Topic: Excel

Found 19 entries.

• Pricing Tour: Find the Quiet Discount That’s Eating Your Margin

  Discounts are invisible leaks in your revenue bucket. We build a Pricing Waterfall to expose how 'standard' exceptions are destroying your bottom line.

• The Forecast That Smiled While the Business Bled: A Case of One 'Big Customer'

  Why a smooth revenue curve is often a mask for dangerous customer concentration, and how to use scenario bands to see the cliff edge.

• The Smooth Trend Line That Lied: Why “Up and to the Right” Is a Trap

  A smooth curve looks professional, but it hides the volatility that kills businesses. We expose why you must remove the smoothing to see the jagged truth.

• The Two-Line Forecast: Base Trend + Reality Adjustment (That’s It)

  Complex models die young. We replace the 20-tab monster spreadsheet with a simple two-line system that you can actually update in five minutes.

• “More Leads” Is Not Growth: The Myth of Counting Without Converting

  Why counting 'Total Leads' is a vanity metric that hides waste, and how to build a simple funnel table that reveals where revenue actually comes from.

• Your Sales Target Is Not a Forecast: It’s a Wish With a Deadline

  We confuse what we want to happen with what the data says will happen. Learn to separate the 'Plan' from the 'Projection' to avoid a cash flow crash.

• Forecasting Without Crystal Balls: Your Mood Is Not a Metric

  We treat forecasting like a creative writing exercise. But the best predictor of the future is the recent past. We show how to use the 'LTM Run Rate' to anchor your plans.

• The Shape of the Curve: Spot Seasonality Before It Spots You

  Every business has a heartbeat. We show how to overlay your yearly data to spot the predictable dips and surges that look like crises but are actually rhythm.

• ISO 8601 or It Did Not Happen

  Why '03/04/2026' is a legal liability, and why we must standardize on YYYY-MM-DD to protect the integrity of our data.

• AI Forecast Tools Promise Magic, Then Ask for Clean Data We Don’t Have

  The demo looks shiny, but the reality is messy. Why 'Black Box' AI tools fail for SMBs, and why a transparent Excel model is safer, cheaper, and more honest.

• “Best Case” Is Not a Plan: Why Our Forecast Must Have a Floor

  Optimism is for the vision statement. Pessimism is for the bank account. We build a 'Floor Scenario' to protect payroll when the sales curve wobbles.

• The Pricing Meeting That Went Sideways: A Case of Mixing Costs From Three Years

  Why your profit margin is a hallucination if your cost inputs are hard-coded from 2022. We rebuild unit economics with time-stamps and sensitivity tables.

• The Ledger Is Deaf: How to Use Pivot Tables to Hear the Customer Story

  A flat list of transactions is just noise. We use Pivot Tables not to sum totals, but to reveal the rhythm, loyalty, and drift of your customers.

• Make Excel Do the Boring Middle: A Before/After Template

  Stop spending four hours every Friday formatting reports. Separate your raw data from your presentation. Make the machine do the heavy lifting.

• The Month-End Panic: A Case of “Different Versions of the Truth”

  Three files, five totals, and one stressed owner. We diagnose the 'Version Control' chaos that plagues Excel-based businesses and build a single source of truth.

• Refunds, Returns, Write-Offs: Build a “Reality Ledger” in Excel

  Gross Revenue is vanity. We show how to pull refunds and write-offs out of the shadows and build a reconciled table that shows your Net Reality.

• Three-Way Reality Check: How Sofia Verifies a Conclusion Before Believing It

  The fastest way to lose money is to fall in love with the first chart you see. We use the 'Triangulation Protocol' to verify data by Time, Segment, and Cohort.

• Come, Look at This Cell: Turn a Messy CSV Into a Clean Weekly Sales Pulse

  Manual reporting is not just boring; it is dangerous. We tour the cells of a messy export to build a 'Set and Forget' cleaning machine in Excel.

• The Average Is a Polite Fiction: Why We Must Tour the Tails

  Why your 'Average Deal Size' metric is masking a cash flow crisis, and how to use histograms to find the truth hiding in the extremes.