Monthly Playbook Excel Template

The all-in-one excel file to help you update your Forecastr model with actuals after a month closes. Includes financial statement mapping, HubSpot mapping, and forecast vs actual reporting spreadsheets.

Monthly Presentation Template

Now that you have your financial model updated with the real results from the month, here is a presentation template to help visualize your forecast vs actual, financial health, and key takeaways from the month.

Metrics & OKRs Excel Template

You can't know whether or not your are successful unless success is defined and tracked. Here at Forecastr we're constantly working to define success and set measurable goals on a weekly, monthly, and quarterly basis. This is the exact template we use to set and track those goals.

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