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 seasoned financial analyst and enthusiast with extensive experience in financial modeling and analysis, I have actively utilized MS Excel to conduct comprehensive evaluations of balance sheets and income statements. My expertise extends to performing various analyses such as horizontal analysis, vertical analysis, break-even analysis, sales revenue analysis, and more.

In the realm of financial analysis, MS Excel has proven to be an invaluable tool, providing a robust platform for creating templates that streamline complex calculations. The templates mentioned in the provided article offer practical solutions for different aspects of financial analysis. Let's delve into the concepts covered by these templates:

  1. Sales Revenue Analysis Excel Template:

    • This template facilitates the tracking of fast-moving products in a product line.
    • It provides insights into product-wise profitability in both percentage and revenue terms.
  2. Break-Even Analysis Excel Template:

    • Designed for assessing the financial feasibility of launching a new product or starting a new venture.
    • Utilizes formulas to calculate the break-even point, factoring in projected sales, sales prices, fixed costs, and variable costs.
  3. Cost Sheet With COGS Excel Template:

    • A tool to define the selling price of products.
    • Useful for startups, production units, or small businesses for effective cost management.
  4. Sales Commission Calculator Excel Template:

    • An Excel document with predefined formulas for easily calculating sales commission based on various criteria and conditions.
  5. Startup Costs Calculator Excel Template:

    • Assists in estimating the initial capital required for starting a new business.
    • Essential for conducting thorough cost evaluations to prevent unforeseen financial surprises.
  6. Business Net Worth Calculator Excel Template:

    • Helps calculate the total worth of a company by evaluating its assets and liabilities.
  7. Balance Sheet Vertical Analysis Excel Template:

    • Enables the analysis of the relative percentage change in balance sheet items over a period.
  8. Balance Sheet Horizontal Analysis Excel Template:

    • A ready-to-use template for comparing and analyzing changes in accounting data over two years.
  9. Income Statement Vertical Analysis Excel Template:

    • Facilitates the vertical evaluation of an income statement, representing the relative percentage change in line items.
  10. Income Statement Horizontal Analysis Excel Template:

    • Involves evaluating changes in the amounts of corresponding items in an income statement over a period.
  11. Projected Income Statement Excel Template:

    • Represents the estimated income statement for future periods, useful for financial planning.
  12. Ratio Analysis Excel Template:

    • A tool to automatically calculate financial ratios based on input from financial statements.
  13. ROCE Calculator Excel Template:

    • Helps calculate Return on Capital Employed (ROCE) for a company and allows for a 5-year comparison.
  14. ROE Calculator With DuPont Analysis Excel Template:

    • Calculates Return on Equity (ROE) and performs DuPont Analysis to understand its components.
  15. Online Sales Tracker Excel Template:

    • Analyzes sales performance across different channels and products.
  16. Project Budget Excel Template:

    • Assists in estimating and comparing project budgets against actual expenditures.
  17. Web Development Project Budget Excel Template:

    • Specifically tailored for estimating budgets in web development projects.
  18. CAGR Calculator Excel Template:

    • Calculates Compound Annual Growth Rate (CAGR) and other related metrics.
  19. NPV and XIRR Calculator Excel Template:

    • Compares different projects or investments based on projected cash flows, providing NPV and XIRR values.
  20. Event Budget Excel Template:

    • A tool for budgeting and comparing projected versus actual expenses and incomes for events.
  21. Future Value Calculator Excel Template:

    • Calculates the deflated and inflation-adjusted future value of an investment.
  22. Compound Interest Calculator Excel Template:

    • Simplifies the calculation of compound interest, providing a schedule of payments and accumulated interests.

In conclusion, these Excel templates serve as powerful tools for financial professionals, students, and businesses, offering a structured approach to conducting diverse financial analyses. The use of predefined formulas in these templates enhances efficiency and accuracy in financial modeling.

Download Free Financial Analysis Templates in Excel (2024)
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