Excel & Spreadsheets
Get more out of your spreadsheets — and know when it's time to level up.
How to Migrate From Excel to a Database
A practical guide to moving your business data out of Excel. When to migrate, what to move first, and how to avoid losing anything.
Excel Job Costing Templates: Why They Stop Working
Excel job costing works at 10 jobs a month. At 50+ it falls apart. Here's where templates break and what trades businesses do next.
Excel vs Access: When to Switch to a Database
Access fixes some of Excel's biggest problems — but creates new ones. Here's when Access makes sense, and when to skip it entirely.
Excel Macros: A Maintenance Nightmare
VBA macros that nobody understands, one person holds the keys, and security risks pile up. Here's why Excel macros become liabilities.
Essential Excel Formulas Every Business Owner Needs
VLOOKUP, INDEX/MATCH, SUMIFS, and pivot tables explained in plain English. A practical guide to the formulas that actually matter for business.
Excel for Project Tracking: Where It Falls Short
Gantt charts, status updates, and resource planning in Excel seem fine at first. Here's where spreadsheet project tracking breaks down.
Using Excel as a CRM? Here's What You're Missing
Tracking customers in Excel means no follow-up reminders, no pipeline visibility, and no activity history. Here's what that actually costs you.
Data Entry Errors in Excel Are Costing You Money
Fat-finger mistakes in Excel cause invoicing errors, wrong quotes, and bad reports. Here's how to reduce them and when to move on.
Excel for Staff Scheduling: Why It Stops Working
Staff rostering in Excel works until it doesn't. Shift swaps, availability, award compliance, and overtime all break at scale. Here's where and why.
Excel Workflow Automation: Where It Hits the Wall
Status columns and conditional formatting aren't workflow automation. Here's where Excel falls apart as a workflow tool and what real automation looks like.
Power Query in Excel: A Business Owner's Guide
Power Query is Excel's most underused feature. Pull data from multiple sources, clean it automatically, and build reports that refresh in one click.
How to Automate Quoting in Excel
Step-by-step guide to building an automated quoting spreadsheet in Excel using VLOOKUP, data validation, and named ranges — plus when to move beyond it.
5 Signs You've Outgrown Excel
Recognise when spreadsheets are holding your business back. Five real-world signs it's time to move beyond Excel — and what to do about each one.
Excel vs Custom Software for Quoting
An honest comparison of Excel and custom quoting software. When spreadsheets are enough, when they're not, and how to decide for your business.
Stop Emailing Spreadsheets Around
Version control chaos from emailed spreadsheets costs businesses real money. Practical solutions for sharing business data without the mess.
Excel Reporting Dashboards: There's a Better Way
Tired of rebuilding Excel reports every month? Here's why manual dashboards break and how to get reporting that actually works.
Excel for Accounting & Bookkeeping: When to Move
Excel can handle basic bookkeeping, but BAS prep, reconciliation, and audit trails get painful fast. Here's when to switch and what to switch to.
Shared Excel Files Are Breaking Your Business
OneDrive conflicts, overwritten data, and version chaos. Why shared Excel workbooks cause more problems than they solve.
Excel Purchase Order Tracking: Limits & Fixes
Tracking purchase orders in Excel works until you're matching invoices across dozens of suppliers. Here's where PO spreadsheets break down and what to do.
Excel Inventory Tracking: Where It Falls Apart
Excel works for simple inventory tracking — until it doesn't. Learn where spreadsheet-based stock management breaks down and what to do next.
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