Client Tracker
Client Tracker - client spreadsheet - CRM dashboard - CRM - CRM spreadsheet - client organizer - client dashboard - client planner
68Discussadd_shopping_cart
$5.00
by Aman Khan
Search results: client profile
by Aman Khan
Buyer Persona Powerpoint Template & Guide
14 slide deck explaining you how to create a Buyer Persona in powerpoint for you to portray your ideal customer.3,449Discussadd_shopping_cart$27.00
by Anna Boiko
Ideal Customer Profile (ICP) - Persona - PowerPoint Template
A simple PowerPoint Template Slide to present your ICPs (Ideal Customer Profile) personas with various parameters to refine your marketing & sales strategy.4,281Discussadd_shopping_cart$6.00
by Tim Demoures
Client Tracker Spreadsheet | Customer Task Management | Customer Follow-Up Sheet | Simple CRM | Google Sheets Template
A simple Client Tracker Spreadsheet. All-in-one file to manage customer tasks and communication actions. Provided in Google Sheets with online access.761Discussadd_shopping_cart$15.00
by Elif Çağlan
How To Get New Clients
This video will talk you through the "secret" to attracting new clients.286Discussfree
by Doc Stoc TV
Medical Survey Profile Report Power BI Template
The Medical Survey Profile Report Template is a report that can be used to profile customers based on survey responses and objective grouping.191Discussadd_shopping_cart$20.00
by A&S Technical Solutions
Prince2 & Agile Weekly / Monthly Project Status Report for Client / Internal reporting of Project Health, 3 formats
Prince2 & Agile project status report template in 3 PPT formats. Ideal for client & internal reporting of project health, risks, milestones & progress.266Discussadd_shopping_cart$28.00$21.00
by Mark Whitfield
Enterprise Client Onboarding & Time-to-Value (TTV) Tracker — CS Implementation Dashboard
Reduce customer churn and optimize Time-to-Value (TTV) with a dark-mode implementation ledger that isolates client onboarding bottlenecks in real time.New!Discussadd_shopping_cart$20.00$2.00
by Scott Ortiz
Client Advisory Pack
Client Advisory Pack (Excel) — Monthly FP&A Reporting Engine for Accounting PracticesNew!Discussadd_shopping_cart$185.00
by StatimFP&A
Instagram Profile Tracker Excel Template | Who Unfollowed You on Instagram, See Who BAE Followed | No Login Required
Instagram Profile Tracker Excel Template | Who Unfollowed You on Instagram, See Who BAE Followed | No Login Required, No Code in Browser511Discussadd_shopping_cart$15.00
by Sirexcelco
MEEM Client Relationships Valuation Model - CAC, Churn & Excess Earnings
An Excel valuation model for estimating client relationship value using the Multi-Period Excess Earnings Method, with contributory asset charges and sensitivitNew!Discussadd_shopping_cart$45.00
by Finance Cell
How to better manage creative projects with your clients in 5 tips
This Best Practice provides you with 5 top tips to better manage creative projects with your clients.110Discussadd_shopping_cartfree
by Wimi Academy
How To Get More Clients
Adam Erhart explains in a simple 7 step process how you can obtain more customers for your business.145Discussfree
by Adam Erhart
The Truth About Winning Clients Doctrine
Turn expertise into demand ‘without selling’14Discussadd_shopping_cart$199.00
by P
The Truth About Winning Clients Doctrine (FREE)
Turn expertise into demand ‘without selling’12Discusslibrary_addfree
by P
Stage 2 (2022) "Client's Model"
This is a real-life example of an FMWC stage case.189Discussadd_shopping_cart- Your Best Practice
Have a Best Practice to share?
Publish your Best Practice
Learn more about digital publishing
Last downloaded
- 1 hour ago
Hotel Budgeting Excel Template Demo
Hotel budget template is a one-year financial planning template that enables the user to project BS, PnL, CF.1,147Discussadd_shopping_cart - 4 hours ago
Labour Cost Calculation Excel Template
Sample Labour Cost Calculator in Excel. Created for catering but can be adapted for use.27,979Discussadd_shopping_cartfree
by Fáilte Ireland
- 8 hours ago
The All-in-One Task Tracking System
The All-in-One Task Tracking System is a simple and organized framework designed to help you manage, monitor, and complete your tasks efficiently. It allows you746Discusslibrary_add - 11 hours ago
Startup Pro-forma Profit and Loss statement (P&L) Template
Made to help you construct a high level operation plan for your startup.38,7251add_shopping_cartfree
by Charlie Tillett
- 14 hours ago
Seat Booking with Interactive Floor Plan Excel Template, Office Space Reservation, Space Management, Seat Highlighting
Seat Booking Excel Template with Interactive Floor Plan & Occupancy Statuses - Very easy for Admin to setup and maintain.1,043Discussadd_shopping_cart$12.00
by Kacharuk Marukpitak
- 15 hours ago
Simple FCFF Model (Free Cash Flow for the Firm)
A complete FCFF model that allows for changing margins and has default assumptions built in972Discussadd_shopping_cartfree
by Aswath Damodaran
- 16 hours ago
Valuation: Free Cash Flow to Firm (FCFF) vs Free Cash flow to Equity (FCFE) Excel Model
Excel Valuation model that reconciles FCFF (Free Cash Flow to the Firm) and FCFE (Free Cash Flow to Equity)8,537Discussadd_shopping_cartfree
by Aswath Damodaran
- 21 hours ago
Valuation of Premiums
A model to value the premium you should pay for growth in either an intrinsic valuation or a relative valuation.838Discussadd_shopping_cartfree
by Aswath Damodaran
- 21 hours ago
Value of Control in a Firm - Excel Model
This Excel model analyzes the value of control in a firm.2,038Discussadd_shopping_cartfree
by Aswath Damodaran
- 21 hours ago
Three-Stage Dividend Discount Model
Value the equity in a firm with three stages of growth4,343Discussadd_shopping_cartfree
by Aswath Damodaran
- 22 hours ago
Walmart Financial Model
Walmart Financial Model1,610Discussadd_shopping_cartfree
by S Uddanti
- 22 hours ago
Evaluating Financial Performance and Forecasting
Set of worksheets related to financial analysis and forecasting1,651Discussadd_shopping_cartfree
by Matt Evans
- 22 hours ago
SaaS Revenue Forecasting Model
Full-packed revenue forecasting model to help SaaS founders take better decisions with key indicators.3,1401add_shopping_cartfree
by Noah Barr
- 22 hours ago
Excel Revolving Credit Calculator for annual models
An automatic excel algebraic approach for revolving loan facility in annual financial models (no macro & circular links)8,212Discussadd_shopping_cartfree
by Ivan Klykov
- 22 hours ago
Financial Model Assumption Book
Financial model assumption and reference sheet template to be linked to the model5,847Discussadd_shopping_cartfree
by FinExMod
- 22 hours ago
SaaS Cohort Analysis Model
A simple cohort analysis spreadsheet to understand how you are doing on your KPIs (Churn, Customer Lifetime etc.)5,771Discussadd_shopping_cartfree
by Christoph Janz
- 22 hours ago
SaaS Revenue Waterfall Excel Chart Template
A SaaS Excel Model to help you forecast revenue waterfall in simple, automated charts.13,775Discussadd_shopping_cartfree
by Ben Murray
- 22 hours ago
Sales Team Headcount Forecast Excel Template
This Excel spreadsheet template will help you forecast your sales team headcount while scaling bookings.7,833Discussadd_shopping_cartfree
by Ben Murray
- 1 day ago
Due Diligence P&L - Exhaustive Revenue and Costs analysis template
Financial Due Diligence exhaustive P&L model for Revenue & Costs Analysis. Big-4 like checklist of financial due diligence analyses.2,693Discussadd_shopping_cart$249.00
by HEURTEBIZE
- 1 day ago
EV Charging Hub Financial Model Template - one page model
A dynamic one page EV Charging Hub financial model (up to 25 years), showing investor returns408Discussadd_shopping_cart$59.00
by numberslides
