Templates for sherloc

We’ve created a range of templates to help you get started. Simply download the one that best fits your needs and tailor it to your business. These templates are designed to guide you as you begin using sherloc.

Idea-stage founders:
Simple P&L for users without historical financial data. Adapt the business data for your needs and create assumptions to create a forecast for your business. Copy your forecast to test different scenarios. Read the full guide for idea-stage founders.
P&L download (Excel)
Business data download (Excel)

Business data template:
Empty business data template to fill with your own figures. See guidance on using this template.
Business data template (Excel)

Big Als Windows:
A full set of financial data (P&L, Balance Sheet, Cashflow) as well as a sample set of business data for a fictional company. You can use this as an example to test sherloc or to see an example of business data formats.
Financial data download (Excel)
Business data download (Excel)

Xero users (SaaS business example):
Your financial data from Xero will sync with sherloc. Add business data to start making a forecast. Fill out our sample business data designed for SaaS business to get started forecasting.
Business data download (Xero/SaaS) Excel