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Finance Category

Whether you are new to Priority Matrix, or you are a black-belt manager, it is practical to start from a template. Explore the templates we prepared for you. If you can't find what you need, drop us a line, and we'll work on it!

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Asset Allocation Matrix template
Asset Allocation Matrix

The Asset Allocation Matrix is a strategic tool used in finance and investment to allocate resources among di…
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Asset-Liability Management Matrix template
Asset-Liability Management Matrix

The Asset-Liability Management (ALM) Matrix is a strategic tool used in finance to manage the risks that aris…
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Benefit-Cost Analysis Matrix template
Benefit-Cost Analysis Matrix

The Benefit-Cost Analysis Matrix is a tool used to evaluate the potential benefits and costs associated with …
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Capability-Based Budgeting Matrix template
Capability-Based Budgeting Matrix

The Capability-Based Budgeting Matrix is a strategic tool used to allocate resources based on the capabilitie…
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Capability-Based Investment Matrix template
Capability-Based Investment Matrix

The Capability-Based Investment Matrix is a strategic tool used to evaluate and prioritize investments based …
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Competitive Analysis Matrix template
Competitive Analysis Matrix

The Competitive Analysis Matrix is a 2x2 matrix used to compare the strengths and weaknesses of competitors i…
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Cost-Volume-Profit Analysis Matrix template
Cost-Volume-Profit Analysis Matrix

The Cost-Volume-Profit (CVP) Analysis Matrix is a financial tool used to determine how changes in costs and v…
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Customer Acquisition-Cost Matrix template
Customer Acquisition-Cost Matrix

The Customer Acquisition-Cost Matrix is a strategic tool used to evaluate and categorize customers based on t…
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Customer Acquisition-Retention-Cost Matrix template
Customer Acquisition-Retention-Cost Matrix

The Customer Acquisition-Retention-Cost Matrix is a strategic tool used to evaluate and balance the costs ass…
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Customer Lifetime Value-Cost Matrix template
Customer Lifetime Value-Cost Matrix

The Customer Lifetime Value-Cost Matrix is a strategic tool used to evaluate and categorize customers based o…
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Customer Lifetime Value-Value Matrix template
Customer Lifetime Value-Value Matrix

The Customer Lifetime Value-Value Matrix is a strategic tool used to categorize customers based on their life…
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Customer Lifetime Value-Value Matrix template
Customer Lifetime Value-Value Matrix

The Customer Lifetime Value-Value Matrix is a 2x2 matrix that helps businesses identify the value of their cu…
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Customer Segmentation and Targeting Matrix template
Customer Segmentation and Targeting Matrix

The Customer Segmentation and Targeting Matrix is a 2x2 matrix used to identify customer segments and target …
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Customer Segmentation-Value Alignment Matrix template
Customer Segmentation-Value Alignment Matrix

The Customer Segmentation-Value Alignment Matrix is a 2x2 matrix used to identify customer segments and align…
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Customer Segmentation-Value Analysis Matrix template
Customer Segmentation-Value Analysis Matrix

The Customer Segmentation-Value Analysis Matrix is a strategic tool used to categorize customers based on the…
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Customer Value-Insight Matrix template
Customer Value-Insight Matrix

The Customer Value-Insight Matrix is a 2x2 matrix that helps businesses identify which customers are most val…
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Data Quality-Cost Matrix template
Data Quality-Cost Matrix

The Data Quality-Cost Matrix is a strategic tool used to evaluate the trade-offs between the quality of data …
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Due Diligence Matrix template
Due Diligence Matrix

The Due Diligence Matrix is a 2x2 matrix used to assess the potential risks and rewards of a business venture…
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Earned Value Management Matrix template
Earned Value Management Matrix

The Earned Value Management (EVM) Matrix is a project management tool used to measure project performance and…
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Economic Value Added Matrix template
Economic Value Added Matrix

The Economic Value Added (EVA) Matrix is a strategic tool used in business and finance to assess the value a …
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Enterprise Risk Management Matrix template
Enterprise Risk Management Matrix

The Enterprise Risk Management Matrix is a strategic tool used by businesses to identify, assess, and priorit…
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Environmental Performance-Cost Matrix template
Environmental Performance-Cost Matrix

The Environmental Performance-Cost Matrix is a strategic tool used to evaluate and categorize business initia…
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Financial Analysis Matrix template
Financial Analysis Matrix

The Financial Analysis Matrix is a strategic tool used to evaluate and visualize the financial performance an…
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Financial Performance-Cost Matrix template
Financial Performance-Cost Matrix

The Financial Performance-Cost Matrix is a strategic tool used to evaluate and categorize business units or p…
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Financial Performance-Cost-Value Matrix template
Financial Performance-Cost-Value Matrix

The Financial Performance-Cost-Value Matrix is a strategic tool used to evaluate and balance the financial pe…
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Financial Performance-Performance Alignment Matrix template
Financial Performance-Performance Alignment Matrix

The Financial Performance-Performance Alignment Matrix is a 2x2 matrix that helps evaluate the financial perf…
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Financial Performance-Performance Alignment Matrix template
Financial Performance-Performance Alignment Matrix

The Financial Performance-Performance Alignment Matrix is a strategic tool used to evaluate and align a compa…
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Financial Performance-Value Matrix template
Financial Performance-Value Matrix

The Financial Performance-Value Matrix is a strategic tool used to evaluate and categorize business units or …
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Financial Performance-Value Proposition Alignment Matrix template
Financial Performance-Value Proposition Alignment Matrix

The Financial Performance-Value Proposition Alignment Matrix helps businesses evaluate how well their financi…
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Financial Performance-Value Stream Alignment Matrix template
Financial Performance-Value Stream Alignment Matrix

The Financial Performance-Value Stream Alignment Matrix is a 2x2 matrix used to assess the alignment of a com…