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Multiple Regression Forecasting

 

The Multiple Regression Forecasting template provides a solid basis for identifying value drivers and forecasting data. While it utilises 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-colinearity.
- 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)

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Portfolio Tracking & Monitoring

 

The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the periods performance calculations. Roll over of the model and archiving of transactions make this model ideal for monitoring your portfolio on an ongoing basis.

The key features of the Portfolio Monitoring template include:
- Ease and flexibility of product and transaction input, with embedded help prompts.
- Accurate handling of distributions, investments, and divestments to calculate returns.
- Portfolio ''Rollover'' option to reset the model for a new reporting period.
- Storage of historical transactions.

(Requires Microsoft Excel 97 or above)

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Portfolio Optimization

 

The Portfolio Optimization model calculates the optimal capital weightings for a basket of investments that gives the highest return for the least risk. The unique design of the model enables it to be applied to either financial instrument or business portfolios. The ability to apply optimization analysis to a portfolio of businesses represents an excellent framework for driving capital allocation, investment, and divestment decisions.

The key features of the Portfolio Optimisation template include:
- Ease and flexibility of input, with embedded help prompts.
- Ability to specify the number of units held in each product or business.
- Specify minimum and maximum constraints for the optimised portfolio.
- Unique ''Maintain Current Return Level'' option to ensure that return is not deteriorated at the expense of risk.
- Modify correlation matrix and portfolio dynamics before optimization process.
- Intuitive graphical result display with Monte Carlo simulation, including probability analysis on specified ''Target'' return level.

(Requires Microsoft Excel 97 or above)

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Customer Invoicing

 

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.

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XLS Converter - Professional Edition

 

XLS Converter can easily convert the excel file to txt, html, csv, mdb, dbf,etc. The processing is as quickly as possible. MS Excel is doesn''t required! The interface is very neat and very powerful, you don''t need to open windows explore first, you can select the directory from folder tree in the program, and then the files will list in the right pane, depend filters you have chosen, other files will not list in it!

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XLS Converter - Enterprise Edition

 

XLS Converter can easily convert the excel file to txt, html, csv, mdb, dbf,etc. The processing is as quickly as possible. MS Excel is doesn''t required! The interface is very neat and very powerful, you don''t need to open windows explore first, you can select the directory from folder tree in the program, and then the files will list in the right pane, depend filters you have chosen, other files will not list in it!

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