Excel KPI tutorials and reporting templates for HVAC companies. This category includes finance, operations, marketing, and service performance analytics, with step-by-step Excel walkthroughs for revenue, margins, labor efficiency, collections, dispatch performance, and monthly reporting.
Home How to Analyze Revenue Mix by System Type and Month in Excel Learn how to break down your revenue mix to see what your sales team is selling and what your technicians are installing. In this lesson, you’ll analyze revenue by system type, compare month-by-month performance, and use visual tools to quickly spot trends, […]
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Home How to Track Inventory Turnover by Month in Excel Learn how to measure whether your inventory is turning into completed jobs or sitting on the shelf tying up cash. In this lesson, you’ll build a month-by-month view of inventory activity, visualize turnover trends, compare purchases vs. usage, and apply simple formatting to spot patterns
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Home Average Maintenance Member Tenure: How to Measure Customer Retention in Excel Learn how to measure how long maintenance members actually stay over time using Excel. In this lesson, you’ll see how to track member longevity month by month, compare growth against retention, and build a chart that gives a clearer picture of program health.
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Home How to Use PivotTables in Excel PivotTables help you quickly summarize large datasets into useful business insights without writing complex formulas. In this lesson, you’ll learn how to use PivotTables to analyze HVAC service data by technician, job type, city, and date, while also exploring interactive tools like Slicers and Timelines to filter the
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Home How to Use Data Validation in Excel Data Validation in Excel helps you control how data is entered, ensuring accuracy and consistency across your datasets. In this lesson, you’ll learn how to create drop-down lists, restrict inputs to specific ranges (like ratings or hours), and prevent errors that can distort your analysis. You’ll also
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Home How to Use Conditional Formatting in Excel Conditional Formatting in Excel helps you turn raw data into visual signals that are easier to interpret. It can highlight trends, risks, delays, and performance issues by automatically applying colors, icons, or rules based on the values in your data. In this lesson, you’ll see how it’s
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Home How to Use Named Ranges in Excel Named Ranges let you replace unclear cell references with meaningful names like sales tax, commission rate, or average ticket. This makes your Excel models easier to read, audit, and maintain. In this lesson, you’ll learn how Named Ranges work and see how they’re applied to assumptions and
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Home How to Use Excel Tables Excel Tables turn raw data into a structured, dynamic dataset that is easier to analyze, summarize, and manage. In this lesson, you’ll learn how to convert a dataset into a table, use table-based formulas with clear column names, create calculated columns and total rows, and see how tables automatically
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Home How to Use Absolute and Relative References in Excel Absolute and relative references control how formulas behave when you copy them across rows and columns in Excel. In this lesson, you’ll learn the difference between formulas that update automatically and formulas that need certain cells locked in place. The video walks through practical examples
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Home How to Use the FV Function in Excel The FV function in Excel calculates the future value of a series of savings or investments based on a rate of return, a time period, and recurring contributions. In this lesson, you’ll learn how the FV function works and see how it can help HVAC companies
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