Monitor your business income and expenses with this Profit & Loss Statement template. With a single sheet to track all of your financial information, this template is easy to customize for organizations of any size.
Asset Management provides a central place to keep track of computers, office equipment, and anything else that is owned or maintained by the company. Link assets to rows in the Vendors worksheet to track where each asset was purchased from. Monitor total asset spend and amount written off. Link assets to employee rows in a different workbook to track who is using each item.
Track and manage product inventory, sales, fulfillment centers, and vendor relationships. Inventory management is a system for sourcing, storing, and selling products in inventory. Successful inventory management means the right products, at the right stock levels, in the right place, at the right time, and at the right cost as well as price.
Calculate the break-even point for your business with this ready to go template. For any new business, calculating the break-even point is an important calculation in your business plan. The break-even point is the point at which total cost and total revenue are equal, meaning there is no loss or gain for your small business. In other words, you've reached the level of production at which the costs of production equals the revenues for a product.
This capitalization table (cap table) template includes an integrated database of shareholders, both institutional investors and employees. Easily assign share allocations to the right investor, and then drill down at any time to track and manage information about them. A cap table is designed to show the equity capitalization for a company. Cap tables are most commonly used by startups and early-stage businesses but all types of companies may use them. In general, the cap table is an intricate breakdown of a company’s shareholders’ equity including common equity shares, preferred equity shares, warrants, and convertible equity.
Use this invoice template to create and customize your own invoices to your clients. An invoice is a document used to itemize and record a transaction between a vendor and a buyer. Typically, a business sends an invoice to a client after they deliver the product or service. The invoice tells the buyer how much they owe the seller and sets up payment terms for the transaction.
This simple project plan template is the easiest way to create and manage a project plan. Well, maybe second-easiest. The easiest way might be paying someone else a lot of money to do it.
This simple CRM template is the perfect tool for managing business relationships. CRM (Customer Relationship Management) lets you keep track of your contacts, who they work for, and what you need to do for them.
Track and manage product inventory, sales, fulfillment centers, and vendor relationships. Inventory management is a system for sourcing, storing, and selling products in inventory. Successful inventory management means the right products, at the right stock levels, in the right place, at the right time, and at the right cost as well as price.
This workbook is designed for measuring product/market fit (PMF) as defined in Rahul Vora's First Round Review article. It's an all-in-one template designed to set up and distribute a PMF survey, capture responses, analyze results, and perform target persona segmentation with only a few minutes of work.
Every production team needs a content calendar (a.k.a editorial calendar) to track and manage deadlines and the whole content creation and publishing process. Use this free spreadsheet template to plan, manage, and collaborate on content schedules and assets from one place.
Plan and manage all tasks related to a product launch such as product research, marketing materials, sales materials, and a timeline of activities. Assign tasks to owners. View tasks by status in a Kanban board. Filter tasks by status and due date to make sure you don't miss any deadlines. Shared views for "My tasks" allow collaborators to focus only on their deliverables.
