Below you'll find a list of all posts that have been tagged as “Excel”
Problem Most SMEs do not have structured information with relevant Key Performance Indicators (KPIs) and dashboards to their tactical and strategic decision making process. For example, in a particular company, there were no up to date specific data to allow its salespeople performance improvement, since it was not only the sales results that were important to measure. Thus, there was …
Problem A small commercial company has difficulty knowing its gross margin on each route made by its salespeople. In fact, there were routes with unknown profitability, which could be generating losses to the company, as the objective is to achieve an increased profitability per route. In addition, the company intends to create an incentive scheme for sellers, but does not …
Problem A trading company regularly imports Far Eastern products. When orders arrive, the company has to calculate the actual cost of the products, including packaging and labels. In order to do the calculation of the unit cost it is necessary to make the foreign currency exchange, to consider the expenses of the transport, the bank expenses, the expenses with freight …
Problem A training company has the arduous task of making numerous contracts with trainers and trainees every month, but they don’t use the mail merge feature of MS Word. At the peak of a training project, this activity involves the use of a full-time administrative employee! Solution In fact, the process can be automated. All the data of the trainees …
Problem A commercial company imports raw material from suppliers based in diverse geographies. Manufacturers use measures of area and length outside the metric system, such as feet, square feet, yards, and square yards. In order for the company to know exactly the quantity (in area or linear length) of the raw material it needs for an order, it was necessary …
Problem A small commercial company that sells to more than 300 customer stores throughout the country had difficulty managing customers, namely having access to sales history and knowing which customers should be visited at the time, what business conditions were possible to offer and what results they were getting. This lack of information generated many visits to unnecessary customers and …
Problem A small building materials company prepares the accounting process internally and every month compares the statements from the accounting with the bank statements to confirm and validate all movements, which is called the bank reconciliation process. This process takes about a day a month and is susceptible to errors due to the need to check hundreds of movements. Solution …
Problem A small transport company needs to bill customers every month for the many hundreds of shipments that have been made. Although there is a computer program, it does not make the necessary calculations and only lists the shipments. The process is manual and involves making calculations of pickup places, destinations, type of service, weights, volumes, among others, which took …
