Item Description

EBT Project Planning and Management Template

The Project Planning and Management template is designed as a generic, affordable, Excel based solution to plan and manage any project. The ability to build the projects budget as tasks are identified facilitates the processes of business case proposal, valuation analysis, and securing the required funding. Project dynamics can be altered and performance monitored with best practice Earned Value Analysis throughout the complete project lifecycle.

Key features of the Project Planning and Management template include:

• Ability to define project budget as tasks are defined;

• Pre-define project phases, task titles, holidays, and other key project parameters;

• Creation of task dependencies and timing constraints;

• 'Auto-timing' function calculates optimal project schedule automatically;

• Gantt schedule charting with mouseover details;

• Project status reporting based on best practice Earned Value Analysis;

• Emailing of participant task lists and creation of individual participant workbooks to enable updating of task progress from remote workbooks.
  
  (Requires Microsoft Excel 97 or higher)
  
  IMPORTANT NOTE for Macintosh users:
  Due to this product's integration with some Windows API functions, this template is not compatible with Excel on the Macintosh operating system.

EBT Customer Invoicing Template

The Customer Invoicing Template is an invoice template with the ability to store invoices, products and customers and perform advanced invoice sales reporting. The system allows the insertion, update and quick access to saved products, customers, and historical customer invoices. Product and customer lists can be imported from and exported back to text lists enabling integration with existing inventory and customer reporting management systems.

 
Key features of the Customer Invoicing Template include:

• Control panel to establish predefined content for the invoice template and facilitate efficient customer invoice management.

• Add, update, access and remove products, customers and orders quickly and easily. - Capacity to save 65000 products, 65000 customers, and 1.3 million orders in each template.

• Import and export customer and product lists in CSV text file formats for integration with existing inventory and customer management systems.

• Automatic product inventory stock level adjustment for new and updated invoices.

• Update of amount paid for invoices by customers allows calculation of uncollected revenue outstanding.

• Sales reporting for the analysis of product and customer profitability and performance with ranking options.
  
  Requires Microsoft Excel 97 or higher.

EBT Multiple Regression Forecasting Template

The Multiple Regression Forecasting template provides a solid basis for identifying value drivers and forecasting data. While it utilizes a range of commonly employed statistical measures to test the validity of the analysis, results are summarized in text for ease of use. Once relationships have been identified, forecasting can be accomplished based on a range of available methodologies. The intuitive step-by-step usage flow enables you to develop strong forecasts for your projects in a timely manner.

The key features of the Multiple Regression Forecasting template include:

• Ease and flexibility of input, with embedded help prompts.

• User-friendly results display for the 'Non-statistician'.

• Multiple and Individual Regression of independent variables.

• Tests for statistical significance, auto-correlation, and multi-co linearity.

• Quick forecasting process with options to employ 3rd polynomial, 2nd polynomial, exponential or linear trend lines on independent variables.
  
  (Requires Microsoft Excel 97 or higher)