What this article covers
Download ready-to-use templates for building management reports and forecast models in either Excel or Google Sheets. The templates work alongside the Finstack Excel Add-in (for live sync inside Excel) and the Google Sheets forecast method (for live sync via a shared sheet).
For how to use the templates inside Finstack, see Excel Add-in (for Excel) or Forecast (for Google Sheets).
Available templates
Management report — a starting point for monthly reporting decks and management views.
Forecast model — a starting point for building forecast scenarios.
Excel templates
To use Excel templates with Finstack's live sync via the Office Add-in, see Excel Add-in.
Google Sheets templates
To use the Google Sheets Forecast model template with Finstack's live sync, see the Google Sheets method in the Forecast article.