What is a Keep, Stop, Start Analysis Quick Start Steps Download the free template. Link is above. Brainstorm ideas for each category. If working in a group, brainstorm individually, then together. Use the dot voting method to pinpoint critical ideas. Summarize the critical ideas on this
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Business development and sales are two different ideas. However, they both generally lead to a similar outcome – revenue growth. Regardless of which concept you or your business chooses to focus on, results must be tracked and evaluated. This template can help. It’s a Business Development KPI
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Are you confident in the direction of your career? Have you taken deliberate steps to define a professional objective and develop a strategy to achieve your objective? If you need a place to start, a SWOT analysis is a good first step. And, if you already have an objective and
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Annual Percentage Yield (APY) and Annual Percentage Rate (APR). This calculator converts from one to the other. Generally people want to convert from APY to APR or APR to APY in order to understand similar investments or loans, or in order to perform their own calculations. APY
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An incremental purchase or sale of an investment can impact your average basis. The basis is your average cost of the original investment. For tax purposes, the method of computing the gain or loss on investments must be elected and consistently applied. This spreadsheet does not track
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How do I keep track of when to follow-up on open invoices? Or a more simple way to put it, ‘How do I manage accounts receivable’? This was a question from an accounts receivable manager who was trying to monitor contact with multiple customers. The time between when
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Need a European-style Black-Scholes calculator to compute the value of a Put Option or Call Option? Just interested in how the calculation works? Want something just to double check a calculation? Either way, this spreadsheet will help. All of the formulas can be read (and modified if you
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Download this bank reconciliation template and incorporate it into your month-end close process. A bank reconciliation is a check between your records (or your company’s) and the banks records. It is a necessary control for every cash account. Going through the bank reconciliation process can identify errors and
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Every business should leverage an accounts receivable aging to manage balances outstanding. However, not every business has the need for an expensive accounts receivable ledger or system. This accounts receivable aging is an excel template that makes it easy to age invoices. It’s also been designed to
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The percentage of completion schedule calculates the amount of revenue to be recognized for long-term construction-type contracts. There are other acceptable methods of revenue recognition, but the cost-to-cost method used in this template is one of the more popular. The cost-to-cost method provides for proportional recognition of revenue
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