XLSX · 8 tabs
PayFac Economics Model
Institutional Excel model for evaluating payment facilitator unit economics and margin performance.
$249
one-time
instant download
instant download
Forecasting Templates
Financial Forecasting Templates for FP&A
Driver-based revenue, expense, and cash forecasting workbooks. Build a rolling 12-month or three-year forecast from real operating drivers — not a flat growth-rate plug.
What's inside forecasting templates.
Every workbook in this collection is built to the same institutional standard — fully editable Excel, clear inputs, transparent formulas, and executive-ready outputs.
Revenue Drivers
Pipeline, conversion, ARPU, churn, and seasonality drivers that roll up to the topline.
Cost Build
Headcount, vendor, COGS, and discretionary spend modeled bottom-up with ramps.
Three-Statement Roll
Forecast P&L, balance sheet, and cash-flow tied together with proper checks.
Scenario Switch
Toggle base, upside, and downside with one cell — every output updates instantly.
Variance Tracker
Plan vs actual comparison with variance commentary blocks for every line.
Cash Forecast
Direct-method cash-flow forecast for treasury and runway planning.
Use cases
Built for the work finance teams actually do.
These templates replace hours of from-scratch modeling with a starting point that's already board-ready.
- Annual operating plan and budget builds
- Rolling 12-month forecasts
- Three-year strategic forecasts
- Board reporting and variance commentary
- Fundraising and investor model packs
- Cash forecasting for treasury and runway
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XLSX · 7 tabs
Sponsor Bank Economics Model
Enterprise-grade Excel financial model for sponsor banking and embedded finance program economics.
$299
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instant download
instant download
BEST VALUE
XLSX · 4 tabs
Payments Sales Master Bundle
All four Excel models plus future updates and bonus templates. The complete payments deal desk toolkit.
$499
one-time
instant download
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Free tools
Free calculators for this category.
Run the numbers instantly in your browser — no signup, no download.
Forecasting Templates FAQ.
Is this a driver-based model?
Yes — revenue and cost are built from operational drivers, not flat growth assumptions.
Does it include a balance sheet?
Yes. The full three-statement roll-up is included with the standard checks.
Can I plug in actuals?
Yes — a dedicated actuals tab feeds the variance tracker month by month.
How many scenarios are supported?
Three by default (base, upside, downside) with an easy pattern to add more.
Need a custom forecasting templates build?
Our team builds bespoke workbooks for finance, banking, and payments programs. Tell us what you need and we'll quote it.