Post by bristi124 on Nov 5, 2024 22:34:13 GMT -6
Small businesses cannot always count on the support of accounting firms, an administrative department or even someone to monitor some important management aspects. Therefore, it is important to know how to use Excel so that spreadsheets become strong allies in business organization.
After all, being a small business off page seo service owner doesn't mean you don't need to think about strategies to organize and map out some sectors of the company. In fact, it's important that you get into the habit of creating spreadsheets and mapping out every detail that might be relevant to management from an early age.
However, anyone who thinks that Excel is just a tool for creating lists and tabs is mistaken. The software — like Google spreadsheets, which are also widely used due to Drive — has a sophisticated formula system that can be very useful and make the company's day-to-day operations easier.
How to use Excel to organize yourself?
Many people even understand that it is an important tool and is very useful for business routines, but how exactly can you use Excel to increase organization?
Some spreadsheet tips you can create are:
Cash flow
Cash flow is nothing more than the movement of financial inflows and outflows of a company. In general, it consists of simple accounts, but they help to have a general view without too many details about the business situation in the period being analyzed.
You can choose whether you want to evaluate by day, week, month or year, and you can create tabs for each time period. The idea is to see the amount of revenue obtained and the expenses incurred.
The final amount will show whether the company is in credit or debit, which will allow you to create analyses and financial plans for the future.
Inventory control
Have you ever thought about receiving orders for a certain product from a customer and, when it comes time to confirm, it is no longer available? This is a lost sales opportunity and, depending on how long it takes to receive a new shipment, this situation can become complicated. Basically, you are handing over consumers to your competitors and that is not good!
By mapping your inventory, you can get an accurate view of what is available, what is about to run out, and even what is not selling. In fact, it is also a good idea to add an expiration date if the product you are selling has an expiration date.
An interesting tip to make the spreadsheet more visual is to add colors to the stock quantity column to indicate when a new order needs to be made. For example:
green: there is still a large amount of products;
yellow: there are few and you need to contact the supplier;
red: there are none left.
Financial and administrative planning
For those who want to use Excel for administration and finance, it is possible to use the spreadsheet to monitor your KPIs and create reports and graphs based on the information presented.
By mapping data, it is easier to make realistic plans for future periods. After all, you can identify the organization's strengths and weaknesses and prepare for the future.
After all, being a small business off page seo service owner doesn't mean you don't need to think about strategies to organize and map out some sectors of the company. In fact, it's important that you get into the habit of creating spreadsheets and mapping out every detail that might be relevant to management from an early age.
However, anyone who thinks that Excel is just a tool for creating lists and tabs is mistaken. The software — like Google spreadsheets, which are also widely used due to Drive — has a sophisticated formula system that can be very useful and make the company's day-to-day operations easier.
How to use Excel to organize yourself?
Many people even understand that it is an important tool and is very useful for business routines, but how exactly can you use Excel to increase organization?
Some spreadsheet tips you can create are:
Cash flow
Cash flow is nothing more than the movement of financial inflows and outflows of a company. In general, it consists of simple accounts, but they help to have a general view without too many details about the business situation in the period being analyzed.
You can choose whether you want to evaluate by day, week, month or year, and you can create tabs for each time period. The idea is to see the amount of revenue obtained and the expenses incurred.
The final amount will show whether the company is in credit or debit, which will allow you to create analyses and financial plans for the future.
Inventory control
Have you ever thought about receiving orders for a certain product from a customer and, when it comes time to confirm, it is no longer available? This is a lost sales opportunity and, depending on how long it takes to receive a new shipment, this situation can become complicated. Basically, you are handing over consumers to your competitors and that is not good!
By mapping your inventory, you can get an accurate view of what is available, what is about to run out, and even what is not selling. In fact, it is also a good idea to add an expiration date if the product you are selling has an expiration date.
An interesting tip to make the spreadsheet more visual is to add colors to the stock quantity column to indicate when a new order needs to be made. For example:
green: there is still a large amount of products;
yellow: there are few and you need to contact the supplier;
red: there are none left.
Financial and administrative planning
For those who want to use Excel for administration and finance, it is possible to use the spreadsheet to monitor your KPIs and create reports and graphs based on the information presented.
By mapping data, it is easier to make realistic plans for future periods. After all, you can identify the organization's strengths and weaknesses and prepare for the future.
and now i relised i fucked up on one of the layouts and made the text entry for the quickreply invisible