A collection of spreadsheet-based business tools enabling you to analyze various areas of your business including:

Click to see each business tool:

• Control Charts

• Skills Matrix

• Overhead Rate Calculator

• Business Growth Plan

• Run Rate Calculator

• Customer Lifetime Value

• Inventory Checker

• Productivity Manager

• Measuring peaks and troughs in any area of your business using control charts.

• Employee skills at a glance, using the employee skills matrix.

• Employee performance and productivity measurement using the overhead rate calculator.

• Sales by teams and individuals with weekly/monthly progress updates. Complete with comparisons to budget, YTD and year on year by using the run rate calculator.

• Measuring customer lifetime value with the RFM model.

• Sales growth and profit scenarios using the business growth plan.

• A quick measure of your inventory and value, using the inventory checker.

• The productivity manager for small business, measuring output, sales, and profit
  
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Control charts are a great way to analyse a number of metrics in your business, these can be sales, productivity, or customer complaints, and many more areas of measurement. Control charts provide a quick visual view of areas of growth and required areas of improvement. Design your own custom excel sheet incorporating the information provided in this video. This is a Free download.

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A fully customizable employee evaluation tool for your organization. The skills matrix is a very simple but very effective tool to assess the training needs of your organization: also it can be a great guide for performance reviews and for to the suitability of individuals for: -

• Additional tasks.

• Promotion - to a higher role with more responsibility reflected in the skill levels in the matrix.

• Suitability for a Newly Created Position.

• Selection - for Team/Group participation.

• It can be used as a guide to the selection of a Project Team. 

• Selection for the most suitable 'buddy' for a new employee's Induction Program.

Also, the skills matrix is a great discussion tool when conducting Performance Reviews, where the employees training can be assessed, reviewed and mapped out for the upcoming period. Also, the level of skills attained in the matrix (over the previous period) may assist in assessing salary reviews.

To purchase this great tool please watch to the end of the video or click here.

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Do you have staff that are responsible for generating revenue? Then this is a must-have tool for calculating the percentage recovery they have achieved over a given period of time and the effect that this has on your overall business.

Also in the process of doing this you can calculate what your break-even hourly charge out rate should be, based on your break-even hourly cost which you can calculate using this tool.

Calculating labor

By using this tool, you are able to both monitor your labor and identify ideas for competitive pricing for your service. It is well known that if you can control and monitor your labor you can ultimately control and monitor your profitability certainly in a service-based business. Using this tool as a productivity calculator this is also a ideal method of employee evaluation, making sure that each nominated employee 'pulls' in their required percentage recovery of chargeable hours for the business.

This is true in any labor intensive business operation, involving anyone who is responsible for generating revenue or chargeable hours. These might be auto service bay technicians, field service technicians, specialist salespeople, consultants, virtually anyone whose responsibility is trading hours for dollars.

To purchase this great tool please watch to the end of the video or click here.

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The business growth plan is a great 'what if' tool to develop a number of useful financial scenarios for your business.

The business growth plan looks at making changes from your current business data by % increasing and % decreasing the critical financial areas of your business operation and viewing the results in a profit and loss format.

Here is where the business growth plan really works its magic!

In the % + or - minus column you simply make your required adjustments to view a number of scenarios for your business, for example:

• What would happen if I increased my conversions by 5%?

• What would happen if I increased my average sale price by 6%?

• What would happen if my cost of sales reduced by 5%?

• What would happen if my overheads reduced by 10%?

All of these questions and more can be answered using the business growth plan. This great tool can provide you with the answers to most of the questions that you may have in relation to starting or growing your business, and how you could achieve your overall business development plan and financial goals just by tweaking some of your financial areas shown in this tool.

To purchase this great tool please click here

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Run rates are a great way to keep your finger on the pulse of your sales and margins. Run rates can monitor your sales and margins by week, month or any period you choose to track and indicate the variances and the catch-up values for each period. This is a great sales tracking tool if you have a team of salespeople and you want to closely review and monitor their performance individually or as a group.

Run rates will allow you to keep on top of these critical areas of your business by providing a snapshot view. This is a quick, easy, visual way to evaluate and analyze your sales and margin trends so that you can make the necessary corrections.

This is a GAME CHANGER and a must-have tool for every sales manager and CEO.

This is how I used this great tool:

1. The sales team would email their individual sales results for the week to me by 3:00 pm every Friday.

2. I would then upload this data into each of their individual sales (and margin) Excel Run Rate sheets.

3. Once I checked over each of their sheets I would then update their Run Rate data, I would then email each salesperson their updated Run Rates copy by 5:00 pm Friday.

4. Each salesperson would then present and explain their results at the sales meeting on Monday at 9:00am

Also, this is a fantastic tool for discussion and review at these weekly sales meetings. At the Monday morning sales meetings, I presented on the screen the run rates for the sales team as a group and then had each salesperson comment on their individual results. I then provided my input on where we were as a sales team moving forward.

This really had everyone focused! The team really liked this way of reporting as they knew each week where they were in relation to their budget. I used weekly run rates over monthly as any deficit could usually usually be managed on a weekly basis rather than monthly where it may be much harder to catch up.

To purchase this great tool please click here.

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The RFM Model stands for Recency, Frequency, and Monetary Value. Using these three principles you can develop your customer lifetime value, brand loyalty, or simply, how important the purchase patterns of each customer are to your business.

This is achieved by monitoring their purchases over time and selecting a weighting factor for each of the areas of;

1. Recency

2. Frequency

3. Monetary Value

You then apply a factor to each area, as shown in the video and in the README file (find out more below).

You can use this template in many ways, for example after you have established the rankings of your customers, you could implement a tiered pricing structure, rewarding your loyal customers with preferred pricing.

Also, you could develop a coupon structure, a customer loyalty program, the choices are endless once you have established your true value customers using the RFM Principle.

To purchase this great tool please click here.

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The effect for example, of simply increasing the number of products produced per day (per worker) on gross profit really emphasizes the use of the inventory checker. These and many more scenarios can be highlighted by making incremental adjustments to the inventory checker to help understand how to calculate how much stock you are holding in your business.

You simply enter your own base data, to begin with, and start making some changes to see the effect it would have on your business's profitability.

Another feature of the productivity manager is that for example, if you are launching a product onto the market at a given price, you will be able to make the required changes to ensure you reach your desired profit for this product.

This is a Free download enjoy!

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The productivity manager looks at seeing the effects on gross profit by changing a number of conditions relating to your particular situation for a given product item. The effect for example, of simply increasing the number of products produced per day (per worker) on gross profit really emphasizes the use of the productivity manager.

These and many more scenarios can be highlighted by making incremental adjustments to the productivity manager to help understand how to calculate the productivity in your business. You simply enter your own base data, to begin with, and start making some changes to see the effect it would have on your business's profitability.

Another feature of the productivity manager is that for example, if you are launching a product onto the market at a given price, you will be able to make the required changes to ensure you reach your desired profit for this product.

This is a Free download - enjoy!

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