Free Excel templates — with working formulas
Three genuinely useful Excel templates. Real working formulas. Sample data so you can see results immediately. Drop in your own data and the calculations update automatically. No signup, no email gate, no DRM — just download and use.
Dr Waqas Rafique · PhD Machine Learning · About
What “genuinely useful” means here
- Zero formula errors. Every template has been validated — ~4,800 formulas across the three files, all calculating correctly in Excel and Google Sheets.
- Sample data included. Open the file and you see realistic numbers immediately. You can verify the templates work before replacing with your own data.
- Instructions sheet in every file. First tab explains what each sheet does, where your data goes, and the methodology.
- Real formulas, not hardcoded values. The maths is live — change a parameter, the whole sheet recalculates.
- No DataHub Pro account required. These are gifts. The full product is at datahubpro.co.uk if you want the same analyses on every spreadsheet you ever upload, with audit trails and branded exports.
Holt-Winters forecasting
12 KB · .xlsxTriple exponential smoothing for any monthly time series with trend and seasonality. Outputs a 12-month forecast with 95% confidence bands.
- 4 sheets: Instructions · Data · Forecast · auto-generated chart
- 36 months of sample data (synthetic e-commerce GMV with growing trend and Q4 spikes)
- Editable α, β, γ smoothing parameters (defaults 0.3, 0.1, 0.3 — change in Forecast!F1:F3 to retune)
- Live level / trend / seasonality decomposition alongside the forecast
- 231 working formulas, zero errors validated
RFM segmentation
34 KB · .xlsxScore every customer 1-5 on Recency, Frequency, Monetary using percentile rank. Classifies them into 10 named segments. Outputs revenue contribution per segment.
- 5 sheets: Instructions · Transactions · Customers · Segments · SegmentMap
- 800+ sample transactions across 120 customers with realistic behaviour profiles
- Auto-segmenting via VLOOKUP into 45-entry segment grid (Champion, At Risk, Lost, etc.)
- Revenue chart showing contribution per segment
- 1,122 working formulas, zero errors validated
Cohort retention
40 KB · .xlsxBuild a cohort retention table from any list of customer transactions. Heatmap rendered via conditional formatting. No PivotTable required.
- 5 sheets: Instructions · Transactions · Helper · Cohort Matrix · Retention %
- 150 customers × ~700 transactions across 12 monthly cohorts (Jan-Dec 2024)
- Auto-computed cohort + offset per transaction using SUMPRODUCT/EOMONTH/DATEDIF
- Heatmap via conditional formatting (white → violet by retention %)
- 3,419 working formulas, zero errors validated
Why these three?
Forecasting, RFM, cohort retention — the three analyses that every team running on spreadsheets needs at some point and almost no one builds well. Most spreadsheet users either skip them entirely (and fly blind) or pay for a tool that returns the same answer with less control.
The templates give you the maths, transparently. The full DataHub Pro platform gives you the same maths on every spreadsheet you ever upload, plus 47 other analyses, plus branded DOCX/PPTX exports, plus auditable AI Q&A — for £19 per user per month.
Compatibility
Files are standard .xlsx format. Tested and validated in:
- Microsoft Excel (2016 and later, Windows + Mac)
- Google Sheets (upload via File → Import → Replace spreadsheet)
- LibreOffice Calc (which is how all 4,772 formulas were independently verified)
- Apple Numbers (charts may render differently, formulas calculate correctly)
Licensing
Free for any use — personal, commercial, modification, redistribution. No attribution required (but appreciated). If you find them useful, share the link to this page rather than re-uploading the files; that way readers can always find the latest version.
Want the same analyses on every spreadsheet you upload?
DataHub Pro runs these (and 47 more) on every CSV/Excel file with auditable AI, scheduled reports, and branded exports. £19/user/month, 14-day free trial, no annual contract.
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