Alright everyone, here they are. Sorry it took so long, had a lot of stuff to take care of.
For those who missed the thread I made yesterday, the thing I have linked above is a set of spreadsheets that I use daily at work and for my business, that you might find helpful in the running of yours, especially if you are unfamiliar with excel or need some inspiration on how to format your formulas to be more user friendly for staff members.
Also, even though originally I just had the two spreadsheets prepared, I had some requests for additional ones, so I created a few more.
I'll go ahead and go into detail on what each spreadsheet is meant to be used for below.
Sample Cleaning Checklist
This is a great tool for cleaning businesses especially, but also service businesses that execute tasks in a very linear fashion. The edits you will most likely want to make are (1) to change the names of the locations that are to be cleaned, or serviced, along the left-hand column, and (2) to change the names of the tasks that are to be completed in the order given, also along the left-hand column.
Additionally, you may edit the location id in the top left corner, and the dates along the top (if you would prefer it could be specific dates, instead of MON/TUE/WED/etc.).
The way I use the checklist is to hand-write the start time next to the day of the week at the top, and check each box for each corresponding task as I complete them. The end time each area is completed is then written in the highlighted row at the top of each section. I've provided a partially completed checklist here as a sample, if that doesn't paint a good enough picture in your head. As you can see, shading in boxes that are for tasks that do not need to be done on particular days can be very useful in making sure that those using the checklists do not become confused.
Revenue Analysis Spreadsheet
This checklist is especially useful for businesses that need to quickly calculate revenue estimates to evaluate whether or not they want to make a proposal for a job or a long term contract.
The primary cost drivers for many service businesses are usually supplies cost and cost of labor, which are both included in the spreadsheet. Additionally, for long term contracts you may input how many times the service may occur (in a week, month, or year, depending on the contract term), as well as what the service name is, and the names of the individuals working on your team.
The great thing about this spreadsheet is that it is easy to see net profit between contracts, simply by taking a quick look at the total amount at the bottom. That way if you are debating between opting for one contract or the other and you already have all your expense information, you can input it and see what it comes down to in terms of your bottom line.
Cash Count Spreadsheet
Any retail manager will know that when it comes down to safe and deposit money, there is absolutely no margin for error. The slightest mistake could end up resulting in unrecorded theft, a lack of accountability, and money walking out the door for no reason at all!
To help assist managers in counting deposit, till, and safe money without the need of a 9 key calculator and sheet of paper (no more mistaking 2's for 7's) here's a great spreadsheet.
A few things to consider are as follows; (1) Straps of 1's are calculated as 100 ones, and straps of 5's are calculated as 100 5's (2) Because I know there will be people who will be confused, either yourself or your staff, $0.50 under the grey coin section is for half dollar coins and $1.00 is for dollar coins, NOT one dollar bills. (3) Rolls of pennies and dimes are 50, and rolls of quarters and nickels are 40 each. It's usually better to input those in the counted section as the amount inside the roll rather than take the dollar amount, say $10 for a roll of quarters, and simply add one to the $10 bill line, because if you need to audit your safe/deposit/cash register due to a shortage it might lead to a miscount.
Nightly On Hand Count Sheet
Retail, food service, and entertainment businesses that go through a lot of inventory may find doing hand counts extremely tedious, especially when you have to factor in individual items, stacks, small boxes, and large boxes all for the same product. At the same time, though, keeping track of inventory is essential. So this spreadsheet streamlines the process of having to multiply all various stack amounts, and also has a convenient printer-friendly layout which can be used by managers armed with a clipboard to make their rounds doing inventory.
Feel free to change the denominations on the side (listed as 5, 10, and 20 for each item by default) to represent what you actually have for stack/box quantities, but because of the way that I formatted the spreadsheet you should always leave the top number as stacks of 1. Additionally, I found it helpful at one of my last jobs to have multiple lines of "1" to represent how many places I would find the item around the store. For example, if we had three shelves out in our store where the item would be found individually, and then one storeroom with boxes of 50, I'd put three "1" lines and one "50" line. The reverse could also be done (a single "1" line and three "50" lines).
If you're an excel whizz, you could also make another spreadsheet that takes previous night's counts subtracted by that day's sales with any additional inventory due to deliveries factored in, in order to calculate "waste" (aka theft or damaged product).
Monthly Store Sales Analysis
And finally we have the month's sales analysis spreadsheet (in this case, made for the month of May, for those who want to put this to use asap). I use something very similar to this at my current job in sales recaps that we forward to the corporate office.
How you would want to use this would be to input what your sales goals are at the beginning of each month in the goals columns, and then input the actual sales nightly (or weekly, or monthly). The third column would give you an automatically generated percentage that would tell you how you did compared to your goal.
Items 1, 2, 3 and 4 are meant to be used for categories of your products that make up the bulk of your sales. If you would like you can also list individual items if you'd rather monitor that, or even use each for a different location's performance.
Note: I'm hosting all the spreadsheets off my squarespace website because I couldn't find any sites that didn't have filesharing locked behind a paywall, but I did go ahead and do the courtesy of removing my header and footer so there isn't any weird advertisements for my cleaning business being displayed. If anyone has any problems accessing the files I'm sure I could also transfer them via email or some other method (just shoot me a pm).
