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

This dynamic template provides a 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. It is easy to enter data and use.

Insurance Pricing Help: Actuary Model in Excel

One of the biggest sellers for a business is if they offer one-time insurance on a given product or service. The hard part is figuring out how much you should charge each customer. The following Excel actuary model does just that.

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.

Financial Model for Apple Orchard

This financial model allows users to explore the feasibility of starting/running an apple orchard. There are 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.

Financial Model for Open-Pit Mining Operation

Performing a financial feasibility analysis will help prospective mining operations understand risks and returns better. No matter if you are mining gold, gems, rock/gravel, or what have you, this template will help with the finance side of things. This financial model was targeted to help open-pit mining operators, but any type of mine could benefit from use and general assumptions would be applicable.