Top 11 Financial Analysis Templates In Excel, OpenOffice & Google Sheets
Financial Analysis at regular intervals can save the company from unexpected losses. To simplify the process, MSOfficeGeek has curated 11 Financial Analysis Templates in Excel.
Financial Analysis is considered to be a measure for every company to monitor company’s finances. It helps you to monitor and compare the year-on-year performance of the organization.
Financial analysis is important to understand, the project company’s financial health.
List of 13 Financial Analysis Templates
- Sales Revenue Analysis Template
- Break Even Analysis Template
- Net Worth Calculator
- Startup Cost Calculator
- Cost Sheet With COGS Template
- Vertical Analysis of Balance Sheet Template
- Vertical Analysis of Income Statement Template
- Horizontal Analysis of Balance Sheet Template
- Horizontal Analysis of Income Statement Template
- Income Statement Projection Template
- Ratio Analysis Template
- CAGR Calculator Template
- Compound Interest Calculator Template
Let us have a brief look at the use of each template.
CAGR Calculator Excel Template
CAGR stands for compound annual growth rate. It is the growth rate of an investment assuming reinvestment of profits at the end of each period.
CAGR shows the annual growth rate of an investment over a period greater than 12 months. Businesses widely use it to measure the growth of companies over time.
CAGR Calculator Template in Excel, OpenOffice Calc & Google Sheet to find the compound annual growth rate of your investments over a period.
With the help of this template, you can calculate CAGR for an individual investment for a specific period. Moreover, you can also calculate the future value of an investment based on a given CAGR.
In addition to that, you can calculate the period your investment will require to achieve your financial goal. Not only that, you can calculate CAGR for multiple investments using this template.
Compound Interest Calculator Excel Template
Break-Even Analysis Template
Break-even analysis is a measure examining the margin of safety for a product depending on the cost associated with its production of it and revenues collected.
In simple words, break-even analysis determines how much revenue a business needs to make to pay for the cost of doing business and start earning profit.
It refers to a point in business when total cost equals total revenue. Businesses use this analysis to determine the number of units or dollars of revenue needs to cover all the fixed and variable costs involved in production.
Break-Even Analysis Template in Excel, OpenOffice Calc & Google Sheets to find when your business will break even and start making profits.
With the help of this template, you can calculate the fixed and variable costs applicable to any product or service. It also helps to calculate the break-even point in terms of units and terms of revenue.
Moreover, this template also comes with a graphical representation of break-even that helps you to understand the product as well as its pricing.
Cost Sheet With COGS Template
A cost sheet is a statement created at regular periods that totals all the expenses related to a product or production operation.
It is utilized to total the profit margin made on a project or product and serves as the foundation for pricing comparable goods in the future.
Moreover, it displays past data for comparison and the different costs that make up a product’s final cost. The cost sheet can be used to determine a product’s optimal selling price.
Download the Cost Sheet Template in Excel, OpenOffice Calc, Google Sheets, and PDF for manufacturers and small businesses to define the price of your products.
This template consists of 3 different formats: Simple Cost Sheet for Small Businesses, Cost Sheet with COGS for Manufacturers, and Cost Sheet for Resellers/Traders of Goods.
Managers and decision-making authorities of production units can use this template to determine the product price and for cost management purposes.
Income Statement Projection Template
As the name suggests, it is a prediction of future financial activities based either on historical data of an existing company or the revenue-generating efficiency of a business startup.
A Projected Income statement is similar to an Income statement. The only difference between them is the data. The income statement consists of actual financial data at the end of any fiscal year. Whereas, a projected income statement consists of future estimates. based
Income Statement Projection Template in Excel, OpenOffice Calc & Google Sheet that helps to project revenues and expenses for a future period.
Moreover, this template consists of two types of Income Statement Projections: Startup Projections and Ongoing Business Projections. It also consists of a Printable Income Statement Projection format.
With the help of this template, you can prepare income statement projections for a startup and also for an ongoing established business. Both calculations use different methods to calculate the projections.
This statement can be useful to business owners, accountants, students, etc to project the net revenue of the company based on historical data.
Compound Interest Calculator in Excel, OpenOffice Calc & Google Sheet to the final value of your investment along with inflation adjustments.
With the help of this template, you can calculate the following:
- Value of Single Payment Investment with single/multiple compounding periods.
- Value of Multiple Payment Investment with single/multiple compounding periods.
- Future Value of Investment with multiple compounding periods and Inflation Adjustments.
Moreover, this template provides a compounding schedule of your investment. It is based on additional investment each period. It also displays the final value of your investment.
Sales Revenue Analysis Template
Sales Revenue Analysis Template is a ready-to-use template in excel that makes it easy for you to keep track of fast-moving products.
In addition to the above, it also helps to obtain a clear idea about products in terms of profit and revenue gained from them.
This template is an effective tool for marketing and sales teams. It helps to define and achieve targets.
Net Worth Calculator
Net Worth Calculator is an excel template that shows a business/company’s wealth after paying everything that it owes to others.
Net Worth = Assets — Liabilities
Where Assets include cash, investment, Accounts Receivables, and other asset accounts and Liabilities include all payments like loans, Accounts Payable, mortgages, etc.
Startup Costs Calculator
As the name says, the Startup cost calculator helps you get the figures you require for starting a new venture/business.
It is a very important exercise, no matter what business you are planning to get into. It is the first step a business needs to take when starting a new business.
Vertical Analysis of Balance Sheet Template
The vertical evaluation of the Balance sheet in terms of relative percentage change in line items is called Vertical Analysis of Balance Sheet.
It is also called common-size analysis. Vertical Analysis is one of the popular methods of financial statement analysis.
Vertical Analysis of Income Statement Template
Similar to the Balance Sheet the vertical analysis of an Income Statement is the vertical evaluation of line items of the income statement.
Vertical Analysis of the Income Statement shows each item of the income statement as a percentage of the base figure.
Using data from multiple years will increase the usefulness of the vertical analysis.
Horizontal Analysis of Balance Sheet Template
Horizontal analysis is the evaluation of financial statements, to know the changes in the amounts of corresponding financial items over some time.
It is also called trend analysis. It is a very useful tool for evaluating the trending situations of a business.
Horizontal Analysis of Income Statement Template
The sole purpose of the Horizontal Analysis of an income statement is to take a view of the difference by comparing the information with bracketing periods.
Usually, data from two or more accounting periods of the Income Statement is used for comparison.
Ratio Analysis Template
Analysis used to obtain a rapid indication of a company’s financial performance in key areas of a business is called Ratio Analysis.
It is used to check the efficiency, liquidity, profitability, solvency, etc of any business.
It is used by individual investors, finance professionals, etc to determine the strengths of a company.
The best part of these templates is that they are all free to download and free to use.
In addition to the above, all these template terms rank on the first page in search results on Google.
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