Many organizations look to paid SaaS companies to use when managing their sales pipeline and/or CRM systems. This does cost a monthly fee and sometimes ends up not being used properly or not used at all because of the user interface problems. So, I have made an alternative solution that works in excel.
Oct 23, 2016
I was working on this project for a client this week and it turned into one of the most complex financial models I have ever had to put together. It isn't that big or involve that many assumptions (such as a real estate model) but the logic to make it work this well was up there in difficulty.
at 6:02 PM
Oct 14, 2016
One of the most used, but most under-utilized tools in excel would be data validation lists. G sheets has solved one of the issues I am going over by automatically allowing users to search a drop-down list by simply starting to type in a given word, however if you wanted to do this in excel, it is not as easy as checking a box.
at 9:06 PM
Oct 7, 2016
One of the most desired excel templates that any trader or institution can make use of is a way to track positions over time as well as have some kind of universal analysis on these positions. What I have done in this template is given a universally useful way for any kind of trader to track their performance and perform standard deviation analysis on their activity.
at 11:51 AM
Oct 2, 2016
Many people use Quickbooks as a way to track their business activity. This becomes a valuable way to analyze business health and key metrics because of the granularity this Accounting software has. As such, I have put together a template/rough guide as to one way you may want to use it in order to track your sales rep performance.
at 1:08 PM
Oct 1, 2016
Welcome to another monthly review. So as you may know or not know, one of the things that helps me track where I am and help others see what kinds of things are available out there, is a review of all the things that have gone on to effect my earnings for the past month.
at 11:04 AM