How To Get New ClientsThis video will talk you through the "secret" to attracting new clients.salesoptimizationconversionmarketplacegenerating leads292Discuss free by Doc Stoc TV
Startup Loan Brokerage Financial Model (Mortgage, SBA & CRE + Capital Advisory)This model was built to perform a 5-year financial feasibility study of a new loan brokerage business. It also has the capability to model capital advisory.income statementbalance sheetinvestment bankingfinancial statementsstartup financial model70Discussadd_shopping_cart $70.00 by Jason Varner
Marketing – Leads to First Contact Power BI Dashboard TemplateThe Marketing – Leads to First Contact Dashboard Template was created to provide quick visibility to how your leads are doing.marketingleadsmarketing dashboardmarketing leadsleads dashboard382Discussadd_shopping_cart $20.00 by A&S Technical Solutions
Leads Generation Analysis Excel TemplateUtilizing this template, you can effectively manage leads generated from your advertising efforts across various platforms and track the ROI of those leads.analysisprofitrevenuecostroi569Discussadd_shopping_cart $9.00 by Improve Your Excel
How to Use The Automated Lead Funnel To Generate, Develop And Close LeadsA tutorial on how to use the automated lead funnel, and how it can create, develop and close leads.salesmarketinginvestorsbuyerssellers356Discuss free by Joe Crump
Valuation of an Income Generating Property - Excel ModelThis Excel Valuation Model can be used to value property generating income.investmentfinancevaluationmanagementproperty1,5983add_shopping_cart free by Aswath Damodaran
Basic CRM system Excel ModelSimple CRM system for tracking your team/sales contacts and leadssalesleadsexcelnetworkingtracker702Discussadd_shopping_cart $25.00 by ModellingGuy
Retirement Planner Excel Model - Cash Flow Forecasting with Inflation AdjustmentCreate an income generating schedule as well as budget your expenses for retirement.personal financecash flow forecastretirement planningdividend investingretirement budget2,688Discussadd_shopping_cart $45.00 by Jason Varner
Franchise Business Financial Projection 3 Statement Model3 Statement 5 year financial projection Excel model for a new or existing franchisor business generating franchise fees and mark-up on sale of productsyearvaluationfinancial modelrolling projectionfranchise business1,885Discussadd_shopping_cart $59.00 by Projectify
Gantt Chart StandardA model for automatically generating a Gantt Chart for project managmentproject managementgantt chartplanningbudgetingtime management759Discussadd_shopping_cart free by PMP James Chapman
Financial Advisor / Financial Planner Financial Projection Model5-Year 3-Statement Excel projection model for Financial Advisor / Financial Planner business generating AUM fees, commission revenues and other consulting revenstatementvaluationfinancial modelfinancial projectionfinancial planner262Discussadd_shopping_cart $69.00 by Projectify
Car Dealership Salesmen: Customer Pipeline TrackerA template that can be used by car salespeople to keep track of their win rate, leads, and more.performance trackinggoogle sheetsalesperson pipelinecar salespersonexcel database322Discussadd_shopping_cart $45.00 by Jason Varner
Reit Financial ModelA real estate investment trust (REIT) is a company that owns, operates, or finances income-generating real estate. Modeled after mutual funds, REITs pool the cinvestmentfinancialmodelreit172Discussadd_shopping_cart $100.00 by Invexic Official
Vending Machine Business 5-Year 3 Statement Financial Projection Model5 year rolling financial projection Excel model for a vending machine business generating revenue by providing products for sale in a number of vending machinesbusiness planvaluationfinancial modelstartupdashboard543Discussadd_shopping_cart $59.00 by Projectify
Commercial Real Estate Financial Model Excel Template with DCF ValuationA fully integrated Excel Real Estate Financial Model template designed to analyze and value income-generating propertiesvaluationreal estatedebt scheduleproperty valuationcommercial real estate189Discussadd_shopping_cart $49.99 by AUT Financial Modeling
Sales & CRM DashboardOptimize your sales process with this integrated Sales & CRM Dashboard. Track leads, manage customer relationships, and analyze performance effectively.salesdatalead generationmetricsdashboard391Discussadd_shopping_cart$10.00 $5.00 by Mubbasshir AR
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