How to Track Inventory in a Spreadsheet
How to track inventory in a spreadsheet: a movements log drives on-hand counts, reorder-point alerts, and inventory valuation by category, with real numbers.
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FinancialAha Blog
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How to Analyze a Mortgage in a Spreadsheet
Mortgage analysis in a spreadsheet: build a full amortization schedule, read total interest and total paid, and compare loan scenarios, with a worked example.
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How to Forecast Sales in a Spreadsheet
How to forecast sales in a spreadsheet: grow last year's 12 months by one rate into low, base, and high scenarios, plus a weighted pipeline view.
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How to Calculate a Break-Even Point in a Spreadsheet
How to calculate a break-even point in a spreadsheet: contribution margin, break-even units and revenue, margin of safety, and a per-product worked example.
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How to Build a Profit and Loss Statement in a Spreadsheet
How to build a profit and loss statement in a spreadsheet: a 12-month forecast, monthly actuals, a variance sheet, three scenarios, and a worked example.
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How to Run Payroll Records in a Spreadsheet
How to run payroll records in a spreadsheet: a roster, one pay period from gross to net pay and employer cost, plus year-to-date totals and a pay stub.
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How to Do Bookkeeping in a Spreadsheet
How to do bookkeeping in a spreadsheet: a transaction ledger, chart of accounts, monthly and P&L reports, and a dashboard, for Excel and Google Sheets.
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How to Create and Track Invoices in a Spreadsheet
How to create and track invoices in a spreadsheet: a fillable invoice, a register that flags overdue automatically, an aging report, and a dashboard.
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How to Value a Business in a Spreadsheet
How to value a business in a spreadsheet: one inputs sheet feeding a 5-year DCF, EV/Revenue and EV/EBITDA multiples, comparables, and a composite equity range.
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How to Build 5-Year Financial Projections in a Spreadsheet
How to build 5-year financial projections in a spreadsheet: opening balances, per-year drivers, and a three-statement model that ties out over five years.
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How to Analyze a Commercial Property in a Spreadsheet
A commercial property analysis spreadsheet turns a rent roll, NNN reimbursements, and operating costs into NOI, a going-in cap rate, and an implied exit value.
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How to Build a Restaurant Financial Model in a Spreadsheet
A restaurant financial model spreadsheet turns a daily covers and sales register into food cost, labor cost, prime cost, EBITDA, and break-even revenue.
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How to Build an Ecommerce Financial Model in a Spreadsheet
An ecommerce financial model spreadsheet turns channel traffic into revenue, then into contribution margin per order, CAC, ROAS, and an LTV:CAC verdict.
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How to Track SaaS Metrics in a Spreadsheet
How to track SaaS metrics in a spreadsheet: an MRR waterfall with churn, NRR and GRR, cohort retention, LTV and CAC payback, in Excel or Google Sheets.
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How to Build a Startup Financial Model in a Spreadsheet
How to build a startup financial model in a spreadsheet: funding rounds, a hiring plan, a 24-month burn and runway grid, and a cap table, with a worked example.
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