Business & Financial Spreadsheet Models
Comprehensive, production-ready spreadsheet templates and guides for corporate accounting, real estate finance, payroll, and growth analytics.
How to Calculate Customer Acquisition Cost (CAC) and LTV in Excel
Model Customer Acquisition Cost (CAC), Lifetime Value (LTV), Churn Rate, and LTV:CAC Ratio in Excel and Google Sheets for SaaS and e-commerce.
CAC = (Sales + Marketing Expenses) / New Customers Acquired | LTV = (ARPU * Gross Margin %) / Churn Rate How to Calculate Profit Margin, Markup, and Break-Even Point in Excel
Formulas for Gross Margin, Net Margin, Markup Percentage, and Break-Even Unit Volume in Excel and Google Sheets with real business financial examples.
Margin = (Price - Cost) / Price | Markup = (Price - Cost) / Cost How to Calculate Inventory Reorder Point and Safety Stock in Excel & Google Sheets
Calculate optimal inventory reorder points (ROP), buffer safety stock, and automated restock triggers using NORMSINV and spreadsheet formulas.
= (Avg_Daily_Demand * Lead_Time) + (NORMSINV(Service_Level) * SQRT(Lead_Time) * Demand_StdDev) How to Calculate Compound Interest in Excel & Google Sheets (with Monthly Deposits)
Calculate future portfolio value with compound interest and recurring monthly contributions using the FV formula in Excel and Google Sheets.
=FV(rate/n, nper*n, -pmt, -pv, type) How to Calculate Tiered Sales Commission in Excel & Google Sheets
Master marginal tiered commission and flat bracket commission calculations using IFS, VLOOKUP approximate match, and SUMPRODUCT formulas.
=SUMPRODUCT((Sales > Thresholds)*(Sales - Thresholds)*Incremental_Rates) How to Calculate NPV and IRR in Excel & Google Sheets (Capital Budgeting)
Master Net Present Value (NPV), Internal Rate of Return (IRR), and XIRR formulas for financial modeling, project valuation, and investment returns.
=NPV(discount_rate, cash_flows_yr1_to_n) + initial_outlay How to Calculate Asset Depreciation in Excel (SLN, DB, and DDB Methods)
Calculate straight-line, declining balance, and double declining balance depreciation schedules for fixed assets using SLN, DB, and DDB formulas.
=SLN(cost, salvage, life) | =DDB(cost, salvage, life, period, [factor]) How to Calculate Employee Tenure and PTO Accrual in Excel & Google Sheets
Calculate years of service, exact employee tenure, and dynamic Paid Time Off (PTO) vacation accrual using DATEDIF, YEARFRAC, and TODAY.
=DATEDIF(Hire_Date, TODAY(), "Y") & " yrs, " & DATEDIF(Hire_Date, TODAY(), "YM") & " mos" How to Calculate Overtime and Gross Pay in Excel & Google Sheets
Calculate standard hours, 1.5x overtime, 2.0x double time, and gross payroll using IF, MIN, and MAX formulas in spreadsheets.
=MIN(40, Total_Hours)*Hourly_Rate + MAX(0, Total_Hours-40)*Hourly_Rate*1.5 How to Build a Loan Amortization Schedule in Excel & Google Sheets
Master the PMT, PPMT, and IPMT formulas to calculate monthly loan payments and build an automated principal and interest amortization table.
=PMT(rate/12, nper*12, -pv)