Screenshot Examples:

Screenshots showing examples of some of the models that I have used to clarify and improve the performance of SEGCs that I have worked with:

DISCLAIMER:  These screenshots are intended to stimulate the creative juices of model developers.  However, if you are a model user, just browse through these examples to get a sense of what could be, but DO NOT get stuck in the weeds as that is not your calling in life.

1.  Simple Calculators and Learning Models:  (Knowledge is King but so is Cash)

Cut the Price and make it up in Volume

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2.  Analysis and Decision Making Models:  (Good Management makes Good Decisions)

Keep the Price & Offer Bundled Package

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3.  Financial Reporting and Analysis Models:  (Unlock the mysteries of the “Numbers”)

Comparative P & L: - (1) Month, (2) YTD, (3) Year

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4.  Financial Reporting and Analysis Models: (Present data/information as a story)

Stagger Chart:   -  Where are we going?

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5.  Financial Reporting and Analysis Models:  (MTD or WTD opinions are susceptible to fluff)

The (Joe Friday) Silo Chart:  –  Just the Facts; get rid of the fluff.


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6.  Cash Management Models:  (YOU control cash and not the other way around)

The One Essential Report (for the SEGC):  Cash

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7.  Performance Tracking Models:  (If you measure it you can manage it)

Project Labor Productivity Tracking

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8.  Over the Horizon Planning Models:

Drivers Sheet for OTH Model

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9.  Other Models:  (No reason to limit your Excel models to just financial)

Excel Based Task Tracking

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If you suspect that any of the above models could improve your company performance, then

e-mail me at wyn@cfadvisorsllc.com so we can discuss your ideas.