How to Create a Sales Tracker Spreadsheet in Google Sheets
Build a sales tracker in Google Sheets without a CRM: a deal log, weighted-forecast and win-rate formulas, a live dashboard, and flags for stale deals.
Build a sales tracker in Google Sheets without a CRM: a deal log, weighted-forecast and win-rate formulas, a live dashboard, and flags for stale deals.
Use VLOOKUP effectively in Excel β the four arguments, why you always end with FALSE, locking the table, cross-sheet lookups, IFERROR, and when to switch to XLOOKUP.
Build a task tracker in Excel that runs your week β the right columns, dropdowns, priority and overdue coloring, progress bars, checkboxes, filtering, and a pivot summary.
Excel’s key financial functions explained β PV, FV, PMT, NPV, IRR, RATE, IPMT β plus the sign convention and rate-period rules that break most first formulas.
The Excel mouse habits quietly costing you time β and the single keystroke that kills each. Stop scrolling, dragging, copy-pasting, and ribbon-hunting.
Excel data validation that keeps entries clean β dropdown lists, number and date rules, input messages, custom-formula checks, dependent dropdowns, and Circle Invalid Data.
Build a reusable invoice in Google Sheets β start from a template, add dropdowns and auto-filling dates, copy one per client, and send a clean PDF or a live link.
Build Excel charts that earn their place in a report β match the chart to your message, strip the clutter, use combo charts and sparklines, and wire visuals to live data.
Use conditional formatting in Google Sheets to make reports scannable: single-color thresholds, color-scale heat maps, and custom-formula whole-row rules.
Level up your Excel macros β store them in the Personal Macro Workbook, write reusable routines, chain them into one-click workflows, and hand data shaping to Power Query.
The Google Sheets QUERY function, clause by clause β SELECT, WHERE, GROUP BY, ORDER BY and LIMIT β to filter, summarize, and rank a dataset in one live formula.
ARRAYFORMULA runs one formula down a whole column: stretch IF and VLOOKUP across rows, auto-number, and skip it when FILTER or QUERY already spills.