Tag: Controlling
Spreadsheets related to controlling tasks
Inventory Re-Order Level – Available in Excel and Google Sheets
This is a useful tool for anyone managing inventory purchasing. You can run the model, daily, weekly, or, monthly based on the needs of your situation.
Tracking KPI Performance: Scoring by Performance Category
This template is a ready-to-use KPI tracker that displays performance over a 12-month period. Grades on a scale of 1 to 10.
Make Scheduling Easy – Excel Template
This is a weekly schedule builder. It works in excel, but there is also a google sheet version in the full download. Display is on a daily basis in 30 minute blocks and the actual…
Sales Pipeline Financial Model Bundle
A collection of financial model templates in a bundle for Sales Pipeline. Included in the bundle are the following templates: Stage-Based Customer Pipeline Manager (Google Sheets) - This is built in google sheets and does a…
Annual Sales Planning – Actual Vs. Goal
Track the annual value of your contracts based on YTD billings and current year remaining billings.
Client Pipeline Manager with Up to 6 Stages
This template makes it easy to always have a current snapshot of all your clients and where they are in the sales pipeline process.
Re-Stocking / Re-Supply Inventory: Cash Flow Planning
A 12-month inventory cash requirement forecast based on varying lead times and re-purchase rates.
Apartment Complex Cash Flow and Valuation
A nice deal builder for valuing and analyzing apartment building cash flow.
Manufacturing 5-year Template – Customer Repurchase Rate Logic
A versatile template to forecast out a manufacturing or retail sales business that is built around customer re-purchases.