Tag Archives: Finance

New: Cost Management Plan Templates

This week at Klariti we’re releasing a new set of Cost Management Plan templates. Each section in the MS Word template contains explanatory writing guidelines and sample text to help you get started. In addition to this, we have a new Explainer Guide which explains how to setup and configure the MS Excel spreadsheets. I […]

White Paper Template for Financial Services (MS Word)

What is a financial white paper? A white paper promotes a certain product, service, or methodology to influence current and prospective customer or investor decisions. Three main types of white papers include backgrounders, numbered lists, and problem/solution white papers. Source: Investopedia. Download this Financial White Paper template if you plan to write a white paper […]

4 Social Media Policies For Small Business

Now that business and Social Media are getting closer, we need to find ways to introduce Social Media policies so that employees understand what is expected of them when working on sites like Facebook and Twitter. 4 Social Media Policy guidelines To get your Social Media guidelines in place, follow these steps: These are four guidelines to […]

Annual Expense Report with conditional text settings on Excel spreadsheet

Combination of different conditional text settings Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values in each of […]

Annual Expense Report with Traffic Lights on Excel spreadsheet

Traffic lights on excel spreadsheet Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values in each of the […]

Annual Report spreadsheet with directional settings applied to data

Annual report spreadsheet with directional settings applied to data Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values […]

Annual Expense Report with Data Bars – Excel

Annual report with data bars Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values in each of the […]

Annual Expense Report – Blended gradients chart data – Excel

Blended gradients applied to the charts Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values in each of […]

Annual Expense Report – Gradients applied to chart data – Excel

Gradients applied to the chart data Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values in each of […]

Annual Expense Report – Conditional Text & Pie Chart – Excel

Annual expense report with conditional text and pie chart Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values […]

Excel Template – Cash Flow Forecast (With Conditional Formatting)

Use this Excel Cash Flow Forecast template to record how much money is going in and out of your business. What is a Cash Flow Forecast? A Cash Flow Forecast is a forecast of how much money you expect to bring in and pay out over a period time, typically 12 months. Sample data, instructions, […]