Sep 18, 2017

Template for Tracking Inventory at Multiple Locations

This is an excel build and it is different than the previous inventory management template I built in that you are now able to track various equipment / sku's across multiple locations instead of just at one location.

Sep 17, 2017

Automated Kiosk (Frozen Yogurt or Other) Financial Model

The craze of frozen yogurt or "froYo" hit pretty big in the past couple of years. It has died down somewhat, but the business model is interesting and there have been a few franchisors that popped up who specifically sell automated robotic like kiosks that you can invest in and put at various locations in your area.

Sep 9, 2017

Account Executive Driven Financial Model: 5-Year

Any business that drives its revenue by account executive (AE) quota production will benefit from this financial model. Instead of trying to tie revenue to a specific amount of customers or revenues per account, this drives everything right off of account executive revenue closed.

Aug 26, 2017

Jewelry / Retail Store Startup Financial Model

This is going to be the most pristine financial model I have done yet. The assumptions as it stands are for a jewelry store startup but you can easily change the wording in all the categories to represent any kind of retail business. It is a great way to build up a 5-year business case from scratch to ramping up full revenues.

Aug 13, 2017

Auto Repair and Tire Shop Financial Model

Well this is the industry I started my career in. Right out of college I went into a 10+ location auto repair & tire shop business. My main objectives dealt with financial analysis and tracking of performance metrics as well as financial statement maintenance. So, in light of that knowledge, my next piece of work I decided on was a financial model for Auto Repair and Tire Shops.

Jul 15, 2017

Time Tracker for Hourly Billing - Multiple Clients/Jobs in Excel

This is a very useful excel tool that I am going to be using myself. It will track my activity over time on a per client / job basis. It is something I had not tracked with much structure before (using notepad and pen/paper). This will make things much easier to manage going forward as well as give me another way to view performance rather than just tracking monthly income.

Jun 30, 2017

Website / Mobile App Financial Model with Recurring Revenue (5 Tiers + Free User Pool)

This is a highly robust financial model that will be useful for any business that has traffic and converts that traffic to users. Basically, anyone with an app or a website and a recurring revenue model.

Jun 20, 2017

P2P Investing: Financial Model

This is a growing industry and with that has given the average retail customer better access to such investing opportunities. I am talking about P2P lending platforms and P2B if you can find it. The idea is you invest in debt and make monthly returns. The facilitator is the platform and they will charge a fee for use.

Jun 8, 2017

Cleaning / Janitorial Services Financial Model

Thinking about getting into the cleaning and janitorial services industry and run your own crews? This financial model will help you plan out the revenues and expenses in a highly dynamic and user friendly way.

May 31, 2017

Quantity Demanded Vs. Actual: A Variance Model

This is a great tool for any excel user to use in order to show the historical amount of something that has been ordered by week, apply a growth % to it, and then see how that figure compares to your current figures over time as a % variance by total weekly quantity demanded and by product id.