What is a Waterfall Chart? A waterfall chart is a dynamic, intuitive visualization that shows how a series of positive or negative changes impact an initial value, ultimately resulting in a final total. Commonly used in financial analysis, business reporting, and performance tracking, this chart breaks down how specific data points, such as revenue shifts,…
Efficient Frontier and CAL Template This efficient frontier and CAL template demonstrates how to construct a portfolio frontier and CAL line chart to find the optimal portfolio. Below is a screenshot of the efficient frontier and CAL template: Download the Free Template Enter your name and email in the form below and download the free…
Charts and Graphs Template This charts and graphs template provides you with 10 different types of charts and graphs used in financial planning and analysis. Here is a preview of the charts and graphs template: Download the Free Template Download CFI’s free Excel template now to advance your finance knowledge and perform better financial analysis….
Common Size Analysis Template This common size analysis template allows you to compare the financial performance of companies in different sizes on the same scale. Here is a screenshot of the common size analysis template: Download the Free Template Download CFI’s Excel template to advance your finance knowledge and perform better financial analysis. Common size…
Cost of Equity Calculator This cost of equity calculator helps you calculate the cost of equity given the risk-free rate, beta, and equity risk premium. This is what the cost of equity calculator looks like: Download the Free Template Enter your name and email in the form below and download the free template now! Cost…
Beta Calculator This beta calculator allows you to measure the volatility of returns of an individual stock relative to the entire market. Below is a screenshot of the beta calculator: Download the Free Beta Calculator Enter your name and email in the form below and download the free template now! The beta (β) of an investment…
Debt to Asset Ratio Template This debt to asset ratio template will show you how to calculate the Debt/Asset ratio given the number of assets, short-term debt, and long-term debt. Here is a preview of the debt to asset ratio template: Download the Free Template Enter your name and email in the form below and…
Marginal Cost of Production Template This marginal cost of production template will show you how to calculate different types of marginal costs. This is what the marginal cost of production template looks like: Download the Free Template Enter your name and email in the form below and download the free template now! The Marginal Cost…
Net Present Value Template This net present value template helps you calculate net present value given the discount rate and undiscounted cash flows. Here is a screenshot of the net present value template: Download the Free Template Enter your name and email in the form below and download the free template now! Net Present Value (NPV)…
Depreciation Methods Template This depreciation methods template will show you the calculation of depreciation expenses using four types of commonly used depreciation methods. Below is a preview of the depreciation methods template: Download the Free Excel Template Enter your name and email in the form below and download the free template now! There are several…
