Pro templates for every topic we teach, ready to use in Excel, Google Sheets or Power BI. Each one opens on our store, NextGenTemplates.com, with full details, screenshots and a demo video.
Small-Business Finance
Profit and loss, cash flow, working capital and margins for owners and freelancers.
Cash Flow Template in Excel
Track monthly cash in and out with automatic net cash and closing balance.
View template →
Profit and Loss (P&L) Template in Excel
Revenue, expenses, profit, taxes and year-to-date performance in one automated sheet.
View template →
Small Business Profit and Loss Template in Excel
A simple monthly P&L built for small businesses and freelancers.
View template →
Cash Flow Dashboard in Google Sheets
See inflows, outflows and running balance on one live dashboard.
View template →Money Systems & Trackers
Budgets, expense trackers, loan and EMI trackers that run themselves.
Monthly Budget Planner Template in Excel
Plan income and spending and compare budget against actual every month.
View template →
Personal Expense Tracker in Google Sheets
Log daily spending by category and see where your money goes.
View template →
Loan EMI Repayment Tracker in Google Sheets
Track every loan, EMIs left, principal paid and outstanding balance.
View template →
Freelance Income & Expense Tracker in Google Sheets
Income, expenses and profit for freelancers, month by month.
View template →Financial Models
Break-even, pricing, forecasting and SaaS models built from scratch.
SaaS Financial Model Dashboard in Excel
MRR, churn, customer metrics and profitability across five dashboard pages.
View template →
Budget Forecasting Dashboard in Excel
Budget, actuals and forecast with variance by department.
View template →
Finance Dashboards
Power BI and Excel dashboards that turn your numbers into decisions.
Cash Flow KPI Dashboard in Excel
Cash flow KPIs with month and year-to-date views and target tracking.
View template →
Expense Tracking Dashboard in Power BI
Compare expenses year on year by department, category and vendor.
View template →
Accounts Receivable KPI Dashboard in Excel
Receivables, collection performance and overdue amounts at a glance.
View template →
Budget Forecasting Dashboard in Power BI
Interactive budget vs forecast analysis with drill-down by department.
View template →Looking for something free first? See our free templates.