Many organizations look to paid SaaS companies when managing their sales pipeline and/or CRM systems. This does cost a monthly fee and sometimes ends up not being used properly or not used at all because of user interface problems. Here, you get a one time purchase Excel template that lasts forever.
Financial Model: Excel Template for Calculating Money Judgments and the Like
I was working on this project for a client this week and it turned into one of the most complex financial models I have ever had to put together. It isn't that big or involve that many assumptions (such as a real estate model) but the logic to make it work this well was up there in difficulty.
Excel Searchable Drop-Down Menus and More Drop-Down Fun
One of the most used, but most under-utilized tools in excel would be data validation lists. G sheets has solved one of the issues I am going over by automatically allowing users to search a drop-down list by simply starting to type in a given word, however if you wanted to do this in excel, it is not as easy as checking a box.
Position Tracker for Traders: Excel Template
One of the most desired excel templates that any trader or institution can make use of is a way to track positions over time as well as have some kind of universal analysis on these positions. What I have done in this template is given a universally useful way for any kind of trader to track their performance and perform standard deviation analysis on their activity.
Using Pivot Tables and Summaries with Quickbooks Export
Many people use accounting software, such as Quickbooks, as a way to track their business activity. This becomes a valuable way to analyze business health and key metrics because of the granularity this accounting software has. I have put together a template/rough guide as to one way you may want to Quickbooks data output in order to track your sales rep performance.
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