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.
Free for brand, retailer, wholesaler and manufacturer teams. We email the link to your work address; requests from companies we can’t verify are reviewed first.
To check a request we may look at your company’s public website, sometimes with the help of an AI research assistant. Only your company name and web domain are used for that, never your name or email.
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 free trial — no credit card, no commitments.