Designed with your direct sales business in mind. Never be in the dark when it comes to your businesses Income, Expenses and your overall Return on Investment (ROI) again. Thousands of Direct Sales consultants already know the great benefits to using our MS Excel Financial Worksheet to manage their finances.
Organize: Turn your receipts and party/show records into organized information utilizing 27 business specific, and completely customizable, expense categories to help you see where your time and money are being spent each month and throughout the year.
Flexibility: Record your parties/shows individually by subtotal, tax and shipping charges with flexible commission rates from month to month to accommodate your businesses success. Oh, and we didn't forget sometimes there are additional royalties such as team commissions, overrides or royalties, so be sure to add those in the specified cell.
Personalize: Make it your own by adding your company name and what year your Financial Worksheet is for.
Automate: Year-to-date Income, expenses, and even Mileage calculate automatically from previous months giving you a running total. Also check out your year-to-date expense Itemization chart to get a bigger snapshot of your expenses.
Visualize: Be sure to check out our NEW year-to-date Expense CHART so you can actually see where your money is going.
What other customers are saying...
Thank you very much for sending me this WONDERFUL attachment!! It is absolutely fabulous! I was going to create my own financial statements myself...(i was a financial analyst in my prior life..(before kids!!)....) And this is exactly what i was going to do from SCRATCH!! thank you so much! this is going to save me soooooo much time and effort!!!! great job!! Thankfully yours,
Ann P
I've enjoyed your products practically ever since I started my business, and now you have added this wonderful financial worksheet. Thank you! Maybe I'll even get financially organized now and my hubby will love you too!
Cathy S
Thank you so much for the Excel spreadsheet! I was feeling overwhelmed with having to track everything for last year. I knew all year that I should be doing it as it occurred, but I was not set up to do so. Plus it seems so hard to close out, get all customers input into Outlook (what I use) and make customer followup calls. I'm not near where I need to be. But I am gathering all my stuff as we speak and getting ready to input into Excel.
Dawn R
I just want to thank you for a WONDERFUL tool! I just downloaded it and keyed in a few 'practice' things and I KNOW this is going to be such a massive aid to me in keeping up with everything. Thank you so much!
Tani W
