Excel & Spreadsheet Guides
In-depth guides to master Excel analysis, data conversion, and e-commerce reporting. Step-by-step tutorials with templates, formulas, and best practices.
How to Export Shopify Data to Excel: Complete Automation Guide
Stop manually downloading CSVs from Shopify. Learn how to automate your Shopify data export to Excel with real-time sync, custom formatting, and scheduled delivery.
Build a 13-Week Cash Flow Model for E-commerce in Excel
Cash flow crises kill profitable businesses. Learn how to build a rolling 13-week cash flow forecast in Excel that accounts for payout delays, inventory purchases, and seasonal patterns to avoid running out of money.
Break-Even Analysis for New Products: Know Your Numbers Before You Launch
New product costs $3,000 upfront + $15 per unit. You sell for $50. How many units until you break even? Calculate the exact number in Excel so you know if launch is viable before spending a dime.
Customer LTV & Cohort Analysis in Excel: No Code Required
Stop looking at total revenue. Cohort analysis reveals which customer acquisition months drive the most lifetime value. Learn to build cohort tables and LTV calculations in Excel for smarter marketing spend.
Find and Liquidate Dead Stock: Complete Playbook with Excel Calculator
Dead inventory ties up cash, fills warehouse space, and kills profitability. Learn how to identify slow-movers, calculate true carrying costs, and execute a profitable liquidation strategy.
Fashion Size & Color Performance Matrix in Excel: Stop Dead Inventory
You ordered 100 shirts: 40 Small, 30 Medium, 20 Large, 10 XL. Medium sold out, XL sits forever. Build a size/color matrix in Excel so you buy the right mix every time.
Inventory Turnover & Days of Supply in Excel: Know When to Restock
Your $50K of inventory is sitting for 180 days before selling. That's $50K you can't use for 6 months. Calculate turnover rate and days of supply in Excel to free up cash and prevent stockouts.
Margin Waterfall in Excel: Track Every Dollar from Price to Net Profit
See exactly where your money goes with a visual waterfall chart. Track the journey from list price through COGS, Shopify fees, payment fees, shipping, and discounts to reveal your true net profit.
Pivot Tables for E-commerce: Turn 10,000 Orders into Insights in 60 Seconds
Stop manually grouping orders by SKU, date, or channel. Pivot tables let you slice 10,000 orders by any dimension in seconds - top SKUs, revenue by month, margins by category. Drag, drop, done.
Refunds & Returns Analysis: Stop the Profit Leak in Excel
A 5% refund rate doesn't cost you 5% of revenue - it costs way more. Learn how to calculate true refund cost (product + fees + shipping), identify problem SKUs, and build an Excel dashboard that flags refund issues before they kill profitability.
Calculate Reorder Points & Quantities in Excel: Never Stock Out Again
Stop guessing when to reorder inventory. Learn how to calculate scientifically accurate reorder points and order quantities in Excel using days of supply, lead time, and safety stock formulas.
Reconcile Shopify Payouts in Excel: Complete Guide to Fees, Refunds & Reserves
Stop guessing why your bank deposit doesn't match your sales. This guide shows you exactly how to reconcile Shopify payouts in Excel, accounting for every fee, refund, and reserve down to the penny.
Subscription Churn Analysis in Excel: Calculate MRR, Retention & Cohorts
You gained 50 subscribers and lost 30. Is that good? Calculate monthly churn rate, retention curves, and MRR impact in Excel. Predict which customers will cancel before they do.
Supplier Performance Scorecard in Excel: Track Quality, Delivery & Cost
Supplier A ships fast but 8% defect rate. Supplier B is slow but perfect quality. Which costs you more? Build an Excel scorecard that scores suppliers on 5 metrics so you know who to reorder from.
Export WooCommerce Data to Excel: Orders, Products & Customers
WooCommerce exports are messier than Shopify. Learn how to pull clean orders, products, and customer data into Excel without wrestling with plugins, dealing with encoding issues, or losing custom fields.