About the Template Bundle:
These templates were built with the small business owner in mind and the types of things that are difficult and/or expensive to do.
The categories covered include:
– Forecasting Financials
– Tracking Inventory / payables / receivables
– Employee Management
– Budgeting
– General Tools
The individual templates that are included are:
Financial Forecasting:
– General brick and mortar retail business (up to 25 locations)
– General brick and mortar franchisee (up to 12 locations)
– General retail business with many product categories
– eCommerce – selling anything online
Tracking Sheets
– Daily Inventory Sheet
– Inventory cash planning based on lead times / safety stock / payment terms / sales
– Inventory reordering tracker
– Track Inventory at single / multiple locations – I included a few different sheets for inventory tracking.
Payables and Receivables tracker
Profit and Loss Tracker
Employee Management
– Timesheet template
– Employee Scheduling
Budgeting
– Budget vs. Actual 12-month and 3-year versions
– Survival cash planner
General Tools
– To-Do List Organizer
– 3-Statement Model General Template
– Loan Payback Optimizer
– EBITDA Valuation
– Retirement Planner
Note: Some of the templates are built-in Google Sheets and will require a free Gmail account to use.
File Types:
- 16 Excel files – 15 .xlsx and 1 .xlsm
- 4 Word files – .doc > instructions and link to Google Sheets
- 1 PowerPoint file – .ppt
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