Free Template

Operating & Financial Model Template

Supercharge your strategic insights and enhance efficiency with our downloadable template spreadsheet (in Google Sheets). It's absolutely free!

What's included:

  • Automated P&L statements — comparing Actuals vs Budget and different time periods 
  • Automated calculation of your essential Financial and Operational metrics
  • Dynamic dashboards for quick visualization

Why you’ll love it:

  • Transform raw data into actionable insights within minutes!
  • Step-by-step process to guide you effortlessly
  • Tailor the template to fit your unique needs
  • Let the template do the heavy lifting for you with automation

Who is it for?

  • CEOs: Gain a deep understanding of your revenue streams and track trends over time. Recognize patterns and make investments and strategic decisions backed by solid data.
  • COOs: Dive into both operating and non-operating expenses to identify opportunities for cost-cutting and resource reallocation. Optimize your organization's efficiency and allocate resources to value-generating initiatives.
  • CFOs: Enhance your financial forecasting capabilities by leveraging the historical discrepancies between actuals and budget. Make more precise financial plans and projections for the future.

All Leaders: Use the template to analyze your organization's current state and develop effective business strategies. Tackle challenges head-on and capitalize on opportunities for growth and success.

Curated by our team of Strategy Experts!

More reasons why you'll love this Financial And Operating Model Template...

Complete customization

While the Template comes pre-filled with dummy data to demonstrate its functionality, you can effortlessly replace it with your own data and tailor it specifically to your organization.


Navigate to the 'How it works' tab to find clear, step-by-step instructions that will ensure you extract maximum value from the template.

Save time and effort

Once you input your raw data, the P&L, financial, and operational metric tabs will automatically populate (no magic involved, just a few pivot tables ;) ). Want something more visual? Ta-da, you’ll also get automated dashboards.

Focus on results that matter

Our template empowers you to start with your most critical metrics and reverse engineer your business to develop a winning strategy!

Our strategies are now centralized within Cascade, and our employees are trained and excited about working on their goals and KPIs in one place
Teresa D.
Tax Strategy Execution Lead

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