Advance schedule tracker (Excel)
An Excel workbook that tracks every advance across the licensor portfolio — tranche amounts and dates, per-period earned-royalty amortization, remaining balance by agreement, and a projected earn-out date based on trailing sales run rate.
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Inside the template
Per-agreement advance register (tranches, dates, contract references)
Per-period recoupment history with running balance
Earn-out projection from trailing run rate
Multi-agreement portfolio summary (total outstanding, next earn-outs)
Unrecouped-at-term-end risk flag per agreement
Example data for a multi-licensor apparel portfolio
Best fit
Finance and licensing teams managing advances across multiple agreements who need one source of truth for recoupment positions instead of re-deriving balances from prior statements each period.
Templates help. The platform replaces them.
Walk through royalty calculation, statement generation, advance recoupment, and audit trail in a 30-minute demo.