What causes a business ecosystem to be misaligned despite seemingly sound decisions? Use our collection of Matrix Diagrams, now available in two parts, to visualize complex relationships and make the decision-making process more informed and structured.
How can businesses maximize returns and minimize risks at the same time in volatile economic conditions? Use our Investment Strategies presentation to achieve higher ROIs, promote steady, sustainable growth, and ensure that investments are not only profitable but also aligned with the company's long-term objectives and risk tolerance.
Need a fool-proof way to synthesize complex information into valuable business decisions? Use our collection of Matrix Diagrams for a structured approach to analyze, extract, and display the connections between multiple variables. These matrices allow teams of all sizes to have a shared reference point for discussions, develop better analytical skills, and adopt a culture of systematic and reliable problem-solving.
What are the best ways to translate data into actionable items? This collection of data visualization charts addresses this hurdle with a variety of charts, graphs, tables, and infographic designs that translate numbers into digestible insights. These designs not only help the creators better communicate their message, but also allow viewers to grasp the importance of intricate, numerical details.
How to clearly show the performance of your organization with numbers? The three financial statements model – which includes the balance sheet, the income statement, and the cash flow statement – remains the tried-and-true representation of financial data across all industries. This collection of financial statements not only allows executive leaders and shareholders to peer into a company’s performance, but also uncovers the story and reasons behind those numbers.
How can you have confidence in an acquisition’s potential and avoid costly missteps? A well researched and structured Due Diligence Report considers how findings on market trends, competitive positioning, financial analysis, growth areas, and post-acquisition implementation can work for or against the commercial viability of the acquisition target. Insights from commercial due diligence mitigate acquisition risks, highlights value-creation pathways, and aligns the investment with broader business goals.
Need to manage your finances more efficiently? Use our Personal Budget Template to track your financial obligations and monitor your income and expenses. Analyze your financial habits and their impact on your bank balance through monthly reports and dashboards with multiple charts. Additionally, track payments still pending and what had been settled with a customizable calendar in the template.
Want an easy to way track and manage every step of your sales process? Our Sales Pipeline spreadsheet features a complete pipeline and three dashboards to track key areas: Team, Operational, and Financial. Analyze sales from creation to closure, monitor each salesperson's performance, and check if targets are being met. Additionally, the template provides detailed financial performance insights by month, quarter, and year.
Enter your data and automatically generate more than 20 charts and diagrams. These charts provide detailed analyses of results and averages, categorized and distributed by month. Precise filters allow our template to adapt to any industry or subject—finance, sales, HR, marketing, or customer support. The template also offers light and dark theme options to match your preference.
Organize income, cash flow, and balance sheets with out all-in-one Financial Statement Template. It offers monthly, quarterly, and yearly data visualizations with a dashboard to assess the company's financial health. It also generates a PDF ready for export, including all three statements' annual outcomes.
Do you struggle with loan payment and management? Our Ultimate Loan Tools (part 2), available in Microsoft Excel and Google Sheets, will help you to oversee loans, analyze optimal repayment methods, and maintain financial stability to avoid a debt snowball
Calculate the performance of your real estate investments over ten years, with monthly and annual visualizations. With our Real Estate Pro Forma template, you can monitor the return on up to ten property units to gain a clear view of your investment over time. Monitor the progress of rental income and related expenses to obtain accurate analyses of profitability, cash flow, and property value.
Overwhelmed by accumulated debts? Use our Debt Tracker to select and manage the best repayment strategy among three different payment methods: Snowball, Avalanche, and a customizable one to accelerate your journey to a debt-free life, available in Microsoft Excel and Google Sheets
Manage your portfolio with a template that updates the stock data in real-time. Download our Portfolio Tracker template, available in both Microsoft Excel and Google Sheets, to benefit from a structured and systematic approach to portfolio management.
Do you long for the day when you can work less and travel more? Do you fear that you’ll never have enough money to be able to retire? By following Warren Buffett’s approach to value investing, you can learn how to build an investment portfolio that will give you the financial freedom you need. Learn the key to Buffett’s approach, how his firm selects which companies to invest, when, and at what entry price.
Financial statements do not always tell the entire story about a company. Accounting methods and financial reporting require an executive to decipher the red tape, look beyond what is on the printed page and make decisions that will affect the bottom line. Financial Intelligence gives non-financial managers the financial knowledge and confidence for their everyday work.
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