Sales Management: Quote, Invoice, Accounts Receivable Report
Originally published: 27/10/2021 12:47
Last version published: 13/11/2024 15:14
Publication number: ELQ-37952-4
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Sales Management: Quote, Invoice, Accounts Receivable Report

Excel template to create sales quotes, invoices, track accounts receivable KPIs, output VAT, sales growth KPIs, and financial guarantees, and commitments

Description
Sales management Excel template to create sales quotations, invoices, track payments, accounts receivables, output VAT, month over month and year over year sales growth. It also allows you to keep track of financial commitments and guarantees like tender bonds and performance bonds.


It will provide you with the insights you need to improve cash collection performance and achieve your financial goals. It is perfect for managers who need to boost cash flow, reduce the number of days sales outstanding, and improve decision-making.


This ready to use financial dashboard template includes:


Sales Quote Template
Excel template to prepare and save sales quotes:
  • Sales quote template with VAT or exempt VAT
  • Automatic quote number from last saved quote
  • Drop down list selection for customer details, products or services description
  • Automatic quotation subtotal, VAT, total amount and total quote amount in words
  • Quotation saved as PDF file, quotation data saved for analytics purposes


Invoice Template
Excel template to prepare and save sales invoices:
  • Sales invoice template with VAT or exempt VAT
  • Automatic invoice number from last saved invoice
  • Drop down list selection for customer details, products or services description, and payment terms
  • Automatic subtotal, VAT, total amount, total invoice amount in words, and due date
  • Invoice saved as PDF file, invoice data saved for analytics purposes


Sales Analysis Report
Financial report that allows you to monitor sales performance KPIs:
  • Total Sales excluding VAT, and Year over Year variance
  • Month over month sales growth
  • Actual vs Previous year monthly sales variance
  • Number of active sales quotations and quotes amount
  • Sales amounts by customer
  • Output VAT based on issued invoices


Accounts Receivable Report
Financial report that shows cash collection KPIs, will help you optimize cash flow and achieve financial stability:
  • Total amount of receivables, number of overdue invoices, total overdue amount and overdue rate, Days Sales Outstanding (DSO)
  • Total sales value, and sales collection rate
  • Monthly due amounts and running total
  • Overall aging balance: breakdown of total receivable into past due payment groups
  • Accounts receivable aging report by customer: balance, overdue amount, overdue rate, and aging balance
  • Invoices report sorted by due date and amount: invoice balance, due date, and overdue days


Financial Commitments Report
Financial report to track submitted and returned financial commitments amounts like tender bonds, performance bonds, holdback guarantees:
  • Total contracts (construction contracts, projects, or other sales contracts)
  • Submitted amounts, returned amounts and rate
  • Analytics by financial commitment type and by contract


This financial dashboard evaluates how effective your business is at converting sales to cash. It is quite easy to use, you just need to:
  • Save sales quotes
  • Save sales invoices
  • Enter payments received for each invoice
  • Enter financial commitments data


Template Requirements:
  • Works on PC with Windows.
  • Does not work on a MAC.
  • Requires Microsoft Excel 2016 or higher with Power Pivot add-in. 👉 Watch this video to find out if your Excel version includes the Power Pivot add-in https://youtu.be/-3U0Om5d_JU
  • Allow Macros to run (enable content when opening file).
  • Ready-to-use template, just enter or import your data.
  • Dashboard ready to be printed.
  • Instructions on Excel file “User Guide”.


Template Customization:
Colors, fonts, and all style attributes can bechanged to suit your needs. If you want to make changes on your own, just enterthe password included with the file to unlock the template.

This Best Practice includes
A template with sample data + An empty template, ready to receive your data + User Guide

Acquire business license for $79.00

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Further information

This financial dashboard evaluates how effective your business is at converting sales to cash

It is perfect for managers who need to boost cash flow, reduce the number of days sales outstanding, and improve decision-making

This template does not work on MAC computers


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