FP&A — Financial Planning & Analysis Pack – 9 Premium Excel, Google Sheets & Power BI Templates (Save 40%)

The FP&A — Financial Planning & Analysis Pack is the complete finance toolkit for FP&A analysts and finance managers who are tired of juggling disconnected spreadsheets. It bundles 9 premium finance dashboards across Excel, Google Sheets and Power BI — covering income, expenses, cash flow, revenue, profitability, loans, inventory, procurement and freight. Bought individually these templates cost $143.91; as a bundle you pay just $85.99 and save 40% ($57.92).

🔑 Key Features of the FP&A — Financial Planning & Analysis Pack

🔹 9 Ready-to-Use Templates – a full FP&A stack covering finance summaries, expenses, loans, revenue, procurement, freight, inventory and church finance.
🔹 Excel + Google Sheets + Power BI – native templates for every workflow, all in one pack.
🔹 Save $57.92 vs Buying Individually – individual total $143.91, bundle just $85.99 (40% off).
🔹 Income, Expense & Cash Flow Tracking – full visibility into financial health.
🔹 Revenue & Profit Margin Analysis – spot trends and optimize profitability.
🔹 Loan Portfolio & Risk KPIs – track disbursements, repayments and default rates.
🔹 Procurement & Freight Cost Control – monitor vendor spend and logistics costs.
🔹 Interactive Charts, KPI Cards & Slicers – drill down by department, region, vendor and month.
🔹 Plug-and-Play Setup – replace the sample data and everything updates automatically.
🔹 Perfect for FP&A Analysts & Finance Managers – enterprise-grade analytics at a fraction of the cost.

📦 What’s Inside the FP&A Pack

1. Finance Summary Dashboard in Excel – complete overview of income, expenses, profit margins and cash flow.

   

   Finance Summary Dashboard in Excel

2. Expense Tracking Dashboard in Power BI – analyze spending across departments, categories and vendors with CY-vs-PY variance.

   

   Expense Tracking Dashboard in Power BI

3. Income and Expense Dashboard in Google Sheets – real-time cloud tracker with automatic categorization and net-savings calculations.

   

   Income and Expense Dashboard in Google Sheets

4. Loan Portfolio KPI Dashboard in Excel – monitor disbursements, repayments, default rates and portfolio growth.

   

   Loan Portfolio KPI Dashboard in Excel

5. Inventory Management & Profit Analysis Dashboard in Google Sheets – track stock while auto-calculating profit margins and turnover.

   

   Inventory Management and Profit Analysis Dashboard in Google Sheets

6. Freight Cost KPI Dashboard in Excel – track freight costs, cost per shipment, delivery times and carrier performance.

   

   Freight Cost KPI Dashboard in Excel

7. Procurement Cost Analysis Dashboard in Excel – monitor purchase orders, total spend, vendor performance and departmental budgets.

   

   Procurement Cost Analysis Dashboard in Excel

8. Revenue Analysis Dashboard in Power BI – 5 pages of revenue intelligence with KPI cards for revenue, margin % and target achievement.

   

   Revenue Analysis Dashboard in Power BI

9. Church Finance Dashboard in Excel – track tithes, offerings, departmental expenses and donor contributions across 5 pages and 19 charts.

   

   Church Finance Dashboard in Excel

💡 Smart Comparison — Individual vs Bundle

⚙️ How to Use the FP&A Pack

1️⃣ Download the Bundle – instantly access all 9 templates after purchase.
2️⃣ Open Each Template – in Excel, Google Sheets or Power BI Desktop as appropriate.
3️⃣ Enter Your Data – replace the sample data in each data sheet with your own.
4️⃣ Refresh & Analyze – charts, KPI cards and pivot tables update automatically.
5️⃣ Filter & Present – use slicers to build stakeholder views and share your reports.

👥 Who Can Benefit from This FP&A Pack

🔹 FP&A Analysts & Finance Managers
🔹 CFOs & Finance Directors
🔹 Business Owners & Entrepreneurs
🔹 Accountants & Bookkeepers
🔹 Lenders & Credit Analysts
🔹 Procurement & Supply Chain Teams
🔹 Nonprofits, Ministries & Treasurers

📖 Click here to read the detailed blog post

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