Free Resources

Excel Templates

Free, professionally designed Excel templates optimized for WealthSight's AI variance analysis. Upload any of these directly to get instant insights.

Popular

Budget vs Actual Template

The foundational template for variance analysis. Pre-formatted columns for budget, actual, and variance with category breakdowns.

Monthly/quarterly periods
Department-level breakdown
Auto-calculated variances
Category hierarchy
XLSX
Popular

P&L Variance Template

Income statement format with revenue, COGS, operating expenses, and net income sections. Ready for period-over-period analysis.

Revenue breakdown
Expense categories
Gross/net margin calc
YoY comparison
XLSX

Cash Flow Variance Template

Track operating, investing, and financing cash flows. Identify variances in cash generation and utilization.

3-section cash flow
Beginning/ending balance
Free cash flow calc
Monthly tracking
XLSX

Department Budget Template

Department-level budgeting template for tracking spend across headcount, software, marketing, and operational categories.

Cost center mapping
Headcount tracking
Monthly/annual view
Variance % formulas
XLSX

Balance Sheet Comparison

Compare balance sheet items across periods. Assets, liabilities, and equity sections with automatic variance calculations.

Period comparison
Working capital calc
Ratio analysis
Trend formatting
XLSX
Popular

Revenue Forecast vs Actual

Revenue-specific template with product lines, regions, and customer segments. Perfect for sales variance analysis.

Product line split
Regional breakdown
Customer segments
Forecast accuracy
XLSX

How to Use These Templates

1

Download a Template

Choose the template that matches your analysis needs and download the XLSX file.

2

Fill in Your Data

Enter your budget and actual figures. The templates include sample data to show you the expected format.

3

Upload to WealthSight

Go to the Variance Analysis tab, upload your completed spreadsheet, and let the AI analyze your data.

4

Get AI-Powered Insights

Receive instant variance commentary, charts, and actionable insights. Ask follow-up questions to dig deeper.

Industry-Specific Templates

Coming soon — templates tailored to your industry's unique metrics and structures.

SaaS & Technology

ARR, MRR, churn, and SaaS-specific metrics

Coming Soon

Retail & E-commerce

Revenue by channel, SKU-level analysis

Coming Soon

Manufacturing

COGS, production costs, yield variance

Coming Soon

Financial Services

AUM, fee income, regulatory metrics

Coming Soon

Need a Custom Template?

WealthSight works with any properly structured Excel file. Contact us if you need help formatting your data.

Try WealthSight Free View Documentation