Popular Free Excel Templates


Financial Analysis Report





Financial Charge Invoice Reports

Financial Charge Invoice Reports

Excel 2013 or newer

Financial Charge Invoice Reports

Financial Charge Invoice Reports

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Simple Finance Charge Spreadsheet Reports

Simple Finance Charge Spreadsheet Reports

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Marketing Calculators

Marketing Calculators

Excel 2007 or newer

Marketing Calculators

Marketing Calculators

This template contains eight calculators you can use to make...

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Product Sales Sample

Product Sales Sample

Excel 2003 or newer

Product Sales Sample

Product Sales Sample

The ability to analyze sales data quickly for future opportunities is...

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Channel Partner Scorecard

Channel Partner Scorecard

Excel 2003 or newer

Channel Partner Scorecard

Channel Partner Scorecard

This template helps channel sales management assess the effectiveness...

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Value Analysis Calculator For Product/service

Value Analysis Calculator For Product/service

Use this template to create a quantitative analysis of the...

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Sales Effectiveness Survey

Sales Effectiveness Survey

Excel 2003 or newer

Sales Effectiveness Survey

Sales Effectiveness Survey

This template is designed to help sales managers determine how much...

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Sales Effectiveness Scorecard

Sales Effectiveness Scorecard

Excel 2003 or newer

Sales Effectiveness Scorecard

Sales Effectiveness Scorecard

This template helps sales managers analyze sales performance. You can...

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Sales Costing Calculator

Sales Costing Calculator

Excel 2003 or newer

Sales Costing Calculator

Sales Costing Calculator

This template is designed to help sales professionals determine the...

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Detailed Leads Tracking

Detailed Leads Tracking

Excel 2003 or newer

Detailed Leads Tracking

Detailed Leads Tracking

This template helps consultants track contact and sales information...

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Supplier Analysis Scorecard

Supplier Analysis Scorecard

Excel 2003 or newer

Supplier Analysis Scorecard

Supplier Analysis Scorecard

This template is designed to help physicians and specialists analyze...

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Revenue Forecast

Revenue Forecast

Excel 2013

Revenue Forecast

Revenue Forecast

Create various income forecast scenarios with this revenue plan...

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Breakeven Analysis

Breakeven Analysis

Excel 2013

Breakeven Analysis

Breakeven Analysis

Breakeven analysis helps you calculate how much you need to sell...

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Financial Portfolio Connected To Investment From Bing Finance

Financial Portfolio Connected To Investment From Bing Finance

Financial Portfolio Connected to Investment from Bing Finance

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Debt Ratios

Debt Ratios

Excel 2007 or newer

Debt Ratios

Debt Ratios

Use this template to calculate debt ratios such as debt-to-equity and...

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Accounts Receivable Aging

Accounts Receivable Aging

Excel 2007 or newer

Accounts Receivable Aging

Accounts Receivable Aging

Use this template to organize a company's current and past due...

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Liquidity Analysis & Ratios

Liquidity Analysis & Ratios

Excel 2007 or newer

Liquidity Analysis & Ratios

Liquidity Analysis & Ratios

Use this template to calculate liquidity working capital and...

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Commission Report

Commission Report

Excel 2007 or newer

Commission Report

Commission Report

Use one template for each salesperson to record sales, commission...

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Comparative Balance Sheet

Comparative Balance Sheet

Excel 2007 or newer

Comparative Balance Sheet

Comparative Balance Sheet

This comparative balance sheet serves as a financial comparison from...

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Balance Sheet

Balance Sheet

Excel 2007 or newer

Balance Sheet

Balance Sheet

This template is a financial report for businesses. It is primarily...

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Income Statement

Income Statement

Excel 2007 or newer

Income Statement

Income Statement

This template is a financial report for businesses. It is primarily...

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Balance Sheet With Ratios

Balance Sheet With Ratios

Excel 2007 or newer

Balance Sheet With Ratios

Balance Sheet With Ratios

Balance sheet to be used for a small business or startup. This is a...

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Flexible Balance Sheet

Flexible Balance Sheet

Excel 2007 or newer

Flexible Balance Sheet

Flexible Balance Sheet

Track your financial assets and liabilities with this balance sheet...

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Comparative Taxable Income

Comparative Taxable Income

Excel 2007 or newer

Comparative Taxable Income

Comparative Taxable Income

This template allows you to enter four years of tax return data and...

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Sales Seasonality By Month

Sales Seasonality By Month

Excel 2007 or newer

Sales Seasonality By Month

Sales Seasonality By Month

This template shows how sales by month can vary because of seasonal...

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52 Week Sales Record

52 Week Sales Record

Excel 2007 or newer

52 Week Sales Record

52 Week Sales Record

Use this template to keep track of weekly sales by product or product...

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Financial Statement Ratios

Financial Statement Ratios

Excel 2007 or newer

Financial Statement Ratios

Financial Statement Ratios

This template allows you to perform financial analysis in three...

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Two-year Balance Sheet

Two-year Balance Sheet

Excel 2003 or newer

Two-year Balance Sheet

Two-year Balance Sheet

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Opening Day Balance Sheet

Opening Day Balance Sheet

Excel 2003 or newer

Opening Day Balance Sheet

Opening Day Balance Sheet

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Balance Sheet With Ratios And Working Capital

Balance Sheet With Ratios And Working Capital

This balance sheet template allows for tracking of assets and...

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Balance Sheet With Financial Ratios

Balance Sheet With Financial Ratios

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Two-year Balance Sheet With Instructions

Two-year Balance Sheet With Instructions

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Aged Accounts Receivable Report

Aged Accounts Receivable Report

Excel 2003 or newer

Aged Accounts Receivable Report

Aged Accounts Receivable Report

This template assists accounting teams in tracking and recording all...

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Balance Sheet

Balance Sheet

Excel 2003 or newer

Balance Sheet

Balance Sheet

This detailed balance sheet is useful for keeping track of funds; it...

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Budget Summary Report

Budget Summary Report

Excel 2003 or newer

Budget Summary Report

Budget Summary Report

This template helps executive managers and finance teams assess key...

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Plan Vs. Actual Variance Report (financial Services)

Plan Vs. Actual Variance Report (financial Services)

This template is designed to help finance professionals analyze key...

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Products Pivottable Report

Products Pivottable Report

Excel 2003 or newer

Products Pivottable Report

Products Pivottable Report

Many professionals analyze data for company performance, trends, and...

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Equity Reconciliation Report

Equity Reconciliation Report

Excel 2003 or newer

Equity Reconciliation Report

Equity Reconciliation Report

This template was designed to provide accounting and finance teams...

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Salespeople Pivottable Report

Salespeople Pivottable Report

Excel 2003 or newer

Salespeople Pivottable Report

Salespeople Pivottable Report

Many professionals analyze data for company performance, trends, and...

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Sales Report

Sales Report

Excel 2007 or newer

Sales Report

Sales Report

Monitor your customers and products with this sales report for Excel....

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Customers Pivottable Report

Customers Pivottable Report

Excel 2003 or newer

Customers Pivottable Report

Customers Pivottable Report

Many professionals analyze data for company performance, trends, and...

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Balance Sheet

Balance Sheet

Excel 2007 or newer

Balance Sheet

Balance Sheet

Report on your assets and liabilities with this balance sheet...

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Quarterly Sales Report

Quarterly Sales Report

Excel 2007 or newer

Quarterly Sales Report

Quarterly Sales Report

Record multiple product names with quarterly sales figures and watch...

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Pivottable Report Position Recall

Pivottable Report Position Recall

Excel 2003 or newer

Pivottable Report Position Recall

Pivottable Report Position Recall

Warning: This template contains a macro. When you download the...

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Financial Toys

Financial Toys

Excel 2007 or newer

Financial Toys

Financial Toys

This template is a collection of key financial reports.

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Opening Day Balance Sheet

Opening Day Balance Sheet

Excel 2007 or newer

Opening Day Balance Sheet

Opening Day Balance Sheet

Use this spreadsheet on the opening day of a business keeping track...

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Sales Revenue Report

Sales Revenue Report

Excel 2007 or newer

Sales Revenue Report

Sales Revenue Report

The Sales Revenue Report template allows you to present sales revenue...

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Start-up Capital Estimate

Start-up Capital Estimate

Excel 2007 or newer

Start-up Capital Estimate

Start-up Capital Estimate

This template helps you to estimate the amount of capital you will...

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Statement Of Cash Flows

Statement Of Cash Flows

Excel 2007 or newer

Statement Of Cash Flows

Statement Of Cash Flows

Cash is the lifeblood of any business. This template summarizes the...

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Small Business Valuation

Small Business Valuation

Excel 2007 or newer

Small Business Valuation

Small Business Valuation

This spreadsheet helps you to value a small business. Use it only as...

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Sales Activity Report

Sales Activity Report

Excel 2007 or newer

Sales Activity Report

Sales Activity Report

This template presents summary sales statistics for an individual...

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Pro-forma Balance Sheet

Pro-forma Balance Sheet

Excel 2007 or newer

Pro-forma Balance Sheet

Pro-forma Balance Sheet

This template is a financial planning tool for businesses. It is...

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Project Cost Summary

Project Cost Summary

Excel 2007 or newer

Project Cost Summary

Project Cost Summary

Use this template to analyze financial factors before undertaking a...

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Comparative Contribution Income

Comparative Contribution Income

Excel 2007 or newer

Comparative Contribution Income

Comparative Contribution Income

Use this template to prepare a 5 year comparative contribution margin...

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Marketing Personnel Expenses

Marketing Personnel Expenses

Excel 2007 or newer

Marketing Personnel Expenses

Marketing Personnel Expenses

This template helps you to forecast the cost of marketing personnel...

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Comparative Business Income

Comparative Business Income

Excel 2007 or newer

Comparative Business Income

Comparative Business Income

This spreadsheet allows you to compare your business revenues,...

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Activity Ratios

Activity Ratios

Excel 2007 or newer

Activity Ratios

Activity Ratios

Use this template to calculate a firm's activity ratios; such as...

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Accounts Payable Aging

Accounts Payable Aging

Excel 2007 or newer

Accounts Payable Aging

Accounts Payable Aging

Use this template to organize a company's current and past due...

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Media Advertising Expenditures

Media Advertising Expenditures

Excel 2007 or newer

Media Advertising Expenditures

Media Advertising Expenditures

This template can be used to summarize actual advertising...

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Summary Of Key Accounts

Summary Of Key Accounts

Excel 2007 or newer

Summary Of Key Accounts

Summary Of Key Accounts

This template tracks activity and characteristics of 20 large, repeat...

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Sales Promotion Expenses

Sales Promotion Expenses

Excel 2007 or newer

Sales Promotion Expenses

Sales Promotion Expenses

The Promotional Budget template gives you a way to plan your...

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Profitability Ratios

Profitability Ratios

Excel 2007 or newer

Profitability Ratios

Profitability Ratios

Use this template to calculate profitability ratios such as: gross...

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Small Business Valuation

Small Business Valuation

Excel 2007 or newer

Small Business Valuation

Small Business Valuation

This template is used for market value analysis and can also be used...

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Receiving Report

Receiving Report

Excel 2007 or newer

Receiving Report

Receiving Report

Use this template to document what you received, when you received...

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Store-to-store Sales

Store-to-store Sales

Excel 2007 or newer

Store-to-store Sales

Store-to-store Sales

This template compares retail outlet sales by major market.

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Startup Capitalization

Startup Capitalization

Excel 2007 or newer

Startup Capitalization

Startup Capitalization

This template keeps track of the money used to start-up a business....

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Do you know that arranging a financial analysis report is not too complicated, especially for them who work related to sales industry. A financial analysis report is a document which attracts high interest of investors and it usually contains of a detailed appraisal of a company’s financial condition. It is very helpful in convincing the investors to come to your business, isn’t it? So, it is important to communicate the strength and weakness of the company in an accurate and good manner.

What kind of financial analysis reports does a company need?
Before you make a financial analysis report, it is better for you to make an outline first. Let’s see the example of financial analysis report outline.

1. Creating executive summary
2. Introduction
3. General description
4. Further description
5. Lists of events
6. Comprehensive analysis
7. Result evaluation
8. Appendix
9. Discussion the problems

How to write a financial analysis report? Here is the description of the outline above.

1. You can start the report by writing an executive summary. It consists of important findings from the financial analysis. Do not forget always to state the period of time which focuses on identifying the firm who requests the request.
2. Always set up introduction which emphasizes the objective of the report.
3. When you analyze data, always give general description first before you go to special description. The examples of general description are balance sheets, inventory ratios, etc.
4. After you give general description, go to further description. It means that you must mention the source of the data. Do not forget to explain the method of each source.
5. Give lists of events under the section of special financial events.
6. Give any comprehensive analysis about the balance sheets, income statement, and financial analysis ratios. Use any graphs or charts to complete your analysis.
7. Do an evaluation to see whether the results suitable or not
8. To define how the term was used or not, use an appendix. This aims to know the time period of analysis.
9. This last step to do is discussing the problems faced while performing analysis then explaining how the method of research handles the problems.

As we know that the purpose of financial analysis report is to present company financial information in a way that has useful and easy steps to understand. Most financial analysis reports usually incorporate data and they also compare company performance to the standard of industry. Financial analysis report is useful also to uncover any trends from the previous time or year. The following charts represent of financial analysis report template.

Financial Analysis Report Step 1

What about a financial analysis report template excel? Look at the charts below.

Financial Analysis Report Step 2

Balance sheet and income statement are financial analysis report sample. You have to identify big-items before analyze the statement of income and balance sheet excel by using horizontal analysis. You should express each account value too. If a business has an asset $500 in 2015 and $700 in 2016, the analyst would list assets as 100 percent in 2015 and 150 percent in 2016. It is the financial analysis report example one.

Financial statement analysis is financial statement which reports the assets, equity, and liabilities of a company on a given date. In other words, it is a historical report. Let’s say about income statement and balance sheets, they are the most examples of widely used financial statement. Financial analysis excel is common form to compare company performance with the industry competitors.

How to make a financial reporting excel templates?

In financial analysis report, it is important to manage it because reporting finance is an important component of running a good business. The following is the example of income statement template in financial analysis report. The template of income statement was designed for a simple or small business. Look at the first statement as a simple single-step income statement in expenses lumped all together. The second one is the worksheet which shown on the right and it is a multi-income statement. It calculates gross profit and operating income in sales industry.

Financial Analysis Report Step 3

In financial analysis report, we also will find listing report in the ending of debit and credit balance in all accounts at the end of a reporting period. It is called excel financial statements from trial balance. There are three uses of trail balance, debits equal credits, worksheet, and source of financial statements. Trial balance will make you save time and money in arranging it. Because it is a spread template, you can add or delete accounts to suit your needs. If you want to create personal financial statements excel, you should know 4 purpose of it. They are gaining a very good financial education, calculating your own budget, applying for business loans, and the last one is of course applying your personal loans. The first thing you should do is to list all of your assets and liabilities. Then you will get your own financial analysis report.

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