What do you want to build?
Practical guides for the spreadsheets businesses use most. Each one explains the approach, shows the real sheet and opens a free template you can build on.
AI budget builder for small businesses
Describe your business and get a 12-month budget with real formulas for revenue, costs and profit. Edit freely and download to Excel.
Read guideBuild an Excel financial forecast without starting from scratch
Create a 12-month financial forecast driven by clear assumptions, then download it as an Excel file with formulas intact.
Read guideAI sales dashboard that stays connected to your data
Turn sales data into a dashboard with targets, totals and charts. Charts read live from the sheet, so they update when the numbers do.
Read guideGenerate a cash flow forecast you can actually check
See how cash moves month by month: opening balance, money in, money out and closing balance, all as formulas.
Read guideProfit and loss statement generator
Create a P&L from revenue to net income with gross margin, operating income and tax as formulas. Free to open, easy to adapt.
Read guideWork out break-even and unit economics
Calculate contribution margin, customer acquisition cost and lifetime value so you know how many sales cover your costs.
Read guideTrack MRR and churn in a spreadsheet
Model monthly recurring revenue with new customers, churn and ARPU. Every month is a formula built from clear assumptions.
Read guideBudget vs actual report with variance formulas
Compare planned and actual numbers per category with variance in amount and percent. Free to open and download to Excel.
Read guideSales pipeline tracker with weighted forecast
Track deals by stage and probability, and see a weighted pipeline value that updates as deals move.
Read guideSales commission calculator
Calculate commission per rep from sales and rates, with totals as formulas. Adapt tiers and bonuses in plain language.
Read guidePricing calculator for cost, markup and margin
Set prices from cost and target margin, and see markup and profit per unit. Useful for products, services and quotes.
Read guideMonthly KPI report you can update in minutes
Track key business metrics month over month with change in percent, ready to share or download to Excel.
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