Excel Templates

Almost all PCs have some form of a spreadsheet program. Familiar names are Lotus, Microsoft Works, and of course Microsoft Excel.

Many people use this software for preparing various analyses and reports. It is great for doing mathematical calculations and allows for easy editing to look at various scenarios of how to address a business problem.

Excel worksheets can be used for...

Specific one-time projects, such as a list of customers and their past due balances.
Recurring analysis, such as the monthly bank reconciliation.
Detailed business models, such as a worksheet to calculate the cost of providing a particular service, or the cost and expected profit on a municipal bid.

When used correctly, Excel worksheets can save you a lot of time and even more importantly, help you more accurately track information or price new work.

What is a template?

Basically, it is another name for a worksheet. While a worksheet is generally used one time for a specific task, a template is usually constructed as a more detailed model involving more complex calculations and a larger base of information.

In any event, whether you call it a worksheet, spreadsheet, workbook or template, they all do the same thing.

How can J&B make a difference?

By assisting you and your staff in determining what should be included in your template, you can make sure you have addressed all cost items in preparing bids and can effectively evaluate the profitability of every customer and project. The development of these templates is a learning and training process that gives your staff the tools needed to develop specialized templates of their own.

Dale Carnegie

When dealing
with people,
let us remember
we are not dealing
with creatures
of logic.

We are dealing
with creatures
of emotion,
creatures bristling
with prejudices
and motivated by
pride and vanity.