Creating Balanced Scorecard Plus Balanced Scorecard Templates

A few tips before you use the balanced scorecard template: Ensure there is a consistent and individual owner for each KPI The balanced scorecard can be an evolving business tool and is not something which is written at one point in time and then leave it as it is. A designated owner on the management … Read more

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

Financial Statements Analysis and Reporting Financial statement analysis is a technique of learning about the business profits and risk of a company or part of the business by using evaluation involving documented financial data, by making use of various management applications and tactics. Analyzing the particular overall performance of the company could be tough and … Read more

Voice of the Customer (VOC)

The perfect case scenario would be to have your ideal customer brainstorming and evaluating ideas with your team about what the perfect product would be in terms of benefits and features for the customers. In some cases this is feasible. You can talk to your ideal clients and gather their input regarding what they value … Read more

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

Sales management resources for sales managers and business professionals How to improve sales performance, sales management, sales reporting & analysis, develop your sales dashboard and create sales reporting system by focusing on the most important sales KPIs and metrics for your business. Sales strategies, tactics and tips: Sales and Marketing Process Improvement with Six Sigma … Read more

Sales KPI Dashboard Reporting with Excel

Excel Sales Dashboard Templates Numerous businesses look at key performance indicators as being a way of measuring the achievements of the company overall performance. The KPIs measured may be grouped by company division or perhaps the purpose of measurement. The KPI report will assist managers to determine the key elements of good and poor performance … Read more

Database Marketing Tips

Database marketing is the most important part of successful direct marketing because it contains all the required information for creating customized and personalized engagement. Based on the prospect’s and customer’s source, stage, interest, engagement, etc. personalized experience can be created by the company in order to maximize the direct marketing experience. How to improve your … Read more

Financial Leverage Ratio Formula

Financial Leverage Ratio Financial Leverage = Debt / Equity Financial leverage is calculated with a purpose of evaluating the company’s capacity to pay its debt. This is easy-to-calculate and monitor financial ratio and it is also called debt-to-equity ratio because it calculates the ratio between the total debt and the total equity. By looking at … 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… The financial templates and Excel business tools that will save you many hours, frustrations and help you focus on your job, improve you business insight and your current performance. These financial templates are used by … Read more

Employee Performance Appraisal

Performance Appraisal Tools   The Goals: to help employees succeed in their professional development to help your organization achieve its overall goals Developing an effective employee performance appraisal system allows you to improve employee performance, employee satisfaction, employee motivation and achieve organizational goals and objectives. It is a great planning tool and communication tools allowing … Read more