PaaS - Product as a Service: 5-Year Financial Model

This is one of the more important excel templates I have been looking to build for a while now and I am really happy with the way it turned out. PaaS, or product-as-a-service, just means you sell a product (such as an elliptical machine) and you attach a paid subscription service to it (such as a subscription to fitness trainers that comes into the screen of your elliptical).

Google Sheets Database Reporting: Multiple Criteria

It turns out there are severe limitations to the google sheet filter formula if you have a fairly complex list of data points about something and you want to test that something against multiple things before the logic decides to pull that given row into a summary report.

Template for Marketing Spend Return on Investment - Recurring Revenue

When I first thought about the difficulties of this calculation, I realized it is probably something nearly any recurring revenue business model struggles to figure out accurately. The problem is figuring out the ROI (return on investment) of the money you spend in a given month on sales/marketing as it relates to the future revenue directly related to that spend.

Weekly Employee Scheduling Template

This is a simple template that anyone can use to manage employee schedules. It is based on a weekly time-frame and has a lot of smart summaries to check the schedule that you have submitted.

10-Year Financial Model for ATM Business Startup

I have been looking for a new and different type of financial model to build over the last few months and I came across the ATM industry. It turns out you can run an ATM business. It is just about giving the vendor/merchant of the locations you are wanting to set up at a good deal and then just a matter of purchasing the machines and having legal in order. Usually, you can get set up with an ATM processing company to protect you and they will take a fee per transaction.

Sales Pipeline Template: Funnels and Gauges in Excel

This is a good tool to help sharpen the sales pipeline, extract more value from it, and get an immediate picture of where certain accounts stand within the sales process that you have identified. This template can be used across many individual teams or just one person.

Explaining The Effects of a Waterfall Model with Multiple IRR Hurdles

This is all about financial incentives. Everyone wants to make the best returns possible over time. The best measure of that is IRR or internal rate of return. This model shows and explains the way this is done so that a joint venture real estate deal with investors and sponsors results in an equitable and max profit focused result.

Build and Run a Golf Course - 5 Year Financial Model

This excel template has been designed to fit the needs of anyone looking to see the viability of building and running a golf course. The financial model goes over 5 years and has focused on bottom-up assumptions directly related to this type of business.

Total Contract Value Goal Tracking (YTD and Remaining Annual Revenue)

This is a great tool to use for any business that has mid-size contract sizes that last for a given amount of months. Based on 4 simple data inputs, you can see your current YTD billings and your remaining billings. The logic is 100% automated. A dashboard view allows the user to see how they are projected to finish the year based on some annual sales goal.

Customer Pipeline Manager - CRM in Google Sheets

I have built various excel and google sheet based sales pipeline or customer pipeline styled templates, but this latest version allows the user to start right away without much, if any, required customizations. It simply tracks customers through the pipeline as well as their annual value.