Oct 26, 2016

Sales Pipeline Tracking Model: CRM for Excel

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

Financial Model: Excel Template for Calculating Money Judgments and the Like

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.

Oct 14, 2016

Excel Searchable Drop-Down Menus and More Drop-Down Fun

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.

Oct 7, 2016

Position Tracker for Traders: Excel Template

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.

Oct 2, 2016

Using Pivot Tables and Summaries with Quickbooks Export

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.

Oct 1, 2016

September 2016 Monthly Review: On Freelancing and Passive Income

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.