Hello Guys, So I started working in a new company this past month and one of my first assignments is to Dissect information on an on going three year service project. It seems we are about to lose the project and we want to compile all the information and present it internally on a report to assess what we have done and the financial effect it will have in our organization. I was wondering if any of you guys had any type of excel template that I could use as a base for the report? The information we will have is: - Monthly project invoicing trackers - Different type of project proposals and invoices Etc. Any advice?
When your company got the project, did they have to go through a budgeting process and financial impact study? If so, those projections from the past will likely not be the reality of what is currently happening, but it should be a good base to start with and to see how the company does proposals & reports.