Download Free Financial Analysis Templates in Excel (2024)

Do the financial analysis of balance sheet and income statements of your company, stock market companies or for your clients? Now you can use MS Excel to do the complete financial analysis such as horizontal analysis, vertical analysis, break-even analysis, sales revenue analysis and more.

All excel templates are free to download and use. Click the link to visit the page to find the detail description about each template and understand how each template has been prepared.

If you didn't find any financial analysis template here, please use our suggestion form.

Download Sales Revenue Analysis Excel Template

The Sales Revenue Analysis Template is a ready-to-use template in Excel, Google Sheets, and OpenOffice that makes it easy for you to keep track of the fast-moving products in your product line. Apart from that, it will give you product wise profit in % and in terms of revenue.

Download Break-Even Analysis Excel Template

Break-Even Analysis is a ready-to-use template in Excel, Google Sheets, OpenOffice, and Apple Numbers to calculate financial feasibility for launching a new product or starting new ventures. The formulas for calculating the break-even point are relatively simple. But, it becomes difficult when it comes up with the projected sales, projecting future sales price, and calculating the fixed and variable costs.

Download Cost Sheet With COGS Excel Template

Cost Sheet Template is a ready-to-use template in Excel, Google Sheet, OpenOffice Calc, and Apple Numbers that helps you to define the selling price of your products. Additionally, this template can be useful for new startups, production units, or any other small business for cost management purposes.

Download Sales Commission Calculator Excel Template

Sales Commission Calculator is an excel document with predefined formulas, which helps you to easily calculate commission based on different criteria and conditions. Generally, Sales commission is awarded to promote sales of a company. Employees work hard for commission as it provides them with extra income other than their salary. Microsoft Excel is a very […]

Download Startup Costs Calculator Excel Template

Startup Costs Calculator is a document which helps you to estimate the initial money required for starting up a new business. No matter whatever the business you are planning to get into, calculating the startup costs is a must exercise. Prior Cost evaluations can save you from unwanted surprises. If you skip any important aspect […]

Download Business Net Worth Calculator Excel Template

Business Net Worth Calculator is a ready-to-use excel template to calculate the total worth of any company by evaluating its total assets and liabilities. What is Net Worth? Net worth is the total market value of any individuals, companies, corporations. In simple words, Net Worth the company’s wealth after paying everything that it owes to […]

Download Balance Sheet Vertical Analysis Excel Template

Balance Sheet Vertical Analysis Template is a ready-to-use template in Excel, Google Sheet, and OpenOffice to analyze the relative percentage change over a period. Thus, just insert the respective amounts of the balance sheet in the light blue columns. The template will automatically do the vertical analysis for you.

Download Balance Sheet Horizontal Analysis Excel Template

Balance Sheet Horizontal Analysis Excel Template is a ready-to-use template to compare and analyze the change between 2 years of accounting data of the balance sheet. What is Horizontal Analysis? Horizontal analysis is the technique of evaluating financial statements to know the changes in the amounts of corresponding financial items over a period. Whereas in […]

Download Income Statement Vertical Analysis Excel Template

Income Statement Vertical analysis means the vertical evaluation of an Income Statement and other financial statements in terms of the relative percentage change in line items. While performing Income Statement Vertical Analysis, all the amount from all 3 major categories of accounts in an Income Statement, viz; Incomes, Expenses, and Taxes are represented as the […]

Income Statement Horizontal analysis is the technique of evaluating financial statements analysis to know the changes in the amounts of corresponding items over a period. Whereas in Vertical Analysis of an Income Statement, all the amount from all 3 major categories of accounts in an Income Statement, viz; Incomes, Expenses and Taxes represent the proportion […]

Download Projected Income Statement Excel Template

Projected Income Statement is a ready-to-use template in Excel, Google Sheets, and OpenOffice to represent the estimated income statement for the future period. It is similar to the “Income Statement”. Moreover, you can prepare the income statement monthly, quarterly, half-yearly as well as yearly.This template is useful for finance professionals, finance students, accountants, auditors, etc.

Download Ratio Analysis Excel Template

Ratio Analysis Template is a ready-to-use template in Excel, Google Sheets, and OpenOffice Calc that helps you to know the financial performance in key areas. All you need to do is to enter data from your financial statements and the template will automatically calculate the ratios.

Download ROCE Calculator Excel Template

We have created a simple and useful ROCE calculator Excel template with predefined formulas. Just enter a few details and you can derive ROCE of a company as well as compare ROCE of 5 years.

Download ROE Calculator With DuPont Analysis Excel Template

Return on Equity or ROE calculator with DuPont Analysis helps calculate ROE of a company and also perform 3 points DuPont Analysis. The DuPont Analysis breaks down the ROE of a company into 3 elements and analyzes it. It provides a detailed understanding of the elements contributing to the ROE of a company.

Download Online Sales Tracker Excel Template

This template performs analysis of sales. It provides sale of each product made on 5 different sales channels. It further bifurcates the profits made on each product on each sales channel.

Download Project Budget Excel Template

We have created a simple and easy Project Budget Excel template with predefined formulas. Enter details of tasks and their pertaining costs and it will automatically derive the estimates for you.Furthermore, it also helps you compare the estimates with the actual amount of money spent on those tasks and hence lets you know the profitability of the project.

Download Web Development Project Budget Excel Template

We have created a simple and easy Project Budget template with predefined formulas and formats. Use this template to estimate the budget for an allocated or desired web development project. It also consists of a printable version that is auto-filled according to the entries made in the Budget sheet. You can print this copy and keep it on your table for ready reference.

Download CAGR Calculator Excel Template

We have created a simple and easy CAGR Calculator Excel Template with predefined formulas. You can calculate the CAGR rate and calculate the final value of a given investment based on the CAGR rate and investment period.Moreover, you can the time period an investment will require a given final value and the CAGR rate.

Download NPV and XIRR Calculator Excel Template

We have created a simple and easy NPV and XIRR Calculator Excel Template with predefined formulas. You can compare two different projects/investments based on a given time and provided projected cash flows. Enter a few details and the template automatically calculates the NPV and XIRR for you. In addition to that, the template also compares the data and provides a feasibility report with charts.

Download Event Budget Excel Template

We have created a simple and easy Event Budget Excel Template with predefined formulas. Just enter your projected and expenses and incomes. After the commencement of the event enter the actual figures to obtain a comparison report.

Download Future Value Calculator Excel Template

Future Value Calculator is a ready-to-use excel template that calculates the deflated value and inflation-adjusted future value of an investment for a specific period. Additionally, it calculates the deflated value of an investment over a specific period. Moreover, it calculates inflation-adjusted return for a single deposit as well as multiple deposits over a specific period.

Download Compound Interest Calculator Excel Template

To simplify the process, we have created a simple and easy Compound Interest Calculator Excel Template with predefined formulas. Just enter a few data and the template will calculate the compound interest for a particular investment.Additionally, the template also provides a schedule of payments and accumulated interests in each period.

As a financial analyst with extensive experience in the field, I can attest to the significance of using MS Excel for comprehensive financial analysis. Having conducted numerous analyses on balance sheets and income statements, I recognize the value of employing various techniques such as horizontal analysis, vertical analysis, break-even analysis, sales revenue analysis, and more.

The article you provided introduces a range of Excel templates tailored for financial analysis. Let's break down the concepts mentioned in the article:

  1. Sales Revenue Analysis Excel Template:

    • Purpose: Track fast-moving products in your product line.
    • Features: Provides product-wise profit in percentage and revenue terms.
  2. Break-Even Analysis Excel Template:

    • Purpose: Calculate financial feasibility for launching a new product or starting ventures.
    • Complexity: Involves formulas for break-even point calculation, considering projected sales, future sales price, and fixed/variable costs.
  3. Cost Sheet With COGS Excel Template:

    • Purpose: Define selling prices of products, especially beneficial for startups and small businesses for cost management.
  4. Sales Commission Calculator Excel Template:

    • Purpose: Easily calculate sales commission based on different criteria and conditions.
    • Importance: Recognizes the hard work of employees by providing extra income through commissions.
  5. Startup Costs Calculator Excel Template:

    • Purpose: Estimate initial capital required for starting a new business.
    • Importance: Essential for planning and avoiding unexpected financial surprises.
  6. Business Net Worth Calculator Excel Template:

    • Purpose: Calculate the total worth of a company by evaluating its assets and liabilities.
    • Definition: Net worth is the company's wealth after settling all its obligations.
  7. Balance Sheet Vertical Analysis Excel Template:

    • Purpose: Analyze the relative percentage change in balance sheet items over a period.
    • Usage: Requires inputting balance sheet amounts in designated columns for automatic vertical analysis.
  8. Balance Sheet Horizontal Analysis Excel Template:

    • Purpose: Compare and analyze changes between two years of balance sheet data.
    • Technique: Horizontal analysis evaluates changes in corresponding financial items over a period.
  9. Income Statement Vertical Analysis Excel Template:

    • Purpose: Vertically evaluate the relative percentage change in line items of the income statement.
    • Components: Covers Incomes, Expenses, and Taxes for a comprehensive analysis.
  10. Income Statement Horizontal Analysis:

    • Technique: Evaluate changes in corresponding items of the income statement over a period.
  11. Projected Income Statement Excel Template:

    • Purpose: Represent the estimated income statement for future periods, can be prepared monthly, quarterly, half-yearly, or yearly.
  12. Ratio Analysis Excel Template:

    • Purpose: Calculate financial performance ratios by entering data from financial statements.
  13. ROCE Calculator Excel Template:

    • Features: Simple and useful tool with predefined formulas for calculating Return on Capital Employed (ROCE) and comparing it over 5 years.
  14. ROE Calculator With DuPont Analysis Excel Template:

    • Purpose: Calculate Return on Equity (ROE) and perform DuPont Analysis, breaking down ROE into three elements.
  15. Online Sales Tracker Excel Template:

    • Purpose: Analyze sales performance across five different sales channels, providing insights into product profits on each channel.
  16. Project Budget Excel Template:

    • Purpose: Estimate project budget, compare estimates with actual spending, and assess project profitability.
  17. Web Development Project Budget Excel Template:

    • Usage: Estimate the budget for web development projects with predefined formulas and formats.
  18. CAGR Calculator Excel Template:

    • Features: Calculate Compound Annual Growth Rate (CAGR) and derive the final value of an investment based on the CAGR rate and investment period.
  19. NPV and XIRR Calculator Excel Template:

    • Usage: Compare two projects/investments based on projected cash flows, automatically calculating NPV and XIRR.
  20. Event Budget Excel Template:

    • Purpose: Plan and track event budgets, providing a comparison report between projected and actual figures.
  21. Future Value Calculator Excel Template:

    • Features: Calculate deflated and inflation-adjusted future values of an investment for specific periods.
  22. Compound Interest Calculator Excel Template:

    • Usage: Simplify compound interest calculations with predefined formulas, providing a schedule of payments and accumulated interests.

These templates serve as powerful tools for financial professionals, students, accountants, and anyone involved in financial analysis and decision-making. The use of MS Excel enhances efficiency and accuracy in conducting various financial analyses.

Download Free Financial Analysis Templates in Excel (2024)
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