Do you like me have one or more business ventures that you want to keep on top of? This is the bundle for you. I’ve brought together the main templates I use with my shops into one great value bundle
What Templates are Included
1. Income and Expenses Bookkeeping Tool
2. Client Tracker / CRM Tool
3. Inventory Tracker Tool
4. Order Tracker Template
5. To Do List & Task Planner Tool
Bookkeeping Tool Details:
- A digital download of Bookkeeping Tracker Excel spreadsheet (Microsoft Excel required)
- Instructions of what everything is and how to use it
- A tab to set up what months you want to look at, expense and income categories and any annual or monthly financial goals you may wish to achieve
- A Dashboard breaking down your annual performance into bite sized pieces which corresponding automated graphics
- A Dashboard breaking down your monthly performance into bite sized pieces which corresponding automated graphics. Just chose a month from the drop down and the data updates accordingly
- A tab to enter just the information you need to update any income or outgoing expense which is then fed through the sheet automatically.
- Drop down lists to help categorise and speed up entering details
- The ability to filter, sort and search
- Choose between three currencies (£ / $ / €) and two date formats (mm/dd/yy and dd/mm/yy) at the click of a button
Client Tracker Details:
- A digital download of the Client Tracker / CRM Excel spreadsheet (Microsoft Excel required)
- Instructions of what everything is and how to use it
- A built-in dashboard of graphs to really see your results
- Drop down lists to help categorise and speed up entering details
- The ability to filter, sort and search
- Download the free Microsoft Excel app to use on your mobile devices
Inventory Tracker Details:
- A digital download of Inventory Tracker Excel spreadsheet (Microsoft Excel required)
- Instructions of what everything is and how to use it
- Two dashboards of visual insights
- Drop down lists to help categorise and speed up entering details
- The ability to filter, sort and search
- Choose between three currencies (£ / $ / €) and two date formats (mm/dd/yy and dd/mm/yy) at the click of a button
Order Tracker Details:
- A digital download of the Order Tracker Template Excel spreadsheet tool (Microsoft Excel required)
- Instructions of what everything is and how to use it
- Built in automatic graphical insights that update as you go
- A tab to track all of you orders and what stage they are at from when they are first ordered all the way to delivery to the customer.
- The ability to filter, sort and search
To Do List Details:
- A digital download of the To Do List & Task Planner Excel spreadsheet tool (Microsoft Excel required)
- Instructions of what everything is and how to use it plus a screen shot of a pre-filled in sheet to get your started
- Built in automatic graphical insights that update as you go
- A tab to track all of your work, what stage they are at, who they are from and when they are due
- The ability to filter, sort and search
- Two different date formats at the click of a button
How is works
- You will need Microsoft Excel and Word on your computer
- You will receive the 3 templates as a Zip file
- Unzip the file and save the templates to your computer
- The Excel templates will have a tab one each which includes the instructions
- To use the templates again simply save under a new name and re-use
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