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  • 1.  The gift of Excel Templates! #12DaysofVena

    Posted 12-05-2022 13:06

    Hi everyone! I'm excited to present you with my #12DaysofVena gift of 10 new custom Excel Templates.  As members of our community, we're offering you an exclusive first look at these amazing new templates our team has created, ranging from use cases of all sorts.


    Account Executive Sales Planning: ​​With this template, you can input your sales planning information to obtain a granular view of the quotas and projected revenues for each member of your Account Executive team. This allows you to view revenue trends across periods and total cumulative revenue for multiple years. 

    Retail Weekly Planning: This template allows you to plan any metric such as revenue, based on prior year data with customizability based on adjustments.

    Project Planning: This template allows you to input high-level project information, which in turn allows you to visualize your project information in Gantt charts and other key metrics in a dashboard.

    Bill of Materials: This manufacturing and production template allows you to calculate the number of materials needed to manufacture a product. It also computes the total costs of the required materials and allows companies to better plan their future processes. 

    Statistical Forecasting: This template is designed to use a series of values to create a single forecast, break it into its trend and seasonal components, layer on multiple adjustments, and finally produce summary statistics on the model's accuracy vs prior year values (MAPE)

    BDR Sales Planning: With this template, you can input your sales planning information to obtain a granular view of the quotas and projected revenues for each member of your BDR team. This allows you to view revenue trends across periods and total cumulative revenue for multiple years. 

    Solutions Consultant Sales Planning: With this template, you can input your sales planning information to obtain a granular view of the quotas and projected revenues for each member of your Solutions Consultant team. This allows you to view revenue trends across periods and total cumulative revenue for multiple years. 

    Manufacturing Forecasting & Order Planning: This template allows you to do advanced predictive forecasting based on historical information to optimally forecast unit sales, while also allowing you to perform custom order planning based on pallet size and turnaround time.

    Long Term Construction Project Management: This template allows you to perform detailed long-range planning for a project, enabling you to see the project's profitability over time, with crucial information visualized in the dashboard.

    Product Manufacturing & Inventory Profitability Optimization: Given inventory, demand, and product part requirements, this template allows you to optimize which products should be manufactured with the given inventory in order to maximize profit.

    Medical Revenue Planning: This template allows you to plan revenue by labor types and years of experience, with rates and seasonality built in to plan for common use cases in the medical sector.

    The following templates are intended to provide inspiration and are self-contained to enable you with the right resources to plan your business's needs. It's as simple as downloading the attached files and inputting your numbers to get started. I hope you enjoy using these templates as much as our team does.

    Be sure to let us know in the thread below what you would like to see next!

    Happy Holidays!

    - Aatharsha Jeyachelvan

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    Aatharsha Jeyachelvan
    Product Marketing Specialist
    Vena
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  • 2.  RE: The gift of Excel Templates! #12DaysofVena

    Venanite
    Posted 12-05-2022 17:36
    ALL OF THAT?!?!?!?!

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    amy lawley
    Vena Solutions
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  • 3.  RE: The gift of Excel Templates! #12DaysofVena

    Venanite
    Posted 12-06-2022 09:32
    @Toyin Olopade you might find the AE Sales and BDR Planning templates interesting. There's reference to position and quota planning​

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    Olivia MacDonald
    Manager, Financial Systems and Operations
    PwC
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  • 4.  RE: The gift of Excel Templates! #12DaysofVena

    Venanite
    Posted 12-08-2022 11:46
    Thanks for sharing!

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    Min Che
    Senior Tax Manager
    Vena Solutions
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  • 5.  RE: The gift of Excel Templates! #12DaysofVena

    Posted 12-08-2022 14:57
    Thank you!

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    Paul Witkowski
    Director of Financial Reporting
    MarketWise, Inc.
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