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.

Marketplace Startup Financial Model with Cap Table

If you are looking into the financials and dynamics of building a marketplace-style business, this financial model is going to be useful. Additionally, I have added cap table and distribution logic that scales over time for maximum strategic functionality. You will be able to accurately forecast a wide range of scenarios and see metrics all the way down to after-tax cash flow.

Financial Model - Freemium Startup - 5 Year Forecast

A freemium business model is a type of strategy that many organizations have adopted or started as. I have done some for different clients and it really ties into some of my most popular builds (SaaS and Mobile App). I have never put the logic together in this way and the main value-add is having revenue logic for ad revenue, better visuals, and better cash flow summaries / return logic.

Saving for a Home - Excel Financial Planner

If you are trying to save money for a new home, it might help to know what your after tax free cash flow looks like over the next 5 years or so. I have built a nice tool that may help you see how long you are going to have to save for and how much free cash you will have pre and post home purchase.

Financial Model to Help Decide to Pay Off All Debt or Invest That Money Instead

This is something individuals and businesses alike often think about when deciding what is the most financially sound thing to do. Anybody that has ever had a loan has come across this decision to some degree. You will see the logic can get complex when actually trying to build something that shows an accurate apples to apples comparison.

Loan Payback Optimizer: Excel Model - How Extra Principal Payments Can Save Money

If you are trying to solve for the savings of paying extra principal on loans over time, this will help. The financial model done here will tell you the effect of adding an extra amount of cash to your regular debt service payments of standard principal and interest loans.

An Income Generating Retirement Plan - Excel Financial Model

If you were trying to do the math on if your investments were going to generate enough annual income for you to live off of, you may find that this tool will help you in retirement planning. The type of investments this is geared for are those that produce income that is spendable each year up to 50 years. There is logic to adjust for inflation as well.

12-Month Inventory Re-Stocking and Cash Flow Planning Excel Tool

Inventory is hard. My previous inventory management templates were good at tracking the current state of inventory. This new tool is more of a cash management planner in order to help you know how much cash you need in order to keep up with your product sales forecast. You will also see the amount of reserve/buffer available over time for each SKU.

Sales Pipeline Template: Google Sheets - Includes Contract Renewal Probabilities

Ok, so this is an update to the previous sales pipeline tracking template I had made and it is geared more toward enterprise level clients with bigger contracts. The new model is a bit different and uses more complex mathematical formulas in order to predict revenues over a 5 year period assuming you have various contract lengths and various % probabilities of a client renewing the contract.

Hiring Plan Financial Model - Sales Team, Customer Support, R&D

This is a highly focused financial planning tool that is designed to allow the user to forecast revenue at various growth rates and then define how many hires they want to have made per function types based on the revenue in the next 3 months. The scope of the tool is for a 5 year time frame and displays data on a monthly basis.

Financial Model for a Pawn Shop: 5 Year Forecast

If you want to start your own pawn shop or multiple pawn shops, it is important to plan out your margins, what you expect to sell, and the value of the things you are expecting to sell relative to their costs. This model allows you to plan out a 5-year projection of all those things so that you can see cash requirements and sales goals that your shop would need to hit in order to generate certain cash flows.

Google Sheets Use Case: Pipeline and/or Work in Progress Management

This is one of the most helpful things that google sheets can be used for. It works by way of some conditional formatting and use of the today(), days, and networkdays functions. I have used this with a few clients and there are all kinds of variations you can get with it. I am making the base template version available for free.

Profit & Loss Real-Time Tracking with Google Sheets

This was designed to be a general template / instructional guide on how to easily track financial performance over time with the input of 3 columns of data over time. Automated visuals are also included. The strengths of this model is in the timing controls and visuals.

LaaS - Lending as a Service Platform: Startup Financial Model (10 Year)

The cashless lending marketplace has become a huge hit all around the world these days. People love not going through banks and investors like to be able to put their money to work in platforms that facilitate peer2peer lending. So, I have put together a financial model that helps anyone looking to start a LaaS (lending as a service) platform plan out their first years in business and run some sensitivities.

Recycling Business - 10 Year Financial Model

If you were looking to improve the environment and also make a living at the same time, you could end up running a recycling business. It will take some sort of initial investment and to plan out what the possible returns could look like, this financial model was built. It can go for less than 10 years as well, with a variable exit month.

Google Sheets Automated Tracking and Reporting with a Database

I run into a lot of clients that need database management within google sheets. Primarily because it is free to use and multiple users are able to get in and work on the document at once. Also, you can keep certain tabs / ranges protected from any e-mails you want. Also, g sheets has some really powerful formulas and scripts that provide additionally functionality that excel just doesn't have.