Excel guides for small business
Step-by-step guides for running your business numbers in Excel and Google Sheets: finance, sales, stock, customers, team and planning.
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How to Create a Social Media Content Calendar in Excel
Create a social media content calendar in Excel: plan posts by date and platform, track status, record reach and engagement and find what works.
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Excel Templates for Small Business: Which Ones You Actually Need
A practical guide to the Excel templates for small business owners: finance, sales, stock, customers, team and planning, and which to set up first.
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How to Calculate Marketing ROI in Excel
Calculate marketing ROI in Excel by channel: budget vs spend, cost per lead, customer acquisition cost, ROAS and ROI for every month.
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How to Build a Customer Database in Excel
Build a customer database in Excel that tracks lifetime spend and last purchase, flags at-risk and lapsed customers and assigns loyalty tiers.
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How to Create a Fixed Asset Register in Excel
Create a fixed asset register in Excel with cost, useful life, straight-line depreciation, book value and a multi-year value forecast.
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How to Track Customer Orders in Excel
Track customer orders in Excel from received to delivered: status, courier, days to ship and deliver, late orders and performance by channel.
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How to Create a Purchase Order in Excel
Create a professional purchase order in Excel with supplier details, line items and tax, then track each PO until the goods arrive on time.
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How to Manage Suppliers in Excel
Manage suppliers in Excel with a supplier directory: contacts, payment terms, lead times, ratings, on-time delivery and spend per supplier.
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How to Make a Product Price List in Excel
Make a printable product price list in Excel that reads from your product sheet, shows prices with and without tax and live stock availability.
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How to Track Accounts Payable in Excel
Track accounts payable in Excel: supplier bills, due dates, overdue amounts, what is due this week and how quickly you pay your vendors.