KPI Dashboard: By Product/Service Type, Client Type, and More

This dynamic template provides a useful way to track the performance of your salesmen / reps and invoices over time. There are a lot of in-depth analytics/visuals put into this KPI dashboard to make it as insightful as possible for the user. It is easy to enter data and use.

Insurance Pricing Help: Actuary Model in Excel

One of the biggest sellers for a business is if they offer one-time insurance on a given product or service. The hard part is figuring out how much you should charge each customer. The following Excel actuary model does just that.

3 Statement Financial Model for eCommerce

This is one of the most common types of financial models needed for all kinds of uses. I have made this one to tailor to an eCommerce scenario. There have been a lot of nice integrations for visual and ease of use. That is the beauty of excel. Note the source for this was SBA.gov.

Financial Model for Apple Orchard

This financial model allows users to explore the feasibility of starting/running an apple orchard. There are a lot of things to consider and a good amount of varying sources on costs/revenues when looking into growing your own fruit bearing trees.

Financial Model for Open-Pit Mining Operation

Performing a financial feasibility analysis will help prospective mining operations understand risks and returns better. No matter if you are mining gold, gems, rock/gravel, or what have you, this template will help with the finance side of things. This financial model was targeted to help open-pit mining operators, but any type of mine could benefit from use and general assumptions would be applicable.

Sales Pipeline Tracking Model: CRM for Excel

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.