Free Resources
Templates built to be used, not admired.
Every template here is one I’ve built and use myself. Download, plug in your numbers, and it’s done.
Financial ratio dashboard
Liquidity, profitability and leverage ratios, auto-calculated from your inputs.
Download FreeMonthly cash flow tracker
A simple in/out tracker with a running balance and burn-rate calculation.
Download FreeSimple budget planner
A cloud-based monthly budget sheet you can edit from your phone or laptop.
Download freeFreelance income tracker
Log invoices, payments, and outstanding balances by client, automatically totaled.
Download freeSales performance dashboard
A plug-and-play template for tracking revenue, product mix, and trends over time.
Download freeBudget vs. actual tracker
Compare planned vs. real spending by category, with variance highlighted automatically.
Download freeRevenue query starter pack
Ready-to-adapt SQL queries for monthly revenue, churn, and cohort basics.
Download freeCustomer cohort query pack
Retention and cohort-analysis queries adaptable to most relational databases.
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