Many organizations look to paid SaaS companies when managing their sales pipeline and/or CRM systems. This does cost a monthly fee and sometimes ends up not being used properly or not used at all because of user interface problems. Here, you get a one time purchase Excel template that lasts forever.
Financial Model: Excel Template for Calculating Money Judgments and the Like
I was working on this project for a client this week and it turned into one of the most complex financial models I have ever had to put together. It isn't that big or involve that many assumptions (such as a real estate model) but the logic to make it work this well was up there in difficulty.
Excel Searchable Drop-Down Menus and More Drop-Down Fun
One of the most used, but most under-utilized tools in excel would be data validation lists. G sheets has solved one of the issues I am going over by automatically allowing users to search a drop-down list by simply starting to type in a given word, however if you wanted to do this in excel, it is not as easy as checking a box.
Position Tracker for Traders: Excel Template
One of the most desired excel templates that any trader or institution can make use of is a way to track positions over time as well as have some kind of universal analysis on these positions. What I have done in this template is given a universally useful way for any kind of trader to track their performance and perform standard deviation analysis on their activity.
Using Pivot Tables and Summaries with Quickbooks Export
Many people use accounting software, such as Quickbooks, as a way to track their business activity. This becomes a valuable way to analyze business health and key metrics because of the granularity this accounting software has. I have put together a template/rough guide as to one way you may want to Quickbooks data output in order to track your sales rep performance.
Excel Inventory Management Template/Tracking Tool
Businesses (particularly small businesses!) often have a messy inventory tracking system or none at all. Sometimes, estimations are used that may or may not be accurate. Inventory is an important asset that should be kept track of for a multitude of reasons. As such, the following Excel template has been built for your convenience.
Budget Vs. Actual Excel Template (monthly)
I have seen a lot of messy budget vs. actual Excel spreadsheets. So, I decided to build a nice model that does this kind of comparison tracking over time in the cleanest way possible. You will be able to compare all/any business lines that you wish no matter if it is revenue/expenses/what have you. Includes bank balance line item. This template comes in an Excel version and a Google Sheet version.
Excel Template for EBITDA Multiple Business Valuation
Value your business based on the EBITDA multiple methodology. This Excel template will walk the user through each valuation component in a clear way. Simply pull relevant data from the financial statements and find your enterprise value.
Excel Template for Vacation Budgeting (Budget Buster)
I decided to give this Excel model a fun name. It is the budget buster and the main use of this is to make vacation budgeting simple and visual. You can see where all your expenses sit as well as plan based on assigning %'s to each expense category.
Excel Automatic Database Creation with Input Card (Includes Conditional Drop-down Menu)
This is a fun tool that can be applied to all kinds of business situations. The basic premise is that you can use data from an input card and automatically pull specific fields from that data over to a clean database. Then, from the database, it can be analyzed in many ways.
Subscribe to:
Posts (Atom)