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Videos uploaded by user “Indzara”
Free Inventory Management in Excel for Manufacturing Businesses - Inventory Spreadsheet
 
09:31
This free inventory tracker template is designed for small businesses which manufacture or assemble products from raw materials. Download the free template from https://indzara.com/2016/08/free-manufacturing-inventory-tracker/ You can use this to automatically calculate the current raw material stock as well as determining how many units of each product you can make using the raw materials available. We can input simple Bill of Materials (BOM) where we define how we can manufacture a products from its raw materials. There are five sheets in the Excel template: 1) Home 2) Products 3) Raw Materials 4) BOM and 5) Orders Overview of steps 1. Enter Products in Products sheet 2. Enter Raw Materials in Raw Materials sheet 3. Enter Bill of Materials in BOM shet 4. Enter orders in Orders sheet after checking availability 5. View Current raw material stock in Raw Materials sheet Simple and Effective Excel Templates: http://indzara.com/ Free Excel Templates: http://indzara.com/free-excel-templates/ Premium Excel Templates: http://indzara.com/shop/ Small Business Management Templates: http://indzara.com/small-business-excel-templates/ Project Management Templates: http://indzara.com/project-management-excel-templates/ HR Templates: http://indzara.com/hr-excel-templates/ Free Excel Course: http://indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 37303 Indzara
Recruitment Manager Excel Template (HR Dashboard) - Tour
 
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The Recruitment Manager template is useful for Managers and Recruiters to manage their recruitment process. It is a handy tool to store jobs and applications received for those jobs. It is designed to make it easy to track progress/status of all the applications or candidates. It has a fully automated dashboard which provides the relevant key metrics to analyze and optimize your recruitment process. Product Page: https://indzara.com/product/recruitment-manager-excel-template/ Key Features • Simple Design and Easy Data Entry • Understand recruitment funnel performance • Instant access to active pipeline • Identify top decline reasons and top application sources • Find bottlenecks in recruitment process • Compile a job report which shows all candidates’ summary • Analyze performance using key metrics in Dashboard • Customize to suit your needs (Stages, Sources and Reasons) Benefits A streamlined process to manage recruiting data Save time in data entry due to the simple and effective design Printable dashboard with relevant metrics to optimize recruiting Save money compared to expensive specialist software All within Microsoft Excel. Easy to Extend. Requirements Microsoft Excel for Windows (2010 or later), Microsoft Excel for Mac (2016 or later) Simple and Effective Excel Templates: http://indzara.com/ Free Excel Templates: http://indzara.com/free-excel-templates/ Premium Excel Templates: http://indzara.com/shop/ Small Business Management Templates: http://indzara.com/small-business-excel-templates/ Project Management Templates: http://indzara.com/project-management-excel-templates/ HR Templates: http://indzara.com/hr-excel-templates/ Free Excel Course: http://indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 20225 Indzara
How to track sales invoices using Invoice Tracker Excel Template
 
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Free Invoice Tracker Template to track sales invoices easily in Excel for your small business. Download for free from https://indzara.com/2016/07/invoice-tracker-template-free/ You can track unlimited invoices all in one file. Enter payments made by customers and calculate outstanding amounts. Identify overdue invoices and expected amounts. FEATURES: Track all invoices in one place Identify which invoices are past due and how late they are Calculate how much amount is outstanding Calculate expected payments in immediate future Easy to identify due amounts by Customer Simple and easy to use For more Small Business Excel Templates, please visit https://indzara.com/small-business-excel-templates/ Requirements: Microsoft Excel for Windows (2010 and above) Microsoft Excel for Mac (2011 and above) Simple and Effective Excel Templates: http://indzara.com/ Free Excel Templates: http://indzara.com/free-excel-templates/ Premium Excel Templates: http://indzara.com/shop/ Small Business Management Templates: http://indzara.com/small-business-excel-templates/ Project Management Templates: http://indzara.com/project-management-excel-templates/ HR Templates: http://indzara.com/hr-excel-templates/ Free Excel Course: http://indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 24503 Indzara
How to track inventory of rented Items  - Rental Inventory Tracker - Excel Template
 
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If you are a business owner of a rental business where you rent equipment or assets to your customers, you will find this template handy in tracking inventory. Download: https://indzara.com/2016/08/free-rental-business-excel-inventory/ This Excel inventory template can help you know how many items are in stock and how many have been rented out. In addition to knowing the current inventory, you can also determine the expected inventory in future based on future dated rental orders/contracts. Use this free template to get organized and be in control of your rental inventory. You can use this template for any rental business, be it renting furniture to parties, or renting wedding items to weddings, or even lending books in a library. Overview of Steps Enter Assets and # of items in Assets sheet To enter a rental contract order, enter the order details in Orders sheet Check availability in Orders sheet before committing to the order (max 90 days window) To see current availability of assets, view Assets sheet To view at any time availability over a month, use Calendar sheet By default, the Calendar sheet shows 25 assets. It’s easy to extend Calendar for more days and more assets. To unprotect Calendar sheet, use password: indzara. Then, just expand the table to more rows to include more assets. Simple and Effective Excel Templates: http://indzara.com/ Free Excel Templates: http://indzara.com/free-excel-templates/ Premium Excel Templates: http://indzara.com/shop/ Small Business Management Templates: http://indzara.com/small-business-excel-templates/ Project Management Templates: http://indzara.com/project-management-excel-templates/ HR Templates: http://indzara.com/hr-excel-templates/ Free Excel Course: http://indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 16028 Indzara
Task Manager - Free Excel Template
 
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As the name indicates, the purpose of the Task Manager Excel template is to assist in remembering tasks that need to be done. Download: http://indzara.com/2013/04/task-manager-excel-template/ This could be used by anyone who needs to keep track of tasks (one-time or recurring) and avoid forgetting them in a busy daily life. The template handles 5 different types of tasks: One-time, Daily, Weekdays, Weekly and Monthly. It allows easy printing of your schedule with tasks and pending tasks. To download the template, please visit http://indzara.com/2013/04/task-manager-excel-template/ Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 71292 Indzara
Recruitment Tracker Spreadsheet - Free HR Excel Template - v1
 
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Download Recruitment Tracker Excel template from http://indzara.com/2015/09/recruitment-tracker-free-excel-template/ Are you in the process of recruiting for an open job/position? You can use this simple Excel template to track status of the applicants (candidates) in an organized way. You can get an instant view of how many applicants are in the pipeline. You can also easily view the top reasons why candidates were not selected. Download this Excel Template from http://indzara.com/2015/09/recruitment-tracker-free-excel-template/ More Free Excel Templates: http://indzara.com/free-excel-templates/ Premium Excel Templates: http://indzara.com/shop/ Site: http://indzara.com/ Subscribe: http://www.youtube.com/user/theindzara?sub_confirmation=1
Views: 35096 Indzara
How to manage inventory using Free Excel Template? Retail Inventory (Stock) Tracker
 
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Download a free Excel template to track inventory for your retail business. https://indzara.com/2017/02/free-retail-inventory-management-template/ A simple and effective way to manage orders and inventory for your retail business. If you are getting started with a retail business where you plan to buy products from your suppliers and then sell them to customers with a margin, then you would need a tool to track your business in an effective way. Why do we need an Inventory and Sales Management tool? 1. What is current inventory level? 2. When to order? 3. Which products to order? 4. Are we profitable? 5. Who are best customers and suppliers? In order to get to this information easily and quickly, we need some kind of software. There are several sophisticated and expensive cloud based software available to manage inventory and sales for retail businesses. For small and medium size businesses, especially when we are starting up, it is important that any software we choose is easy to use, customize and not expensive. This is why I am excited to present a free Excel template as a solution. Features of this template Order Management 3 types of orders (Sale, Purchase, Adjust) Handles product returns Auto-Populate product prices in orders Inventory Management Calculates current inventory of each product Set re-order points and know what to order Finance Handles tax Handles product level and order level discounts Calculates Cost of Goods Sold (COGS) and Profit Data Management Easily access Product, Partner (Customer and Supplier) and Order Lists Maintain history of Product price data Reporting 6 page interactive report of business metrics 12 month trends of key metrics Identify best products and partners Calculates Inventory value Overview of steps Initial Setup Enter Business Information in Settings sheet Enter Product Categories in Settings sheet Enter list of Products in Products sheet Enter current Prices of products in Prices sheet Enter list of customers and suppliers in Partners sheet Creating Orders Enter list of Orders in Order Headers sheet. Enter each order’s details (line items) in Order Details sheet. Viewing business report View summary of business performance in Report sheet Related Videos: Tips about Excel Template https://www.youtube.com/watch?v=bfSOeOnyo_E How to use Excel tables? https://www.youtube.com/watch?v=GcGUJB7fo0c Simple and Effective Excel Templates: http://indzara.com/ Free Excel Templates: http://indzara.com/free-excel-templates/ Premium Excel Templates: http://indzara.com/shop/ Small Business Management Templates: http://indzara.com/small-business-excel-templates/ Free Excel Course: http://indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 90036 Indzara
Resource Capacity Planner - Excel Template - Team Capacity  (Hours) Planning
 
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In this article, we will be taking up monthly capacity planning for a team. We will be using the Resource Capacity Planner Excel Template in this exercise. (Link: https://indzara.com/product/resource-capacity-planner-excel-template/) SCENARIO: We are responsible for planning our team’s capacity every month. We need to have a realistic view of how much work can be done by our team next month, taking into account the availability of each of our team members during the month. This will allow us to commit to our leadership on deliverables’ scope and if needed ask for more resource or to reduce the deliverables. Resource Capacity Planner Excel template is helpful in understanding the available resource capacity, comparing with demand and identifying surplus/deficit capacity by skill groups. The template takes the resource availability, holidays, weekends, overtime and vacation data to calculate capacity. Then, based on your input demand data, it can calculate the surplus/deficit capacity. In addition, you can generate an employee availability report. It can be used in different environments. For example, a manager leading a team can use this to plan capacity of his team every month. A project manager who is working on a multi-month long project can plan the resource capacity for the entire duration. This can also be used outside corporate environments wherever you want to compare demand vs capacity. Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-tem... Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-manage... Inventory Management Templates: http://www.indzara.com/inventory-mana... Free Excel Course: http://www.indzara.com/useful-excel-f... Social: Subscribe to YouTube: http://www.youtube.com/user/theindzar... Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 48251 Indzara
Useful Excel for Beginners - Chapter 3 Lesson 10 - Selecting Cells - CtrlShiftArrow
 
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'Useful Excel for Beginners' is an on-demand video-based course tailored for beginners who are interested in learning Microsoft Excel. This course is a series of 89 videos running for slightly more than 9.5 hours. You can watch the videos at your own schedule and pause/replay as you would like. The course covers the concepts and features that I believe will help you get started and become a functional user of Excel. Highlights of the course 9.5 hours of videos covering all the key concepts and topics Tailored for those who have never used Excel before and beginner level users Easy to follow video demonstrations where all the operations are performed on screen Create report on a fictional book store's employees' monthly work hours and salaries Analyze product sales, customer and sales trends for the book store 25 most used functions covered with examples Important keyboard shortcuts highlighted Includes Conditional Formatting, PivotTables and Tables Downloadable exercise files so that you can easily follow the course More information about the course (along with downloadable exercise files): http://www.indzara.com/useful-excel-for-beginners/ Course PlayList: https://www.youtube.com/playlist?list=PLPA6EhiqturRy0BXg026KQnhRkHjvi5uS Course available: On Udemy.com: https://www.udemy.com/useful-excel-for-beginners On Twenty19.com: www.twenty19.com/courses/preview/useful-excel-for-beginners Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 2565 Indzara
Free Inventory Management Software in Excel - Inventory Spreadsheet Template
 
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The inventory Spreadsheet can be downloaded for free from, https://indzara.com/2013/07/inventory-and-sales-manager-excel-template/ This free Inventory and Sales Manager Excel template is suited for managing inventory and sales if you are running a business of buying products from suppliers and selling to customers. The template will assist in knowing the inventory levels (Stock management) of each product and understanding which products to re-order. Also, you can quickly view the purchases/sales patterns over time and the best performing products. For more advanced version of the template - https://indzara.com/product/retail-business-manager-excel-template/ FEATURES: • Enter and manage up to 2000 different Products • Set custom re-order points for each product • Simple and Easy data entry • Know current inventory (stock) levels of each product • Identify the products to be re-ordered • Know if the sale orders can be fulfilled • Easily understand the sales and purchase patterns (monthly and cumulative) • Quickly see your top customers and suppliers • Identify your best performing products • Know how the different product categories contribute to sales • Easily retrieve and view your order details You can also try, Retail Inventory and Sales Manager Template (for up to 10 warehouse locations): https://indzara.com/product/retail-inventory-and-sales-manager-excel-template/ For Manufacturing businesses, try our Manufacturing Inventory and Sales Manager Excel Template http://indzara.com/product/manufacturing-inventory-sales-manager-excel-template/ For Rental businesses, try our Rental Inventory and Sales Manager Excel Template, http://indzara.com/product/rental-inventory-sales-manager-excel-template/ Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Small Business Templates: https://indzara.com/small-business-excel-templates/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ HR Excel Templates: https://indzara.com/hr-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 459043 Indzara
Social Media Dashboard - Free Excel Template to report Social Media metrics
 
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Download the Social Media Dashboard from https://indzara.com/2016/09/social-media-dashboard-metrics-excel-template/ This Social Media Dashboard (Excel Template) is designed to consolidate metrics across multiple Social networks such as Facebook, Twitter and YouTube and present in a single-page dashboard. If you are trying to create a monthly view of business impact of content posted across all the social networks by your business, then download this free template to create an instant monthly dashboard. This template does not automate the data collection process. Once we are able to compile the monthly aggregated data from the different social networks, we can use this template to instantly build the dashboard as shown below. FEATURES OF SOCIAL MEDIA DASHBOARD The Social Media Dashboard template has the following features Add up to 8 social media channels. Choose only ones relevant to your business. Designed for Facebook, Twitter, Google+, YouTube, Blog, LinkedIn, Pinterest and Instagram 7 social media metrics (Audience, Activity, Applause, Amplification, Conversation, Conversion and Revenue) Choose to display metrics as either absolute volumes or rate per activity Add each month’s data and store all data in one file Automatically calculates Month over Month (MOM) change % Control alerts by setting thresholds on each metric Alerts highlight only metrics which exceed thresholds (with red or green arrows) Dashboard displays large numbers with M (millions) or K (thousands) for better readability INSTRUCTIONS (HOW TO USE SOCIAL MEDIA DASHBOARD) The template is very easy to use. Step 1: Choose the social networks to include in dashboard Check the boxes next to social networks you would like to display in the dashboard. Step 2: Set Thresholds for change in metrics Before we talk about these thresholds, let’s discuss the metrics the dashboard presents. Audience: Number of Fans/Followers/Page Likes (depending on the network) Activity Number of Posts/Updates Applause: Number of Likes; Applause Rate: Average number of Likes per Activity Amplification: Number of Shares; Amplification Rate: Average number of Shares per Activity Conversations: Number of Comments; Conversation Rate: Average number of Comments per Activity Conversions: Number of Conversions; Conversion Rate: Average number of Conversions per Activity Revenue: Total Revenue Generated; Revenue per Activity: Revenue generated per Activity Why thresholds? When we display the Month over Month change for each metric, the dashboard can become very distracting with a lot of numbers. The purpose of the dashboard is to allow us to focus only on metrics that require our attention and action. So we use thresholds to only flag metrics that exceed our thresholds. Once a certain metric’s month over month (MOM) change exceeds the threshold in positive direction, Green arrows appear on dashboard. If the change exceeds the threshold in negative direction, Red arrows appear on the dashboard. The metrics that are within the thresholds are grayed out so that they do not distract us from the action-required metrics. Step 3: Enter monthly data for social media channels in DATA sheet. Data for all the 8 social networks are stored in the same table. You can add a new row for each month. (How to enter data in Excel Tables?) Step 4: View DASHBOARD sheet Now that we have entered our data, we can view the Dashboard in the DASHBOARD sheet. Change Month drop down to view stats for that month Change Metric type to show absolute volumes or rate per activity For example, if there are 200 conversations from 10 Facebook posts in Mar 2016, 200 is the absolute volume of Conversations and 200/10 = 20 is the Conversation Rate. Print or share DASHBOARD sheet as PDF, if needed The Dashboard sheet is set up as print-friendly. Using the in-built Excel features, we can either print the sheet or export to PDF and share with our colleagues or clients. If you find the template useful, please share with your friends. If you have any suggestions to improve the template, I would love to hear from you. Please post your thoughts in the comments. Simple and Effective Excel Templates: http://indzara.com/ Free Excel Templates: http://indzara.com/free-excel-templates/ Premium Excel Templates: http://indzara.com/shop/ Small Business Management Templates: http://indzara.com/small-business-excel-templates/ Project Management Templates: http://indzara.com/project-management-excel-templates/ HR Templates: http://indzara.com/hr-excel-templates/ Personal Finance Templates: https://indzara.com/personal-finance-free-excel-templates/ Free Excel Course: http://indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 12645 Indzara
Useful Excel for Beginners - Chapter 3 Lesson 13 - Selecting Cells - All Cells & Used Cells
 
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'Useful Excel for Beginners' is an on-demand video-based course tailored for beginners who are interested in learning Microsoft Excel. This course is a series of 89 videos running for slightly more than 9.5 hours. You can watch the videos at your own schedule and pause/replay as you would like. The course covers the concepts and features that I believe will help you get started and become a functional user of Excel. Highlights of the course 9.5 hours of videos covering all the key concepts and topics Tailored for those who have never used Excel before and beginner level users Easy to follow video demonstrations where all the operations are performed on screen Create report on a fictional book store's employees' monthly work hours and salaries Analyze product sales, customer and sales trends for the book store 25 most used functions covered with examples Important keyboard shortcuts highlighted Includes Conditional Formatting, PivotTables and Tables Downloadable exercise files so that you can easily follow the course More information about the course (along with downloadable exercise files): http://www.indzara.com/useful-excel-for-beginners/ Course PlayList: https://www.youtube.com/playlist?list=PLPA6EhiqturRy0BXg026KQnhRkHjvi5uS Course available: On Udemy.com: https://www.udemy.com/useful-excel-for-beginners On Twenty19.com: www.twenty19.com/courses/preview/useful-excel-for-beginners Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 2432 Indzara
How to manage Sales Pipeline using free  Sales Pipeline Tracker Excel template?
 
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Whether you are a small business owner looking for a tool to manage the data on your sales leads, or a sales person needing a simple CRM software, you have come to the right place. I am glad to present a simple Sales Pipeline Management tool to track and manage your sales leads. Download: https://indzara.com/2017/01/sales-pipeline-tracker-excel-template/ In this video, we cover the following topics. What is a Sales Pipeline? Why do we need Sales Pipeline Management? Benefits of Excel as a Sales pipeline management software Features of the Free Sales Pipeline Tracker Excel template How to use the template? How to extend or customize it to your needs? Features of Sales Pipeline Excel Template Track all your sales deals in an organized way in one sheet View active sales pipeline broken down by stages Calculates Expected Deal values (based on Win %) Calculates average time (days) taken to win deals Identifies stages where deals are lost Easy tool to filter deals by stage and status Customization options Overview of Steps 1. Review 4 sales stages. Rename if necessary. 2. Entering a new deal Enter basic deals data in the Deals table. (Company Name, Contact Name, Deal Value, Created Date) Enter current stage in which the deal is. Enter win % as the chance of winning the deal. 3. Updating a deal as you make progress Update Stage if the deal has moved forward to the next stage. Update Win % if it has changed over time. Enter Next Activity Date and Notes 4.Closing a deal Enter Status (Won or Lost) if the deal is closed and you have either won or lost the deal. Enter Close Date 5.Monitoring performance regularly to gain insights View active pipeline to know if you are on target to meet your goal View deal conversion rate and average time to win a deal Identify stages where deals are lost and work on improving Simple and Effective Excel Templates: http://indzara.com/ Free Excel Templates: http://indzara.com/free-excel-templates/ Premium Excel Templates: http://indzara.com/shop/ Small Business Management Templates: http://indzara.com/small-business-excel-templates/ Data Visualization & Analytics: https://indzara.com/excel-templates-data-visualization-analytics/ Free Excel Course: http://indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 19960 Indzara
Useful Excel for Beginners - Chapter 3 Lesson 17 - Number Formatting - Introduction
 
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'Useful Excel for Beginners' is an on-demand video-based course tailored for beginners who are interested in learning Microsoft Excel. This course is a series of 89 videos running for slightly more than 9.5 hours. You can watch the videos at your own schedule and pause/replay as you would like. The course covers the concepts and features that I believe will help you get started and become a functional user of Excel. Highlights of the course 9.5 hours of videos covering all the key concepts and topics Tailored for those who have never used Excel before and beginner level users Easy to follow video demonstrations where all the operations are performed on screen Create report on a fictional book store's employees' monthly work hours and salaries Analyze product sales, customer and sales trends for the book store 25 most used functions covered with examples Important keyboard shortcuts highlighted Includes Conditional Formatting, PivotTables and Tables Downloadable exercise files so that you can easily follow the course More information about the course (along with downloadable exercise files): http://www.indzara.com/useful-excel-for-beginners/ Course PlayList: https://www.youtube.com/playlist?list=PLPA6EhiqturRy0BXg026KQnhRkHjvi5uS Course available: On Udemy.com: https://www.udemy.com/useful-excel-for-beginners On Twenty19.com: www.twenty19.com/courses/preview/useful-excel-for-beginners Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 2309 Indzara
Useful Excel for Beginners - Chapter 3 Lesson 12 - Selecting Cells MouseClick ShiftClick
 
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'Useful Excel for Beginners' is an on-demand video-based course tailored for beginners who are interested in learning Microsoft Excel. This course is a series of 89 videos running for slightly more than 9.5 hours. You can watch the videos at your own schedule and pause/replay as you would like. The course covers the concepts and features that I believe will help you get started and become a functional user of Excel. Highlights of the course 9.5 hours of videos covering all the key concepts and topics Tailored for those who have never used Excel before and beginner level users Easy to follow video demonstrations where all the operations are performed on screen Create report on a fictional book store's employees' monthly work hours and salaries Analyze product sales, customer and sales trends for the book store 25 most used functions covered with examples Important keyboard shortcuts highlighted Includes Conditional Formatting, PivotTables and Tables Downloadable exercise files so that you can easily follow the course More information about the course (along with downloadable exercise files): http://www.indzara.com/useful-excel-for-beginners/ Course PlayList: https://www.youtube.com/playlist?list=PLPA6EhiqturRy0BXg026KQnhRkHjvi5uS Course available: On Udemy.com: https://www.udemy.com/useful-excel-for-beginners On Twenty19.com: www.twenty19.com/courses/preview/useful-excel-for-beginners Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 2128 Indzara
New Employee Checklist - Free Excel Template - Tour
 
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We take a tour of the New Employee Checklist template in this video. This Excel template is designed to document completion of activities in a checklist. HR departments in companies can use this to track or document new employee on-boarding activities. Typically, there is a list of activities that each employee has to complete to ‘on-board’ to the new company. We can use this one file to track such on-boarding for all employees. Download: https://indzara.com/2016/06/new-employee-checklist-free-excel-template/ The key features in this template are Customize activities for your business (maximum 12 activities) Printable checklist for each employee Choose whether to print dates Customize header with ordering fields as you prefer Rename fields as needed (except the activity dt fields) Customize footer with your business information % Complete progress bar All employees’ data in one file Simple and Effective Excel Templates: http://indzara.com/ Free Excel Templates: http://indzara.com/free-excel-templates/ Premium Excel Templates: http://indzara.com/shop/ Project Management Templates: http://indzara.com/project-management-excel-templates/ Inventory Management Templates: http://indzara.com/inventory-management-excel-templates/ Free Excel Course: http://indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 6590 Indzara
Useful Excel for Beginners - Chapter 3 Lesson 19 - Number Formatting Number Fraction
 
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'Useful Excel for Beginners' is an on-demand video-based course tailored for beginners who are interested in learning Microsoft Excel. This course is a series of 89 videos running for slightly more than 9.5 hours. You can watch the videos at your own schedule and pause/replay as you would like. The course covers the concepts and features that I believe will help you get started and become a functional user of Excel. Highlights of the course 9.5 hours of videos covering all the key concepts and topics Tailored for those who have never used Excel before and beginner level users Easy to follow video demonstrations where all the operations are performed on screen Create report on a fictional book store's employees' monthly work hours and salaries Analyze product sales, customer and sales trends for the book store 25 most used functions covered with examples Important keyboard shortcuts highlighted Includes Conditional Formatting, PivotTables and Tables Downloadable exercise files so that you can easily follow the course More information about the course (along with downloadable exercise files): http://www.indzara.com/useful-excel-for-beginners/ Course PlayList: https://www.youtube.com/playlist?list=PLPA6EhiqturRy0BXg026KQnhRkHjvi5uS Course available: On Udemy.com: https://www.udemy.com/useful-excel-for-beginners On Twenty19.com: www.twenty19.com/courses/preview/useful-excel-for-beginners Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 2010 Indzara
Project Management Framework
 
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In this video, we will discuss the Project Management framework that we apply in Project Management templates available from indzara.com. Article: http://indzara.com/2016/03/project-management-framework/ Projects can be of different types and Project management techniques also vary with the type of projects. The simplified framework we will see now applies to most common project scenarios. Let’s begin with defining a PROJECT. A project has a specific end goal. Second, a collection of tasks has to be completed in order to achieve the project goal. Each task may take different amount of time/work, cost and skill A collection of resources that are available to perform work on these tasks Project management is the act of achieving the project goal by using the resources available and handling all constraints and any unexpected events along the way. A Project Manager is the leader of a project. We can see project management or role of a project manager in two stages: 1) Planning and 2) Managing. The first stage is to plan the project ahead of time and have a clear idea of the project before the project work begins. The second stage starts when the project work actually begins. This is where the Project manager manages the project to completion effectively and efficiently, meeting the project goal. During the Planning Stage, the objective of the Project Manager is to have answers to these questions. Can the project be completed by our preferred date? When will it complete? How much will it cost? How efficiently will we use our resources? Who will work for how many hours on which task on a given day? Answering the last question will help us answer all the others. The answer to the last question is the ‘Schedule’. A schedule lays out how we will complete the work needed using the resources available. On one side, you know the work (referred as Tasks in the picture) that needs to be done. On the other side, you have the resources that are capable of performing that work. On top of these, the PM assigns each task to one of the resources available based on skill. Given all that input, a schedule is built. Using that schedule, we can then calculate all relevant project metrics. It may take a few iterations to land on a schedule that is acceptable. The levers a Project Manager has are List of Resources, Availability of those resources, Assignment of resource to task and Scope of Task(s) Once we land on an acceptable schedule, the Project Manager finds the answers to the original questions and shares in a project report with the Project sponsors to get approval. Once approved, what we have is a project plan. We will call this as Baseline Plan. A Baseline Plan will include primarily key dates (milestones), the detailed schedule, cost estimates and resource utilization rates. Now, we wait for the Project start date to begin actual work, and our planning stage ends. From the day actual work begins, we enter the Management stage. The first and most important activity here is to track the actual work performed. Only then we will know if our plan is being executed. The Project Manager monitors the progress using reports and shares with project team and sponsors regularly. If actual work was performed exactly as planned, the Management stage becomes very simple. The reality is that many things may not go according to the baseline plan. Here are some reasons: Our actual work performed is less (or more) than Planned Planned Work Estimate was incorrect Scope of work has changed Resource Cost is different than planned Resource availability has changed These factors may make our baseline plan not valid anymore. The Project Manager has to build a new plan to handle all the new challenges and factors. Let’s call this plan the ‘Current Plan’. Using the new Current Plan, the project moves forward. It is a continuous process. This current plan will be updated regularly based on actual work performed and any changes that may happen with the inputs. Our reports will tell us how the current plan is progressing and is compared with the baseline to identify variances. Project Manager will continue to share these reports with the sponsors and the team as necessary. It is possible that the schedule has to be updated or rebuilt a few times during the course of the project. Finally, when all the work is completed, the Project Manager finalizes the project report and shares. Simple and Effective Excel Templates: http://indzara.com/ Free Excel Templates: http://indzara.com/free-excel-templates/ Project Management Templates: http://indzara.com/project-management-excel-templates/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 5764 Indzara
How to Plan Projects using free Project Planner Excel Template?
 
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Download the free Project Planner template from https://indzara.com/2013/02/project-planner-basic-excel-template/ This video presents the project management framework used in the template and then a live demo of the template. You will learn how to do the following using the template To know when your projects will complete and if projects will complete by due dates (deadlines). To understand resource utilization and identify opportunities for re-assignment to improve project completions. To determine any shortage of resources, so that you can request additional resources. To communicate to project stakeholders the readily printable project plan report, project timeline, project schedule (Gantt chart) and resource schedule. Key features of the template Have Control over Project and Task dates Project Start Dates can be restricted (optional) by providing preferred start date Task Start Dates can be restricted (optional) by providing preferred start date Preferred Project End Dates (aka Project due dates) can be given to compute if projects complete on time (optional) Preferred Task End Dates can be given to compute if tasks complete on time (optional) Control the order of Projects and Tasks by assigning priorities Projects need to be prioritized and prioritization is followed when resources are assigned Tasks can be prioritized and prioritization is followed when resources are assigned Each task can have up to two predecessors (dependencies). They can be within project or from other projects. A task can begin only the day after its predecessors have completed. Customize Capacity or Resource availability Customize Weekends Can handle any number of company holidays Hours available to work per day (for the duration of the planning period) is customizable for each resource. Notes Each task is assigned to one and only one resource. A project can have multiple tasks and hence multiple resources. Resource can be assigned to multiple tasks on the same day. Planning is done at the granular unit of hours Assign some tasks as milestones if needed How to use the template Overview of steps [Data Entry] – Enter basic settings such as planning period, resources’ availability and company holidays [Data Entry] – Enter Project list [Data Entry] – Enter tasks, assigned resources and duration of work [Automated] – View Project plan summary, timeline view and resource summary report [Automated] – View Gantt Charts – Schedule for all tasks, one project or a resource [Automated] – View Resource Availability and Scheduled hours Simple and Effective Excel Templates: http://indzara.com/ Free Excel Templates: http://indzara.com/free-excel-templates/ Premium Excel Templates: http://indzara.com/shop/ Small Business Management Templates: http://indzara.com/small-business-excel-templates/ Project Management Templates: http://indzara.com/project-management-excel-templates/ HR Templates: http://indzara.com/hr-excel-templates/ Data Visualization & Analytics: https://indzara.com/excel-templates-data-visualization-analytics/ Calendar Templates: https://indzara.com/calendar-excel-templates/ Personal Finance Templates: https://indzara.com/personal-finance-free-excel-templates/ Free Excel Course: http://indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 20150 Indzara
Project Pipeline Tracker - Free Excel Template v1 - Tour
 
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This free Excel template allows tracking projects and calculating effectiveness in completing them. This is applicable for scenarios where all the projects go through the same set of pre-defined stages in sequence. In a simple example, each building project may have three stages: Plan – Design – Build. Once planning is completed, designing begins and after designing is completed, build begins. We will be tracking the completion of each stage of each project. It is very simple to use. It can provide visibility to how long it takes for our projects to complete. It can also help identify where the bottlenecks are in our project cycle. We can also view the trends in terms of time each stages takes. Download this free Excel template: https://indzara.com/2016/06/project-pipeline-tracker-free-excel-template/ Simple and Effective Excel Templates: http://indzara.com/ Free Excel Templates: http://indzara.com/free-excel-templates/ Premium Excel Templates: http://indzara.com/shop/ Project Management Templates: http://indzara.com/project-management-excel-templates/ Inventory Management Templates: http://indzara.com/inventory-management-excel-templates/ Free Excel Course: http://indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 12743 Indzara
How  to track vacations in Excel - Employee Leave Tracker  Excel Template - Demo
 
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Download Employee Leave Tracker Excel Template at https://indzara.com/2016/11/employee-leave-vacation-tracker/ This leave tracker Excel template enables vacation tracking in an organized way, calculates employee attendance, presents a calendar view of leave across multiple employees and also prints an annual employee report. To learn how to build this template, please sign up for the video course https://courses.indzara.com/p/vacation-attendance-tracker-dashboard-in-microsoft-excel If you are a HR Manager, a Small Business Owner or a Project Manager responsible for tracking leave/vacation/time-off taken by employees, you will find this simple and effective vacation tracker template useful. The following are the highlights of the template. Customize settings to meet your business needs Track 5 types of employee leave Customize which days are weekends (not working days) Account company holidays Practical Features Track vacation for multiple employees Employees can have start dates and termination dates Can handle partial days of leave Ease of Use Easy to enter Leave in ranges of dates (example: 4 days of leave from Nov 21st to Nov 24th) Easy to customize colors to suit your preferences Can use the template continuously for many years (keep all your data organized in one file :)) Automated Calculations Fully Automated Vacation Tracker Dashboard with monthly calendar view Calculates Worked Days automatically Automated Annual Employee attendance report How to use the Leave Tracker Excel Template The template has 5 visible sheets. (Settings, Employees, Leave, Team Dashboard, Employee Report). Here is the overview of steps to use the template. Enter Leave Types, Select Weekends and Enter Holidays in the Settings sheet Enter list of employees in Employees sheet Enter leave data for employees in Leave sheet Choose a month and view vacation calendar for the team in Team Dashboard sheet Choose an employee and view/print annual employee attendance report in Employee Report sheet Simple and Effective Excel Templates: http://indzara.com/ Free Excel Templates: http://indzara.com/free-excel-templates/ Premium Excel Templates: http://indzara.com/shop/ Small Business Management Templates: http://indzara.com/small-business-excel-templates/ Project Management Templates: http://indzara.com/project-management-excel-templates/ HR Templates: http://indzara.com/hr-excel-templates/ Data Visualization & Analytics: https://indzara.com/excel-templates-data-visualization-analytics/ Calendar Templates: https://indzara.com/calendar-excel-templates/ Personal Finance Templates: https://indzara.com/personal-finance-free-excel-templates/ Free Excel Course: http://indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 39394 Indzara
Useful Excel for Beginners - Chapter 3 Lesson 14 -  Selecting Cells - Rows Columns All
 
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'Useful Excel for Beginners' is an on-demand video-based course tailored for beginners who are interested in learning Microsoft Excel. This course is a series of 89 videos running for slightly more than 9.5 hours. You can watch the videos at your own schedule and pause/replay as you would like. The course covers the concepts and features that I believe will help you get started and become a functional user of Excel. Highlights of the course 9.5 hours of videos covering all the key concepts and topics Tailored for those who have never used Excel before and beginner level users Easy to follow video demonstrations where all the operations are performed on screen Create report on a fictional book store's employees' monthly work hours and salaries Analyze product sales, customer and sales trends for the book store 25 most used functions covered with examples Important keyboard shortcuts highlighted Includes Conditional Formatting, PivotTables and Tables Downloadable exercise files so that you can easily follow the course More information about the course (along with downloadable exercise files): http://www.indzara.com/useful-excel-for-beginners/ Course PlayList: https://www.youtube.com/playlist?list=PLPA6EhiqturRy0BXg026KQnhRkHjvi5uS Course available: On Udemy.com: https://www.udemy.com/useful-excel-for-beginners On Twenty19.com: www.twenty19.com/courses/preview/useful-excel-for-beginners Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 2166 Indzara
Project Planner Excel Template - Free Project Plan Template for project scheduling
 
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This video demonstrates the features of the free Project Planner Template (Excel Spreadsheet). You can download the template from http://indzara.com/2013/02/project-planner-basic-excel-template/ The purpose of the template is 1) To know if and when projects will complete given each project's tasks, task duration, resource availability and project priority. 2) If you have any due dates for projects, the template can determine if project will complete by due date. 3) To understand resource utilization and identify opportunities for re-assignment to improve project completions. 4) To determine how many hours of work are still pending after the planning period is over, so that you can request more resources. 5) To prepare printable project schedule (Gantt chart) and resource schedule. Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 141444 Indzara
Personal Finance Manager (Excel template)
 
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This is a demo of the Personal Finance Manager Excel template v1. v2 now available. You can download the template from https://indzara.com/2013/05/personal-finance-manager-excel-template/ . Video demo of v2: http://youtu.be/fXXGOihKrDQ It is a simple template that focuses on making it easy for you to know what's happening with your financial situation especially when you have multiple bank accounts, credit card accounts and cash. It also helps you set budgets and see how you are actually doing against your budget. With simple data entry, the template provides you instant access to actionable information in a consumable form that can answer key questions regarding your personal financial situation. Specifically, the template helps you in knowing the following: 1. What's my net balance right now? 2. How much money is in my different bank accounts? 3. How much do I owe on credit cards? 4. On what items am I spending my money on? 5. Am I exceeding my monthly budget? If so, in which categories? 6. How are my expenses trending over time? 7. Am I spending more on any specific expense category over time? 8. How much am I saving every month? How does that add to my net balance? You can download more templates like this at http://www.indzara.com/.
Views: 47485 Indzara
Earned Value Management - Excel Template - Tour
 
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Earned Value Management (EVM) is a technique used in project management to measure progress of a project with respect to cost. In this video, we will cover the basics of EVM, why it is useful, terms used and their definitions. Download Free Template: https://indzara.com/2016/02/earned-value-management-free-excel-template/ I have followed the terminology as presented in the PMBOK (Project Management Body of Knowledge). TERMS & DEFINITIONS PLANNED VALUE (PV): Authorized Budget assigned to the scheduled work EARNED VALUE (EV): Measure of actual work performed expressed as budget authorized for that work ACTUAL COST (AC): Actual cost incurred for the work performed SCHEDULE VARIANCE (SV): Amount by which project is ahead or behind plan = EV – PV COST VARIANCE (CV): Amount by which actual cost is ahead or behind planned cost = EV – AC BUDGET AT COMPLETION (BAC): Total Budget assigned to the entire plan SCHEDULE PERFORMANCE INDEX (SPI): Measure of Schedule efficiency expressed as Earned Value to Planned Value = EV/PV COST PERFORMANCE INDEX (CPI): Measure of Cost efficiency expressed as Earned Value to Actual Cost = EV/AC We also cover forecasting terms. Estimate at Completion, Estimate to Complete, To-Complete Performance Index. Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 7354 Indzara
Free Invoice Template - How to Create Sales Invoices using Excel Template?
 
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Download this Free Sales Invoice Template and create invoices easily in Excel for your small business selling products. https://indzara.com/2016/07/free-excel-invoice-template-sales/ You can create unlimited invoices and manage them all in one file. You can save time by storing your products and customers once and re-using them for invoices whenever needed. FEATURES: Create professional sales invoices for your small business instantly Customize it to your need Customize customer data that appears on the invoice Change columns (2 columns are flexible) in invoice Discounts can be set as amounts or % Logo and other formats like colors or fonts can be changed as preferred Currency can be set easily to suit your business need Automatically calculate totals and subtotals Handles tax rates at order level Accommodates products that are not taxable Handles discounts at product and order levels Save time by storing customer and product data For more Small Business Excel Templates, please visit https://indzara.com/small-business-excel-templates/ Requirements: Microsoft Excel for Windows (2010 and above) Microsoft Excel for Mac (2011 and above) If you are running a small business where you are selling products to our customers, most likely you would have the need to create invoices and send them to your customers about the orders that you receive and fulfilled your customers. So, use this free excel template to create professional-looking invoices and you can use this one template to create any number of invoices and then store and manage them very very easily. In this video we are going to see the different features of this template andalso how you can easily create sales invoices for your small business veryvery quickly. This is the settings sheet in our excel template where we have some instructions on how to initially setthis up for our small business and also how we can create invoices in an ongoing basis now the business information is where we begin by entering the details about our business and this will be used to populate the invoice later. Now in the product sheet we will enter the lists of our products have already entered about 10 products here. Basic information such as product ID or number and then the name of the product, description, price of the product and then unit of measurement and whether the product is taxable or not. If it is not taxable just say no if it is taxable just leave it blank. Then we go to the customer sheet where we have the list of our customers specifically the customer ID and then the key here isthe customer name which would be unique and then the shipping address billingaddress contact information and similarly you can add more columns orIranian the custom field to store information about your customers. The invoice sheet is where we will be customizing how the invoice would look so that it matches ourspecific small business brand. So first we will do is to use the change picture option to change the logo image to choose a logo for your small business. We can see whether the customer data here that is displayed is the way you would want to invoice to look. If i choose my customer here you will see that the shipping address comes at the top and the billing address and all these contact information and you get all these fields are customizable so that you can decide which order you want them to appear or if you don't want something to appear just hit delete. If you like this template please share and if you have any questions about how this template works are whether you have any suggestions to improve the featuresplease leave them in the comments. I look forward to your feedback. Please subscribe to the channel if you find these templates helpful. Thank you very much for watching this video. Simple and Effective Excel Templates: http://indzara.com/ Free Excel Templates: http://indzara.com/free-excel-templates/ Premium Excel Templates: http://indzara.com/shop/ Small Business Management Templates: http://indzara.com/small-business-excel-templates/ Project Management Templates: http://indzara.com/project-management-excel-templates/ HR Templates: http://indzara.com/hr-excel-templates/ Free Excel Course: http://indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 20984 Indzara
Useful Excel for Beginners - Chapter 3 Lesson 20 - Number Formatting Currency
 
05:22
'Useful Excel for Beginners' is an on-demand video-based course tailored for beginners who are interested in learning Microsoft Excel. This course is a series of 89 videos running for slightly more than 9.5 hours. You can watch the videos at your own schedule and pause/replay as you would like. The course covers the concepts and features that I believe will help you get started and become a functional user of Excel. Highlights of the course 9.5 hours of videos covering all the key concepts and topics Tailored for those who have never used Excel before and beginner level users Easy to follow video demonstrations where all the operations are performed on screen Create report on a fictional book store's employees' monthly work hours and salaries Analyze product sales, customer and sales trends for the book store 25 most used functions covered with examples Important keyboard shortcuts highlighted Includes Conditional Formatting, PivotTables and Tables Downloadable exercise files so that you can easily follow the course More information about the course (along with downloadable exercise files): http://www.indzara.com/useful-excel-for-beginners/ Course PlayList: https://www.youtube.com/playlist?list=PLPA6EhiqturRy0BXg026KQnhRkHjvi5uS Course available: On Udemy.com: https://www.udemy.com/useful-excel-for-beginners On Twenty19.com: www.twenty19.com/courses/preview/useful-excel-for-beginners Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 1672 Indzara
Manufacturing Inventory and Sales Manager - Excel Template v2 - Product Overview
 
11:28
Manufacturing Inventory and Sales Manager - Excel Template v2 - Product Overview Product Page: http://indzara.com/product/manufacturing-inventory-sales-manager-excel-template/ About this Manufacturing Inventory and Sales Manager Excel Template This Excel template helps in managing inventory at a manufacturing/assembly business. If you buy raw materials and convert them to products by assembling or manufacturing, then you can use this template to manage inventory of products and raw materials. You can also create orders and print invoices. You can save time by the automatic calculation of current inventory levels of products and raw materials. You can also see purchase and sales trends instantly in this Excel template. Requirements: Windows: Microsoft Excel 2010, Microsoft Excel 2013 Relevant Links: Inventory Management Excel Templates: http://indzara.com/inventory-management-excel-templates/ Free Excel Templates: http://indzara.com/free-excel-templates/ More Excel Templates: http://www.indzara.com
Views: 18568 Indzara
Personal Finance Manager - Free Excel Budget Template v2 - Product Tour
 
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Personal Finance Manager (Excel template) v2 - Free Excel Template DOWNLOAD: http://indzara.com/2013/05/personal-finance-manager-excel-template/ ABOUT THE TEMPLATE This is a simple template that focuses on making it easy for you to know what’s happening with your financial situation especially when you have multiple bank accounts, credit card accounts and cash. It also helps you set budgets and see how you are actually doing against your budget. With simple data entry, the template provides you instant access to actionable information in a consumable form that can answer key questions regarding your personal financial situation. Specifically, the template helps you in knowing the following: How much money is in my different bank accounts? How much do I owe on credit cards? On what items am I spending my money on? Am I exceeding my monthly budget? If so, in which categories? How are my expenses trending over time? Am I spending more on any specific expense category over time? How much am I saving every month? How does that add to my net balance? Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 18869 Indzara
Task Manager (Advanced) Excel Template - v2 - Demo
 
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http://indzara.com/product/task-manager-advanced/ This Excel template is designed to help create and manage tasks easily. This can be used by project managers who handle multiple tasks and manage multiple team members. This can also be used by individuals to manage personal tasks. REQUIREMENTS Microsoft Excel for Windows (2010 or above) Microsoft Excel for Mac (2011 or above) FEATURES Handles 100 active tasks at a time Create one-time or recurring tasks (12 choices of task types) Easily choose weekdays for each recurring task Handles 1 year of task occurrences at a time Handles 1200 task occurrences (If you have a task that repeats weekly for 4 weeks, it is 1 task but 4 task occurrences) Option to assign each task occurrence to one resource Allows up to 25 resources in total View/update status of each occurrence Customize and manage your own (up to 7) status values Instant view of pending tasks Simple calendar view of tasks in any week Task occurrence status shown with color formatting Dashboard with summary statistics Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 11105 Indzara
Geographic heat map for India in Excel
 
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This Excel template helps create Geographic heat maps for India. This template can take data you have at the state level for India and present them on the India map. The heat map can be copied as an image and pasted in other applications too. This is a simple template that is easy to use. You can download the template from http://indzara.com/2013/04/geographic-heat-map-india-excel-template/ For more excel templates visit, http://indzara.com/
Views: 20915 Indzara
Resource Capacity Planner - Excel Template v1 - Tour
 
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Resource Capacity Planner Excel template is helpful in understanding the available resource capacity, comparing with demand and identifying surplus/deficit capacity by skill groups. The template takes the resource availability, holidays, weekends, overtime and vacation data to calculate capacity. Then, based on your input demand data, it can calculate the surplus/deficit capacity. In addition, you can generate an employee availability report. Link: https://indzara.com/product/resource-capacity-planner-excel-template/ It can be used in different environments. For example, a manager leading a team can use this to plan capacity of his team every month. A project manager who is working on a multi-month long project can plan the resource capacity for the entire duration. This can also be used outside corporate environments wherever you want to compare demand vs capacity. Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 13608 Indzara
Useful Excel for Beginners - Chapter 3 Lesson 22 - Number Formatting - Percentage
 
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'Useful Excel for Beginners' is an on-demand video-based course tailored for beginners who are interested in learning Microsoft Excel. This course is a series of 89 videos running for slightly more than 9.5 hours. You can watch the videos at your own schedule and pause/replay as you would like. The course covers the concepts and features that I believe will help you get started and become a functional user of Excel. Highlights of the course 9.5 hours of videos covering all the key concepts and topics Tailored for those who have never used Excel before and beginner level users Easy to follow video demonstrations where all the operations are performed on screen Create report on a fictional book store's employees' monthly work hours and salaries Analyze product sales, customer and sales trends for the book store 25 most used functions covered with examples Important keyboard shortcuts highlighted Includes Conditional Formatting, PivotTables and Tables Downloadable exercise files so that you can easily follow the course More information about the course (along with downloadable exercise files): http://www.indzara.com/useful-excel-for-beginners/ Course PlayList: https://www.youtube.com/playlist?list=PLPA6EhiqturRy0BXg026KQnhRkHjvi5uS Course available: On Udemy.com: https://www.udemy.com/useful-excel-for-beginners On Twenty19.com: www.twenty19.com/courses/preview/useful-excel-for-beginners Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 1845 Indzara
Useful Excel for Beginners - Chapter 3 Lesson 25 - Number Formatting Summary
 
02:23
'Useful Excel for Beginners' is an on-demand video-based course tailored for beginners who are interested in learning Microsoft Excel. This course is a series of 89 videos running for slightly more than 9.5 hours. You can watch the videos at your own schedule and pause/replay as you would like. The course covers the concepts and features that I believe will help you get started and become a functional user of Excel. Highlights of the course 9.5 hours of videos covering all the key concepts and topics Tailored for those who have never used Excel before and beginner level users Easy to follow video demonstrations where all the operations are performed on screen Create report on a fictional book store's employees' monthly work hours and salaries Analyze product sales, customer and sales trends for the book store 25 most used functions covered with examples Important keyboard shortcuts highlighted Includes Conditional Formatting, PivotTables and Tables Downloadable exercise files so that you can easily follow the course More information about the course (along with downloadable exercise files): http://www.indzara.com/useful-excel-for-beginners/ Course PlayList: https://www.youtube.com/playlist?list=PLPA6EhiqturRy0BXg026KQnhRkHjvi5uS Course available: On Udemy.com: https://www.udemy.com/useful-excel-for-beginners On Twenty19.com: www.twenty19.com/courses/preview/useful-excel-for-beginners Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 1335 Indzara
Useful Excel for Beginners - Chapter 3 Lesson 26 - Inserting Deleting Rows Columns Cells
 
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'Useful Excel for Beginners' is an on-demand video-based course tailored for beginners who are interested in learning Microsoft Excel. This course is a series of 89 videos running for slightly more than 9.5 hours. You can watch the videos at your own schedule and pause/replay as you would like. The course covers the concepts and features that I believe will help you get started and become a functional user of Excel. Highlights of the course 9.5 hours of videos covering all the key concepts and topics Tailored for those who have never used Excel before and beginner level users Easy to follow video demonstrations where all the operations are performed on screen Create report on a fictional book store's employees' monthly work hours and salaries Analyze product sales, customer and sales trends for the book store 25 most used functions covered with examples Important keyboard shortcuts highlighted Includes Conditional Formatting, PivotTables and Tables Downloadable exercise files so that you can easily follow the course More information about the course (along with downloadable exercise files): http://www.indzara.com/useful-excel-for-beginners/ Course PlayList: https://www.youtube.com/playlist?list=PLPA6EhiqturRy0BXg026KQnhRkHjvi5uS Course available: On Udemy.com: https://www.udemy.com/useful-excel-for-beginners On Twenty19.com: www.twenty19.com/courses/preview/useful-excel-for-beginners Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 1558 Indzara
Earned Value Management - Excel Template - Terms & Definitions
 
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Earned Value Management (EVM) is a technique used in project management to measure progress of a project with respect to cost. In this video, we will cover the basics of EVM, why it is useful, terms used and their definitions. Download Free Template: https://indzara.com/2016/02/earned-value-management-free-excel-template/ I have followed the terminology as presented in the PMBOK (Project Management Body of Knowledge). TERMS & DEFINITIONS PLANNED VALUE (PV): Authorized Budget assigned to the scheduled work EARNED VALUE (EV): Measure of actual work performed expressed as budget authorized for that work ACTUAL COST (AC): Actual cost incurred for the work performed SCHEDULE VARIANCE (SV): Amount by which project is ahead or behind plan = EV – PV COST VARIANCE (CV): Amount by which actual cost is ahead or behind planned cost = EV – AC BUDGET AT COMPLETION (BAC): Total Budget assigned to the entire plan SCHEDULE PERFORMANCE INDEX (SPI): Measure of Schedule efficiency expressed as Earned Value to Planned Value = EV/PV COST PERFORMANCE INDEX (CPI): Measure of Cost efficiency expressed as Earned Value to Actual Cost = EV/AC We also cover forecasting terms. Estimate at Completion, Estimate to Complete, To-Complete Performance Index. Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 3460 Indzara
Calculate Number of Workdays between Two Dates excluding Weekends & Holidays
 
09:50
Calculate Number of Workdays between two dates, excluding Weekends and Holidays, using the NETWORKDAYS.INTL function Ask Your Excel Question #10 Microsoft's Help: NETWORKDAYS.INTL https://support.office.com/en-us/article/networkdays-intl-function-a9b26239-4f20-46a1-9ab8-4e925bfd5e28?NS=EXCEL&Version=90&SysLcid=1033&UiLcid=1033&AppVer=ZXL900&HelpId=xlmain11.chm60568&ui=en-US&rs=en-US&ad=US NETWORKDAYS https://support.office.com/en-us/article/networkdays-function-48e717bf-a7a3-495f-969e-5005e3eb18e7?NS=EXCEL&Version=90&SysLcid=1033&UiLcid=1033&AppVer=ZXL900&HelpId=xlmain11.chm60520&ui=en-US&rs=en-US&ad=US
Views: 331 Indzara
Useful Excel for Beginners - Chapter 3 Lesson 15 - Selecting Cells - Non-Contiguous Cells
 
04:42
'Useful Excel for Beginners' is an on-demand video-based course tailored for beginners who are interested in learning Microsoft Excel. This course is a series of 89 videos running for slightly more than 9.5 hours. You can watch the videos at your own schedule and pause/replay as you would like. The course covers the concepts and features that I believe will help you get started and become a functional user of Excel. Highlights of the course 9.5 hours of videos covering all the key concepts and topics Tailored for those who have never used Excel before and beginner level users Easy to follow video demonstrations where all the operations are performed on screen Create report on a fictional book store's employees' monthly work hours and salaries Analyze product sales, customer and sales trends for the book store 25 most used functions covered with examples Important keyboard shortcuts highlighted Includes Conditional Formatting, PivotTables and Tables Downloadable exercise files so that you can easily follow the course More information about the course (along with downloadable exercise files): http://www.indzara.com/useful-excel-for-beginners/ Course PlayList: https://www.youtube.com/playlist?list=PLPA6EhiqturRy0BXg026KQnhRkHjvi5uS Course available: On Udemy.com: https://www.udemy.com/useful-excel-for-beginners On Twenty19.com: www.twenty19.com/courses/preview/useful-excel-for-beginners Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 2261 Indzara
Useful Excel for Beginners - Chapter 5 Lesson 4 -  Same Data In Multiple Cells Auto Fill
 
05:40
'Useful Excel for Beginners' is an on-demand video-based course tailored for beginners who are interested in learning Microsoft Excel. This course is a series of 89 videos running for slightly more than 9.5 hours. You can watch the videos at your own schedule and pause/replay as you would like. The course covers the concepts and features that I believe will help you get started and become a functional user of Excel. Highlights of the course 9.5 hours of videos covering all the key concepts and topics Tailored for those who have never used Excel before and beginner level users Easy to follow video demonstrations where all the operations are performed on screen Create report on a fictional book store's employees' monthly work hours and salaries Analyze product sales, customer and sales trends for the book store 25 most used functions covered with examples Important keyboard shortcuts highlighted Includes Conditional Formatting, PivotTables and Tables Downloadable exercise files so that you can easily follow the course More information about the course (along with downloadable exercise files): http://www.indzara.com/useful-excel-for-beginners/ Course PlayList: https://www.youtube.com/playlist?list=PLPA6EhiqturRy0BXg026KQnhRkHjvi5uS Course available: On Udemy.com: https://www.udemy.com/useful-excel-for-beginners On Twenty19.com: www.twenty19.com/courses/preview/useful-excel-for-beginners Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 1260 Indzara
Sales Report Excel Template - Find Top10 Selling Products - Demo
 
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Download Sales Report Excel template at https://indzara.com/2016/10/sales-report-excel-template-top-10-bottom-10-products-sales/ This Sales Report Excel template is designed to help identify the best and worst performing products easily. Enter your sales data and instantly identify the top selling products. Compare Week over Week, Month over Month and Year over Year. This is Excel Template #44 from indzara.com. It is the Sales Report Template which can help you identify the top 10 and bottom 10 products by sale. Just enter your sales data and instantly identify the best selling and the worst selling products by sales. And there is a lot more customization options as well. So now in this video, we will take a live look at how the template works. Features Automated report with a lot of customization options Easy to use – Just 2 quick steps to enter data Customize date parameters (Month, Week, Day, Custom) of the report Compare a period’s sales versus previous period or previous year or custom dates Choose to sort by Sales, Change in Sales Amount or % Change in Sales Control the thresholds for alerts How to enter data Just enter the list of products in the HOME sheet here. I have entered some products here. And then when you enter, make sure that you enter from row #13 so that it will be included in the table. And then, we go to the SALES DATA sheet to enter the sales data. So, there are three columns here. Date, Product that is being sold, date of sale and the number of units of product or you can use the Amount. It could be any measure of sales of the product on that day. The template allows daily level of granularity. Now, that is all we do for data entry. Now, we can go and get the report instantly built for us. This is how the report looks. Now, let's take a look at each of the features in this Report sheet. On the left, this is where you could enter or interact with the Report. On the right is the output that is automatically calculated based on the input settings. Now, let's take a closer look at the Date parameters. So, the first thing we can choose is what date range or what specific window of time that you want to analyze the data for - Sales data for. So, the options we have are Day, Week, Month or Custom ***3 METRICS TO CHOOSE FROM*** Sales Amount Change in Sales Amount % Change in Sales Amount ***CUSTOMIZE THRESHOLDS*** You can customize the thresholds to control when red and green arrows would appear next to products. ***EXTENSIONS *** Expand the number of products to more than 100 by expanding the table in hidden sheet H_PRODUCTS Edit today formula and replace with any date, to create a report snapshot of any date. Change conditional formatting rules to change the icons. Simple and Effective Excel Templates: http://indzara.com/ Free Excel Templates: http://indzara.com/free-excel-templates/ Premium Excel Templates: http://indzara.com/shop/ Small Business Management Templates: http://indzara.com/small-business-excel-templates/ Project Management Templates: http://indzara.com/project-management-excel-templates/ HR Templates: http://indzara.com/hr-excel-templates/ Data Visualization & Analytics: https://indzara.com/excel-templates-data-visualization-analytics/ Calendar Templates: https://indzara.com/calendar-excel-templates/ Personal Finance Templates: https://indzara.com/personal-finance-free-excel-templates/ Free Excel Course: http://indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 12427 Indzara
Project Management Toolkit - Excel Templates - Introduction
 
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Welcome to the introduction video of the Project Management Toolkit from indzara.com. This is a collection of 6 individual templates that provides simple and effective project management. These are regular Excel (.xlsx) files that we can download and use immediately. These files are stand-alone files and they are not linked to each other or linked to any other applications in Microsoft Office or others. The six templates cover project management, project planning, task management, project calendar, gantt charts and resource planning. Download Toolkit: https://indzara.com/product/project-management-toolkit-excel-templates/ These templates help save time since they are all ready made with the features you need. There are smart visual feedback and calculations built in these templates that improve how we manage our projects. We save money compared to any full-fledged specialist PM software. Also, it’s very easy to get started without any elaborate training needed. Finally, since all these are just regular Excel files and we all are familiar with Excel, it allows to easily connect with or to expand these templates. Now let’s take a quick look at the purpose of the 6 files. These templates help save time since they are all ready made with the features you need. There are smart visual feedback and calculations built in these templates that improve how we manage our projects. We save money compared to any full-fledged specialist PM software. Also, it’s very easy to get started without any elaborate training needed. Finally, since all these are just regular Excel files and we all are familiar with Excel, it allows to easily connect with or to expand these templates. Project Manager template is designed to plan and manage one project at a time. It includes automatic scheduling engine and reporting is fully automated. You can set a baseline plan, track actual progress and compare current plan vs baseline. Cost Management and Resource management are included as well. If you are looking to just plan (and not manage) multiple future projects, then Project Planner can help. It also includes automatic scheduling engine and reporting is automated. Cost Management and Resource management are included again. Apart from projects, if you are looking to just manage the day-to-day task list, use the Task Manager Excel template. It’s easy to create one-time or recurring tasks such as weekly email update that we may need to send to the Project team or the monthly report we need to send to the project sponsor. We can also assign tasks to resources. We can then update the status of the tasks and close it when complete. Reporting is automated, saving time. We often have the need to present our project calendars to show the key dates or milestones in our project lifecyle. Using the Event Calendar Maker, can create your personalized project calendars. It can handle one-time and recurring events, saving time. Also, these calendars work with any year. We have 7 Calendar designs with various flexible options to create the calendars we need. We all know that Gantt Charts are the most often used method to visualize our project and task progress over time. Using the Gantt Chart Maker template, we can create customized gantt charts for our projects with a variety of options for customization. Using the Resource Capacity Planner, we can evaluate our team’s resource capacity by skill and then compare against demand to determine whether we have surplus or deficit. We can take into account holidays, vacations and overtimes and calculate the true capacity and plan smartly. It also includes an employee report that summarizes the availability. Now, that covers all the 6 templates included in the toolkit. The Purchase of the toolkit gives rights for one active user to use the files. 1. Excel templates from indzara.com are used by several thousands of professionals around the world. 2. One of the key focus areas from indzara.com is to provide superior support material around its products. Articles and videos are posted around how to get started and how to leverage the templates in practical purposes. 3. Customers receive free updates and upgrades of all the Excel templates purchased. 4. If you purchase and are not satisfied, please email me and I will issue a full refund. All the Excel templates in this bundle are compatible with Excel for Windows (2010 and above) and for Mac (2011 and above). Simple and Effective Excel Templates: http://www.indzara.com/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzar... Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 4239 Indzara
Useful Excel for Beginners - Chapter 10 Lesson 1 - Analyzing Intro to PivotTables
 
02:08
'Useful Excel for Beginners' is an on-demand video-based course tailored for beginners who are interested in learning Microsoft Excel. This course is a series of 89 videos running for slightly more than 9.5 hours. You can watch the videos at your own schedule and pause/replay as you would like. The course covers the concepts and features that I believe will help you get started and become a functional user of Excel. Highlights of the course 9.5 hours of videos covering all the key concepts and topics Tailored for those who have never used Excel before and beginner level users Easy to follow video demonstrations where all the operations are performed on screen Create report on a fictional book store's employees' monthly work hours and salaries Analyze product sales, customer and sales trends for the book store 25 most used functions covered with examples Important keyboard shortcuts highlighted Includes Conditional Formatting, PivotTables and Tables Downloadable exercise files so that you can easily follow the course More information about the course (along with downloadable exercise files): http://www.indzara.com/useful-excel-for-beginners/ Course PlayList: https://www.youtube.com/playlist?list=PLPA6EhiqturRy0BXg026KQnhRkHjvi5uS Course available: On Udemy.com: https://www.udemy.com/useful-excel-for-beginners On Twenty19.com: www.twenty19.com/courses/preview/useful-excel-for-beginners Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 1636 Indzara
Useful Excel for Beginners - Chapter 8 Lesson 7 -  Calculations - Copying Formulas
 
07:35
'Useful Excel for Beginners' is an on-demand video-based course tailored for beginners who are interested in learning Microsoft Excel. This course is a series of 89 videos running for slightly more than 9.5 hours. You can watch the videos at your own schedule and pause/replay as you would like. The course covers the concepts and features that I believe will help you get started and become a functional user of Excel. Highlights of the course 9.5 hours of videos covering all the key concepts and topics Tailored for those who have never used Excel before and beginner level users Easy to follow video demonstrations where all the operations are performed on screen Create report on a fictional book store's employees' monthly work hours and salaries Analyze product sales, customer and sales trends for the book store 25 most used functions covered with examples Important keyboard shortcuts highlighted Includes Conditional Formatting, PivotTables and Tables Downloadable exercise files so that you can easily follow the course More information about the course (along with downloadable exercise files): http://www.indzara.com/useful-excel-for-beginners/ Course PlayList: https://www.youtube.com/playlist?list=PLPA6EhiqturRy0BXg026KQnhRkHjvi5uS Course available: On Udemy.com: https://www.udemy.com/useful-excel-for-beginners On Twenty19.com: www.twenty19.com/courses/preview/useful-excel-for-beginners Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 1235 Indzara
Retail Business Manager - Excel Template v1 - Tour
 
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In this video we take a tour of the Retail Business Manager Excel Template. This Excel template provides a simple and effective solution for managing retail and wholesale business for small business owners. The template includes order management, inventory management, finance management, invoice and purchase order generation, data management and extensive business performance reporting. It is designed to be a generic solution for any retail business regardless of type of products sold. It can be used in any country and comes by default with no currency symbols. User can change currency as needed. Product Page: https://indzara.com/product/retail-business-manager-excel-template/ REQUIREMENTS Microsoft Excel 2010 or above for Windows; Microsoft Excel 2011 or above for Mac; FEATURES Order Management 5 types of orders Handles returns Auto-populate product prices in orders Inventory Management Calculates current inventory of a product Set re-order points and know what to order Checks availability while creating invoices Finance Management Track payments on orders Handles Tax Handles product level and order level Discounts Track operational expenses Calculates COGS, Gross and Net Profit Invoice / P.O. Generate automatic Invoice/P.O. Export to PDF or Print Customize with logo and data as needed Data Management Easily accessible Product and Order Lists Organized Customer/Supplier data Maintain product price data Reporting 6 Page interactive report 12 month trends of all key metrics Identify best products and partners Inventory Value calculation Know when payments are due Simple and Effective Excel Templates: http://indzara.com/ Free Excel Templates: http://indzara.com/free-excel-templates/ Premium Excel Templates: http://indzara.com/shop/ Project Management Templates: http://indzara.com/project-management-excel-templates/ Inventory Management Templates: http://indzara.com/inventory-management-excel-templates/ Free Excel Course: http://indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 7128 Indzara
Useful Excel for Beginners - Chapter 3 Lesson 21 - Number Formatting Accounting
 
01:51
'Useful Excel for Beginners' is an on-demand video-based course tailored for beginners who are interested in learning Microsoft Excel. This course is a series of 89 videos running for slightly more than 9.5 hours. You can watch the videos at your own schedule and pause/replay as you would like. The course covers the concepts and features that I believe will help you get started and become a functional user of Excel. Highlights of the course 9.5 hours of videos covering all the key concepts and topics Tailored for those who have never used Excel before and beginner level users Easy to follow video demonstrations where all the operations are performed on screen Create report on a fictional book store's employees' monthly work hours and salaries Analyze product sales, customer and sales trends for the book store 25 most used functions covered with examples Important keyboard shortcuts highlighted Includes Conditional Formatting, PivotTables and Tables Downloadable exercise files so that you can easily follow the course More information about the course (along with downloadable exercise files): http://www.indzara.com/useful-excel-for-beginners/ Course PlayList: https://www.youtube.com/playlist?list=PLPA6EhiqturRy0BXg026KQnhRkHjvi5uS Course available: On Udemy.com: https://www.udemy.com/useful-excel-for-beginners On Twenty19.com: www.twenty19.com/courses/preview/useful-excel-for-beginners Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 1549 Indzara
Useful Excel for Beginners - Chapter 1 Lesson 1 - Introduction
 
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'Useful Excel for Beginners' is an on-demand video-based course tailored for beginners who are interested in learning Microsoft Excel. This course is a series of 89 videos running for slightly more than 9.5 hours. You can watch the videos at your own schedule and pause/replay as you would like. The course covers the concepts and features that I believe will help you get started and become a functional user of Excel. Highlights of the course 9.5 hours of videos covering all the key concepts and topics Tailored for those who have never used Excel before and beginner level users Easy to follow video demonstrations where all the operations are performed on screen Create report on a fictional book store's employees' monthly work hours and salaries Analyze product sales, customer and sales trends for the book store 25 most used functions covered with examples Important keyboard shortcuts highlighted Includes Conditional Formatting, PivotTables and Tables Downloadable exercise files so that you can easily follow the course More information about the course (along with downloadable exercise files): http://www.indzara.com/useful-excel-for-beginners/ Course PlayList: https://www.youtube.com/playlist?list=PLPA6EhiqturRy0BXg026KQnhRkHjvi5uS Course available: On Udemy.com: https://www.udemy.com/useful-excel-for-beginners On Twenty19.com: www.twenty19.com/courses/preview/useful-excel-for-beginners Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 12801 Indzara
Useful Excel for Beginners - Chapter 3 Lesson 23 - Number Formatting Date
 
12:06
'Useful Excel for Beginners' is an on-demand video-based course tailored for beginners who are interested in learning Microsoft Excel. This course is a series of 89 videos running for slightly more than 9.5 hours. You can watch the videos at your own schedule and pause/replay as you would like. The course covers the concepts and features that I believe will help you get started and become a functional user of Excel. Highlights of the course 9.5 hours of videos covering all the key concepts and topics Tailored for those who have never used Excel before and beginner level users Easy to follow video demonstrations where all the operations are performed on screen Create report on a fictional book store's employees' monthly work hours and salaries Analyze product sales, customer and sales trends for the book store 25 most used functions covered with examples Important keyboard shortcuts highlighted Includes Conditional Formatting, PivotTables and Tables Downloadable exercise files so that you can easily follow the course More information about the course (along with downloadable exercise files): http://www.indzara.com/useful-excel-for-beginners/ Course PlayList: https://www.youtube.com/playlist?list=PLPA6EhiqturRy0BXg026KQnhRkHjvi5uS Course available: On Udemy.com: https://www.udemy.com/useful-excel-for-beginners On Twenty19.com: www.twenty19.com/courses/preview/useful-excel-for-beginners Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 1598 Indzara
Resource Capacity Planner - Excel Template for capacity planning
 
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Watch this video for the features of the Resource Capacity Planner template and a live tour of the template. Download template from https://indzara.com/product/resource-capacity-planner-excel-template/ The Excel template is designed to determine the available resource capacity, compare with demand and identify surplus/deficit in capacity. It also allows us to modify the resource availability or demand (to meet our objectives) and see impact of the changes instantly. This workforce planning tool can be used in different contexts. For example, a HR manager or a team manager can use this to plan capacity of the team every month and hence determine how much work can be taken up and fulfilled. A project manager who is working on a multi-month-long project can plan the resource capacity of the project for the entire duration. This can also be used outside corporate environments wherever you want to compare demand vs capacity. Simple and Effective Excel Templates: https://indzara.com/ Free Excel Templates: https://indzara.com/free-excel-templates/ Premium Excel Templates: https://indzara.com/shop/ Project Management templates: https://indzara.com/project-management-excel-templates/ HR Templates: https://indzara.com/hr-excel-templates/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara Twitter: https://www.youtube.com/user/theindzara
Views: 3237 Indzara
All-Purpose Calendar Maker (Excel Template)
 
08:34
This All-Purpose Calendar Maker Excel Template will create customized calendars. It can be used in any scenario (schools, companies, libraries, etc.) and any country (as it does not have any feature that is country specific). It has more flexibility: you can choose the weekend(s) as any day(s) of the week and you get to choose up to 5 different types of events (100 events - grouped in up to 5 types) you want to have displayed. Works in Excel 2007, 2010 and 2013 for Windows. DOWNLOAD You can download the template from http://indzara.com/2013/06/all-purpose-calendar-maker-excel-template/ Check out advanced version of Event Calendar Maker at, https://www.youtube.com/watch?v=gne6qeBRUkA For more such templates, please visit http://indzara.com/ FEATURES Choice of two designs (12 month calendar on 1 page or a monthly calendar in 12 pages) Works with any year after 1900 Start with any month 12 Month calendar (12 months beginning with the month you choose) Start the week with any day Displays up to 100 of your personal events (nicely sorted) Choice of up to 5 different types of events Event dates are highlighted on the calendar Each event type is highlighted with a different colour Customizable Weekends You chose which days of the week are usually non-working days or weekends. They will be highlighted in red font on the calendar Readily printable No Macros
Views: 33206 Indzara
Useful Excel for Beginners - Chapter 3 Lesson 18 -  Number Formatting General Text
 
08:41
'Useful Excel for Beginners' is an on-demand video-based course tailored for beginners who are interested in learning Microsoft Excel. This course is a series of 89 videos running for slightly more than 9.5 hours. You can watch the videos at your own schedule and pause/replay as you would like. The course covers the concepts and features that I believe will help you get started and become a functional user of Excel. Highlights of the course 9.5 hours of videos covering all the key concepts and topics Tailored for those who have never used Excel before and beginner level users Easy to follow video demonstrations where all the operations are performed on screen Create report on a fictional book store's employees' monthly work hours and salaries Analyze product sales, customer and sales trends for the book store 25 most used functions covered with examples Important keyboard shortcuts highlighted Includes Conditional Formatting, PivotTables and Tables Downloadable exercise files so that you can easily follow the course More information about the course (along with downloadable exercise files): http://www.indzara.com/useful-excel-for-beginners/ Course PlayList: https://www.youtube.com/playlist?list=PLPA6EhiqturRy0BXg026KQnhRkHjvi5uS Course available: On Udemy.com: https://www.udemy.com/useful-excel-for-beginners On Twenty19.com: www.twenty19.com/courses/preview/useful-excel-for-beginners Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-templates/ Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-management-excel-templates/ Inventory Management Templates: http://www.indzara.com/inventory-management-excel-templates/ Free Excel Course: http://www.indzara.com/useful-excel-for-beginners/ Social: Subscribe to YouTube: http://www.youtube.com/user/theindzara?sub_confirmation=1 Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Views: 2141 Indzara

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