Financial Product Management Excel Template   Excel template (XLSX)
$39.00

Financial Product Management Excel Template (Excel template (XLSX)) Preview Image Financial Product Management Excel Template (Excel template (XLSX)) Preview Image Flevy is the marketplace for business best practices.
Loading preview images...
Arrow  

Financial Product Management Excel Template (Excel XLSX)

Excel (XLSX)

$39.00
This spreadsheet allows you to manage your product portfolio financially. Pay attention to the products that bring the most margin to your business.
Add to Cart
  


Immediate download
Fully editable Excel
Free lifetime updates

BENEFITS OF DOCUMENT

  1. Excel XLS File

DESCRIPTION

This product (Financial Product Management Excel Template) is an Excel template (XLSX), which you can download immediately upon purchase.

Financial product management is crucial for businesses to ensure profitability and sustainable growth. This spreadsheet offers a comprehensive tool for effectively managing product portfolios with a focus on maximizing margins.

The first tab, titled "Database," serves as the core of the management system. Here, users input data regarding various financial aspects of each product, including Target and Accomplished Expenses, Net Expenses, and Revenue. The flexibility of this tab allows for the inclusion of an unlimited number of products, ensuring comprehensive coverage of the entire portfolio.

Users are encouraged to diligently fill in the necessary information for each product, as this data will drive the subsequent analysis and decision-making processes. By tracking expenses and revenue on a per-product basis, businesses gain valuable insights into the performance of individual offerings.

Moving to the second tab, labeled "Dashboard," users are presented with a visually intuitive interface for analyzing key financial indicators. The dashboard provides at-a-glance summaries of crucial metrics, including the percentage of Revenue and Expenses Achievement depicted in donut charts. This visual representation facilitates quick understanding and interpretation of financial performance across the product portfolio.

Additionally, the dashboard features bar charts highlighting the top 10 products based on various parameters such as Expenses, Revenues, Net Margin, Net Expenses, and Gross Margin. This comparative analysis allows users to identify top-performing products as well as areas for improvement or optimization.

Overall, this spreadsheet offers a robust solution for financial product management, empowering businesses to make informed decisions that drive profitability and enhance overall performance. By leveraging the data-driven insights provided by this tool, businesses can optimize their product portfolios and maximize their financial returns.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Product Management Excel: Financial Product Management Excel Template Excel (XLSX) Spreadsheet, Hafiz Ali


$39.00
This spreadsheet allows you to manage your product portfolio financially. Pay attention to the products that bring the most margin to your business.
Add to Cart
  

ABOUT THE AUTHOR

Author: Hafiz Ali
Additional documents from author: 65

Introducing our Excel Premium Templates – your solution to simplifying your tasks. Our collection offers meticulously designed templates that are crafted to streamline your work processes and enhance efficiency. Whether you're managing budgets, creating reports, or organizing data, our premium templates are tailored to cater to your specific needs. [read more]

Ask the Author a Question

Must be logged in

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.
Bundle and save! You can save up to % with bundles!

View bundle(s)




Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab




Read Customer Testimonials




Save with Bundles

This document is available as part of the following discounted bundle(s):

Save %!
Set of 14 Financial Templates

This bundle contains 14 total documents. See all the documents to the right.

$299.00


Add Bundle & Save


Your Recently Viewed Documents

Customers Also Bought These Documents


Customers Also Like These Documents

Related Management Topics


Product Management Corporate Culture Innovation Management Product Strategy Product Launch Strategy KPI Net Promoter Score Cognitive Bias Human Resources Product Lifecycle Agile Process Mapping

Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S, Balanced Scorecard, Disruptive Innovation, BCG Curve, and many more.