Customer Invoice Template The customer invoicing system is an Excel invoice template with ability to store created invoices, products and customer details and perform advanced order sales reporting.
Portfolio Optimization The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk. Results display action required and probability analysis through Monte Carlo simulation
Portfolio Performance Monitoring The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. Amount and timing of investment and divestment transactions are taken into account in performance calculations.
Regression Analysis and Forecasting The Multiple Regression Analysis and Forecasting template provides a solid basis for identifying value drivers and forecasting business plan data. Advanced statistical tests performed include significance, auto correlation, and multi colinearity.
