Finance & Ops Stuff
I will continue to add more regularly.
These are for educational purposes only and the below files may contain errors and/or differences in how your company should account for things.
Templates below include (easily $100K in value 😎):
Payroll forecasting
Commissions calculator
Sales capacity planning model
Headcount Planning
This file calculates the monthly salary and employer taxes for your current and future expected headcount.
Commissions
Calculator for commissions for a typical enterprise software sales rep. It automates most of the work and provides a summary.
Quota Math for determining unit economics
This simple calculator breaks down the unit economics of the entire GTM pod to make sure there are strong unit economics based on a company’s specific org structure.
Sales Capacity Planning
A sales capacity planning model to enable you to forecast new revenue based on your sales reps and a number of drivers — productive capacity, seasonality, ramping, overassign, etc. This model also includes a pipeline funnel forecast to model the number of opportunities that will need to be created in order to hit forecasted new revenue