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Financial statements provide an essential foundation for understanding a business's financial health. They are used to track and analyze the organization's progress, as well as inform decisions about budgeting, resource allocation, and growth strategies. Fortunately, creating financial statements doesn't have to be complicated. Google Sheets templates offer a convenient way to quickly develop financial statements and other relevant documents.

Google Sheets templates can be used to create a variety of different documents, from income statements and balance sheets to budget plans and cash flow analyses. Each template comes pre-loaded with customizable fields that you can use to input your data and automated functionality for generating charts or graphs for visualizing data.

So without further ado, here is a list of the top Google Sheets Finance Templates and Financial Models to help you manage your business financials, monitor performance, and make smarter business decisions.

1. Financial Model Template

A Financial Model Google Sheets template is a financial planning and analysis spreadsheet. It can be used to create detailed projections and assumptions of income, expenses, and cash flow for businesses or personal finances. The model typically contains tables and graphs that provide an organized view of various aspects such as revenue, costs, expenses, investments, taxes, and other factors.

A Financial Model Google Sheets template can be used by individuals to better understand their financial situation and make informed decisions or by businesses to forecast growth, plan investments, and analyze performance. It is also a valuable budgeting tool, helping one understand current finances and devise strategies for the future. With its flexibility and wide range of data inputs, a Financial Model Google Sheets template can be an effective tool for anyone looking to gain insight into their financials.

The primary purpose of creating a Financial Model Google Sheets template is to provide an organized view of income and expenses, cash flow, and investments. It should include detailed assumptions about the future and give an accurate picture of the financial condition. The model should be able to capture changes in costs, taxes, investments, and other factors over time. Additionally, it should be easy to use and customizable so that users can customize it to their specific needs and goals.

Start Using the Financial Model Google Sheets Template for Free.

2. Headcount and Workforce Planning Template

A Headcount and Workforce Planning Google Sheets template is a tool used by businesses to plan and manage their personnel resources. This type of spreadsheet helps managers keep track of headcounts, average hours worked per employee, staff onboarding and attrition rates, training requirements, and other essential workforce metrics.

It also allows them to forecast future headcounts based on current trends in order to inform budgeting decisions. Additionally, the template can help identify potential staffing issues before they arise. By using the Headcount and Workforce Planning Google Sheets template, businesses can maximize their resources and optimize their personnel strategies for future growth.

This makes it an invaluable asset for any organization looking to gain a competitive edge in today’s market. With this template, businesses can track and manage their headcounts more effectively than ever. It allows them to identify and address staffing issues quickly and accurately, helping them maximize their resources for future success.

All in all, a Headcount and Workforce Planning Google Sheets template is an invaluable asset for any organization looking to make the most of its personnel resources. It helps them manage their headcounts and optimize their workforce strategies, giving them a competitive edge in today’s market.

Start Using the Headcount and Workforce Planning Google Sheets Template for Free.

3. OKR Template

An OKR Google Sheets template is a tool that can help you create and manage your Objectives and Key Results (OKR) in Google Sheets. The OKR method is a goal-setting framework that helps organizations track progress and measure success. This template allows for easy tracking of team goals, individual goals, as well as company-wide objectives.

It also provides essential metrics such as key objectives achieved, how often goals were met or exceeded, time taken to reach an objective, and more. Furthermore, it comes with customizable features such as different colors for various statuses of OKRs, addition/editing of comments on objectives and key results, etc., thus allowing users to customize their experience according to their own needs.

Overall the OKR Google Sheets Template makes it easy to keep track of objectives, set measurable goals, and monitor progress. It's an excellent tool for any organization looking to align its team around a common goal and measure success.

Start Using the OKR Google Sheets Template for Free.

4. Project Management Template

A Project Management Google Sheets template is a spreadsheet document designed to help users plan and track their projects in an organized manner. It enables users to create comprehensive timelines, assign tasks, keep notes, manage resources, and analyze project performance.

The templates are customizable and can be modified according to the user's specific needs. They are ideal for use by both individuals and teams who need a reliable way of managing complex projects from start to finish.

With its simple yet powerful interface, Google Sheets makes it easy for users to stay on top of their projects and ensure successful completion. Using these templates allows business owners to easily oversee multiple projects without feeling overwhelmed or unorganized.

A Project Management Google Sheets template provides structure and clarity when organizing tasks, resources, and timelines. It can also serve as a communication tool between teams to streamline the project management process. With its powerful functionality, this template can help users make their projects easier to manage and complete with success.

Start Using the Project Management Google Sheets Template for Free.

5. Expense Tracking Template

An Expense Tracking Google Sheets template is an easy-to-use spreadsheet that allows you to track, manage, and categorize expenses. This template can help you stay organized with your spending, allowing you to keep a clear record of how much money you are spending and where it is going.

The template includes customizable fields for tracking the particulars of each expense, such as date, description, category, the amount spent, payment method used, and notes about the expenditure. With this information at your fingertips, you can easily monitor and control your finances in one convenient place.

Additionally, the template provides users with visual data representations through graphs and charts so they can quickly identify trends in their spending habits. This makes it easier to spot discrepancies or unusually high spending amounts, enabling you to make informed and cost-saving decisions. With an Expense Tracking Google Sheets template, budgeting is easy and efficient!

Start Using the Expense Tracking Google Sheets Template for Free.

6. ROI Calculator Template

An ROI Calculator Google Sheets template is an easy-to-use spreadsheet that allows you to quickly and easily calculate the return on investment (ROI) of any project or investment. Whether it's a new product launch, a marketing campaign, or an IT upgrade, this calculator can help you determine how much money your business can reasonably expect to get back from the expenditure.

The template includes a variety of factors – such as initial costs, projected revenue, and expected payback period – that can be customized to accurately assess the potential ROI of any proposed investment. By entering all necessary information into the template, users will have a clear picture of whether their project is worth pursuing or not. This makes it ideal for businesses that need to make crucial decisions quickly and accurately.

The ROI Calculator Google Sheets template is a powerful tool for companies looking to make informed investment decisions. With it, users can quickly and easily evaluate the potential return on any proposed investment or project. This template makes it easier than ever to assess ROI and make smart decisions that benefit the business in the long run.

Start Using the ROI Calculator Google Sheets Template for Free.

Top Free Excel Finance Templates and Financial Models
Top Free Excel Finance Templates for 2023

Top Free Excel Finance Templates and Financial Statements to help you manage your business financials, monitor performance, and make informed decisions.


7. Loan Amortization Calculator Template

A Loan Amortization Calculator Google Sheets template is a spreadsheet that helps you to calculate the loan payment amounts and schedule for a loan. It can be used to calculate loans from banks, credit unions, or other financial institutions. The template provides an easy-to-use interface that allows you to input information about your loan (such as the amount borrowed, interest rate, term length, etc.) and then calculates the monthly payments due over the life of the loan.

This can help you manage your finances better by giving you an accurate picture of how much money needs to be paid back each month. Additionally, it can provide insight into different repayment plans so that you can choose one that suits your budget and lifestyle. With this tool, you can easily determine how much you need to pay each month and when your loan will be completely paid off. With its easy-to-use features, this template makes loan amortization a breeze.

If you're looking for a great way to better manage your finances, using a Loan Amortization Calculator Google Sheets template is one of the best options. Its intuitive design and helpful features can be an invaluable tool for getting a better handle on your finances. Plus, since it's a free template, you can start using it right away to help simplify your loan calculations and repayment plan. So make sure to give it a try if you're looking for an easy way to track and manage your loan payments.

Start Using the Loan Amortization Schedule Google Sheets Template for Free.

8. CLV vs. CAC Analysis Template

A CLV to CAC Ratio Analysis Google Sheets template is a spreadsheet template that helps you to quickly analyze the Customer Lifetime Value (CLV) to Customer Acquisition Cost (CAC) ratio for your business. This analysis allows you to understand how much it costs to acquire each customer and their potential value over time.

With this information, you can make more informed decisions about marketing and sales strategies and identify opportunities for additional revenue growth. The CLV-to-CAC ratio analysis Google Sheets template includes features such as customizable metrics, charts, data visualizations, CLV and CAC ratios calculations, and templates for further customization. It also provides automated reporting capabilities to quickly generate reports with real-time insights into your customers’ behavior and profitability.

This template can be used by any organization that wants to gain better visibility into their customers’ value and acquisition costs so that they can make more informed decisions. By leveraging the insights gained from this analysis, businesses can ensure their strategies are well-aligned with their goals for customer acquisition and retention.

Start Using the CLV to CAC Ratio Analysis Google Sheets Template for Free.

9. Gantt Chart Template

A Gantt Chart template is a project management tool used to visualize project timelines and resources efficiently. This popular graphical scheduling method was developed by Henry Gantt in the early 1900s and is commonly used to monitor project tasks, plan activities, and allocate resources. A Gantt chart can help project managers and stakeholders identify critical tasks and potential risk areas and ensure that everything is completed in the most efficient manner possible. With a Gantt chart template, project managers can easily represent complex tasks in an understandable visual format to help teams stay organized and on track.

Google Sheets offers many Gantt chart templates for free that allow users to quickly and easily create Gantt charts that display project timelines and resources. These templates come pre-formatted with fields, sections, and styling - so users can simply enter their information into the chart and get started immediately. Additionally, Gantt chart templates in Google Sheets are shareable, allowing project teams to collaborate on projects more effectively. With the help of a Gantt chart template, project teams can quickly and easily monitor their progress and ensure that everything is being completed in a timely manner.

Start Using the Gantt Chart Template for Free.

10. Invoice Template

An Invoice Template is a document businesses use to record their sales and track invoices. It includes the company name, address, contact information, and other details related to the invoice. It also contains an itemized list of items sold or services rendered, along with the total cost for each item or service. Using an invoice template helps businesses keep accurate records of their sales and help ensure that payments are received promptly.

This Google Sheets Invoice Template allows users to create invoices quickly. The template contains all the necessary fields, including the company name, address, contact information, and itemized list of items sold or services rendered. It also includes fields for the total cost, payment terms, and due date.

The template can be edited to fit any business’s needs and easily customized with additional items or services. With the Invoice Template in Google Sheets, companies can save time creating invoices and ensuring they are accurate while keeping their paperwork organized.

Start Using the Invoice Template for Free.

11. DCF Model Template

A Discounted Cash Flow (DCF) Model Template is a financial tool that uses a company’s future cash flows to determine its intrinsic value. By discounting the expected cash flows at their present values, investors can gain an understanding of what the company is worth today. The DCF Model Template helps you analyze and track complex data sets, providing you with precise and accurate figures for your analysis. Analysts often use it to identify potential investments or value existing ones. The model can be used as a stand-alone tool or in combination with other models, such as the CAPM Model Template. With all of the information available, it allows users to make informed decisions about potential investments.

This template is an excellent tool for investors and analysts alike, as it can provide a comprehensive picture of the worth of an asset or company. It also allows users to quickly analyze various data sets and draw accurate conclusions about the value of their investments. With its in-depth analysis and accuracy, this template can be invaluable to any investor or analyst.

Due to its complexity and accuracy, a DCF Model Template should only be used by experienced analysts and investors. Those new to the world of investments may find this template too complex for their needs. Additionally, those unfamiliar with financial terminology should seek guidance from a professional before utilizing this tool (Read more on Discounted Cash Flow (DCF) Analysis). However, a DCF Model Template can be an invaluable tool for any investor or analyst with the proper training and guidance.

Start Using the Discounted Cash Flow (DCF) Model Template for Free.

Hady ElHady
Hady is Content Lead at Layer.

Hady has a passion for tech, marketing, and spreadsheets. Besides his Computer Science degree, he has vast experience in developing, launching, and scaling content marketing processes at SaaS startups.

Originally published Nov 24 2022, Updated Jun 26 2023

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