A gap analysis is used to compare the difference between actual performance and potential or desired performance. This analysis could be used to gauge the performance gap for an overall company, a specific project, workload amounts, or available resources. Use this simple gap analysis template to get started quickly. Add specific objectives that you would like to analyze, compare the current state against desired state, and determine steps to reduce the gap.
A loan amortization schedule helps you pay off loans, such as a mortgage or car loans, through regular monthly payments over time. As some loans will take years to pay off, use an amortization schedule to track how much you have paid, the interest accrued, and amount still owing.
This loan amortization template enables you to set regular payments and input additional payments made. With pre-built formulas included, interest amounts and balances will automatically update as payments are made.
Identifying risk early on is important to the success of any business or project. And, ensuring you have a process in place to pinpoint and analyze potential risk is helpful. Use this risk analysis template to document potential risks, rank them based on impact and likelihood, and determine next steps to mitigate the issue before it occurs. The root cause analysis is a form of problem solving that helps to determine the root cause of issues that occur.
By mapping out the entire cause and effect chain, you can start with the issue and trace back to the initial action that started the chain in motion. With this root cause analysis template, you can start mapping issues right away.
The template has a customizable format to help you identify the issue, create cause-and-effect chains, and define next steps to prevent the issue from occurring in the future. Completing your SWOT analysis early on will enable you to formulate the direction your business should take.
The first two areas strengths and weakness look at internal factors of your business, while the second two opportunities and threats focus on external factors. Loan calculator and amortization table.
Balance sheet. Loan comparison calculator. Buy vs. Balance sheet with financial ratios. Personal money tracker. Lifetime savings calculator. Petty cash request. Total cost of ownership calculator. Expense trends budget. Retirement financial planner. Home contents inventory list. Watch a free demo. Designed for projects, this template allows you to list costs for each task. Depending on the type of project, you may include hourly services that contract employees provide, equipment costs, or other expenses.
Create an estimated budget and then compare actual expenses to help with financial planning on future projects. Use this sales forecast template to create financial projections for individual products on a monthly and annual basis. You can also track sales performance over time and compare figures from previous years.
Color-coded cells make it easy to view data for each month, and the template calculates monthly and annual totals. This budget template lists the many expenses involved in an event, from venue rentals to programming and advertising. It also compiles the data you enter into visual charts so that you can quickly get an idea of your event budget allocation.
Word Smartsheet. Create a financial strategic action plan with this Word template. Once you have created a comprehensive financial plan, use it as a living document, just like you would a business plan. You should review and update financial templates regularly in order to assess progress, provide accountability and accuracy, and ensure that it continues to meet your needs.
This template provides a summary report of financial data with a dashboard view, which makes it easy to compile and quickly review information. Use the template to measure product performance, view sales data, and chart annual revenues or other financial information. Similar to a budget template, you can track both estimated and actual costs, and make adjustments as needed. Identifying startup expenses can support your business planning process and help ensure that you have adequate financial resources to reach your goals.
A break-even analysis shows when a business will meet all of its expenses and begin to reach financial profitability. To do this analysis, enter your fixed and variable expenses into the template and the pre-set formulas will calculate how much revenue a business needs to break even. Create an annual financial report for your business that shows key metrics in an easy-to-read format.
Getting a financial overview allows you to track performance over a given time period, and a summary report simplifies communication with stakeholders. You can easily print and share this Excel template as a PDF document. Create a comprehensive marketing budget plan with monthly, quarterly, and annual views on one template. There is also a section for listing specific marketing campaigns so that you can estimate and compare costs for each.
Excel PDF. Individuals can also benefit from strategic financial plans. This one-page template allows you to create a personal financial plan that is concise yet comprehensive. Determine your current financial situation, create an action plan for reaching goals, and use the plan to track implementation and progress.
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