May 8, 2017

Religious Organization Financial Model (5-Year)

Yes, this would be considered a non-profit, however such organizations require prudent financial models and planning as there are many operational / startup costs that happen and you need to know how long the organization will take to become sustainable as well as plan for various growth cases given attendances.

May 1, 2017

Equipment Rental Financial Model - 10 Year Projection

The equipment rental business is a cash flow business. You put cash out to get equipment, then you rent out that equipment to try and make the money back.There are a couple different ways to plan this out and I have put together a model that helps with such planning in a very dynamic and cash flow intensive way.

Apr 28, 2017

Car Wash Financial Model

So you want to get into the car washing business? Well it is probably more expensive than you thought, but assuming a lucrative location is acquired and no catastrophes happen it can be a viable business endeavor. In order for you to see what kind of scenarios will yield various returns / profits, this 5 year financial model has been built and tailored to the tunnel car wash business.

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.