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Turn Your Excel Data Into Clear Business Decisions

Ready-to-use Excel dashboards, trackers and business templates that help you plan, analyze and manage your business without starting from scratch.

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table_view Executive_Dashboard_2026.xlsx
AutoSave On Q3_Final
fx =SUMIFS(Revenue_Actual, Region, "Global", FY, 2026)
Gross Revenue
$482.4K
+18.4% YoY
OpEx Total
$142.1K
-4.2% Budg
Qualified Leads
1,248
+12.1% MoM
Pipeline Win
34.2%
Target Met
Revenue vs Budget Forecast FY26 Projected
Q1Q2Q3Q4 (est)
Category Variance
Payroll $74.2K +2.1%
SaaS Tools $18.9K -5.4%
Marketing $41.0K On Target
Executive Summary Revenue Model P&L Detailed KPI Engine

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Campaign, SEO, and lead dashboards that turn raw data into a clear story.

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Dashboards

Campaign, SEO, and lead dashboards that turn raw data into a clear story.

8 Templates

Dashboards

Campaign, SEO, and lead dashboards that turn raw data into a clear story.

8 Templates

Dashboards

Campaign, SEO, and lead dashboards that turn raw data into a clear story.

8 Templates

Dashboards

Campaign, SEO, and lead dashboards that turn raw data into a clear story.

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Choose Find the template built for your specific workflow from cash runways to multi-stage agile Kanban dashboards.

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Customize Add your operational numbers, define targets, and swap company logos. Cells update automatically with zero macro setup.

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Analyze Instantly present high-impact visual reports to investors, directors, or teams with zero design friction..

Executive_Engine_Logic.xlsx
All Formulas Active
fx =IF(Actual_Q4 > Target_Q4, "EXPAND", "CONSOLIDATE")
# Metric Stream Q2 Actual Q3 Target Health
01 ARR Multiplier $3.82M $4.10M Surpassed (105%)
02 CAC Payback Period 6.2 mos 7.5 mos Optimal Range
03 Net Revenue Ret (NRR) 118.4% 115.0% +3.4% Delta
04 Blended Margin 78.1% 76.0% Healthy
Auto-updating calculated parameters 100% Unlocked .XLSX

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Finance Suite Bundle

Complete institutional toolkit covering cash flow, scenario modeling, balance sheets, and budget variances.

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Turn clunky raw data rows into clean, readable graphs that immediately highlight variances, margins, and trends.

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100% unlocked sheets. Modify formulas, add columns, change color palettes, and adapt templates as your company grows.

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Loved by People

Loved by founders, CFOs and managers

  • I stopped rebuilding the same budget file every quarter. I plug in the months numbers and the board deck basically writes itself.
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    Marisa Feld Head of FP&A · Jun 2026
  • The kanban board updates its own status and burndown. Somehow my standups got noticeably shorter.
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    Diego Marroquín Project Lead · Apr 2026
  • The inventory workbook caught a reorder gap we had missed for weeks. It paid for itself in a single afternoon.
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    Owen Castellano Operations Lead · Jun 2026
  • Attendance and turnover used to eat a full day each month. Now it is a five-minute paste-and-refresh.
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    Priya Nadkarni HR Manager · May 2026
  • Commissions calculate themselves and the pipeline view is clean enough to screen-share in a client call.
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    Thomas Berg Sales Director · May 2026
  • Beautiful, genuinely useful spreadsheets and support actually replies within the hour. A rare combination.
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    Lena Sorensen Founder · Apr 2026
  • The Gantt needed an hour of fiddling before my dependencies behaved. Worth it, but I would not call it instant. Support answered my question the same day.
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    Tomas R. Delivery Lead · Sept 2026
  • I checked every formula before trusting it with real numbers, which is the point I could actually read them. The balance sheet check caught my own input error twice.
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    Joanne Fractional CFO · Aug 2026
  • We bought the pipeline tracker for one rep and rolled it out to nine. Nobody needed training, because it reads like a spreadsheet it is one.
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    Marcus Sales Operations · June 2026
  • I hadnt found a company before that makes this kind of beautiful, good working Excel template. The response time on support questions is genuinely outstanding.
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    Peiter Marnef Founder · April 2026
  • A well-designed dashboard saves a huge amount of time it cuts clutter and surfaces exactly the numbers that matter for a proper report.
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    Nancy Young Ops Director · Jan 2026
  • The adaptability is what I love most Ive tweaked these sheets for everything from personal budgeting to business tracking. They save time and cut out errors completely.
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    Cosmin Batica Head of Finance · July 2026

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A ready-to-use Microsoft Excel workbook with pre-built formulas, formatting, and dashboards. You add your numbers and the reports update on their own no setup required.

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