Want to get started quickly? We have templates for some common FP&A activities our experts do with Cube. Find a template and read up on how to put it into practice.
Before you can fetch and publish data with one of these templates, you'll need to connect it to the dimensions in your Cube.
Actualized planning
Learn more about using this template for your 1+11, 2+10, or 3+9 planning.
Allocations
Learn more about setting up the scenarios and template for allocations.
Balance sheet reporting
Ensure you have your reporting basics ready to go with our balance sheet reporting templates. Each template includes multiple formatting options and a tab to use your Cube dimensions and dimension members as drivers for your picklists or dropdowns.
- Monthly balance sheet report
- Next 12 months (N12M) balance sheet report
- Monthly balance sheet consolidating template
Capital Expenditures (CapEx) planning
Plan for your company's resource allocation with CapEx planning in Cube and get started quickly using a template.
Cash forecasting
Learn more about using Cube for cash forecasting.
Collaborative budgeting
Learn more about setting up this template and workflow for your budget owners. Then, share this article with budget owners to help them get started.
Eliminations and Consolidations templates
One of our templates makes it easy to combine the financials from your various entities. These templates include tabs to fetch and publish from Cube, track variances, and build picklists or dropdowns from your Cube dimensions and members.
- Monthly eliminations template
- Monthly balance sheet consolidating template
- Monthly P&L consolidating template
Headcount or Workforce planning
Download the template and learn more about using this template for workforce planning.
Or try one of our other headcount and workforce planning templates:
Itemized expense planning
Use one of our templates for tracking individual line items in your budgets and forecasts to keep the details accurate and on track. Each template includes a tab for inputs and tabs for creating picklists or dropdowns using your Cube dimensions and members.
Operational Expense (OpEx) Planning
Download one of our OpEx planning templates to begin forecasting and budgeting for your operational expenses. Each template includes tabs for planning and for creating the lists or dropdowns from your Cube dimensions and members.
- OpEx budget finance template
- OpEx forecast finance template
- OpEx rolling forecast finance template
- OpEx budgeting by department template
- OpEx forecasting by department template
- OpEx rolling forecasting by department template
Profit & Loss (P&L) statements
Download one of our P&L variations to get up and running quickly! Each template includes multiple formatting options and a tab to use your Cube dimension members as drivers for your picklists or dropdowns.
- Month, quarter, year P&L template
- Monthly P&L template
- Quarterly P&L template
- 3-year trend P&L template
- Monthly P&L consolidating template
Rolling forecasts
Learn more about setting up rolling forecast scenarios and using our template for rolling forecasting.
3-Statement model reports
Download one of our pre-built 3-statement model reports. Each template includes multiple formatting options and a tab to use your Cube dimension members as drivers for your picklists or dropdowns.
- Monthly 3-Statement model reports template
- Quarterly 3-Statement model reports template
- Yearly 3-Statement model reports template
- Monthly, Quarterly, and Yearly 3-Statement model reports template
- Monthly trend & trailing 12 months (T12M) 3-Statement model reports template
Variance analysis templates
Streamline your budget vs. actuals (BvA) analysis or scenario comparison using one of our variance templates. Each template includes multiple formatting options and a tab to use your Cube dimension members as drivers for your picklists or dropdowns.
- Monthly budget vs. forecast template
- Monthly budget vs. actuals (BvA) template
- Monthly budget vs. actuals (BvA) with prior year (PY)
- Monthly budget vs. actuals (BvA) with prior year (PY) and year-to-date (YTD)
- Scenario variance by account
- Scenario variance by department
Extras
Want to see more templates? Check them out on our website.