Category: General
Account Executive (Marketing Firm) Based 5-Year Model
The model is driven by assumptions about the Account Executive ramping phase.
Accounts Payable and Receivable Tracking Template
A simple template to keep track of the amount of money you owe other companies and how much other companies owe you.
Religious Organization 5-year Cash Flow Model
A great financial model to help one plan out the cash flows and feasibility of a religious facility.
Monthly/Quarterly Salesmen Bonus Template
See the full impact of your salesmen from top line to bottom.
Budget to Actual comparison
This monthly budget-to-actual dashboard allows for at-a-glance performance analysis. In addition to analyzing YTD performance, it also provides a revised forecast for the year based on actual performance to date and budgeted performance for the…
Full Inventory Management System
The user has the ability to enter inventory movements, track it in a clean database based on macro input, and then query this to see average cost, net count, net value on date ranges as…
CRM – Sales Pipeline Tracking
Two-way functionality for CRM analysis. This template offers you a stand-alone database building mechanism or you can import your raw sales pipeline data. From the database, monthly/quarterly (drop-down triggers) time-frames can be tracked so you…
Valuation Model (Gordon)
Allows user to enter various inputs about their business cash flows and get a straight forward valuation based on the Gordon Growth Model logic.
Compare Loans to Bonds
In the simplest form, this financial model allows the user to measure 3 different debt facilities at once. 2 are setup for loans and 1 for bonds. This could be modified to measure more than…
Simple Cap Table Template
This is a simple capitalization (cap) table template which allows entrepreneurs to understand the dilution effect of capital raisings and a simple stock option plan.