To understand the complexity involved in each category, I'll try to put a little explainer on why a given template is at a certain level. This is going to be roughly based on the amount of accounting and finance knowledge as well as industry-specific knowledge required to use the template to its fullest extent. There is a subjective element to this as it is my opinion about how much knowledge you need to understand a given template, but this should give general clarity as to what each template feels like to use. I've not included 100% of my templates here, but it should give you a good idea of what to look for when trying to understand various frameworks that are being used.
Beginner Financial Model Templates:
I'd categorize these templates as something anyone with little or no business or accounting experience can pick up, plug numbers into, and get some value out of. These models have the simplest assumptions and are pretty easy to follow the math on without super complex modeling techniques.
- Dry Cleaning Business
- Food Truck
- Cleaning / Janitorial Services
- Apple Orchard
- Customer Repurchase Manufacturing Financial Forecast
- Equipment Rental
- Rental Property ROI Calculator
- Tenant and Lease Management
- Real Estate Check List
- Basic SaaS Model
- SaaS MRR Calculator
- Financial Visualizations for any Pitch Deck
- Depreciation Expense Tracker
- Budget Vs. Actual Excel Template
- Expense Tracker
- Side Gig P&L Tracker
- Payroll Tracker and Calculator
- Daily Inventory Tracker
- Break-Even Financial Model
- EBITDA Multiple Business Valuation
- Pareto Analysis
- PPC Sensitivity Analysis for Internet Marketing
- Personnel Planner
- Billable Hours Tracker
- Customer Pipeline Tracker
- Retail Building Construction
- Lot Development Model
- Hydrogen Plant
- Solar Panel Installer
- Hydropower (dam)
- LBO Model with T12
- Open-pit Mining
- Real Estate Brokerage
- Property Management
- 3D Printing
- Inventory Forecasting
- Price / Volume Sensitivity
- Laundromat
- Professional Services (billings)
- Hair Salon
- Auto Repair
- Car Wash
- Bike Shop
- Jewelry Shop
- Vending Machines
- ATM Machines
- Robotic Kiosk
- Driving Range
- Short-term Rental Scaling Model
- Rental Property Scaling
- Real Estate Value-add Calculator
- Rent vs Buy Calculator
- Seller Financing
- Real Estate Development Budget vs Actual
- Mixed-use Real Estate Underwriting
- IRR Sensitivity (occupancy and exit cap rate)
- Airbnb Arbitrage
- 5-Tier Traffic Driven SaaS
- Freemium SaaS
- Ratio-driven SaaS
- Produce + Subscription
- Gym / Fitness Center
- Lending-as-a-Service
- Transactional Marketplace
- eCommerce / Drop shipping
- Accounts Payable and Receivable Invoice Tracker
- General LBO Model
- 4 Method Valuation Matrix
- Mobile App
- Franchisor Scaling
- Private Golf Course
- Cruise Ship / Boat Touring
- General Contractor Dashboard
- Gantt Schedules
- End-to-End Space Company
- B2C SaaS Model for AI-Powered Platforms
- EV Charging Station Provider
- Biogas / Biomethane Producer
- Wind Farm
- Construction Business
- Made-to-Order Manufacturing
- Lending Business
- Dynamic Loan Amortization
- Zero Down Seller Financing Real Estate Strategy
- Oil and Gas Well Drilling
- B2B / B2C SaaS
- Daycare Service Facility
- Trucking / Delivery Business
- Function-as-a-Service
- Data-as-a-Service
- Plumbing Business Scaling
- Used Car Dealership
- Subscription Box
- Cleaning Company (recurring contracts / fixed price jobs)
- SaaS Customer Margin Simulator
- Preferred Return Waterfalls (all of them)
- Cost Segregation Study
- Apartment Building Underwriting Model
- Mobile Home Park Buildout (up to 40 parks)
- Sports Agency
- Online Travel Agency
- Depreciation Recapture Analysis
- WACC Calculator
- Hydroponics
- Educational Courses
- FIFO COGS Calculator
- Financial Statement Generator
- Loan Portfolio Analysis
- Customer Cohort Modeling
- Mobile App Ad Spend Guide
- Assisted Living Facility