The templates

Twelve files and three bundles. Each one shows every tab with fictional sample data, says which versions it runs on, and costs one payment.

All 12 are macro-free.
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    Excel

    3 templates

    • KPI Starter Dashboard

      Ten monthly KPIs against target, last month and last year.

      Excel · .xlsx, no macros5 sheets
      Win YesMac YesWeb Partly
      €29team €69

    • Sales Performance Dashboard

      Revenue vs target by region, rep and product.

      Excel · .xlsx, no macros6 sheets
      Win YesMac YesWeb Partly
      €39team €89

    • Finance Overview Dashboard

      Monthly P&L, margins, cash and runway on one dashboard.

      Excel · .xlsx, no macros7 sheets
      Win YesMac YesWeb Partly
      €49team €109

    Power BI

    2 templates

    • Sales Dashboard for Power BI

      Data model, 34 measures and a guide for a four-page sales report.

      Power BI · Starter kit .zip5 files
      Win YesMac NoWeb Partly
      €29team €69

    • Finance Dashboard for Power BI

      Kit for a P&L, budget-vs-actual and balance sheet report from a ledger export.

      Power BI · Starter kit .zip5 files
      Win YesMac NoWeb Partly
      €45team €99

    Google Sheets

    2 templates

    • Budget Dashboard for Google Sheets

      A year's budget by category, with spend logged as you go.

      Google Sheets · Sheets-ready .xlsx5 sheets
      Win YesMac YesWeb Yes
      €19team €45

    • KPI Tracker for Google Sheets

      A weekly log with an owner and a status per KPI.

      Google Sheets · Sheets-ready .xlsx5 sheets
      Win YesMac YesWeb Yes
      €25team €59

    PowerPoint

    2 templates

    • Monthly KPI Report Deck

      14 slides for the monthly numbers meeting.

      PowerPoint · .pptx (16:9)14 slides
      Win YesMac YesWeb Partly
      €19team €45

    • Board & Investor Update Deck

      Quarterly board deck: KPIs, cash, runway, asks.

      PowerPoint · .pptx (16:9)15 slides
      Win YesMac YesWeb Partly
      €29team €65

    Financial models (Excel)

    3 templates

    • Cash-Flow Forecast (13-week + 12-month)

      13 weeks by week, then 12 months by month.

      Excel · .xlsx, no macros7 sheets
      Win YesMac YesWeb Partly
      €59team €129

    • Startup 3-Statement Model (5-year)

      Linked P&L, balance sheet and cash flow over five years.

      Excel · .xlsx, no macros11 sheets
      Win YesMac YesWeb Partly
      €99team €199

    • SaaS Financial Model (MRR/ARR)

      New, expansion and churned MRR, through to cash and runway.

      Excel · .xlsx, no macros13 sheets
      Win YesMac YesWeb Partly
      €129team €249
    ReadyShowing 12 of 12 templates · previews use sample data, fictional

    Or take three at once

    Same files, same licences, one order. The saving is small; it's there for people who'd have bought all three anyway.

    • Excel Trio

      All three Excel dashboards: KPIs, sales and month-end finance, built the same way so they sit together.

      Bundle · 3 files
      €99€117 separately · team €219

    • Monthly Reporting Pack

      Weekly numbers in a shared Sheet, the month's KPIs in Excel, and the deck you present them in.

      Bundle · 3 files
      €59€73 separately · team €139

    • Startup Finance Pack

      The 13-week cash forecast, the five-year three-statement model, and the board deck that reports on both.

      Bundle · 3 files
      €159€187 separately · team €349

    Want to try how we build files first? KPI Starter Lite is free, no email address needed.

    Download the free sample

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