Sales Management: Quote, Invoice, Accounts Receivable

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

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

This ready to use financial dashboard template includes:

Sales Quote Template

Excel template to make and save sales quotes:

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

Invoice Template

Excel template to make and save sales invoices:

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

Sales Analysis Report

Financial report that allows you to monitor sales performance KPIs:

• Total Sales excluding VAT, and Year over Year variance
• Month over month sales growth
• Actual vs Previous year monthly sales variance
• Number of active sales quotations and quotes amount
• Sales amounts by customer
• Output VAT based on issued invoices

Accounts Receivable Report

Financial report that shows cash collection KPIs, it will help you optimize cash flow and achieve financial stability:

• Total amount of receivables, number of overdue invoices, total overdue amount and overdue rate, Days Sales Outstanding (DSO)
• Total sales value, and sales collection rate
• Monthly due amounts and running total
• Overall aging balance: breakdown of total receivable into past due payment groups
• Accounts receivable aging report by customer: balance, overdue amount, overdue rate, and aging balance
• Invoices report sorted by due date and amount: invoice balance, due date, and overdue days

Financial Commitments Report

Financial report to track submitted and returned financial commitments amounts like tender bonds, performance bonds, holdback guarantees:

• Total contracts (construction contracts, projects, or other sales contracts)
• Submitted amounts, returned amounts and rate
• Analytics by financial commitment type and by contract

This financial dashboard evaluates how effective your business is at converting sales to cash. It is quite easy to use, you just need to:

• Save sales quotes
• Save sales invoices
• Enter payments received for each invoice
• Enter financial commitments data

Video:

Template Requirements and How to Use:

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

Customizable template:

Colors, fonts, and all style attributes can be changed to suit your needs. If you want to make changes on your own, just enter the password included with the file to unlock the template.

Included in the download:

• A template with sample data
• An empty template, ready to receive your data.

Download link:

• Downloads are available from your account once your payment is confirmed.

Warning:

We have put a lot of effort into providing you with a quality work tool at a reasonable price. We kindly ask you to respect the copyright so that we can continue to exist, develop and improve our services. Thank you.

Once purchased, it is prohibited to resell, redistribute, sublicense, assign or transfer this file to anyone in any form. Please read our terms and conditions before purchasing this product.