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JaxWorks
(149 results)-
Tools & Templates
5 Year Projections
September 1, 2007, 12:00am PDT
This template estimates the key financial figures for a company over five years. The projections include abbreviated income and cash flow statements, and a balance sheet.
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Tools & Templates
Approval To Hire Request
September 1, 2007, 12:00am PDT
Use this template to tightly control the hiring process. It lists all the details that help describe the candidate, the position, and the offer to be made. By capturing all the details on one...
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Tools & Templates
Personnel Activity Report
September 1, 2007, 12:00am PDT
This template can be used to report summary personnel statistics on a department or company basis. Total and percentage calculations make it advantageous to maintain the template in the worksheet....
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Tools & Templates
Auto Expense Report
September 1, 2007, 12:00am PDT
Use this template to keep a record of your business-related auto expenses. Shaded cells are data entry areas. The dates in the report are calculated from the "Ending Date" field. Enter a date in...
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Tools & Templates
24 Month Sales Forecast
September 1, 2007, 12:00am PDT
Use this template to forecast 2 years of product sales. The first two key data entries that you need to make are the first fiscal year and the first month of the forecast. With the first year and...
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Tools & Templates
Present Value Mixed Stream
September 1, 2007, 12:00am PDT
Use this template to calculate the present value of a stream of unequal cash flows. A mixed stream of cash flows shows no particular pattern. You need to enter a period discount rate (%) for each...
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Tools & Templates
36 Month Sales Forecast
September 1, 2007, 12:00am PDT
This template forecasts 3 years of product sales. The first two key data entries that you need to make are the first fiscal year and the first month of the forecast. With the first year and month...
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Tools & Templates
Advertising Expenditures-Media
September 1, 2007, 12:00am PDT
This template can be used to summarize actual advertising expenditures or to plan expenditures for an upcoming month period. It is made up of three common advertising media: print, broadcast, and...
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Tools & Templates
Price Estimate For Services
September 1, 2007, 12:00am PDT
This template allows you to determine a price for services. It works by applying an overhead (indirect cost) rate to the direct labor costs (wages rate plus fringe benefits) incurred on a...
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Tools & Templates
Backorder Control
September 1, 2007, 12:00am PDT
Use this template to track items that you have ordered but have not yet been delivered. Whenever you plan to place an order, check this report first to make sure you have not already placed such...
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Tools & Templates
40 Month Projection Analysis
September 1, 2007, 12:00am PDT
This template forecast analysis for 40 month financial Projection.
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Tools & Templates
Price Line Sales Projections
September 1, 2007, 12:00am PDT
This template tracks the forecast and actual sales of products in a product line and calculate variances. The template lists this month's figures, the year to date figures, and the estimated...
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Tools & Templates
48 Month Sales Forecast
September 1, 2007, 12:00am PDT
This template forecasts 4 years of product sales. The first two key data entries that you need to make are the first fiscal year and the first month of the forecast. With the first year and month...
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Tools & Templates
Basic Invoice
September 1, 2007, 12:00am PDT
All cash flow starts with an invoice. This invoice template is one of the most basic you can find. If you take more than one line for a description, make sure you enter the quantity and price on...
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Tools & Templates
Product Sales Goals
September 1, 2007, 12:00am PDT
Use this template to help set and analyze the monthly sales goals of up to three products or product lines. Last year's monthly sales are compared to this year's monthly goals and a change is...
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Tools & Templates
52 Week Sales Record
September 1, 2007, 12:00am PDT
Use this template to keep track of weekly sales by product or product line. Begin by entering the first date of the first week of the 52 week period that you want to track. Next enter the product...
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Tools & Templates
Break-Even Analysis (2)
September 1, 2007, 12:00am PDT
This template forecasts the break-even point and the sales volume level needed to achieve a profit goal. The break-even point is the sales volume that is sufficient to cover both fixed and...
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Tools & Templates
Production Reject Report
September 1, 2007, 12:00am PDT
Use this template to record the occurrence and reasons for any rejects. You may want to add a column for the production line on which the rejects occur in the event that you have more than one...
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Tools & Templates
401K Planner
September 1, 2007, 12:00am PDT
This template forecasts the growth in value of your 401K plan and to project the monthly income you will receive from the plan upon retirement. It also compares the wealth accumulation in the 401K...
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Tools & Templates
Break-Even Analysis (3)
September 1, 2007, 12:00am PDT
While some businesses have difficulty raising start-up capital, paradoxically one of the main reasons small businesses fail in the early stages is that too much start-up capital is used to buy...
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Tools & Templates
Project Cost Summary
September 1, 2007, 12:00am PDT
Use this template to analyze financial factors before undertaking a major project and to track its performance after it is approved. The template calls for calculating a set of financial...
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Tools & Templates
Break-Even Analysis
September 1, 2007, 12:00am PDT
Calculate your breakeven with this simple template.
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Tools & Templates
401K Reallocation Planner
September 1, 2007, 12:00am PDT
This template helps you to reallocate your investments in your 401(k). Enter your current 401(k) investments by category. Then input the new percentages (new allocation %). The "Change Needed"...
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Tools & Templates
Purchases Log
September 1, 2007, 12:00am PDT
This template can be used to record items purchased, especially if they are purchased without a purchase order from petty cash. It will help to find such important data as the date of purchase, if...
Provided by JaxWorks
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Tools & Templates
Break-Even Chart
September 1, 2007, 12:00am PDT
Calculate your breakeven with this simple template.
Provided by JaxWorks
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Tools & Templates
Accounts Payable Aging
September 1, 2007, 12:00am PDT
Use this template to organize a company's current and past due payable accounts according to how long they have been outstanding. Such an analysis can help your company maintain a good credit...
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Tools & Templates
Quarterly Budget Analysis
September 1, 2007, 12:00am PDT
This template helps you to organize budget variances for key financial items including: revenues, expenses, debt repayments, and capital withdrawals.
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Tools & Templates
Break-Even CIA
September 1, 2007, 12:00am PDT
Use this template to prepare a contribution margin income statement. The contribution margin is found by subtracting all variable costs from revenue (sales). Shaded cells have formulas?careful!
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Tools & Templates
Advertising Expenditures By Media
September 1, 2007, 12:00am PDT
This template can be used to summarize actual advertising expenditures or to plan expenditures for an upcoming month period. It is made up of three common advertising media: print, broadcast, and...
Provided by JaxWorks
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Tools & Templates
Quarterly Cash Flow Projection
September 1, 2007, 12:00am PDT
This template covers many if not all of the categories that affect the cash flow of most businesses. The category titles are unlocked, so you can easily change them to suit your needs. Enter...
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Tools & Templates
Break-Even Simple
September 1, 2007, 12:00am PDT
Calculate your breakeven with this simple template.
Provided by JaxWorks
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Tools & Templates
Annual Budget Forecast - 5 Profit Centers
September 1, 2007, 12:00am PDT
Annual budget for your business, outline format, showing breakdowns by quarter, site and expense category, for the Fiscal Year. Enter your categories and numbers.
Provided by JaxWorks
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Tools & Templates
Quarterly Marketing Budget
September 1, 2007, 12:00am PDT
This template is a marketing budget for each quarter. It shows the expenditures for each major marketing function (Advertising, Promotion, Marketing Research, etc.) and the percentage those...
Provided by JaxWorks
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Tools & Templates
Annual Direct Labor Analysis
September 1, 2007, 12:00am PDT
This template helps you analyze the annual cost of labor by comparing labor costs to standard labor. Standard labor is an expected labor cost based on estimated capacities of output costed at an...
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Tools & Templates
Quarterly Sales Record
September 1, 2007, 12:00am PDT
Use this template to keep track of weekly sales by product or product line. Begin by entering the first date of the first week of the quarter.
Provided by JaxWorks
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Tools & Templates
Budget-5 Profit Centers
September 1, 2007, 12:00am PDT
This template shows Annual budget for Your Company, showing breakdowns by quarter, site and expense category, for the Fiscal Year. Enter your categories and numbers.
Provided by JaxWorks
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Tools & Templates
Average Selling Price Analysis
September 1, 2007, 12:00am PDT
This template helps you calculate the average selling price for multiple products sold across multiple distribution channels. It also calculates the simple average selling price of the products...
Provided by JaxWorks
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Tools & Templates
Quotation Evaluation
September 1, 2007, 12:00am PDT
This template can be used to record the details of competing bids for the business and to analyze the unit cost. The template assumes that any discount offered will be taken. Enter data in the...
Provided by JaxWorks
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Tools & Templates
Business Indebtedness
September 1, 2007, 12:00am PDT
Use this template to organize all the debts of your business in a format that is useful when applying for a business loan or line of credit. This information is often requested as part of a...
Provided by JaxWorks
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Tools & Templates
Bad Debt Analysis
September 1, 2007, 12:00am PDT
This is a 3 step template. You enter the data and it does the rest. Track how others are using your money at no interest.
Provided by JaxWorks
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Tools & Templates
Perpetual Inventory Control
September 1, 2007, 12:00am PDT
Use this template to record the inventory status of a given part or item. Because there are relatively few formulas, this template can be used on paper as well as electronically. Enter the sheet...
Provided by JaxWorks
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Tools & Templates
Payback Analysis
September 1, 2007, 12:00am PDT
The Payback Period is the length of time between an initial investment and the recovery of the investment from its annual cash flow. It is important that you complete 10 years. Your Accountant can...
Provided by JaxWorks
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Tools & Templates
Parts Inventory
September 1, 2007, 12:00am PDT
Use this template to record the inventory of various parts in a given location. This template can either be used electronically or on paper. The template contains calculations for extensions...
Provided by JaxWorks
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Tools & Templates
Activity Ratios
September 1, 2007, 12:00am PDT
Use this template to calculate a firm's activity ratios; such as inventory turnover, average collection period, and fixed asset turnover. Activity ratios help to measure a company's efficiency...
Provided by JaxWorks
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Tools & Templates
Overdue Account File
September 1, 2007, 12:00am PDT
Use this template to help manage your collection efforts. For each overdue account, the address, employer, guarantor, current account status, and collection history are listed. There are no...
Provided by JaxWorks
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Tools & Templates
Accounts Receivable Aging
September 1, 2007, 12:00am PDT
Use this template to organize a company's current and past due accounts according to how long they have been outstanding. It can be used on paper or filled in electronically. Because many...
Provided by JaxWorks
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Tools & Templates
One Year Project Process Report
September 1, 2007, 12:00am PDT
Use this template to track various phases of a project. Enter actual or estimated completion dates - or key milestones - in the various columns for each phase of the project. Enter the project...
Provided by JaxWorks
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Tools & Templates
40 Column
September 1, 2007, 12:00am PDT
This template forecasts 40 months of product sales.
Provided by JaxWorks
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Tools & Templates
New Product Sales Forecast
September 1, 2007, 12:00am PDT
This template allows you to forecast sales for a new product. The model uses three possible scenarios and the probability that a scenario may occur as the basis. The probabilities that you assign...
Provided by JaxWorks
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Tools & Templates
Wealth Analysis
September 1, 2007, 12:00am PDT
This template allows you to analyze your net worth to help you determine if you are doing a good job accumulating wealth. Cool Sheet!!
Provided by JaxWorks
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Tools & Templates
New Employee Record Chart
September 1, 2007, 12:00am PDT
This template can be used to see that you have all the necessary records and information when bringing on a new employee. The template includes standard items such as employment application and...
Provided by JaxWorks
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Tools & Templates
Vendor Evaluation Analysis
September 1, 2007, 12:00am PDT
You can objectively evaluate the various advantages and disadvantages of each of your vendors.
Provided by JaxWorks
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Tools & Templates
Moving Average Sales Forecast
September 1, 2007, 12:00am PDT
This template calculates a moving average sales forecast based on past sales activity. It calculates a moving average based on the past 12 months, 6 months, and 3 months of sales data. Moving...
Provided by JaxWorks
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Tools & Templates
Standard Industrial Codes
September 1, 2007, 12:00am PDT
Compare your Income Statement, Balance Sheet, and 4 Key ratios with your industry.
Provided by JaxWorks
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Tools & Templates
Monthly Sales Projections
September 1, 2007, 12:00am PDT
Use this template to track one year of sales projections for a salesperson or department. It tracks both new business and reorders.
Provided by JaxWorks
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Tools & Templates
Smoothing Forecast Analysis
September 1, 2007, 12:00am PDT
Predict your sales by units using an advanced method of forecast analysis called Smoothing.
Provided by JaxWorks
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Tools & Templates
Merchandise Plan
September 1, 2007, 12:00am PDT
The opening inventory balance is entered in the first month and calculated for all subsequent months. Note that the total column summarizes the entire year, from the first month's opening...
Provided by JaxWorks
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Tools & Templates
Time-Progress Report
September 1, 2007, 12:00am PDT
This template is Small Builders/Contractors Time-Progress Report.
Provided by JaxWorks
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Tools & Templates
Media Budget By Quarter
September 1, 2007, 12:00am PDT
This template allows you to prepare a media budget summary by product. It shows the expenditures for each type of media outlet and the percentage each of those expenditures is of the total. The...
Provided by JaxWorks
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Tools & Templates
Punch List
September 1, 2007, 12:00am PDT
This template is Small Builders/Contractors Project Punch List.
Provided by JaxWorks
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Tools & Templates
Marketing Personnel Expenses
September 1, 2007, 12:00am PDT
This template helps you to forecast the cost of marketing personnel by the various types of personnel. The column for units is a headcount column or what some firms call Full-Time Equivalents...
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Tools & Templates
Field Logs
September 1, 2007, 12:00am PDT
This template is Small Builders/ Contractors Field Purchase Order Log.
Provided by JaxWorks
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Tools & Templates
Liquidity Analysis & Ratios
September 1, 2007, 12:00am PDT
Use this template to calculate liquidity working capital and liquidity ratios. Liquid assets are those assets that can be quickly converted to cash without loss. Liquidity ratios help measure a...
Provided by JaxWorks
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Tools & Templates
Job Estimate
September 1, 2007, 12:00am PDT
This template can be used to prepare a job estimate for a prospective or existing customer. Enter the customer's name and address in the box marked "To:," enter a description of the job in the...
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Tools & Templates
Concrete Log Sheet
September 1, 2007, 12:00am PDT
This template is Small Builders/ Contractors concrete report breakdown.
Provided by JaxWorks
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Tools & Templates
Insurance Coverage Report
September 1, 2007, 12:00am PDT
Use this template to help evaluate insurance needs. The report monitors insurance coverage to make sure it equals or exceeds total company insurable values. Begin by changing the starting month by...
Provided by JaxWorks
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Tools & Templates
Small Business Valuation
September 1, 2007, 12:00am PDT
This template helps you to value your business. Use it only as an estimate. This spreadsheet offers 4 methods for valuation of your business.
Provided by JaxWorks
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Tools & Templates
Inspection Report
September 1, 2007, 12:00am PDT
Use this template to document the condition of shipments you receive from vendors. The template can then be used to document any possible damage for which you need to negotiate a claim or for...
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Tools & Templates
Small Business Budget
September 1, 2007, 12:00am PDT
Every business needs a budget. This tool is not unlike a navigation chart for planning your annual.
Provided by JaxWorks
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Tools & Templates
Fixed Asset Record
September 1, 2007, 12:00am PDT
This template is a log that helps you keep track of the details of your fixed assets; such as cost, depreciation, and selling price of your company's fixed assets upon disposition.
Provided by JaxWorks
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Tools & Templates
Sales Seasonality By Month
September 1, 2007, 12:00am PDT
This template shows how sales by month can vary because of seasonal factors. There are two columns of data to enter: actual sales per month and the industry percentage of total sales.
Provided by JaxWorks
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Tools & Templates
Financial Toys
September 1, 2007, 12:00am PDT
This template is a description of balance sheet.
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Tools & Templates
Sales Channel Analysis
September 1, 2007, 12:00am PDT
Use this template to analyze your distribution channel sales volume.
Provided by JaxWorks
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Tools & Templates
Financial Statement Ratios
September 1, 2007, 12:00am PDT
This template allows performing financial analysis in three areas: profitability, debt, and investment. One advantage of this template is that basic ratio analysis can be performed on one sheet....
Provided by JaxWorks
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Tools & Templates
Pro-Forma Income Statement
September 1, 2007, 12:00am PDT
This template is a financial planning tool for businesses. It is important for estimating long-term financing needs. It is equally important as a component for a Business Plan.
Provided by JaxWorks
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Tools & Templates
Financial Forecast Analysis 8 Yrs
September 1, 2007, 12:00am PDT
This template provides an Income Statement and Balance Sheet. Please note that this type of layout is for management purposes only, rather than for the year-end filing of accounts.
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Tools & Templates
Pro-Forma Balance Sheet
September 1, 2007, 12:00am PDT
This template is a financial planning tool for businesses. It is important for estimating long-term financing needs. It is equally important as a component for a Business Plan.
Provided by JaxWorks
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Tools & Templates
Financial Calculator
September 1, 2007, 12:00am PDT
This template contains 10 common financial calculations. Most are self explanatory. A few need further explanation. Future Value of an Annuity - the future value of a series of periodic...
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Tools & Templates
Personal Wealth Analysis
September 1, 2007, 12:00am PDT
This template allows you to analyze your net worth to help you determine if you are doing a good job accumulating wealth. There are three basic steps to follow in performing this analysis: First...
Provided by JaxWorks
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Tools & Templates
Expense Budget
September 1, 2007, 12:00am PDT
Use this template to plan the personnel and operating expenses for a company or department. The template compares estimated and actual expenses and may be filled out in two steps. Enter the...
Provided by JaxWorks
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