![]() ![]() Major Accounts Selling: Account Planning 'Planning is bringing the future into the present so that you can do something about it now' Alan Lakein Previous newsletters have presented processes designed to track and drive the business from the top down and align stakeholders on actions. The process to close the quarter's revenue is an example. Account Planning, on the other hand, provides an opportunity for salespeople and their managers to develop a plan and drive it up the management chain for alignment and resourcing. I started my career at Intel, and I recall Andy Grove, then CEO, explaining why the company didn't have executive washrooms and parking spaces. Andy's view was that in traditional manufacturing businesses, the most important information–regarding markets and the company's plan–was held by management. It was management's task to drive those ideas down to the front line of the company for execution. In a technology company however, the most important information is in the heads of individual technical staff. Combined with a much faster rate of change, information in technology companies is required to flow up to management so they can make informed decisions. ![]() ![]() Andy was right about this, and an effective Account Planning process can provide this upward flow of information regarding changes with customers and markets to management. Key Point: Account Plans provide an opportunity for sales staff to keep management abreast of changes with customers and competitors, improving both Sales performance and overall corporate performance. In addition to providing information, the other key objective of Account Planning is to define success metrics for specific customers, ensure that resourcing is adequate and monitor progress to targets. For our purposes, I will break Account Planning into two distinct processes, each with different objectives: • Account Reviews: The scope of an Account Review is an individual salesperson's total set of customers. Account Reviews are brief, regular updates that take a short-term (roughly 90-day) view.
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![]() Microsoft PowerPoint Template – 30. A concept map template enables its user to explain the. With organized information on the concept mapping. In a spider concept map template, the central theme is placed in the map’s center, and the related sub-themes are radiated outwards surrounding it. Microsoft PowerPoint Template – 30+ Free PPT, JPG. Every concept map template is. The concept map templates are easily available in different formats on. Aug 08, 2013 Creating Concept Maps Instructions. How to Create a Concept Map using Paper, Microsoft Word or Google Drive. Concept Mapping as a. Concept Map Template - Inspirational Concept Map Template, nursing concept map soil map. Mind map template word free how to write a letter to resign from Concept Map Template, source:ngvjournal.us. Why don't you consider. Elegant Microsoft Word Letter Template- Encouraged in order to. HelpDesk Mind maps are often used for structuring ideas, planning and organizing of various documents. 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If you need to combine text and hierarchically structured information in a single document, the best solution is to incorporate a mind map into the MS Word document using the copy-paste capabilities of ConceptDraw MINDMAP. A SWOT Analysis is a popular tool of the strategic planning which is used to evaluate the Strengths, Weaknesses, Opportunities, and Threats that are involved in any businesses. ![]() ![]() ![]() MS Access Database Templates by DB-Pros, Inc. DB-Pros has developed dozens of custom MS Access database systems over the years for clients from a diverse range of industries (starting with Microsoft Access 97 to the current Microsoft Access 2013). While every client has particular requirements, some standard processes and functionalities can be clearly applied to most businesses. These database templates are great for developing business processes and defining key data elements, without the unneccessary cost associated with a full database management system. Need a different template? HR Employee / Personnel Management HR Access template screenshot (Use purchase links below) Application File Name Comment File Size Language Download Professional Human Resources MS Access Template (.accde) 3 mb EN Professional Human Resources MS Access Template $39.95 (fully unlocked) 3 mb EN See also: - professional human resources employee and personnel management system. Professional HR Tracking Database Software™ system - Complete HR Management database for Windows and Cloud. MS Access Database Templates by DB-Pros. (starting with Microsoft Access 97 to the current Microsoft Access 2013). Human Resources MS Access Template. Download database examples of Microsoft access templates. Free MS Access template samples for small business company, non profit organization and personal student. HR Employee MS Access Database Template - Fully customizable and editable MS Access Human Resources Employee Database Template. Manage staff and workforce information in this professional Human Resources (HR) MS Access Template for modern businesses. Microsoft Access Templates About Human Resource Employee Record Access 2013 - Request No #317 on 2014-08-22 12:17:02. ![]() ![]() ![]() ![]() ![]() How do I create a Project Roadmap? A Project Roadmap is the best format to communicate project plans to executive boards. A stylish roadmap template in excel. Here you will find insight into the roadmap to Project Online, in which Microsoft outlines the planned further development of the tool. To facilitate agile project planning, Microsoft plans to provide a specific template in Project Online. It is slated to include new interfaces in which users can create product backlog items. Template is a basic skeleton structure, with a set theme that fits a particular subject matter. There are and MS PowerPoint templates of different themes available for PowerPoint. The user can just pick a template that best suits their purpose and simply enter the relevant data. Microsoft Business PowerPoint Template Presentations related to business, such as proposals, product descriptions, financial reports, etc., need to be neat, crisp and professional. If the user is uncertain about how to go about creating such presentations, they can certainly choose a MS to help them. Such templates usually come in clean, sharp designs and bold graphics. Advertisement Updated by Tina Sieber on 28 September 2017. Project management is the discipline of planning, organizing, and managing resources to bring about the successful completion of specific project goals and objectives. Without setting measurable goals and keeping track of various efforts and resources, projects don’t stand a chance of seeing a successful completion. There are many useful tools out there for project management. One such program you can utilize to keep track of your projects is Microsoft Excel. With Skip the steep learning curve and sort your life with the power of Excel templates. We have compiled a selection of auto-updating templates to track budgets, manage projects, and more., you can turn your simple spreadsheets into project management charts and forms. In this article, I will cover a few of the most useful Excel project management tracking templates as well as how to find and install them. In this article:|| Microsoft Templates First, let’s see what templates you already have installed in Excel. For the purpose of this demonstration, we’ve used Excel 2016, but the procedure is similar in Office 2013. Search Online Templates The fastest way to finding the kind of template you need is searching for it. Once you start a search, for example for the term project, you will also see template categories listed next to the templates that match your search. Narrow Down Your Search A neat feature is that you can narrow down your search by selecting multiple categories. This helps you exclude templates that may match your keyword, but not your desired category. On the downside, you may find that the perfect template is not available in Excel. Business Plans Excel has its own category for Are you about to start your own business? Start with a plan! Follow our business plan outline or use one of the templates we have compiled. Start by using the default business search, then select the Business Plans category. In addition to a couple of marketing plans, you’ll find the following Excel templates: • Startup expenses • Business plan checklist • Business plan checklist with SWOT analysis For more Every business needs a plan. ![]() These templates will make writing your business plan easy. A clever structure, guiding questions, and a smart design will give you a head-start into your new career., have a look at In project management, preparation is half the battle. To organize and document your project, you may need many different reports, forms or plans. We have compiled a selection of Word templates to get you started. Planners A search for planners will bring up a wild mix of personal and business-related templates, including 113 planners and trackers. Narrow down your search by selecting the categories that relate to the project management task you’re dealing with. By combining the search for planners with the Projects category, you’ll find 16 candidates across the Office suite. Six of these are Excel templates. Have a look at the following three: • Weekly time planner • Gantt project planner • Project cost tracker You can continue this search strategy, i.e. combine search terms and categories, until you find the perfect template. Keywords you might want to try are project, gantt, time, and schedule. Search for Online Templates Couldn’t find the template you need in Excel? ![]() By Dan Gookin. All documents in Word 2010 are based on a template. When you don't specify a template, Word uses the Normal document template, NORMAL.DOTM. Word comes with a host of templates already created, as well as any templates you whip up yourself: The File tab of Word 2010. Word 2003 by default saved any document I designated as a template (*.dot) in a predetermined location set up in Location of Files. I have noted that Word 2010 also saves user templates to a location. Dec 07, 2011 Technical Articles Building Document Generation Systems from Templates with Word 2010 and Word 2007. To attach a template to a file in Word 2007 and 2010, do the following: In Word 2007, click the Office button and then click Word Options. In Word 2010, click the File tab and choose Options (under Help) in the left pane. Choose Add-ins in the left pane. Look for the Manage dropdown at the bottom of the. Browse to the Custom Office Templates folder that’s. You must convert the document to the Word 2010 file format. Click the Microsoft Office. One of the functionalities advertised for Office 2010 was that 'People can access document templates stored in SharePoint 2010 via the New Document Wizard in Microsoft Office applications' (see page 26 in the PDF '). However, I can't find a way to set this in Office 2010 applications. I've looked at • Workgroup Templates (Word 2010 -> Backstory -> Options -> Advanced -> File Locations.) - I can't store URL or UNC paths - or even a mapped network drive to the SharePoint document library. • Trusted Locations (Word 2010 -> Backstory -> Options -> Trust Center -> Trust Center Settings. -> Trusted Locations -> Add new locations.) - 'security reasons' disallow it. Would this need to be set through the Group Policies? Anyhow, it seems that the functionality to have a master document library of corporate templates is not (yet?) available in Office 2010 with SharePoint 2010. Navigate to the Document Library in SharePoint and in the Ribbon you will find an icon labled Connect to Office. ![]() Once you 'connect' a site to Office, it is added to a SharePoint list that is attached to your personal profile (you can find it in your MySite). The next time you open an Office application, it will query this list which has two outcomes. The first is that the Document Library will now appear in the Backstage under Save & Send| Save to SharePoint and the second is that you will see Templates associated with available Content Types for that Document Library when you click New in the Backstage. To create a template in Word 2010, • Open a blank Word document and adjust your styles (see page 5), margins (see page 8), and any automatic numbering features you want in your document. • In the File Ribbon, select Save as, then select Word Template. Save it somewhere that you can find easily. • To modify your template later, open Word first, then open the template file – if you double-click on it, it will create a new document based on the template as described below. To create a template in Word 2013, • Adjust your styles, margins, etc. In a BLANK document. ![]() ![]() ![]() • In the File Ribbon, select Save As, then click on the Browse button. A dialogue box will come up. The Save as Type dropdown defaults to.docx. In order to save the file as a template, you can use either the.dotx or.dotm format. Unless you are using macros in your document, choose the.dotx option. To create a document from your template or apply it to an existing document, • Double-click on the template file you created in the steps above. This will open a new document based on that template. • If you already have a chapter written, you can insert that chapter into this new document to apply any style settings to it. To do this • On the Insert Ribbon, in the Text Group, click on the arrow next to the Object icon and select Text from File. • Navigate to the document you wish to insert and click Insert. ![]() Microsoft Office gives you the ability to write and print your own checks. This aids in bookkeeping and allows you to instantly print checks for your home or business. Check register. Record your checking account payments and deposits with this electronic check register template. Amounts spent in each category are listed with separate totals so you can see where your money goes. And best of all, this accessible checkbook register keeps the running balance for you. ![]() Collaborate for free with online versions of Microsoft Word, PowerPoint, Excel, and. Templates Support My account Buy Office 365. Welcome to Office. Your place to. The custom templates you created using an earlier version of Office are still there, but Office doesn’t show them by default. Instead when you open an OfficOfficee. Apr 17, 2012 how can i make form for printing a cheque/check. With the routing/account/matching check. Create and share apps without being a developer* Go beyond desktop databases Access is much more than a way to create desktop databases. It’s an easy-to-use tool for creating applications that help you run your business. Access data can be stored in a variety of cloud databases, so it’s more secure than ever, and you can share your Access applications with colleagues. Start fast with database templates Quickly get started by creating a custom app or get inspired by a collection of new, professionally-designed app templates. Create templates from your apps to reuse or share with others. Integrate with multiple data sources* Integrate data between Access and line-of-business apps The connector library in Access offers many ways to integrate data from apps and data sources that drive your business. Integrated scenarios across modern data sources generate aggregated visuals and insights in the familiar Access interface. Store data in SQL Store your data in SQL Server and Microsoft Azure SQL to enhance reliability, scalability, robust security, and long-term manageability. Access applications leverage standard SQL syntax and a true mission-critical back end, whether deployed on-premises or in the cloud. Posted in category Maintaining a Checkbook Register is crucial for staying on top of your financial well-being and re-assuring yourself with up-to-date information of your spending. It also keeps a check on your extra spending habits, as you are forced to look at where the money is going and how much you are left with. Also, there can be those rare events when bank commits mistakes, you can identify them and get them corrected. Lastly, you can also prevent the events of bounced checks and unnecessary fees charged on your account. How to use Checkbook Register First of all you can define type of transactions with their actual definitions in the first sheet of this template. You can add more transaction types as and when you discover new ones. Thereafter you can use the second sheet named 'Register' to record the Account number, dates between which the records are maintained and opening and closing bank and cash balances. Then under the transactions table, in the first row specify the 'Balance Carried Forward' if any or otherwise enter '0' and start recording transactions as when a deposit or withdrawal happens. In case you are issuing a check or receiving deposit by check then your transaction may not appear immediately on your bank account as a debit or credit hence you need to wait till it reflects and then you can mark your transactions as reconciled in this sheet by writing 'r' or 'R' against it. Till you mark them as Reconciled, you transaction will appear as 'Outstanding' in Reconciliation Data. On the top of sheet you can watch the Summary where it shows beginning balance, total deposits and withdrawals and end balance. It also reflects the amount to reconcile, current check book balance and final difference, if any. For clear indication of financial state, the checkbook register clearly show a message in green - THE CHECKBOOK IS BALANCED when everything is balanced or message in red appears that says - CHECK BANK CLOSING BALANCE, if a incorrect entry is done or some other mistake is done while recording. We recommend you to record transactions as early as possible in this sheet, if not daily, to avoid any mistakes, saving you hours of effort in identifying the missed transactions. In case you are managing multiple account, you can create copies of this sheet. Also remember not to delete formulas that is contained in 'Balance' column, 'Reconciliation Data' section and 'Summary' section. Once you become more familiar with the template you can simply protect these columns from unnecessary changes using Excel's Protect Sheet option. ![]() There are a couple of options for creating a shortcut to your Outlook templates. Add a new item to your Quick Steps. Under the Home tab of Outlook, look in the center of the screen for the Quick Steps box. In the Quick Steps section, choose the Create New option. Type a name for the quick step. How do I get My office outlook 2007 to display emails over 7 days old. Hi - I setup my Microsoft Outlook 2007 (POP3) to get my webmails. If you type the same kind of email often, you can save a lot of time by creating templates that you can reuse rather than start an email from scratch. Slide 1 of 1. The Beauty of Templates. Unlike its predecessors, Outlook 2007 doesn't come with built-in templates. After all, Microsoft Office contains a lot of data. I am wanting to set up a personal email template in microsoft outlook similar to that of my comany letterhead. I can only find the ones and instructions how to set it. Please follow below roundabout method to change the default email template in Outlook. In the Mail view, click Home > New Email to create a new email. Compose the new email, and then click File > Save As. In the opening Save As dialog box, please do as follows: (1) Open the stationery folder with pasting the address of%appdata% microsoft stationery into to the Address box and pressing the Enter key; (2) Type a name for the new stationery in the File name box; (3) Select HTML from the Save as type drop down list; (4) Click the Save button. So far, you have created a custom stationery in Outlook. Please close the new email. Click File > Options to open the Outlook Options dialog box. ![]() ![]() In the Outlook Options dialog box, click Mail in the left bar, and then click the Stationery and Fonts button under the Compose messages section. See screenshot: 5. Now the Signatures and Stationery dialog box comes out, please click the Theme button. See screenshot: 6. In the popping out Theme or Stationery dialog box, click to select the new created stationery in the Choose a Theme list box, and click the OK buttons successively to close all dialog boxes. From now on, when you click Home > New Email to create a new email in Outlook, the specified stationery will be applied to the new email automatically. Related Articles. Hi and welcome to my latest hub on Outlook. Today, I will look at using templates to send emails. Templates are a great time saving feature that will save you a lot of time and effort. Most of us get numerous requests for the same information over and over again. Rather than typing the same answers to the same queries time after time, templates allow you to quickly send the same information in an email without having to retype it all. When using a template, all you need to do is to address it, personalise it and then click send! I used templates heavily when I worked on an IT Service Desk. Each time user needed assistance in finding their IP address, their computer name, adding a printer or other frequently asked requests they received a personalised copy of my template email. This saved me tonnes of time and allowed me to perform my job much more efficiently and to help far more people than I would have otherwise been able to help. The same will apply to any profession where you receive a large number of similar queries, such as sales, insurance, banking and so on. There are a number of ways to access and use templates: • You can save them in your Outlook as a form • They can be saved in a folder either in your mailbox or a shared mailbox • Templates can be saved on your computer as files • You can pin them to your Taskbar. • Save the email as a Template (*.oft) to a folder on your computer • Browse to the file you have just created and rename the extension of the file from *.oft to *.msg • Click Yes on the Rename warning dialogue box • Ensure that the From: and To: or BCC: fields are correct • Save the email once more • Now, drag and drop the email into the appropriate folder in your Outlook Now, we have the email saved in a folder. This folder can either be in your own Outlook, or stored in a folder on a shared mailbox. The tricky part when using templates is modifying them when they are in Outlook itself. If you saved the template to Windows, you can simply go in, edit it, save it and you are done. If your template is stored in Outlook, you must follow the steps above and add any edits to your template that you would like at step 4, otherwise you will end up either losing all your changes, or worse you will be unable to save it back to Outlook as a template. Simply follow the steps carefully and you will be just fine! Sales pipeline. Use this sales funnel chart template to visually show how many of your leads turn into sales. It's a stunning way to impress. Detailed sales pipeline management. Review your monthly sales pipeline using this weighted forecasting template which calculates income based on the probabilty of closing each sale opportunity. Detailed sales pipeline management. Get this template: http://www.smarthelping.com/2016/10/sales-pipeline-tracking-model-crm-for.html. Demonstrates using JavaScript and jQuery in an app for SharePoint to implement a relatively complex, real-world scenario for managing sales leads as they pass through various stages in a sales pipeline. The solution is based on the SharePoint-hosted app template provided by Visual Studio 2012. ![]() Knowing your sales pipeline is important especially if your business is involved in selling products and services. A sales pipeline is an important part of your sales strategy and planning because it helps determine your financial health and performance. A sales pipeline helps you to also visualize where your money actually goes in the sales process. To get you started in creating a sales pipeline for your company and to have a better idea of where your money is going in the sales process, you will find this Sales Pipeline Template for Excel very helpful. As a, you can use it anytime you need to create a sales pipeline, and even use it for reports and presentations. This Sales Pipeline Template for Excel makes it easy for you to create a sales pipeline, taking out the hassle compared to creating one from scratch. It is also especially perfect if you don’t have any knowledge in graphic designing. ![]() The template features a sidewise funnel shape that represents the various stages of a sales process. There’s a sample pipeline and sales process in the template, but you can still, of course, customize the sales pipeline or funnel based on your own company’s unique sales process. In the template, the sales pipeline have various colors, each representing a stage in the process so that your information are organized and you can easily tell apart every process. This color scheme can be customized and modified to suit your preference or match your company’s brand identity. There is a table on the left-hand side of the. This is where all the information on the sales funnel comes from. Therefore, if you want to change your sales pipeline, you can do so in this table, where you can just follow the guides and type in your own sales process steps and figures. I am currently working on creating a sales pipeline management dashboard. I have all the data in place and now I am looking for some visualization to create the. One of the charts that I absolutely want in there is a sales funnel chart. What is a Sales Funnel? In any sales process, there are stages. A typical sales stage could look something as shown below: Opportunity Identified –> Validated –> Qualified –> Proposal –> Win/Loss If you think about the numbers, you would realize that this forms a sales funnel. Many opportunities are identified, but a part of it are validated and even lesser qualify as a potential lead. In the end, there is only a handful of deals that are either won or lost. If you try and visualize it, it would look something as shown below: Now let’s recreate this in Sales Funnel Chart Template in Excel. Watch Video –. Sales Funnel Chart Template in Excel Lets first have a look at the data: Here are the steps to create the sales funnel chart in Excel: • Arrange the data. I use the same dataset, as shown above, but have inserted an additional column between sales stage and deal value columns. • In the dummy data column, enter 0 in B2, and use the following formula in the remaining cells (B3:B6) =(($C$2:$C$6,1)-C3)/2 • Select the data (A2:C6), and go to Insert –> Charts –> Insert Bar Chart –> Stacked Bar. ![]() ![]() 305 Microsoft Word Template Jobs available on Indeed.co.uk. Free Microsoft Office Templates. Download fully customizable professional samples for resume, invoice, flyer, memo, invitation, certificate, fax, cover page. Wordtemplate.net offers you a great collection of microsoft word templates for. Office Manager is a kind of job that requires the. Templates in Microsoft Word. Start the application process with Hudson's free professional cover letter templates. To help you structure your cover letter, here are some cover letter templates and cover letter samples that you can use to write a cover letter that will catch the eye of hiring managers and recruiters and. Download this template (MS Word). Being an employer is extremely stressful, especially when you are going through the process of hiring new people onto your team. There are plenty of rigorous regulations that you must follow and the whole process takes valuable time. One process that seems to take the longest is the creation of the letter for the job offer. ![]() > Professional Offer Letter Templates To Kick Start Someone’s Career An is an official document, which you, the employer, will have to hand over to a potential employee – offering him a position in your company. While you might very well call an accountant offer letter a harbinger of good news, there is much more to it than meets the eye. It has be formal, professional and contain all the relevant details that a prospective employee could require before joining your company. If you fall short when it comes to the organization of the offer letter, you could be calling for trouble. An inadequate letter will result in confusion, thus affecting the harmonious working relationship between an employer and an employee. > Why Is An Offer Letter Important? Now that you’ve found a person who perfectly matches your criteria for a particular vacancy in the company, you need to write a standard offer letter, as a way of confirmation. A verbal offer may have been made, but words hold no value without handing over the job offer in writing. You need to seal the deal with a good offer letter. But it is often the offer letter format that you struggle with, isn’t it? If that is the case, you may opt for the numerous templates available online for. Irrespective of whether you choose to write your own offer letter, or simply download the templates from the internet, you need to have a clear idea of the format before proceeding. Procedure of Writing an Offer Letter To write a good offer letter ( ) download the best free sample Counter Offer Letter Template, and in writing the, you may start by giving the candidates all the information at once or send the offer letter as a follow up with details about orientation and any benefits about the job if he/she accepts the offer (). If your offer letter is not intended to be a contract, ensure that its layout will not make it to sound as one. You should avoid using phrases that may lead to an indefinite job future such as “this is a family company”, or “job security”. You should try to avoid as possible any statements about annual salary amounts. Major things to Include in the Offer Letter You should include the title of the position, the starting date, either full time or part time and the exempt status. You should include all the job details, and state that the offer is dependent on background checks, drug screens and confidentiality checks. You should ensure that the offer letter format include a statement that the employment will be at will basis. Finally, you should close your real estate offer letter and attach a reachable contact. > A Few Tips to Keep in Mind While Writing Offer Letters If you’ve been wondering about an offer letter sample, then you need to take these tips into consideration – • Start with the important things first. You have to first state the salary, after all, that is the first thing people notice. The mode of payment, frequency etc – everything needs to be mentioned, including the gross pay the employee is supposed to get, the taxes and finally the net payment. • Companies often offer a lot of benefits to their employees. If your company is one of them, you need to mention that in the letter. You do not have to go into too much of details, because the employee will come to know about them at the orientation. • Research your state laws before writing an. Each country has its own set of employment laws, of which you need to have a thorough knowledge beforehand. • If you’re looking for the the format of offer letter, you could easily look up some templates online. They are available in different formats, which can be downloaded and edited by you. It would indeed make your life easier, since all you have to do is select the correct offer letter example. Choose from our selection of free, downloadable business templates for Microsoft Office. We’re offering a roundup of Microsoft templates for Excel, Word and PowerPoint, all of which are customizable and easy to use. Organize your work schedule, manage projects and employees, streamline business processes, and create effective presentations. You’ll find a wide range of templates, including a sales plan, marketing calendar, business budget, SWOT analysis, invoices, meeting minutes and many more. Simply choose the template that best suits your needs, add your text or data, and print or share with your team online. These Microsoft templates are designed to help you save time while maintaining a professional appearance. You can also create a template using Smartsheet, a spreadsheet tool with enhanced functionality, including collaboration features for communicating with clients and co-workers. Plan and Manage Your Work With Smartsheet's Templates Smartsheet is a powerful management tool in a familiar spreadsheet layout. The web application is completely customizable and shareable with an infinite number of collaborators, so you can build any template to fit your business needs. However, Smartsheet also has a variety of templates for more specific business use cases, and can help you to simplify and streamline the way you plan and manage your work. For instance, Smartsheet’s Project with Schedule & Budget Variance template allows you to track project and budget performance in one easy-to-use sheet. The template includes status summary, budget and schedule variance, and allows you to compare estimated and actual labor, material, and other project costs. You can also view your sheet in Gantt, calendar, or Card View for a more visual overview of the multiple pieces of your project. Smartsheet’s Project with Schedule & Budget Variance template Other useful business templates include the Monthly Budget Tracker template, which helps you stick to your spending and savings goals, and the Sales Pipeline by Probability template which allows you to view key info on each sales opportunity (Smartsheet also offers sales pipeline templates by summary, representative, or stage). ![]() ![]() ![]() |
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