Financial Planning & Analysis (FP&A) Templates

Browse around the CFI marketplace to find the best Financial Planning & Analysis (FP&A) model for your finance role and impress management with a detailed financial analysis and forecast!
Full Cost Analysis Template (lb) Full Cost Analysis Template (lb)
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Use cost analysis template to price your products right The absolute majority of small and medium businesses are not using…
Wholesale Investment Calculator Wholesale Investment Calculator
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Wholesale Investment Calculator – is it worth creating a new product line? The Wholesale Investment Calculator is an Excel template…
Retail Investment Calculator Retail Investment Calculator
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Retail Investment Calculator – is it worth opening a new shop? The Retail Investment Calculator is an Excel template that…
Restaurant Investment Calculator Restaurant Investment Calculator
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Restaurant Investment Calculator – will your place be successful? The Restaurant Investment Calculator allows you to quickly project the return…
Manufacturing Investment Calculator Manufacturing Investment Calculator
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Manufacturing Investment Calculator – is new equipment worth its cost? Manufacturing Investment Calculator is an Excel template, which makes it…
Manufacturing Equipment Investment Calculator Manufacturing Equipment Investment Calculator
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Equipment Investment – buy it new, lease or buy it used? The Manufacturing Equipment Investment Calculator is a template that…
Cafe Investment Calculator Cafe Investment Calculator
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Cafe Investment Calculator – is it worth investing? The Cafe Investment Calculator allows you to calculate the profitability of investments.…
Beauty and Healthcare Investment Calculator Beauty and Healthcare Investment Calculator
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Beauty and Healthcare Investment Calculator – will the investment bring the sufficient return? The Beauty and Healthcare Investment Calculator is…
Express Evaluation Template for a New Project Express Evaluation Template for a New Project
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Express Evaluation Template – Quickly Evaluate New Project Plan and Profitability Express Evaluation Template is a great tool for Project…
Business Plan Financials Business Plan Financials
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Business Plan Financials – Make the Numbers Support Your Story! Make the financial section of your business plan look professional…
Break-even Analysis Break-even Analysis
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Break-even Analysis – how many units/services you need to sell to start getting profits? Break-even analysis is an important tool…
10 Year Financial Projections (by month) 10 Year Financial Projections (by month)
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Year Financial Projections Template (monthly) – Long-term planning in detail Sometimes it is not enough to forecast financials on a…
10 Year Financial Projections 10 Year Financial Projections
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10 Year Financial Projections – Long-term planning to make your business successful Make your business plan look professional and persuasive!…
Portfolio Sharpe Ratio Template Portfolio Sharpe Ratio Template
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The Sharpe ratio was developed by Nobel laureate William F. Sharpe, and is a measure for calculating risk-adjusted return of…
Acquisition Planning Model Acquisition Planning Model
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The purpose of the model is to enable the user to plan up to 10 acquisitions to bolt onto an…
Residential Property Excel Model Residential Property Excel Model
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Residential property investment Excel model for assessing potential investments into residential property. Model contains a rental revenue model based on…