Microsoft Excel Templates send mail to david.kandie@opencastlabs.com for more details.

The Multiple Regression Analysis and Forecasting template provides a solid basis for identifying value drivers and forecasting time series data. While it utilizes 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.

Key features of the Multiple Regression Analysis and 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.

The Project Planning and Management template is designed as a generic and affordable Excel based solution to plan and manage any project. Management of the project’s budget as tasks are identified facilitates the processes of business case proposal, valuation analysis, and securing the required funding. Project dynamics can be altered and performance monitored with best practice Earned Value Analysis throughout the complete project management lifecycle.


Key features of the Project Planning and Management template include:
•Creation and management of project budget as tasks are defined.
•Pre-define project phases, task titles, holidays, and other key project planning parameters.
•Creation of project task dependencies and timing constraint management.
•'Auto-timing' function calculates optimal project schedule automatically.
•Gantt scheduling chart with embedded project task information.
•Project status reporting based on best practice Earned Value Analysis.
•Project communication management through participant emailing and individual workbook creation.
•Project progress management by automatic updating from remote participant workbooks.

The Customer Invoicing Template is an invoice template with the ability to store invoices, products and customers and perform advanced invoice sales reporting. The database type structure of the invoice 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. Multiple templates can also be created and used.
•Advanced search options to locate and load previously saved invoices in the system.
•Import and export customer and product lists in CSV text file formats for integration with existing inventory and customer management systems.
•Export invoices to Excel worksheets or Microsoft InfoPath XML files.
•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.

The Portfolio Optimization template calculates the optimal capital weightings for a basket of investments that gives the highest return for the least risk. The unique design of the template 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.


Key features of the Portfolio Optimization template include:
•Ease and flexibility of input, with embedded help prompts.
•Ability to specify the number of units held in each product or business stream.
•Specify minimum and maximum constraints for the optimized portfolio.
•Unique 'Maintain Current Return Level' option to ensure that return is not deteriorated at the expense of risk.
•Ability to modify the correlation matrix and portfolio dynamics prior to the optimization process.
•Set the analysis to calculate and account for downside risk only.
•Intuitive graphical result display with Monte Carlo simulation, including probability analysis on specified 'Target' return level.