How to Find Slow-Moving Inventory in Excel Before Reordering
You have 240 units of a product in stock. Last month, you sold eight. The supplier has offered a discount on another 100. Before accepting, check how long the stock you already…
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Your Store Shows $20,000 in Sales. Why Did $18,400 Hit the Bank?
Your store had a $20,000 week. The bank received $18,400. Before treating the $1,600 difference as missing money, check what each number measures. Sales, customer payments and bank deposits describe different stages…
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How to Track Overdue Invoices in Excel After Partial Payments
Your spreadsheet says a customer owes $50,000. The customer says they already paid $30,000. Both statements can come from real records. Only one tells you what to chase today. To track overdue…
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Here’s the Monthly Spreadsheet Job I Built Jolene.pro For
A monthly invoice report needs more than an overdue total. Here’s how Jolene.pro connects a useful question to source rows and a saved recurring analysis.
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Both Sheets Say Revenue. They Mean Different Things.
One report counts invoices. Another counts payments. Matching column headings do not make the totals comparable.
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Gemini Skills Are Coming to Workspace. Your Monthly Report Still Needs a Check
Gemini Skills can preserve a monthly reporting prompt. They cannot guarantee that next month’s workbook still means the same thing.
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Budget vs Actual: Under Budget. Still Not Good News.
Your team budgeted $100,000 for the month. The report shows $80,000 in expenses. That’s $20,000 under budget, and the spreadsheet has helpfully turned it green. Before anyone calls it a saving, check…