EXCEL &
BUSINESS
TOOLS.

Advanced spreadsheets, calculators, reporting models and automated workbooks built around real operational requirements.

  • EXCEL
  • FORMULAS
  • DATA
  • AUTOMATION
  • REPORTING
Start a project Try the workbook

04 / LIVE DEMO — PRICING WORKBOOK

CHANGE A MARGIN OR STOCK LEVEL · WATCH IT RECALCULATE

A demonstration with fictional sample data. Products, costs and stock levels are invented; the CSV export is generated in your browser.

THE CASE FOR IT

MAKE THE TOOLS YOU ALREADY USE WORK HARDER.

Sometimes the right solution isn't a new platform. It's making the tools your business already understands dramatically better.

WHAT IT COVERS

06 AREAS

  1. 01

    PRICING & QUOTING CALCULATORS

    Costs, margins, discounts and delivery in one place, so a quote takes minutes and comes out the same whoever prepares it.

  2. 02

    REPORTING MODELS

    Monthly and weekly reports that assemble themselves from the raw data instead of being rebuilt by hand each time.

  3. 03

    AUTOMATED WORKBOOKS

    Power Query, macros and Office Scripts that take the repetitive steps out of routine work.

  4. 04

    DATA CLEANING & IMPORTS

    CSV exports from other systems tidied, matched and reshaped into something you can actually work with.

  5. 05

    DASHBOARDS

    The handful of figures that matter, on one sheet, updating as the underlying data changes.

  6. 06

    VALIDATION & PROTECTION

    Input rules, locked formulas and a clear structure, so a workbook survives being used by the whole team.

HONEST ADVICE

WHEN A SPREADSHEET IS THE RIGHT ANSWER.

Spreadsheets get a bad name because so many of them are fragile: hard-coded numbers, formulas nobody dares touch, and a single person who understands how it all fits together.

Built properly, they're fast, flexible and already familiar to everybody in the business. I'll tell you straight when a workbook is the right tool, and when the job has outgrown it.

A GOOD FIT

  • Calculators, pricing and quoting tools
  • Reporting on data exported from other systems
  • Models a small team edits and owns

TIME TO MOVE ON

  • Several people editing the same records at once
  • Data that needs permissions, history or an audit trail
  • Workbooks that take minutes to open. That's a database job or a custom system.
APPROACH

HOW I'D APPROACH IT.

  1. 01

    See it in use

    I watch how the current workbook or process is really used, including the manual steps nobody thinks to mention.

  2. 02

    Separate the parts

    Inputs, calculations and outputs on their own sheets, so each can change without breaking the others.

  3. 03

    Automate the repetition

    Imports, clean-up and report generation handled by the workbook, not by somebody on a Monday morning.

  4. 04

    Make it maintainable

    Named ranges, clear notes and protected formulas, so the workbook doesn't depend on one person.

QUESTIONS

PLAIN ANSWERS.

Is a spreadsheet ever the right answer?

Sometimes. Built properly, a workbook is fast and familiar. I say plainly when it is the right tool and when the job has outgrown it.

What is worth automating?

Anything done the same way more than a few times a week: entering data, sending updates, chasing approvals and building reports.

Do you automate everything?

No. The stable, repeatable parts come first, so the gain is quick and safe. The rest goes to a person.

HAVE A PROBLEM WORTH SOLVING?

Send me the spreadsheet everybody complains about. I'll tell you what it would take to make it genuinely good.

Start a project