Free Excel Student Template October 20141

8/18/2019 Free Excel Student Template October 20141

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Free Excel Student Template

Dear Student,

INSTRUCTIONS FOR TEMPLATE1

INSTRUCTIONS FOR EXTERNAL AUDIT


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Enter Ten Opp(rtun)t)e* "el(+

1$

2$

3$

$

5$

6$

7$

8$

9$

14$

Enter Ten T,reat* "el(+

1$

2$

3$

$

5$

6$

7$


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8$

9$

14$

In*truct)(n* -(r C(mpet)t).e Pr(-)le Matr)x /CPM0


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Store ?ocations

-@D

/mployee Dedication

inancial +rofit

#ustomer ?oyalty

.ar&et Share

+roduct Auality

op .anagement

+rice #ompetitiveness

1 = "ma*or %ea&nesses"

2 = "minor %ea&nesses"

3 = "minor strength"

= "ma*or strength"

INSTRUCTIONS FOR INTERNAL AUDIT


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1$

2$

3$

$

5$

6$

7$

8$

9$

14$

Enter Ten 5ea2ne**e* "el(+

1$

2$

3$

$

5$

6$

7$

8$

9$


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14$

INSTRUCTIONS FOR COMPANY 5ORT


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1$

2$

3$

FP and IP

+ositive 1 %orst: to +ositive 7 best:

CP and SP

;egative 1 best: to ;egative 7 %orst:

F)nanc)al P(*)t)(n /FP0

-eturn on )nvestment -):

?everage

?iuidity

or&ing #apital

#ash lo%

Indu*tr6 P(*)t)(n /IP0


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#ustomer ?oyalty

echnological &no%Cho%

#ontrol over Suppliers and Distributors

Sta3)l)t6 P(*)t)(n /SP0

-ate of )nflation

echnological #hanges

+rice /lasticity of Demand

#ompetitive +ressure

!arriers to /ntry into .ar&et

INSTRUCTIONS FOR !RAND Matr)x


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2$

4 = ;ot applicable

1 = ;ot attractive

2 = Some%hat attractive

3 = -easonably attractive

= ighly attractive

Opp(rtun)t)e*

1$4

2$4

3$4

$4

5$4

6$4

7$4

8$4

9$4

14$4

T,reat*

1$4

0fter entering in your strategies, then rate each strategy based on thestrengths, %ea&nesses, opportunities, and threats factors:$ Do not to rateeach strategy the same for a particular strength, %ea&ness, opportunity, orthreat$ the exception is if you enter 4 you .HS enter 4 for the other$ or

example, if one strategy deserves a rating of and the other factor hasnothing to do %ith the strategy, *ust rate that factor a 1:


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2$4

3$4

$

4

5$4

6$4

7$4

8$4

9$

4

14$4

Stren1t,*

1$ 4

2$ 4

3$ 4

$ 4

5$ 4

6$ 4

7$ 4

8$ 4

9$ 4


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14$ 4

5ea2ne**e*

1$ 4

2$ 4

3$ 4

$ 4

5$ 4

6$ 4

7$ 4

8$ 4

9$ 4

14$ 4

INSTRUCTIONS FOR EPS 8 E"IT


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Scr(ll d(+n

INSTRUCTIONS FOR F)nanc)al C,art*

EPS-EBIT Chart


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L)a3)l)t)e*

Ca*,

!((d+)ll Intan1)3le*

In.ent(r6

L(n1 Term De3t

St(c2,(lder*= E>u)t6

C(*t (- !((d* S(ldCurrent A**et*

Current L)a3)l)t)e*

Acc(unt* Rece).a3le

2

Current Ratio

Quick Ratio

Long Term Debt to Equity

Inventory Turnover

Total Assets Turnover

Accounts Receivable Turnover

Average Collection Period

ross Pro!it "argin

#et Pro!it "argin

Return on Total Assets $R%A&

Return on Equity $R%E&

Current Ratio '

Quick Ratio '

Long Term Debt to Equity '

Inventory Turnover '

Total Assets Turnover '

T(e ratios belo) are calculated !or you automatically using t(e

equations given $t(ere are slig(tly di!!erent )ays to calculate t(e same

ratio*& +ou may cut and ,aste s,ecial t(is into your ,o)er ,oint or you

may use t(e gra,(s t(at are also generated !or you automatically* I!you are getting a number di!!erent !rom one ,ublis(ed online !or a

ratio- it is likely t(e online version used a di!!erent equation !or t(e

ratios- rounding- a di!!erent year )as used- or maybe you .ust enteredt(e data )rong $ty,o&* T(e ans)ers t(e tem,late generates are /001

accurate because t(ey come straig(t !rom t(e data you entered o!! t(e

!inancial statements* ust make sure you are using t(e same equations

!or your com,any and t(e com,etitor* 3or e4am,le* Debt5Equity can be

calculated Total Debt5Equity or Total Liabilities5Equity* T(ey are bot(

correct and bot( called Debt5Equity but )ill generate quite di!!erent

numbers* I! you are going to com,are your com,any to a com,etitor-

make sure you are using t(e same equation !or bot( $obviously- t(eTem,late accom,lis(es t(is !or you&*

Click 6ere To 7ie) 3inancial Ratio ra,(s


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Accounts Receivable Turnover '

Average Collection Period '

ross Pro!it "argin '

#et Pro!it "argin '

Return on Total Assets $R%A& '

Return on Equity $R%E& '


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Enter 5e)1,t

"el(+

Enter Rat)n1

"el(+

EFE Matrix

Enter 5e)1,t"el(+

Enter Rat)n1"el(+


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;%;;

Enter Rat)n1 "el(+

Y(ur C(mpan6 C(mpet)t(r

Enter Rat)n1"el(+

Enter 5e)1,t

"el(+


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;%;;

Enter 5e)1,t"el(+

Enter Rat)n1"el(+


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IFE Matrix

Enter 5e)1,t

"el(+

Enter Rat)n1

"el(+


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;%;;

Net Inc(me

S,are Pr)ce EPS

s$

St(c2,(lder*=E>u)t6

Co!pany "orth

S,are*

Out*tand)n1

Click Here to View S"#T


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2 Division #ompany 3 D

Domestic )nternational .en

544 844

Scr(ll (.er -(r 4 d).)*)(n c(mpan6

BCG Matrix

IE Matrix


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Rat)n1*

Rat)n1*

Space Matrix


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Auadrant 1 Auadrant 2 Auadrant 3 Auadrant

$SPM


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Strategy ne Strategy %o

AS Rat)n1* AS Rat)n1*



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E"IT


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-ecession ;ormal !oom

C(m3)nat)(n F)nanc)n1 /dec)

Am(unted Needed

S,are Pr)ce

JD)KB4L

Debt inancing+ercent

Stoc& inancing+ercent

Intere*t Rate

/dec)mal -(rm0

Tax Rate /dec)mal-(rm0

Current S,are*Out*tand)n1

Ne+ S,are*

Out*tand)n1

DO NOT ENTER DATA IN ?NEOUTSTANDIN!? "OX% TIS IS D


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9ales 5 Accounts Receivable

Accounts Receivable 5 $9ales5:;


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op competitor or %ho you %ish to acuire$

Net Inc(me

S,are Pr)ce EPS

St(c2,(lder*=E>u)t6

S,are*

Out*tand)n1


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ivision #ompany

omen #hildren ;orth 0merica South 0merica


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al -(rm0

.ust /ual 1$4

%1%

5 SARESNE FOR YOU%


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Division #ompany

0sia /urope


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This sheet is protected

Competitive Profile Matrix (CPM)

Competitor Competitor

Critical Success Factors Rating Score Rating Score Rating Score

Advertising 0.00 0 0.00 0 0.00 0 0.00

Market Penetration 0.00 0 0.00 0 0.00 0 0.00

Customer Service 0.00 0 0.00 0 0.00 0 0.00

Store Locations 0.00 0 0.00 0 0.00 0 0.00

R&D 0.00 0 0.00 0 0.00 0 0.00

Employee Dedication 0.00 0 0.00 0 0.00 0 0.00

Financial Profit 0.00 0 0.00 0 0.00 0 0.00

Customer Loyalty 0.00 0 0.00 0 0.00 0 0.00

Market Share 0.00 0 0.00 0 0.00 0 0.00

Product Quality 0.00 0 0.00 0 0.00 0 0.00

Top Management 0.00 0 0.00 0 0.00 0 0.00

Price Competitiveness 0.00 0 0.00 0 0.00 0 0.00

Totals 0.00 0.00 0.00 0.00

Your

Company

Weight


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If your text is not showing highlight it (be careful not to click), use the text wrap option under the "home"

External Factor Evaluation Matrix (EFE)

Opportunities Weight Rating Weighted Score

1. 0 0.00 0 0.00

2. 0 0.00 0 0.003. 0 0.00 0 0.00

4. 0 0.00 0 0.00

5. 0 0.00 0 0.00

6. 0 0.00 0 0.00

7. 0 0.00 0 0.00

8. 0 0.00 0 0.00

9. 0 0.00 0 0.00

10. 0 0.00 0 0.00

Threats Weight Rating Weighted Score

1. 0 0.00 0 0.00

2. 0 0.00 0 0.003. 0 0.00 0 0.00

4. 0 0.00 0 0.00

5. 0 0.00 0 0.00

6. 0 0.00 0 0.00

7. 0 0.00 0 0.00

8. 0 0.00 0 0.00

9. 0 0.00 0 0.00

10. 0 0.00 0 0.00TOTALS 0.00 0.00

Internal Factor Evaluation Matrix (IFE)

Strengths Weight Rating Weighted Score

1. 0 0.00 0 0.00

2. 0 0.00 0 0.00

3. 0 0.00 0 0.00

4. 0 0.00 0 0.00

5. 0 0.00 0 0.00

Do not enter any data on this page. If data is missinghere, recheck the "START" page.. This page is not

protected so be careful.


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2et3rn to Start


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Rate

(Percentage)

Low 820


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nd ) di5iion BCG

ill look perfect in Word and PowerPoint.


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Share Position

ium L

.50

Question Mark

Men

Pro4it

Remaning Pro!its

"o!en

Pro4it

Remaning Pro!its Dog

Children

Pro4it

Remaning Pro!its

Share Position

ium L

.50

Question Mark


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4.0 to 3.0 2.99 to 2.0

4.0 I II

High

3.0 IV V

The

EFE

Total Medium

Weighted

Scores

2.0 VII VIII

Low

1.0


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own 4or ( and ) di5iion IE

Matrix 4or Pre5io3ly Entered Seg!ent .ata

ct in Word and PowerPoint.

s

Weak

1.99 to 1.0 ;d93t Circle Man3ally1III

.o!etic

2e5en3e 0

Pro4it


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1.99 to 1.0

III ;d93t Circle Man3ally


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"o!en Children

0 0

0 0


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So3th ;!erica ;ia E3rope

0 0 0

0 0 0


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IF they are Blank Click The Link Below. This page is not protected, s

Mo5e the ;rrow and the 7ox with yo3r !o3e1

FPConservative Aggressive

7

6

5

4

3

2

1

CP-7 -6 -5 -4 -3 -2 -1 1 2 3 4 5

-1

-2

-3

-4

-5

-6

-7

DefensiveSP

Competitive

Internal Analysis: External Analysis:Financial Poition >FP? Sta7ility Poition >SP?

Return on Investment $R%I& 0 Rate o! In!lationLeverage 0 Tec(nological C(anges

Liquidity 0 Price Elasticity o! Demand

?orking Ca,ital 0 Com,etitive Pressure

Cas( 3lo) 0 @arriers to Entry into "arket

Financial Poition >FP? ;5erage %1% Sta7ility Poition >SP? ;5erage


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you can really mess up the info in the red boxes. This page must be left unprotected so you can move the

@-axi %1%

IP8-axi %1%

6 7

00

0

0

0

%1%

2et3rn to Start


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I

0

2et3rn to Start

Strong

Competitive

Position


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If your text is not showing highlight it (be careful not to click), use the text wrap option under the "home

T(is ,age is not ,rotected- so be care!ul*

0 0

Opportunities Weight AS TAS AS TAS

1. 0 0.00 0 0.00 0 0.00

2. 0 0.00 0 0.00 0 0.00

3. 0 0.00 0 0.00 0 0.00

4. 0 0.00 0 0.00 0 0.00

5. 0 0.00 0 0.00 0 0.00

6. 0 0.00 0 0.00 0 0.00

7. 0 0.00 0 0.00 0 0.00

8. 0 0.00 0 0.00 0 0.00

9. 0 0.00 0 0.00 0 0.00

10. 0 0.00 0 0.00 0 0.00

Threats Weight AS TAS AS TAS

1. 0 0.00 0 0.00 0 0.00

2. 0 0.00 0 0.00 0 0.00

3. 0 0.00 0 0.00 0 0.00

4. 0 0.00 0 0.00 0 0.00

5. 0 0.00 0 0.00 0 0.00

6. 0 0.00 0 0.00 0 0.007. 0 0.00 0 0.00 0 0.00

8. 0 0.00 0 0.00 0 0.00

9. 0 0.00 0 0.00 0 0.00

10. 0 0.00 0 0.00 0 0.00

scroll down

0 0

Strengths Weight AS TAS AS TAS

1. 0 0.00 0 0.00 0 0.00

2. 0 0.00 0 0.00 0 0.00

3. 0 0.00 0 0.00 0 0.00

Click


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4. 0 0.00 0 0.00 0 0.00

5. 0 0.00 0 0.00 0 0.00

6. 0 0.00 0 0.00 0 0.00

7. 0 0.00 0 0.00 0 0.00

8. 0 0.00 0 0.00 0 0.00

9. 0 0.00 0 0.00 0 0.00

10. 0 0.00 0 0.00 0 0.00

Weaknesses Weight AS TAS AS TAS

1. 0 0.00 0 0.00 0 0.00

2. 0 0.00 0 0.00 0 0.00

3. 0 0.00 0 0.00 0 0.00

4. 0 0.00 0 0.00 0 0.00

5. 0 0.00 0 0.00 0 0.00

6. 0 0.00 0 0.00 0 0.00

7. 0 0.00 0 0.00 0 0.00

8. 0 0.00 0 0.00 0 0.00

9. 0 0.00 0 0.00 0 0.00

10. 0 0.00 0 0.00 0 0.00

TOTALS 0.00 0.00


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Click Here to 2et3rn to Start Page


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2012 2013 2014 2015 2016 2017$0

0 Row 391

2012 2013 2014 2015 2016 2017

$0

$2

$4

$6

$8

$10

$12ost o* Goo!s Sol! (in millions)

0 Row 392

2012 2013 2014 2015 2016 2017$0

$2

$4

$6

$8

$10

$12

urrent Assets (in millions)

0 Row 393

$4

$6

$8

$10

$12

urrent Liabilities (in millions)


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2012 2013 2014 2015 2016 2017$0

0 0

2012 2013 2014 2015 2016 2017$0

$2

$4

$6

$8

$10

$12

Inventor% (in millions)

0 Row 389

2012 2013 2014 2015 2016 2017$0

$2

$4

$6

$8

$10

$12

Lon$ Term &ebt (in millions)

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$4

$6

$8

$10

$12

Stoc'hol!ers euit% (in millions)


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2012 2013 2014 2015 2016 2017$0

0 Row 391

2012 2013 2014 2015 2016 2017$0

$2

$4

$6

$8

$10

$12

ost o* Goo!s Sol! (in millions)

0 Row 392

2012 2013 2014 2015 2016 2017$0

$2

$4

$6

$8

$10

$12

urrent Assets (in millions)

0 Row 393

$4

$6

$8

$10

$12

urrent Liabilities (in millions)


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to 2et3rn to Start Page


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2012 2013 2014 2015 2016 20170.0

2.0

4.0

6.0

8.0

10.0

12.0

urrent Ratio

0 0

2012 2013 2014 2015 2016 20170.0

2.0

4.0

6.0

8.0

10.0

12.0

Lon$ Term &ebt to Euit% Ratio

0 0

4.0

6.0

8.0

10.0

12.0

Total Assets Turnover Ratio


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2012 2013 2014 2015 2016 20170.0

2.0

4.0

6.0

0 0


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Date post:	06-Jul-2018
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Free Excel Student Template October 20141

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