Templates | Template Logic

Property P&L

fx =SUMIFS(Payouts[Net],Payouts[Door],$A9,Payouts[Month],K$7)

Occupancy

82.4%

+6.1

RevPAR

$164

+12.8

Net margin

31.7%

+2.4

Door	Nights	ADR	Net	Margin
Cedar Loft	24	$212	$4,108	38%

Harbour 2B	22	$198	$3,470	34%

Pine Cabin	19	$241	$3,182	29%

Mill St. A	26	$156	$2,914	27%

BestsellerReal Estate & Rentals

Airbnb STR Command Center

Per-property P&L, occupancy and cleaning margin for short-term rentals

★★★★½4.9 (1,284)·9k downloads

$79$119

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Royalty Calculator

fx =IF(E12>=2.99,IF(E12<=9.99,0.7,0.35),0.35)*(E12-PrintCost)

Net royalty

$4.18

+0.62

Break-even ACOS

58%

+4

Series margin

$11.2k

+18%

Title	Fmt	List	Print	Royalty
Winter Ledger	PB	$14.99	$3.41	$7.08

Winter Ledger	eBook	$5.99	--	$4.11

The Long Audit	PB	$12.99	$3.12	$5.97

Quiet Numbers	PB	$16.99	$4.88	$6.07

BestsellerPublishing & KDP

Amazon KDP Royalty Engine

Per-title royalty, print cost and series profitability for self-published authors

★★★★½4.8 (946)·7k downloads

$69$99

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Monthly Plan

fx =Income - SUM(Assigned[Amount])

To assign

$0.00

Saved rate

24.1%

+3.2

Buffer

47 days

+9

Category	Planned	Actual	Left
Housing	$1,850	$1,850	$0

Groceries	$620	$584	$36

Transport	$310	$347	-$37

Sinking: Car	$250	$250	$0

BestsellerPersonal Finance

Zero-Based Budget System

Every dollar assigned a job, with sinking funds that roll over correctly

★★★★½4.9 (3,218)·24k downloads

$39$59

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SKU Dashboard

fx =(Price-Landed-FBAFee-Referral-PPC-ReturnDrag)/Price

Blended margin

28.6%

+4.1

Cash cycle

64 days

-11

SKUs at risk

3

-2

SKU	Price	Landed	Fees	Margin
TL-2201	$34.99	$8.12	$9.40	34%

TL-1180	$21.99	$5.60	$7.02	31%

TL-3340	$49.99	$16.20	$12.11	26%

TL-0902	$18.49	$6.44	$6.90	18%

Staff pickE-commerce

Amazon FBA Margin Model

Landed cost, FBA fees and true contribution margin per SKU

★★★★½4.8 (712)·5k downloads

$89$129

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Returns

fx =(NOI - DebtService) / CashInvested

Cash-on-cash

11.4%

+1.8

DSCR

1.38

+0.11

10-yr IRR

17.2%

Metric	Yr 1	Yr 5	Yr 10
Gross rent	$28,800	$32,410	$37,180

NOI	$17,860	$20,230	$23,280

Debt service	$12,940	$12,940	$12,940

Cash flow	$4,920	$7,290	$10,340

Real Estate & Rentals

Rental Property Deal Analyzer

Underwrite a long-term rental in four minutes, including the BRRRR refinance

★★★★½4.7 (588)·4k downloads

$69

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Forecast

fx =Opening + SUM(Receipts) - SUM(Disbursements)

Wk 13 close

$84.2k

+12.4k

Min. balance

$21.6k

wk 7

Accuracy

94.1%

+2.8

Week	In	Out	Close
W-05	$61.2k	$48.9k	$52.1k

W-06	$44.8k	$56.2k	$40.7k

W-07	$38.1k	$57.2k	$21.6k

W-09	$68.9k	$49.4k	$62.5k

Staff pickSmall Business

13-Week Cash Flow Forecast

The rolling forecast that tells you the exact week you run out of money

★★★★½4.9 (634)·3k downloads

$79$109

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Rebalance

fx =(TargetWeight*PortfolioValue - CurrentValue)

TWR (1y)

+14.8%

vs 12.1% bmk

Max drift

4.2pp

Fwd yield

2.31%

Asset	Now	Target	Trade
US Equity	48.2%	44.0%	-$12.4k

Intl Equity	18.1%	22.0%	+$11.5k

Bonds	21.6%	24.0%	+$7.1k

REIT	7.9%	6.0%	-$5.6k

Investing

Portfolio Tracker Pro

Multi-account holdings, true time-weighted return and rebalance targets

★★★★½4.7 (1,102)·8k downloads

$59

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Client Ranking

fx =Invoiced / (BillableHrs + UnbillableHrs)

Blended rate

$96/hr

+$11

Utilisation

61%

-4

Overdue

$8.4k

Client	Billed	Hours	Eff. rate
Northwind	$18,400	112	$164

Ridge Co.	$12,200	94	$130

Bluefin	$9,800	88	$111

Vantage	$4,100	118	$35

UpdatedSmall Business

Freelance Profit Tracker

Effective hourly rate per client, so you can fire the one losing you money

★★★★½4.8 (874)·6k downloads

$49

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Comparison

fx =NPER(Rate/12, -Payment, Balance)

Debt-free

Mar 2029

-14 mo

Interest saved

$4,820

Total debt

$38.4k

-$6.2k

Debt	Balance	APR	Clears
Card A	$4,210	24.9%	Nov 26

Auto loan	$11,400	7.2%	Aug 27

Student	$14,900	5.8%	Jan 29

Personal	$5,010	12.1%	Mar 29

Personal Finance

Debt Payoff Planner

Avalanche vs snowball, with the exact date you become debt free

★★★★½4.9 (2,140)·19k downloads

$29

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Listings

fx =(Price+Ship-Fees-Materials-(Hours*LabourRate))/Price

True margin

22.4%

+3.1

Eff. hourly

$27.60

+4.20

Below min.

4 listings

Listing	Price	Fees	Margin
Linen Set	$68.00	$9.42	34%

Oak Board	$42.00	$6.11	29%

Ceramic Mug	$24.00	$3.88	21%

Sticker Pk	$7.50	$1.94	3%

E-commerce

Etsy Shop Profit Dashboard

Per-listing margin after Etsy fees, materials and the hours you never count

★★★★½4.6 (496)·3k downloads

$45

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Projection

fx =FV(RealReturn, Years, -AnnualSavings, -Current)

Net worth

$412k

+$61k

Savings rate

34.2%

+2.8

Coast FIRE

age 41

Milestone	Date	Months	Rate
$100k	Mar 2021	58	--

$200k	Jul 2023	28	2.1x

$400k	May 2026	18	0.9x

$500k	Aug 2027	15	1.2x

Personal Finance

Net Worth Command Center

Every asset and liability, tracked monthly, with a FIRE projection

★★★★½4.8 (1,560)·14k downloads

$35

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Variance

fx =(QuotedMargin - ActualMargin) / QuotedMargin

Avg. margin

26.8%

-3.4

Erosion

11.2%

Jobs open

7

Job	Quoted	Actual	Var
#4192 Fit-out	34%	31%	-3pp

#4188 Reno	30%	28%	-2pp

#4201 Studio	28%	22%	-6pp

#4177 Deck	32%	19%	-13pp

NewSmall Business

Invoice & Job Costing Suite

Quote, invoice and job-level profitability for trades and studios

★★★★½4.7 (402)·2k downloads

$65

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Income Calendar

fx =Shares * DPS * (1+GrowthRate)^Years

Fwd income

$9,840

+11.2%

Yield on cost

4.12%

+0.38

Coverage

18.4%

Month	Income	YoY	Cum.
Jan	$612	+9.1%	$612

Feb	$488	+7.4%	$1,100

Mar	$1,284	+12.8%	$2,384

May	$702	+10.4%	$3,642

Investing

Dividend Income Forecaster

Forward income, payout calendar and dividend growth modelling

★★★★½4.6 (618)·4k downloads

$45

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Ad Pacing

fx =TotalBudget * PhaseWeight / DaysInPhase

Budget

$3,200

68% spent

Best rank

#1,412

-8.2k

Reviews

47

+12

Phase	Days	Budget	Daily
Pre-order	28	$960	$34

Launch wk	7	$1,440	$206

Sustain 1	14	$480	$34

Evergreen	--	--	$8

NewPublishing & KDP

Book Launch Planner

Pre-order runway, ad budget pacing and rank tracking for a launch week

★★★★½4.5 (288)·2k downloads

$39

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Strategies

fx =CUMIPMT(Rate/12, Term, Principal, 1, Term, 0)

Interest saved

$68.4k

Years removed

7.2

Refi break-even

31 mo

Strategy	Payoff	Interest	Saved
Minimum	2054	$214k	--

+ $200/mo	2049	$168k	$46k

+ $400/mo	2046	$146k	$68k

Biweekly	2050	$179k	$35k

Real Estate & Rentals

Mortgage Payoff Optimizer

Extra payments, recasts and refinance break-even in one model

★★★★½4.7 (934)·7k downloads

$35

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Reorder Board

fx =AVERAGE(Demand)*LeadTime + Z*STDEV(Demand)*SQRT(LeadTime)

Reorder now

6 SKUs

Capital tied

$142k

-$18k

Dead stock

$9.2k

SKU	On hand	ROP	Cover
TL-2201	412	380	26 d

TL-1180	96	210	8 d

TL-3340	688	240	61 d

TL-4415	1,204	180	148 d

E-commerce

Inventory & Reorder System

Safety stock, reorder points and dead-stock detection across every SKU

★★★★½4.6 (344)·2k downloads

$55

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Monthly

fx =Target / MAX(1, MonthsUntilDue)

Monthly total

$418

Funded

72%

+9

Next due

Sep $840

Fund	Target	Saved	Due
Car insurance	$1,240	$930	Nov

Holiday	$2,400	$1,560	Jul

Boiler service	$180	$180	Sep

Registration	$840	$490	Sep

Personal Finance

Annual Sinking Fund Planner

Never be surprised by an annual bill again

★★★★½4.8 (1,420)·12k downloads

$25

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MRR Waterfall

fx =Opening + New + Expansion - Contraction - Churn

MRR

$284k

+6.8%

NRR

112%

+4pp

CAC payback

14 mo

-3

Movement	Amount	Logos	% MRR
Opening	$266.1k	1,842	--

New	+$21.4k	+148	8.0%

Expansion	+$9.8k	+62	3.7%

Churned	-$8.2k	-71	3.1%

Staff pickSmall Business

SaaS Metrics Model

MRR movement, cohort retention and CAC payback for subscription businesses

★★★★½4.8 (386)·2k downloads

$95$139

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Spreadsheets that do the work

Get all 18 templates for $249