Building a simple Customer Relationship Management (CRM) system in Excel is a cost-effective way for small businesses and freelancers to track leads, customers, and interactions without investing in specialized software. This guide will walk you through planning, setting up, and optimizing your very own Excel-based CRM in just a few steps. Table of Contents Introduction […]
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“Wait a minute… why are there two identical names on this list?” If you’ve ever found yourself double-checking rows in Excel and thinking, “Didn’t I already see this somewhere?”, you’re not alone. Duplicates have a sneaky way of slipping into spreadsheets. If you’re working with lots of data, spotting them manually can feel like finding
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📚 Table of Contents Understanding how loan interest works is essential whether you’re taking out a personal loan, auto loan, mortgage, or business loan. Knowing how to calculate interest helps you compare offers, plan your budget, and avoid surprises. In this post, we’ll break down how loan interest is calculated, the formulas you need, and
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Core Inventory Management Techniques ✅ Mastering the Essentials: Proven Inventory Management Techniques In my experience, businesses that get the basics right are often the ones that scale smoothly. Core inventory techniques like First-In, First-Out (FIFO) and Last-In, First-Out (LIFO) aren’t just academic—they directly impact shelf life, cost of goods sold, and tax implications. FIFO, for
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ABC Analysis: Definition and Core Concepts If you’ve ever felt like certain inventory items (or even clients or tasks) seem to drive most of the results, you’re not wrong—and ABC Analysis puts structure behind that feeling. It’s a simple yet powerful way to categorize your items based on how much they matter to your bottom
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Types and Applications of Google Sheets Templates Business and Financial Templates If you’re anything like me, you’ve probably spent way too long building spreadsheets from scratch—only to realize halfway through that Google Sheets already had a template for that. Whether you’re running a side hustle, managing a growing business, or just want to track your
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