This is a simple template that anyone can use to manage employee schedules. It is based on a weekly time-frame and has a lot of smart summaries to check the schedule that you have submitted.
10-Year Financial Model for ATM Machine Business Startup
I have been looking for a new and different type of financial model to build over the last few months and I came across the ATM industry. There are some barriers to entry, such as regulations involving AML, data privacy, and accessibility for disabled individuals. Usually, you can get set up with an ATM processing company to protect you and they will take a fee per transaction. It also helps to have good relationships with vendors / merchants where you are plan to deploy the machines.
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.
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