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- Credit Control List
- Use this template to track customers to whom you have granted credit. Information recorded includes the account number, account name, the date opened, details of the credit line and payment history. Maintain the template to save time and energy. It can be used on paper or filled in electronically.
- Tools & templates 2007-09-01
- Investment Payback Analysis
- Investment Payback is the length of time between an initial investment and the recovery of the investment from its annual cash flow. This template helps you with the financial feasibility of expanding your business, or buying a new business.
- Tools & templates 2007-09-01
- Employee Change Record
- Use this template to record changes in an employee's status. The printed page would typically become part of the employee's file in the personnel records of the company. The form is intended to be filled out on paper.
- Tools & templates 2007-09-01
- Vendor Master File
- Use this template to record all purchases from a given vendor. Use the Remarks column to record important points that will enable you to evaluate a vendor. There are no calculations in the template.
- Tools & templates 2007-09-01
- Loan Tree
- Bankers look for businesses with solid, well-developed root systems that will provide cash for inventory buildups, expansion into new markets, and additions to plant or equipment. This template will help to evaluate the business.
- Tools & templates 2007-09-01
- Employee Self Evaluation
- Use this template to have your employees evaluate themselves during the performance evaluation process. This will help promote constructive discussions during the evaluation. The template has no formulas and can be used effectively on paper or electronically.
- Tools & templates 2007-09-01
- Wealth Accumulation Analysis
- This template allows you to analyze your net worth to help you determine if you are doing a good job accumulating wealth. There are two basic steps to follow in performing this analysis. First you must estimate your annual realized income. This is income you receive. Don't include "Paper gains"...
- Tools & templates 2007-09-01
- Manufacturing Overhead Budget
- Use this template to forecast annual overhead costs for a manufacturer. The overhead costs are those that cannot be directly traced to the production of a product in an economically feasible manner and therefore must be allocated based on a budgeted amount.
- Tools & templates 2007-09-01
- Employee Termination
- This template can be used to insure that all the necessary actions are completed when terminating an employee. The template includes standard items such as return of desk and file keys and company documents, as well as items specific to the position or the company, such as a confidentiality report....
- Tools & templates 2007-09-01
- Weekly Cash Flow Projection
- Use this template to project your company's cash flow week-by-week for a month. Enter into the first column heading the date of the Monday for the week in which the month starts. The other column headings automatically display successive weeks or display blank if the month ends in a previous...
- Tools & templates 2007-09-01
- Marketing Calculators
- This template contains eight calculators you can use to make marketing decisions. It contains the following: Sales Revenue - represents net revenue after sales returns and allowances and discounts; Cost of Goods Sold - the cost of the sales; Gross Margin - Net revenue less cost of goods sold; Selling...
- Tools & templates 2007-09-01
- Employee Time Sheet
- Use this template to track an employee's time. This template can be used on paper or in the worksheet. Note that the template does not calculate the number of hours worked, in order to give you flexibility in calculating overtime hours. Enter the hours as values, as they are totaled...
- Tools & templates 2007-09-01
- Weekly Work Schedule
- Use this template to schedule up to 20 employees' work schedules for a week. The template can be used either electronically or on paper. The main body of the template is used to record the hours each employee will work. You can either enter the number of hours each person...
- Tools & templates 2007-09-01
- Media Forecast
- This template helps you plan the monthly advertising amount your firm will use over the next year. It also compares each month's actual expenditures to the forecast established at the beginning of the year.
- Tools & templates 2007-09-01
- Estimating Start-Up Capital
- This template helps you to estimate the amount of capital you will need to start your business. It adds up both one time costs and on going costs monthly costs. It assumes that you should have enough up front capital to pay for several months' worth of costs. The estimated...
- Tools & templates 2007-09-01
- NeoPrice Excel Pricing Analysis System
- Ready to start your business? Whether an e-commerce merchant, manufacturer, retailer, wholesaler, or service firm, all businesses have one thing in common: What price should be charged to make a profit and be competitive? NeoPrice will compute product or service prices. You enter the numbers and NeoPrice tells you the...
- Tools & templates 2007-09-01
- Expense Budget
- Use this template to plan the personnel and operating expenses for a company or department. The template compares estimated and actual expenses and may be filled out in two steps. Enter the company or department name and date in the spaces provided. Then enter the remaining information into the cells...
- Tools & templates 2007-09-01
- Personal Wealth Analysis
- This template allows you to analyze your net worth to help you determine if you are doing a good job accumulating wealth. There are three basic steps to follow in performing this analysis: First you must estimate your annual realized income. This is income you receive. Don't include "Paper gains"...
- Tools & templates 2007-09-01
- Vendor Cost Analysis
- The template will accommodate up to five sources. The order is allocated automatically among vendors based on the relationship between the vendor's price and the average price quoted by all vendors. The allocation gives each bidder an order of equal dollar volume. So that you can fine-tune the allocation to...
- Tools & templates 2007-09-01
- Direct Advertising Response
- Use this template to keep track of the response and cost of your direct advertising campaigns. Enter a description of the project and the particular market that you are targeting via direct advertising. Then enter the "Drop" - the number of pieces of mail, items distributed, cold calls made, etc....
- Tools & templates 2007-09-01
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