need to showcase the year's achievements? Our Annual Report collection provides customizable slides that can be used for any business need. It includes slides for growth and market share, product portfolio, revenue breakdown, sales summary, income versus expenses, sustainability highlights, and many more.
Download template
Present a holistic view of your organization to stakeholders and package your analysis in a concise, neat document. Use our Annual Report presentation to organize and deliver a wealth of information about your business with ease and in style. For more options, check out our Mid-Year and Quarterly Report decks.
Download template
As the year approaches a wrap, it's time to highlight your achievements and position yourself for new challenges. Report on topics like your organization's value creation, team accomplishments, financial ratios, competitor analysis, full-year timeline, and strategic projections, all of which you can find in the latest edition of our Annual Report presentation.
Download template
Need to create map charts in Excel or Google Sheets? Our Ultimate World Map Collection includes a filterable world map chart, filterable map charts for each major continent, including North America, South America, Asia, Europe, Africa, and Oceania, and a filterable map chart for the United States, which on Excel can be customized to any country.
Download model
Manage your portfolio with a template that updates the stock data in real-time. Download our Portfolio Tracker template, available in both Microsoft Excel and Google Sheets, to benefit from a structured and systematic approach to portfolio management.
Download model
Need to evaluate the best pricing strategy for a product? This Pricing Strategy spreadsheet includes the top pricing tools to evaluate cost, feature, market share, competition, and customer price sensitivity. Adjust and analyze pricing to maximize profit margin for any product based on key metrics such as LTV, CAC, COGS, market share gained, or customer price perception.
Download model
Need new charts and graphs for hard-to-visualize situations? Enter your data into fully customizable sunburst charts, heat maps, bullet charts to visualize top KPIs, thermometer charts, three and four-circle Venn diagrams, filterable bell curves, milestone charts, and combo charts with this Ultimate Charts collection.
Download model
Need to visualize your data? Use this new Ultimate Charts resource for premade and fully customizable Marimekko charts, bubble charts, Pareto analysis charts, stock charts, vertical bar charts, and histogram charts to visualize the distribution of numbers, unique values, and date ranges.
Download model
Want to save hours on the design and layout of your next quarterly report? Use this presentation template to translate important information into a digestible report to be distributed between teams and stakeholders. Quarterly reports incorporate pages and pages of documents, so save hours of work with this completely customizable presentation.
Download template
How do you grow your business with informed decisions? Budget planning is a powerful tool to manage spending habits and take more control of where money flows. Our Budget Planner collection provides customizable templates for any business planning needs. It includes slides for quarterly and monthly budget tables, budget summaries, budget versus actual, budget breakdown, Sankey financial chart, plus many more.
Download template
Need a dashboard to compare budget vs. actual spent? This fully customizable dashboard tracks budget vs actual and actual spent vs. ROI gained over any period. Customize two regular dropdown fields and two nested dropdown fields, and define top KPIs to track, such as products sold, customers or subscribers gained, or whatever needs to be calculated to find the best return on investment for the budget spent.
Download model
Comparisons to a top performer or industry leader not only examine the current business performance of your organization, but could also inspire new possibilities for improvements. Use our Business Benchmarking presentation to brainstorm the best implementations and develop new opportunities for growth.
Download template
Communicate your data effectively without spending hours to draw and design charts from scratch. This Charts Collection features some of the most commonly used charts that you can simply copy and paste into any presentation. Data is linked and can be easily edited via Excel.
Download template
Need to leverage the core competencies of other organizations to accomplish a project? Use our Request for Proposal (RFP) template to guide every step of the proposal and bidding process, set the right expectations, and facilitate the evaluation process.
Download template
Need to simplify workflow management and make it more effective? This Flow Chart collection includes a variety of visualizations that can be used and customized for all kinds of business scenarios, such as PERT flow chart, user journey flow, standard operating procedure, SIPOC flow, root cause analysis, and many more.
Download template
How to develop an effective budget proposal and get the right amount of resources to fund worthwhile projects? This comprehensive budget plan presentation allows managers to quickly adapt to changes from within the company and the economy, to reconcile risk with innovation, and to back up worthwhile investments by projection of future returns.
Download template
Want to identify the most high impact areas to save costs across your organization? Use our Cost Optimization presentation to organize cost reduction initiatives, and uncover which will bring the greatest reward with the least impact to business efficiency and quality.
Download template
What is the most effective revenue model or monetization strategy for your organization? This presentation provides a comprehensive guide to tried-and-true revenue models that can be highly lucrative when used right. Use these slides to integrate sound avenues for monetization with your current value proposition, customer relationship, and operation structure.
Download template
Do you struggle with loan payment and management? Our Ultimate Loan Tools (part 2), available in Microsoft Excel and Google Sheets, will help you to oversee loans, analyze optimal repayment methods, and maintain financial stability to avoid a debt snowball
Download model