Sales Pipeline Dashboard: Funnels and Gauges in Excel

This is a great 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.

Annual Sales Target Tracker

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 Google Sheet sales pipeline spreadsheets and customer pipeline templates. This latest version allows the user to start right away without any required customizations. The template simply tracks customers through the pipeline as well as their annual value. Dynamic array formulas are used for automated reports for each stage. Better organization means increased sales.

Marketplace Startup Financial Model with Cap Table

If you are looking into the financial planning and strategy involved in starting a marketplace business, this financial model is going to be useful. Marketplaces that are popular generally get that way because they are useful, have network effects, and provide a great buyer/seller experience. You will be able to accurately forecast a wide range of scenarios and see metrics all the way down to after-tax cash flow in the following template.

Financial Model - Freemium Startup - 5 Year Forecast

A freemium business model is a type of strategy that organizations use to gain customers via free services and upsell them to premium content. I have modelled this strategy 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. Also, check out this SaaS Rolling Revenue Forecast.

Saving for a Home - Excel Financial Planner

Should you rent or buy a home? Many buy if they can, and if that is your route, start planning now. 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. I have built a nice tool that may help you see how long you are going to have to save for (budgeting) 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. Here you have a financial model that quantifies 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

This tool is very simple to use. If you were trying to do the math for figuring out 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 each year. There is logic to adjust for inflation as well.

Inventory Forecasting Template: Up to 72 Months

Inventory management and financial modeling present complex challenges, especially when building logical frameworks. This tool, designed primarily as a cash management planner, empowers you to accurately determine the cash required to align with your sales forecasts. Furthermore, it provides a clear view of the available reserve or buffer for each SKU over time.

Sales Pipeline Revenue Forecasting Template

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.

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

This is a highly focused SaaS 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 (still in 2023).