The Excel Investment and Business Valuation template is suitable for evaluating a variety of simple to complex investment, financial analysis and business plan scenarios. Business valuation is based on the traditional discounted cash flow net present value method but also evaluates economic value added valuation (EVA), financial accounting impact and additional quantitative investment performance indicators.
Monday, July 1, 2013
The Excel Real Options Valuation template combines a set of
option pricing tools and valuation models to quantify the embedded
strategic value existing and proposed project and investment scenarios.
The Excel Multiple Regression Analysis and Forecasting template
enables the confident identification of value drivers and forecasting
of business plan or scientific data. The multiple regression process
utilizes commonly employed statistical measures to test the validity of
the analysis and results are summarized in textual form to be easily
understood and interpreted.
The Excel Portfolio Performance Monitoring template enables the
ongoing monitoring and periodic valuation of a portfolio of financial
investment assets. Investment asset categories can be configured and
chosen to be hidden or shown to monitor and value the portfolio by asset
The portfolio tracking enables the entering of investment transactions
during a reporting period to calculate performance. Incremental
investment transactions including withdraw, reinvestment and
distributions undertaken during a period are accounted for in
performance calculations under the time weighted return method for the
portfolio reporting period.
The Excel Portfolio Optimization template identifies the
optimal capital weightings for a portfolio of financial investments that
gives the highest return for the lowest risk based on the return risk
profile and correlation between individual investments.
The design of the portfolio optimization template enables it to be
applied to either financial instrument or business stream portfolios.
The portfolio optimization template is intuitive and flexible with help
icons throughout to assist with input and interpretation of output
The Excel Project Management template is designed as a generic
and intuitive Excel based solution to plan and manage simple to complex
projects. The familiar Excel environment and stepwise work flow provides
a straightforward project management solution without requiring
knowledge of sophisticated software or project management methodologies.
The ability to construct and manage the project budget as tasks are
identified and updated facilitates the processes of business case
proposal, feasibility analysis and securing required project funding.
Project dynamics can be altered and project progress performance
monitored with best practice Earned Value Analysis throughout the
complete project life cycle. The Project Planning and Management
template provides the ability to define the project budget and scope as
tasks are defined during the planning phase.
The Excel invoice template is a simple to use and complete
customer invoicing and inventory management system. The Excel invoice
template stores and manages invoices, products and customers and
performs advanced invoice sales reporting and inventory monitoring.
The Excel invoice template provides a control panel to establish
predefined content for the invoice template and facilitate efficient
customer invoice management. Products, customers and orders can be
quickly and easily accessed, added, modified and removed. Previously
saved invoices can be located using a filter screen by customer, product
and date and loaded into the invoice template for viewing or
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