Apr 19, 2017

Dry Cleaning Financial Model & ROI Summary

The dry cleaning business has had a bunch of big names enter its space in the last year or so (as of 2017). So if you are looking to plan out the financial feasibility of such a project, this model has been built to accommodate your financial project needs all in one easy-to-use excel template.

Apr 15, 2017

SaaS Business Modeling - Customer Lifetime Value and CaC Payback

These are one of the two most difficult metrics in the SaaS planning and business modeling world. The excel template I have built here is a great tool for organizations to see how valuable their current customers are or how not valuable as well as get a more clear picture on their customer acquisition cost structures / MRR pricing and how it all inter-relates.

Apr 8, 2017

PPC Financial Model - Conversion % / CPC / Profit Feasibility

If you are looking at getting into the Internet advertising space, one of the business models that many people jump right into and fail at is PPC promotion. People fail at it for lack of planning and poor conversion %'s. I have put together a spreadsheet that helps plan out potential max CPC's you can pay and what kind of profits you are looking at with various scales.

Apr 4, 2017

Gantt Chart with Multiple Crews/Groups + Revenue Pipeline Tracking in Excel

This is the all-in-one template for any organization that has crews to manage and a sales pipeline to track. The database is simple user entry and from there everything populates dynamically and the visuals adjust accordingly.

Mar 23, 2017

Dynamic Salesmen Goal Tracking Model in Excel

I find that making models is increasingly important for general organization management. What I have gone and built today is a straight forward goal tracking template. The idea is to see how growth is changing on a monthly/quarterly/annual basis. The annual is included but I didn't talk much about it in the video.

Mar 7, 2017

Using Excel to Perform Survey Analysis

Excel is a great way to take responses from a survey and to complex statistical analysis. What I have shown in the video and in this excel template is the count formulas that are required to report on various sub-groups for a given question or multiple questions. There are a wide variety of ways to go about survey analysis, but this captures the fundamental mechanics of understanding your respondents answers.

Mar 4, 2017

Break-Even Financial Model

This is a great tool for any business or organization to use in order to see how much money they need to make in sales to break even. It will be effective and useful no matter what you are doing. The user interface is super easy and there are some nice charts to make things a bit more visual.

Feb 23, 2017

Cost per Unit Financial Model

For organizations or individuals that run a manufacturing or retail sales business, you may want to drill down to see how much each unit your are selling costs as a function of all your costs. This is a great way to forecast net profit and margins.

Feb 15, 2017

Billable Hours Performance Tracking for your Firm

The idea here is to create somewhat of an environment of competition in your firm as well as accountability tracking among your consultants / employees. This excel template is very easy to use, has no macros to worry about, and offers straight forward analysis within a 52-week time-frame.

Feb 10, 2017

Excel to Find Correlation Between Two Things

Well things are just staying super busy, but I am trying to find a good couple hours this morning to get content out so today we are going to talk about the excel function "correl". It is a great function that can be useful to anyone trying to determine if there is some kind of relationship between two things.