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.
-
How to Price a Product for Profit (with an Excel Pricing Calculator)
Learn how to price a product for profit: add up unit costs, choose a margin, allow for platform fees and tax, and avoid the margin vs markup mistake.
-
How to Maintain a Petty Cash Book in Excel
Keep a petty cash book in Excel with vouchers, top-ups, payments, a running balance and monthly category totals for small office spends.
-
How to Track GST in Excel for a Small Business
Track GST in Excel month by month: output tax on sales, input tax credit on purchases, net payable, payments and due dates for small businesses.
-
How to Calculate Loan EMI in Excel
Calculate loan EMI in Excel with the PMT function, split each EMI into interest and principal, and track outstanding balance for business loans.
-
How to Prepare a Balance Sheet in Excel for a Small Business
Prepare a simple small business balance sheet in Excel: list assets, liabilities and equity, check that it balances and read key ratios.
-
How to Create a Cash Flow Forecast in Excel
Plan 12 months of cash in Excel: forecast money in and out, project closing balances, set a safety buffer and compare the forecast with actuals.
-
How to Make a Profit and Loss Statement in Excel
Build a monthly profit and loss statement in Excel from your income and expense log: revenue, gross profit, expenses, net profit and margins.
-
How to Track Customer Leads in Excel
Set up a simple Excel lead tracker with contact details, deal stages, next follow-up dates and a weekly review routine.
-
How to Create a Small Business Dashboard in Excel
Learn how to organize sales and expense data, calculate monthly profit and turn key business numbers into a clear Excel dashboard.
-
How to Track Inventory in Excel for a Small Business
Build a basic Excel inventory list, calculate current stock and set reorder points to spot products that need attention.