Car Salesperson: Improvement Tracker

This is an awesome template that anybody who sells cars can use to make themselves better. The main benefits include better organization, follow-ups, and win rate analysis. There are monthly stats and visuals over a two-year period across various slicers (meaning track win rate/sales/lost sales/$ earned across different car types/makes and by combination of car type and make).

10 Year Driving Range Financial Model - Monthly and Annual

 This model was fun to build and I did a nice capacity matrix for the seasonality that may have a lot of other uses for all sorts of industries. The model goes out for a period of 10 years and shows monthly and annual granularity with a ton of visuals. There are revenue and expense assumptions that can be used for robust sensitivity and cash flow analysis.

SaaS: Should You Offer a Discount at Cancellation?

I have done a wide range of SaaS financial models. One interesting aspect that such companies may be looking into or looking to optimize is retention rate. Retention rate just means the users that stay with your services over a period of time. The higher the retention rate, the better (meaning lower churn rate). One way to increase retention is by offering pricing discounts at the point of cancellation.

Ad Network - Feasibility and Financial Modeling - Driven by Publisher Metrics

An ad network connects ad inventory from publishers to advertiser demand. By connecting these two groups, the ad network provides value and takes a fee for such value. This model was designed to show the expected financial performance of an ad network based on assumptions related impressions / CPM /fee percentage.

Incentivizing Sales People - Multiple Scenario Planning with Comparison Visuals

 Structuring salesmen or saleswomen commission plans can be difficult to get right. There are plenty of ways to do it, so what is best? In my opinion, it is better to make the commission rate a function of gross profit generated (if this is possible to calculate for your situation) rather than revenue sold. If revenue sold is the only thing trackable, that is fine and the model will still work.

Enterprise SaaS Financial Model - Varying Contract Terms

 I have done a wide range of SaaS financial models. However, none of them include logic to account for customers that may be on varying contract lengths. This template has solved for that by including 'contract term' as a variable input. The accompanying logic needed to make it dynamic was difficult, but well worth the functionality.

Human Resources (HR) Planner - Track Potential Shortages or Surplus

If your human resources department needs better planning in relation to future hiring / firing activities and general attrition, this excel template should prove to be a helpful tool. The data input is simple and there are printable visuals / dashboards.

eCommerce Financial Model - For General Use - Up to 3 Revenue Drivers

I had been thinking of what kind of business logic to build and realized eCommerce was something I never explored directly. Many requests have come in for such financial models lately so here you go. There will be three main revenue drivers as well as all the bells and whistles I could think of in relation to starting up and running an eCommerce business. This can be used for drop-shipping, selling digital products, or selling product online that your company manufactured/acquired.

Discounted Cash Flow Analysis - Monthly Periods

This is a universal valuation template designed to fit any financial model that shows monthly cash flows. All the user needs to do is map their cash flows to the monthly period slots (up to 120) and all relevant metrics/visuals will display, including net present value, monthly IRR, annual IRR, total ROI, and equity multiple.

Real Estate Development - Budget vs. Actual

This financial model has been built with a bit of a twist. Normally, I build assumption tabs that automatically populate a monthly and annual summary. However, for the purpose of trying to forecast the financials of a real estate development project, some new logic has been done to accommodate.