SmartHelping / Investment Analysis / Excel

IRR-Based Investment Comparison Model in Excel

Compare up to 19 projects using their initial investment, projected cash flows, and timing. Set a required return and review individual project IRRs alongside the consolidated return across your investments.

Up to 19 projects Up to 20 years Date-based XIRR Comparison dashboard

$45 One-time purchase / Excel download

Add IRR Comparison Model to Cart

Immediate download after purchase. By purchasing, you agree to the Terms of Service.

Walkthrough & screenshots What it compares How it works Related templates Common questions

Video walkthrough & workbook preview

See how project cash flows become comparable returns.

Watch the input process and review the dashboard, project-level IRRs, required-return comparison, and consolidated result.

Open the model screenshots

Preview the workbook before entering your own project assumptions.

Compare projects in one place

Bring investment timing and return targets into the same review.

Built for CFOs, project managers, business owners, and investors evaluating projects with an initial cash outlay and expected future cash inflows.

Up to 19 project comparisons

Review individual project IRRs together on a dashboard, with a forecast timeline extending up to 20 years.

Required-return screening

Enter your required rate of return. The dashboard compares projected IRRs with that target and displays an approve/reject result, supported by a comparison chart.

Different start and end dates

Projects do not need identical timing. The workbook combines XIRR with dynamic cash-flow ranges based on each project's investment and cash-flow dates.

Consolidated investment return

Review the combined IRR across the projects, using a cash-flow timeline from the first investment outflow through the last projected inflow.

Three core input groups

Start with the cash going out and when it comes back.

Enter each project's investment and expected cash flows, then use the dashboard to compare the resulting return with your target.

1. 01

   Set the investment amount and date

   Enter the initial cash required for the project and when that investment occurs.

2. 02

   Enter expected net cash flows

   Set the projected cash flows from the investment and the date those cash flows are expected to begin.

3. 03

   Define the end month and optional exit value

   Specify when the cash flows stop and include an exit value when applicable. Review the updated project IRR and consolidated result.

The value behind the dashboard

Compare projects even when their cash-flow periods differ.

The workbook selects the relevant cash-flow range for each project and passes that range into the XIRR calculation. This connects the return analysis to the dates you enter, while keeping the input process straightforward.

The approve/reject label reflects the required-return test. Use it to organize your comparison alongside the amount invested, timing, and underlying project assumptions.

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The Super Smart Bundle

This template is included in the Super Smart Bundle, alongside the broader SmartHelping spreadsheet collection.

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Questions before you buy

A few useful details.

How many projects can I compare?

The template supports up to 19 projects and a forecast timeline of up to 20 years.

Can projects have different investment and cash-flow dates?

Yes. Each project's dates determine the cash-flow range used in its XIRR calculation, so projects can begin and end at different times.

Can I include an exit value?

Yes. An exit value can be entered when applicable, alongside the month when the project's cash flows stop.

What does the approve/reject result represent?

It compares the modeled project's return with the required rate of return you enter. The result depends on your cash-flow and timing assumptions.

What is the price and file format?

The one-time price is $45 for the Excel template. The download is available immediately after purchase.

Compare the opportunities in front of you

Put project timing, cash flows, and return targets together.

Get the IRR-Based Investment Comparison Model in Excel. Have a question? Contact SmartHelping.

Get the IRR Comparison Model

Simple Inventory Management Tool in Excel (in/out)

SmartHelping / Inventory Management / Excel

Simple Inventory Management Tool in Excel

Track inventory coming in, inventory going out, and the quantities you have on hand. Organize your SKUs, set reorder thresholds, and review stock movements through a straightforward Excel template.

Stock in / stock out On-hand quantities by SKU Reorder alerts Monthly summaries

$45 One-time purchase / Excel download

Add Simple Inventory Management Tool to Cart

Includes the advanced single-location and multiple-location inventory templates at no extra cost.

Immediate download after purchase. By purchasing, you agree to the Terms of Service.

Walkthrough & screenshots The three main tabs Tracking features Related templates Common questions

Video walkthrough & workbook preview

See how the inventory tracker works.

Review the In, Current State, and Out tabs, then see how recorded movements update the quantities available for each SKU.

Open the model screenshots

Preview the inventory inputs and reporting layout before entering your own data.

Three main tabs

Set up your items, then record what comes in and goes out.

The template brings your inventory movements together in a filterable view of current stock.

1. 01

   Current State: define and review your inventory

   Create your unique SKU list, add up to three descriptions per item, enter starting quantities, and set reorder levels. Review on-hand quantities together and use the header filters to find the items you need.

2. 02

   In: record inventory received

   Enter stock coming into inventory. Recorded units increase the on-hand balance for the corresponding SKU.

3. 03

   Out: record inventory leaving

   Enter stock leaving inventory. Recorded units reduce the on-hand balance, keeping the Current State view connected to your In and Out entries.

The inventory calculation

On-hand units = Starting balance + Units in − Units out

The template calculates this balance for each SKU. For example, 100 starting units plus 40 units received minus 25 units leaving results in 115 units on hand.

Set a reorder level for each item. When its on-hand quantity reaches or falls below that threshold, the row changes color so you can identify items that need attention.

Inventory visibility

Keep the details you need close to the stock balance.

SKU list with descriptive fields

Identify each inventory item with a unique SKU and up to three descriptions. Keep the item list and current quantities together on the Current State tab.

Reorder thresholds by item

Choose a reorder level for each SKU. Color changes flag quantities at or below the level you set.

Starting balances for ongoing tracking

Begin with the inventory already on hand. When starting a new tracking period, carry forward the ending quantities as new starting balances before clearing older In and Out entries, and retain a copy of your transaction history.

Monthly movement summary

Review consolidated monthly changes in units and the dollar value moving in and out, alongside your current stock quantities.

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Explore forecasting, stock tracking, and inventory accounting.

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Calculate COGS by assigning the oldest available purchase costs to each sales batch, including sales spanning multiple inventory batches.

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This template is included in the Accounting and Inventory bundles. You can also explore the complete SmartHelping collection.

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The Super Smart Bundle

Explore the complete public SmartHelping spreadsheet collection across industries and financial-analysis needs.

Explore the Super Smart Bundle

View Every Model

Search the full collection and browse templates by category to find tools for your next project.

Browse all models

Questions before you buy

A few useful details.

How does the template calculate stock on hand?

For each SKU, it adds the starting balance to recorded units in, then subtracts recorded units out. The result appears on the Current State tab.

Can I add descriptions and reorder levels?

Yes. Each SKU supports up to three descriptions and its own reorder threshold. The row changes color when on-hand inventory is at or below that threshold.

Does it include monthly reporting?

Yes. A consolidated monthly summary shows changes in unit counts and the dollar value moving in and out.

Which additional inventory templates are included?

The purchase also provides access to the advanced single-location inventory template and the multiple-location inventory tracker at no extra cost.

What is the price and file format?

The one-time price is $45 for the Excel template. The download is available immediately after purchase.

Keep your stock movements organized

See what came in, what went out, and what remains.

Get the Simple Inventory Management Tool in Excel. Have a question? Contact SmartHelping.

Get the Inventory Management Tool