Downloadable Retail Tools
Thank you for requesting access to these high-impact resources for strategic growth. We hope they’re helpful, and that you’ll let us know how else we can be of service to you and your business.
Use the links below to access your free downloads
DOWNLOAD: 12-Week Cash Flow Tool
(Excel Sheet)
We developed this tool to help you get laser-focused on your available cash. Knowing your cash position at all times will allow you to strategize on decisions that affect your inventory, your team and your customers.
Watch this tutorial video for assistance on how to properly setup the sheet.
DOWNLOAD: Performance-Based Pay Calculator
(Excel Sheet)
Use this as a guide to track your performance-based pay versus the desired selling cost of each employee for a set period of time. Duplicate this sheet for each employee at each pay period. It may be necessary to switch payroll to weekly for sales associates to better incentivize and track performance against desired goals.
DOWNLOAD: Vendor Performance Scorecard
(Excel Sheet)
Use this scorecard to track performance-based metrics and help you speak to your vendors with data-based transparency. This worksheet acts as a guide to track your vendors’ performance based on actual sales metrics retrieved from your POS system.
DOWNLOAD: PPP Loan 2021 - Use of Funds Worksheet
Our team spent significant time and effort understanding the rules for PPP funds usage and loan forgiveness to build a custom spreadsheet so we could keep track of our spending. As a service to our customers and retail community members, we are sharing our work with you.
To help you navigate this worksheet, please also download these two KEY instructional files:
Have questions about using these tools?
We’re happy to offer assistance with any of our resources. Please reach out to your Management One Retail Expert, contact us directly, or fill out the form displayed here.