Nov 30, 2016

KPI Dashboard: By Product/Service Type, Client Type, and More

This is a highly dynamic and useful way to track the performance of your salesmen / reps and invoices over time. There are a lot of in-depth analytics/visuals put into this KPI dashboard to make it as insightful as possible for the user as well as easy to enter data and use.

Nov 24, 2016

Insurance Pricing Help: Actuary Model in Excel

One of the biggest sellers for a business is if they offer insurance on a given product or service. The hard part is figuring out how much you should charge each customer in order to cover your tail end. That is what the following excel actuary model is going to do based on a few inputs.

Nov 19, 2016

3 Statement Financial Model for eCommerce

This is one of the most common types of financial models needed for all kinds of uses. I have made this one to tailor to an eCommerce scenario. There have been a lot of nice integrations for visual and ease of use. That is the beauty of excel. Note the source for this was SBA.gov.

Nov 9, 2016

Financial Model for Apple Orchard

This was another fun model that I went for. It is looking at the feasibility of an apple orchard. At first it looked pretty easy. However, the complications with the excel logic that needed to go into making this thing useful to prospective apple orchard investors/developers was intense. Little did I know there is a lot of things to consider and a good amount of varying sources on costs/revenues when looking into growing your own fruit bearing trees.

Nov 7, 2016

Financial Model for Open-Pit Mining Operation

I wanted to get a bit more specific in the financial models that I have been producing in excel. So, one of the most applicable fields I could find that truly makes good use of the things you can setup in a model is trying to project out the finances of an open-pit mining operation. There are many assumptions that can be given dynamic uses in order to better allow the user to to sensitivity analysis.

Nov 2, 2016

October 2016 Monthly Review - New Highs

As you know, I do a monthly review of all income earnings online. The majority of it is as a freelance financial consultant, but some of it is passive income/semi-passive income. So I will try to give you a brief overview of what the month was like.