Retail Excel Templates

Financial templates built for retail businesses — from independent boutiques to specialty stores. Pre-loaded with product cost tracking, wholesale invoicing, and retail-specific KPIs.

Balance Sheet Template for Excel
Budget Template for Excel
Business Plan Template for Excel
Cash Flow Template for Excel
Expense Tracker Template for Excel

Get all 14 Retail templates for $99

Budget, P&L, cash flow, and 11 more — $416 value

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Retail Balance Sheet Template

See exactly what your retail store owns, owes, and is worth — a balance sheet built for retail with merchandise inventor...

$29

Retail Budget Template

Plan and track your retail store's finances with a budget template built for product-based businesses. Pre-loaded with C...

$29

Retail Business Plan Template

A complete business plan template for retail stores and retail companies. Model revenue from sales per square foot, fore...

$39

Retail Cash Flow Template

See exactly when cash comes in and goes out — daily sales receipts, inventory pre-buys, vendor payments, and rent — with...

$29

Retail Expense Tracker Template

Log and categorize every retail store expense — merchandise costs, labor, shrinkage, rent, and overhead — with a tracker...

$29

Retail Financial Model Template

Project revenue by channel and traffic, model your inventory costs and gross margin by category, and see your cash posit...

$29

Retail Income Statement Template

A retail income statement template with merchandise cost, shrinkage, occupancy, and gross margin calculations built in —...

$29

Retail Invoice Template

Invoice wholesale buyers, B2B customers, and special-order accounts with a template built for retail — SKU-level line it...

$29

Retail KPI Dashboard Template

Track sales per square foot, inventory turnover, gross margin, shrinkage, and the other KPIs that determine whether your...

$29

Retail P&L Template

Track your store's revenue by channel, cost of goods, and operating expenses with a P&L built for retail — not a generic...

$29

Retail Pro Forma Template

Project a retail store's revenue by channel, merchandise costs, gross margin, and operating expenses across 5 years — wi...

$29

Retail Project Budget Template

Budget and track every dollar of a retail store opening, renovation, or expansion — from buildout and fixtures to techno...

$29

Retail Sales Forecast Template

Project your store's revenue by product category, sales channel, and season with a forecast template built around how re...

$29

Retail Valuation Template

Value a retail store or chain using seller's discretionary earnings multiples, comparable sales data, and asset-based me...

$29