Use these seven free SWOT analysis templates for Word to organize strengths, weaknesses, opportunities, and threats around a business, project, or proposed change. Choose a guided worksheet, a four-section presentation layout, or a planning worksheet…
Organize income estimates for the transition into retirement with this free retirement income tax analysis template for Excel. Compare the current year with three retirement years and record the assumptions you want to review before…
A cash flow sensitivity analysis template helps you explore how changes in receipts and payments could affect your ending cash balance. Start with a realistic cash forecast, change selected assumptions, and compare how much cash…
Compare accommodation and meeting arrangements side by side with this free hotel comparison template for Word. The document provides a populated example covering room rates, availability, parking, amenities, complimentary rooms, hospitality-room charges, and meeting-space conditions.…
Use this living cost analysis template for Excel to organize expected or actual income and household costs across January–December. Record housing-related spending, groceries, childcare, transport and other costs, then review how they fit the money…
Compare the costs of financing a car purchase and leasing with this buy vs. lease car analysis template for Excel. The workbook has fields for upfront payments, loan and lease terms, resale value and a…
A simple break-even analysis template helps you estimate the sales needed to cover your fixed and variable costs. Use the worksheets below to organize your assumptions, compare prices and calculate a sales target before committing…
Use these free risk analysis templates for Word to organize potential problems, assess their significance and record the actions needed to manage them. A useful assessment explains the risk, existing controls, remaining concerns and who…
Use these free cost benefit analysis templates to compare a proposed project’s expected costs, savings and other benefits before making a decision. A clear analysis shows what you expect to spend, what you expect to…
Estimate the present value of a fixed-rate bond with this basic bond valuation template for Excel. Enter the face value, years to maturity, required annual return, coupon rate, and payment frequency. The workbook discounts the…
Collect feedback about products, delivery, communication, and service with this free customer satisfaction survey template for Word. The document combines six five-point rating questions with four open-ended prompts, giving customers space to explain their experience.…
Compare quotes and costs with these six price comparison analysis templates for Excel. Choose a vendor price sheet, construction bid comparison, or multi-year cost layout according to the decision you need to document. The files…
Compare computer specifications side by side with this free PC comparison analysis template for Excel. The sheet has six option columns, originally grouped as two types under each of three brand headings. Rename them for…
Estimate the economics of a direct-mail campaign with this direct marketing analysis template for Excel. The workbook combines revenue and costs per sale, mailing costs per piece, mailing volume, a response-rate assumption, and fixed campaign…
A gain on sale of a house analysis should distinguish the gain on the property, the amount potentially subject to tax, and the cash remaining after closing. These are different figures, and one calculation should…
A sales channel analysis template helps organize sales figures by the route used to sell to customers. Compare annual units, sales value, sales share, and monthly averages across channels such as company stores, independent retailers,…
A retirement plan contributions analysis template can help organize the income and expense information needed when reviewing retirement contributions. The Excel worksheet below provides fields for a tax year, gross income, business expenses, a contribution…
This closing cost analysis sheet template helps organize property transaction charges into buyer-paid and seller-paid columns. Use it as a supporting worksheet for reviewing amounts supplied by the lender, closing agent, or other transaction documents.…
A present value of annuity analysis template calculates the value today of equal payments made at regular intervals, using a specified discount rate. It helps you explore how payment size, payment timing, and the number…
A quarterly budget analysis template helps you compare planned figures with actual results for a three-month period. Review revenue, costs, and operating expenses together to understand where results differ from the budget and which differences…
There is no feeling more satisfying than having your own home but sadly not every person can afford to buy a home. Having cash issues or going through a financial crisis doesn’t mean that you…