Performance Tracking

Designed to support medium-term investors who hold onto positions for days, weeks, or even months. Not intended for day traders…

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This is a bundle of all the most useful and efficient google sheet templates I have built over the years.…

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Model for in depth understanding of high level P&L and Revenue Analysis. Big-4 like book of due diligence analyses.

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This is a tool designed to help car salespeople. The template helps keep track of leads within the sales pipeline…

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The purpose of the business review is to monitor business performance, create solutions to make more money, and provide guidance…

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The template shows is a modern concept in the field of control and risks

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Creating professionally designed magazine-quality charts in Excel.

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This publication contains a set of very practical tools to describe, analyze, and forecast a company’s sales, profitability and portfolio…

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CALCULATE NET TOTAL RETURN ON BOND INVESTMENT DENOMINATED IN ANY CURRENCY, broken-down by: Capital Gain/Loss (Realized & Unrealized), Foreign Exchange…

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CALCULATE RETURN ON INVESTMENTS DENOMINATED IN FOREIGN CURRENCY, SPLIT BETWEEN REALISED AND UNREALISED, SHOWING IMPACT OF EXCHANGE RATE DIFFERENCES.

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A manufacturing account is prepared in addition to the trading and profit and loss account. It is produced for internal…

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A useful tool to help you take control of your finances by organizing and aggregating all relevant information in one…

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This financial report explained the trend in quantity sold, sales per day, number of pax, average spending per person, and…

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FULLY FLEDGED FINANCIAL MANAGEMENT AND ACCOUNTING SYSTEM, DEVELOPED ENTIRELY IN EXCEL. ONE-OF-THE KIND. Technical assistance available. A comprehensive tool to…

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A straight forward dashboard tool that helps any organization track hours / billings across multiple crews / crew members.

Price: $45.00
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If you are a small business and currently track your sales by pen and paper, this is the model for…

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Buy Urgent Care Center Pro Forma Projection. Sources & Uses, Profit & Loss, Cash Flow statements, KPIs and 30+ graphs…

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Best practice model for a complete Price Volume Mix (PVM) analysis on revenue and on gross profit by product.

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Check Our Bike Shop Financial Plan. Includes inputs, outputs and charts to present it in an investor-friendly, deal-proven way. Five-year…

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Order Your Appliance Store Budget Template. Simple-to-use yet very sophisticated planning tool. Get reliable results with minimal experience. The appliance…

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Try Bar Financial Plan. Requesting a loan without a financial model for paying it back is a common way to…

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Set your KPI objectives and your month to month financial results and Financial Dashboard Excel Template will take care of…

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This template is a ready-to-use KPI tracker that displays performance over a 12-month period. Grades on a scale of 1…

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Find out what kind of on-going ROI (return on investment) you are getting on your sales and marketing spend.

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This is a combined collection of Excel and Google Sheets financial model templates for Accounting and related uses, such as:…

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This is a Google Sheets version of the financial model template for tracking accounts payable and accounts receivable

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This is a financial model template for SaaS business models that help to calculate the key metrics of relevance to…

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A collection of financial model templates in a bundle for the Sales Pipeline. Included in the bundle are the following…

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This is a financial model template of Budget vs. Actual for 1 year. The spreadsheet is made in Google Sheets…

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Track the annual value of your contracts based on YTD billings and current year remaining billings.

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