Custom commission trackers
Track sales, commission rates, payouts, and adjustments in a custom Excel or Google Sheets spreadsheet.
EXPERTISE / 04
A better tool for the question at hand.
Build financial models and spreadsheets around the decisions your standard reports cannot answer.
THE FOCUSED ENGAGEMENT
Ad Hoc Financial Projects
Teams working around broken spreadsheets, manual calculations, or an important financial decision.
Request a proposalTOOLS BUILT AROUND YOUR TEAM
Turn your incentive ideas
into a working spreadsheet.
Leave your email for either resource. We will follow up personally and send your spreadsheet by email.
Requests are reviewed by our team. Spreadsheets are sent personally after follow-up, rather than downloaded instantly. No newsletter signup required.
WHAT THE WORK COVERS
Useful deliverables.
A defined scope.
Pricing models
Examine costs, prices, and margins.
KPI dashboards
Organize the measures your team uses.
Employee incentive plans
Define performance measures, targets, and payout calculations in an employee incentive plan template.
Financial forecasts
Connect assumptions with projected outcomes.
Acquisition analysis
Evaluate financing, cash flow, and return scenarios.
HOW WE BEGIN
A practical way forward.
Frame
Define the question and available information.
Build
Develop the agreed calculations and outputs.
Use
Review assumptions and how to maintain the tool.
BEFORE WE START
Your questions,
answered.
Can you improve an existing file?
Yes. Discuss whether refinement or a rebuild is appropriate.
Which platforms do you use?
Projects can be built in Excel or Google Sheets.
Will the scope be defined first?
Agree deliverables and pricing before work begins.
START WITH A CONVERSATION
Let’s put your numbers to work.
Discuss your business, your priorities, and the right scope of support.
Tell us what you need Book a free 15-minute call