The template makes it easy to determine the profitability of manufacturing and marketing a new item. A business will not grow if costs get out of hand. This template consolidates a number of key metrics and is a comprehensive tool, without the need for any additional sheets. KPIs can be viewed in both table and graph forms.
An overview of revenue, revenue breakdown, and time to market are shown. This template is ideal for showing to stakeholders and to see which products have been the most profitable in the given time period.
It provides KPIs for a number of tasks including the resources allocated along with the total days per project and current financials. This is very useful for business owners who are simultaneously working on a number of projects and need the information displayed in an easy to read manner.
This is a highly detailed sheet that can help you to really pin down business goals over the next 12 months. It outlines a wide variety of key metrics across each month and further breaks down each month into weekly sections. The template identifies the business goals, target audience, tactics, budget, and marketing strategies. Failing to create a meaningful social media strategy with tracking and monitoring is why most businesses do not benefit from social media platforms.
SWOT is a primary technique used by business owners and a common project management strategy, as it allows to objectively look at a business project in its entirety.
This template allows the investigation of both internal and external factors. The template is useful because it tracks the employee across key metrics without being overly detailed.
It also has a space for commenting on whether the employee reached certain goals or not. All of the information is neatly compiled to provide owners with a snapshot of where everything stands at the present time. It shows task status, budget, pending items, assignment, and timeline of various projects.
A Gantt chart is one of the easiest ways to track the progress of a particular task in percentages. Multiple tasks can be inserted and the projects are color coded depending on their risk level and progress.
It is one of the best ways to get an overview of multiple deliverables. All small business owners and project managers need a good system to keep track of customer and merchant issues to improve efficiency and satisfaction levels. It is color coded to easily observe who is responsible for certain roles and responsibilities. The Kaban Board is an excellent tool in terms of functionality and visual design. It allows the tracking of revenue across individual products, region, and customer types.
This is vital information in terms of deciding which products are doing well in relation to specific customer and regions. It will allow business owners to make better sales decisions. Even if it is only a projection, it is definitely useful to have. This free Excel template will allow you to analyze and forecast the unit sales, growth rate, profit margin, and gross profit for your products and services.
It provides a quick starting point for setting up your sales forecasting and is basic enough for new businesses just starting out. It also includes a product description and the billing company name and address. It further calculates the total invoice amount along with the tax obligations. It contains more information and is laid out a little more intuitively. The shipping invoice template is aimed at people who are buying physical products for delivery. The customer will then be able to view the invoice details on the package itself upon receipt of the product.
If you own a company shipping physical goods, then you can copy and print off this invoice and attached it to your products. It is a neat and useful sheet for business owners to obtain all the financial data they need about their company. Another highlight of this sheet is that it shows a year to year comparison along with the depreciation of assets.
It creates a neat summary of the sales completed and the amount due, as well as whether or not the payments were made. For smaller businesses this template is perfect. Payroll software can be very effective , but it is also quite expensive. The sheet allows business owners to easily monitor payments made to the property. It is a detailed receipt with a unique number, date, amount, tenants name and details, and landlord name and details. It is often seen in venture capital business plans.
The break even analysis will show whether or not you have a financially viable business. This blank template is perfect if you need to issue handwritten statements of account to your customers once a month, summarizing sales made to them in a month and showing invoices outstanding for payment. Calculate your estimated hours of service and materials and use this form to write them down and give to your customer so they can decide if it fits their budget.
Estimate how much a job will cost your customer. Similar to the previous 'Quote' form. Track the purchases and sales of each of your stock item products. Helps you keep an up-to-date record of the quantity available and the cost value.
Use one per stock item. Use this sales register form to keep a summarized list of all your sales in date order. Write the main details from each sale. Use one form per customer. See at a glance how many sales have been made to each customer in date order. You would use this to prepare your statement of account form No.
Once a month list out all unpaid sales invoices and start chasing down payment. Use this purchases register to record all bills received in date order. Use one form per vendor. See at a glance all the bills grouped under each vendor's name. List out all your unpaid bills - use the cash flow form see below to help you figure out when you will have enough money to pay them.
Keep a tracking register of your business assets can be used as a personal assets register too. Calculate and record the depreciation expense of your assets. This is what you need if you are doing your bookkeeping without accounting software.
It will help you figure out if your business is making a profit or loss. The free balance sheet template will help a business owner figure out what the business is worth. A report for tracking your cash available to pay bills.
You can list the bills due for payment in the days or weeks ahead and monitor the bank expected bank balance. These blank accounting forms are perfect for students or business owners! You have permission to print and use any of them - a reference back to this website would be appreciated. This download has two pages. One page has a detailed list of common account names on a general ledger with boxes to tick the ones you want to use.
The other page is a blank template so you can write out your own account names. A bookkeeping journal sheet to help you record the 'story' of your daily financial transactions as per bookkeeping journals. See my double entry bookkeeping page for the difference between single and double entry accounting systems.
If you can afford it and have the time to learn it, double entry software is usually the best for your accounting needs. However, if you are a small business that is just starting up and you cannot afford expensive accounting software yet, my accounting spreadsheets may be just what you need. If you are a church or nonprofit, I have free spreadsheets designed specifically for you.
Note: You must have MS Excel or another compatible spreadsheet application like OpenOffice installed on your computer to download and use the accounting spreadsheets. Attention: I ask you to sign up for my free newsletter because it is the only way I can contact you to alert you to any errors in my spreadsheets; however, if you do not wish to be contacted and do not wish to receive my free newsletter…here is the download page for the spreadsheets:. Unlike my automatic accounting spreadsheets….
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