Search results: customer concentration risk

• 

  Small Business Financial Operations Toolkit: Cash Flow, Staff Cost & ConcentrationRisk Models

  3 essential Excel models: 12-month cash flow forecast, staff cost ratio tracker, and customer concentration risk calculator.

  financial modelcash flow forecastexcel templatesmall business dashboardstaff cost tracker

  New!Discussadd_shopping_cart

  $29.00

  by James Edison
• 

  Small Business Management Dashboard (UK Edition) — 12-in-1 Financial & Operational Excel System

  12 pre-built Excel & Google Sheets tools for cash flow, pricing & operational risk. Ready to use.

  cash managementbusiness operationsinvoice trackingbusiness start upbusiness dashboard

  18Discussadd_shopping_cart

  $59.00

  by James Edison
• 

  Churn Dashboard & CustomerRisk Analysis in Microsoft POWER BI

  POWER BI Churn Dashboard and CustomerRisk Analysis

  dashboardchurnpowerbi

  3,164Discusslibrary_add

  free

  by Rahim Zulfiqar Ali
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  AML/KYC CustomerRisk Scoring & Onboarding Engine — Excel Model v2026.2

  Professional AML/KYC risk scoring engine — 9 factors, 4 sanctions frameworks, 30+ auto-override triggers. Built by CAMS, CGSS certified compliance officer.

  anti-money launderingcomplianceewraamlrisk scoring

  45Discussadd_shopping_cart

  $249.00

  by FinGuard Studio
• 

  Excel Customer Churn & Retention Dashboard

  Upload your customer sales export and get churn, retention curves, cohort heatmaps and revenue concentration in minutes.

  dashboardcohort analysiscustomer retentiondue dilligencecustomer churn analysis

  474Discussadd_shopping_cart

  $15.00

  by Finance Model Hub
• 

  Customer Churn Analysis Model - DEMO

  Comprehensive analysis of customer churn, retention, and sales dynamics across multiple dimensions.

  cohort analysiscustomer retentioncustomer churn analysiscustomer stabilitycustomerconcentration

  205Discusslibrary_add

  free

  by Finance Model Hub
• 

  Customer Success Health Scorecard & Churn Sentinel — SaaS Retention Sheet

  Identify churn risk, track ARR at risk, and drive expansion with weighted health scoring and automated intervention alerts in Google Sheets.

  customer success health scorearr at risk calculatoraccount management trackergoogle sheets customer successweighted health scorecard

  106Discussadd_shopping_cart

  $20.00 $5.00

  by Scott Ortiz
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  Customer service dashboard

  Business Planner | KPI Dashboard | Customer support system | Excel

  excel templaterisk registerclient managementbusiness plannerbusiness tracker

  157Discussadd_shopping_cart

  $5.00

  by Aman Khan
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  Accounts Receivable Template / Invoice Tracking - Aging Report - Customer Statement

  Accounts Receivable template including Aging Report and Account Statement, designed to help businesses organize and track customers invoices and payments.

  cash flowaccountingfinancial modelcustomersworking capital

  587Discussadd_shopping_cart

  $69.00 $55.20

  by Profit Vision
• 

  Comprehensive Risk Assessment Matrix Excel Template | Severity Likelihood Ranking | Risk Management Tool, Risk Register,

  Comprehensive Risk Assessment Matrix Excel Template | Severity Likelihood Ranking | Risk Management Tool, Risk Register, Excel HIRA Risico

  risk-managementrisk assessmenthr templaterisk matrixrisk template

  767Discussadd_shopping_cart

  $6.00

  by Sirexcelco
• 

  Customer-centric Culture

  Becoming a Customer-centric Organization with a Customer-centric Culture is a necessity in today’s Age of the Customer.

  cultureorganizational culturecustomer experiencecustomer centric designcorporate culture

  172Discussadd_shopping_cart

  $29.00

  by Flevy
• 

  Risk Management KPI Dashboard Excel Template, Excel Risk Metrics Report Template Digital File, Risk Assessment Report

  Risk Management KPI Dashboard Excel Template, Excel Risk Metrics Report Template Digital File, Risk Assessment Dynamic Reporting Tracker

  data visualizationrisk-managementrisk assessmentkpi trackingbusiness analytics

  515Discussadd_shopping_cart

  $9.00

  by Sirexcelco
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  Financial risks evaluation

  Highlight and explain the financial risks of a revenue statement scenario.

  evaluationturnoverrevenuep&lbusiness plan

  1,187Discussadd_shopping_cart

  $10.00

  by WMI Consulting
• 

  Strategy & Risk Management Framework - EIP (Easter Island Pentagon) PowerPoint Template

  A 5-branch Strategy Framework Template & Explanations in Microsoft PowerPoint to analyse and assess risk for a firm.

  change managementrisk-managementbusiness strategyorganizational healthcrisis management

  1,002Discussadd_shopping_cart

  $7.00

  by Tim Demoures
• 

  Enterprise Wide AML, CTF, Sanctions Risk Assessment (EWRA) template

  EWRA (Enterprise Wide Risk Assessment) template in Microsoft Excel

  bankfintechrisk assessmentcomplianceewra

  15,341Discussadd_shopping_cart

  $2,500.00

  by Gooliver
• 

  Customer Invoicing and Inventory Management Excel Model

  A complete business invoicing system with product/service, customer and inventory management.

  inventory managementcrmexcel invoice templatecustomer invoicingsales reporting

  3,256Discussadd_shopping_cart

  $26.00

  by Business Spreadsheets
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