Incentivizing Sales People - Multiple Scenario Planning with Comparison Visuals

Structuring commission plans for sales people 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.

B2B/B2C 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 and retention rate upon renewal. The accompanying logic needed to make it dynamic was difficult, but well worth the benefits you get with this forecasting template. With this configuration, the model works elegantly for B2B or B2C SaaS businesses.

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.

Storefront Retail Scaling - Financial Model for Up to 25 Locations

There are a lot of complex things happening for any organization that is trying to scale into the retail world. By retail, I mean a brick and mortar operation that must attain inventory / raw materials or some product that is then re-sold to customers from their location. Capital requirements can be large and if you are not doing the math right, there could be surprising cash shortfalls.

Mobile App - 5 Year Startup Financial Model

This Excel template has everything you need for a full-on mobile app financial model. I have done similar work with the freemium and mobile app/website builds but this was done specifically for mobile app scenarios only and includes logic for in-app purchases, ad revenue, and pay for no ads service. 

Manufacturing Plant Financial Model - Up to 10 Years

I was going to do a financial model that was just about making 3D printers, but then I realized the assumptions and logic required would actually fit any manufacturing business. So, this model is actually a general use template for the manufacturing of any kind of widget (3D printers, valves, or what have you).

3 Tiered Preferred Equity Template - Equity Multiple Hurdle

This is a 'soft' preferred equity waterfall for any kind of joint venture (real estate or otherwise). That means the user has the option to share cash between the limited partner (investor) and general partner (owner/operator) while the LP has their equity paid back. There are 3 tiers and in each tier the cash is split differently.

Economics of 3D Printing: 5 Year Financial Model

I was browsing some of the fastest growing industries and the most interesting thing I could find was 3D printing. There are a few main business models that have come up around this. I will be doing models for a few more in the future. For this one, it is: purchasing 3D printers and building things with them that you sell. You may also be interested in a general manufacturing financial model.

Job Costing Tracker - Filters and Visuals

Track the amount of hours and total $ billed for various jobs that your company has done. The database style entry allows for clean reporting and the creation of nice visuals as well as all kinds of options for reporting.

Excel Tool for FIFO Based Cost of Goods Sold (COGS) Calculation

If you are looking to save some time on figuring out what your cost of goods sold value is, this Excel template is going to be of assistance. It automates a calculation that nearly always is done manually by Accountants. The reason being is that you can't easily setup formulas to do it.