This is some of the most complicated logic I have ever done, but if you are trying to track the activity of a fund over time, that has up to 20 members, this tool should help you out. Investment management software is very expensive for a reason and this template was made to give a workaround for smaller funds that want to accurately track holdings activities and the profits generated.
Volume Discount Pricing Calculator: Excel Template and Sensitivity Analysis
If you are a business that wants to figure out how to maximize discounts on volume in an optimal way, this Excel template will help give a lot of perspective and allow the user to test various sensitivities to see what is feasible based on cost of goods sold and operating expenses.
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