Guides

How to Analyze Financial Statements: Tips, Tools and Excel Templates for Managers

Financial Statements Analysis and Reporting Financial statement analysis is a vital technique for understanding a company’s profitability, financial health, and risks. This process involves a detailed evaluation of documented financial data using proven management methods and tools. Accurately analyzing business performance can be complex and requires a methodical approach to selecting, reviewing, and interpreting financial … Read more

Voice of the Customer (VOC)

Understanding Voice of the Customer (VOC) Voice of the Customer (VOC) is defined as the process of gathering feedback from customers regarding their preferences, needs, and expectations regarding products and services. This is crucial for businesses aiming to develop and improve their offerings based on real customer insights. Why VOC is Important Enhances product development … Read more

Sales Management Tools, Tips, Reports, Analysis, Articles and Templates

Overview Whether you are a sales manager, a business analyst, or a solo entrepreneur, having the right sales management tools and clear processes is essential to drive revenue, improve forecasting, and keep your pipeline healthy. This workbook collects the most practical tips, templates, and reporting ideas you can implement today. Key Sales Management Processes 1. … Read more

Sales KPI Dashboard Reporting with Excel

Excel Sales Dashboard Templates for Effective KPI Reporting Key Performance Indicators (KPIs) are essential tools that businesses use to measure the overall success and performance across departments. KPIs can be grouped by company divisions or targeted to specific purposes, helping managers identify strengths and weaknesses in business operations. Tracking these KPIs over time allows companies … Read more

Database Marketing Tips

Database marketing is the backbone of any successful direct‑marketing strategy. It gives you the data you need to create highly personalized experiences that boost response rates, lower costs, and increase customer lifetime value. What is Database Marketing? Database marketing means collecting, storing, and analysing customer and prospect data so you can target the right message … Read more

Financial Leverage Ratio Formula

What Is the Financial Leverage Ratio? The financial leverage ratio (also called the debt‑to‑equity ratio) measures how much of a company’s assets are financed with debt versus shareholders’ equity. It is a quick way to see whether a firm relies heavily on borrowing and how vulnerable it might be to interest‑rate changes or creditor pressure. … Read more

Excel Financial Templates, Dashboards, Scorecards, Software and Financial Analysis and Reporting Tools for Excel

Financial Dashboard, Financial Ratio Analysis, Financial Business Plan, Activity Based Costing, Accounts Receivable Manager, Financial Templates, Excel Dashboards and more… Efficient financial management and business insight are crucial for making informed decisions that drive growth. Our Excel financial templates and business tools are designed to save you time, reduce frustrations, and help you focus on … Read more