Financial Ratios, Statements, Analysis, Reporting and Planning Tips, Articles and Templates

Update: Now the KPI dashboard includes automatic actual vs target visual analysis displaying the gap as a percentage value so you can easily analyze across all you KPIs in one place. Why Financial Ratios and Statements Matter Financial ratios transform raw numbers into actionable insights. They help you: Identify profitability trends. Monitor cash-flow health. Compare … Read more

Building a Monthly Cash Flow Tracker for Your Small Business in Excel

Why a Monthly Cash Flow Tracker Matters Cash flow is the lifeblood of any small business. A clear, visual record of cash coming in and going out helps you: Spot potential shortfalls before they become emergencies. Make data‑driven decisions about spending, hiring, and growth. Communicate financial health to lenders, investors, and partners. Excel provides a … Read more

Creating a Dashboard in Excel: Step-by-Step Guide for Business Managers

create excel dashboard

Table of Contents Introduction: Why Excel Dashboards Matter for Business Step 1: Plan Your Excel Dashboard Step 2: Prepare Your Data Step 3: Create Data Visualizations Step 4: Build the Dashboard Layout Step 5: Add Interactive Elements Step 6: Connect Data with Formulas and Functions Industry-Specific Examples Conclusion: Key Takeaways Introduction: Why Excel Dashboards Matter … Read more

Mastering Financial Analysis in Excel

financial analysis excel

Financial Analysis in Excel: Empowering Business Decisions In today’s fast-paced business environment, making informed decisions is crucial for overall success. Financial analysis is a key factor in this process, providing insights that shape the trajectory of your company. However, the vast amounts of financial data and complex analyses can often lead to overwhelming workflows. Enter … Read more

Spreadsheets Automation Services

[row] [col span__sm=”12″] Transform Your Workflows and Processes with Powerful Spreadsheet Automation Drive Growth, Save Time, Reduce Errors and Gain Better Insights Our custom spreadsheet automation services, powered by Excel VBA and Google Sheets scripts, is here to transform your business operations. By automating routine processes, you can save time, reduce errors, and gain valuable … Read more

Inbound Logistics Metrics Excel Dashboards

Understanding Inbound Logistics Metrics Inbound logistics focuses on the efficient movement of goods into a business. Carriers and shippers want to ensure freight arrives at the right place, at the right time, and in the most cost-effective manner. Managing transportation costs is crucial, as it often represents a significant portion of operational expenses. Carriers are … Read more

KPIs Best Practices in Business

What Are KPI Best Practices? Key Performance Indicators (KPIs) are only valuable when they directly support a strategic business goal. A well‑crafted KPI answers three questions: What am I measuring? Why does it matter? How will I act on the result? Below are the essential practices that turn raw numbers into actionable insights. 1. Align … Read more