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The Business Snapshot Dashboard – Profit and Loss statement provides a visual summary of how your business is doing with regards to generating sales, managing expenses and creating profits. In other words, whether your business has made or lost money in the period under review. This can also help determine trends for future business decisions. […]
It’s important for any business owner to know exactly who owes them cash, how much, and when they can expect to receive it from their overdue customers. This is what the Analysis of Aged Debtors report provides. Looking at this Dashboard, the first thing you’ll see is that your Debtors Days are 46.99 and, in the […]
We all know that cash flow is such an essential ingredient to the survival and success of any business. If you ever encounter cash flow problems at some stage of your business’s life, it could be a serious obstacle to your progress. Which is why it always pays to keep a close eye on what […]
Most successful businesses use a Sales Trend Analysis to report on and predict sales performance. As a small business, knowledge of this information is power! Being able to view and track Sales Trends year-on-year, as well as sales per sales representative, means that you’re kept up to date and empowered to use this information to […]
Have you ever used the VLOOKUP formula with the approximate match in Excel? By using this formula, you’re able to extract the correct trade discount percentage based on the quantity of a specific item purchased. In this tip, we demonstrate how to set this up. If TRUE or 1 is specified in the Range_lookup argument text […]
Do you need to future-proof your business? The Excel Forecast sheet may be the right tool for you! The Forecast sheet allows you to take your historical business data (sales, cash flow, etc.) and create more accurate forecasts for the future. You are welcome to download the workbook to practice! 1. To create a Forecast […]
This is a tip that you’re going to really enjoy if you love imagery and visualisations in your spreadsheet! It’s not the most useful tip in the world, but for most people, especially the creative types—it will put a smile on your face because it’s so much fun to play with. In this tip, I’m […]
More and more companies are calling for the necessity of business intelligence (BI) and reporting. It’s fast becoming the it word in business, and regularly features in the discussions of many business circles. However, there seems to be a gap in understanding why we need BI. What’s the point of having BI? What’s the big […]
When working with large data lists in Excel, you may need to know the extent of the data, i.e. the number of rows and columns. If consistency of the data is important too, then you may need to identify whether there’s any empty rows, columns or cells. An obvious way to check this is by […]
Do you have an Excel management pack with multiple worksheets and would like to save it as a PDF for convenient viewing and sharing? In this tip, I’m going to show you how easy this is to do. You have three options for this, but before continuing, there are a few things to take note […]
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