Free Templates

Excel Templates for Financial Analysis, Forecasting & Valuation

Downloadable .xlsx templates covering DCF and dividend discount valuation, comparable company analysis, sales tracking, AI-assisted forecasting with Copilot and Python in Excel, and sensitivity & scenario analysis. Built for financial analysts, accountants, CA students, and finance professionals.Preview before you download.

DCF Valuation Model

Three-statement linked DCF valuation model with sensitivity analysis and a valuation dashboard.

Excel (.xlsx) · Free · v1.0

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READ → Variance Analysis: Actual vs. Budget, Explained

Comparable Company Analysis

Compare public companies using EV/EBITDA, P/E, and other valuation multiples.

Excel (.xlsx) · Free · v1.0

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Dividend Discount Model

Estimate intrinsic stock value using the Gordon growth and multi-stage DDM approaches.

Excel (.xlsx) · Free · v1.0

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Sales Tracker Template

Track monthly sales performance, revenue, customers, and key business metrics.

Excel (.xlsx) · Free · v1.0

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Monte Carlo Simulation

Monte Carlo Simulation in Excel: A Beginner-Friendly Guide

Excel (.xlsx) · Free · v1.0

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READ → Monte Carlo Simulation in Excel: A Beginner-Friendly Guide

AI-Powered Forecasting Template

Pairs a formula-only FORECAST.ETS forecast with a ready-to-paste Python in Excel (=PY) library for trend decomposition, Holt-Winters/ETS, and seasonality charts, plus a Copilot prompt cheat sheet. Companion workbook for the AI Stack Base guide.

Excel (.xlsx) · Premium · v1.0

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Requires Microsoft 365 Current or Beta Channel for the live =PY() cells; the formula-only forecast tab works in any Excel or LibreOffice install.

READ → Copilot in Excel with Python: How to Build AI-Powered Forecasts (2026 Guide)

Sensitivity & Scenario Analysis Template

A complete financial model with one-way and two-way sensitivity tables, Scenario Manager, Goal Seek, and an executive dashboard. Companion workbook for the Biznerdly tutorial on sensitivity and scenario analysis in Excel.

Excel (.xlsx) · Free · v1.0

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READ → Sensitivity and Scenario Analysis in Excel: Complete Tutorial Guide

Build vs Buy Excel Calculator

Plug in your team size, current maintenance hours, and target software tier to get a side-by-side 3-year cost comparison specific to your situation.

Excel (.xlsx) · Free · v1.0

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READ → Build vs. Buy: The Real Cost of a Small Business BI Dashboard in 2026

Pre-Built SME Financial Dashboard Template (Excel/Power BI)

Includes cash and runway tracking, AR aging buckets, top customer ranking, and margin calculations already wired up on sample data. Swap in your own numbers and it's ready to use.

Excel (.xlsx) · Free · v1.0

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READ → Build a Financial Dashboard for Your Small Business Without Hiring an Analyst

Frequently Asked Questions

Are these Excel templates really free to download?

Yes. The DCF valuation model, comparable company analysis, dividend discount model, sales tracker, and sensitivity & scenario analysis templates are all free to download. Only the AI-powered forecasting template is a premium companion workbook.

Do I need Microsoft 365 to use these templates?

Most templates work in any modern version of Excel or LibreOffice. The AI-powered forecasting template is the exception: its formula-only FORECAST.ETS tab works everywhere, but the live Python in Excel (=PY) cells require a Microsoft 365 Current or Beta Channel subscription.

Can I edit and customize these templates for my own company?

Yes. Every template is fully unlocked and editable, so you can rebrand it, change assumptions, add rows, or adapt formulas to fit your own financial statements and reporting needs.

Which template should I use for company valuation?

Use the DCF valuation model for an intrinsic, cash-flow-based valuation, the comparable company analysis for a market-based multiples check, and the dividend discount model when valuing a stable, dividend-paying stock. Many analysts run two or three side by side to cross-check results.

What is the difference between the sensitivity and scenario analysis template and the forecasting template?

The sensitivity & scenario analysis template stress-tests an existing model's assumptions using one-way and two-way tables, Scenario Manager, and Goal Seek. The AI-powered forecasting template instead projects future values from historical data using FORECAST.ETS and Python-based time series methods.