Finance

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, […]

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

Home Gross Margin Breakdown by Month and Job Type Most HVAC owners know their overall margin, but the real leverage comes from breaking it down by job type and individual cost buckets (materials, labor, subs, permits, truck, warranty). In this tutorial, you’ll turn a raw dataset into a simple dashboard with a monthly margin trend

Home Owner Cash Flow After Debt Service for HVAC Companies (Month-by-Month in Excel) Learn how to turn raw cash-in and cash-out transactions into a clear month-by-month view of your HVAC business. In this lesson, you’ll see how to organize key line items, roll them up into OPEX, COGS, gross profit, EBITDA, debt service, and then

Home How to Track EBITDA Margin in Excel (Monthly + By Service Line) Learn how to track EBITDA margin so you can spot profitability drift before it becomes a bigger problem. In this lesson, you’ll build a simple monthly view, visualize trends with a chart, and compare margins across service lines to see what parts

Home How to Analyze Lifetime Value to CAC by Month and Marketing Channel in Excel Learn how to measure whether your marketing is actually profitable by comparing customer lifetime value (LTV) to customer acquisition cost (CAC). In this lesson, you’ll break results down by month and by marketing channel so you can see what’s working,

Home Customer Acquisition Cost (CAC) in Excel: Track It by Month and Marketing Channel Learn how to evaluate whether your growth is actually scalable by tracking Customer Acquisition Cost (CAC) over time. In this lesson, you’ll build a clear month-by-month view of CAC, then break it down by marketing channel so you can spot what’s

Home How to Calculate Break-Even Revenue by Month (and See Which Months Beat It) Learn why more sales doesn’t always mean more profit. In this lesson, you’ll build a monthly view of revenue and costs, see your break-even point, and create simple visuals that instantly show which months are performing above or below break-even, plus

Home Accounts Receivable Days and Aging Buckets in Excel Learn how to measure how long customers take to pay and spot cash flow risk before it becomes a problem. In this lesson, you’ll build a month-by-month view of collection speed, then group invoices into aging buckets so you can see where your receivables are concentrated

Home How to Track Net Operating Cash Flow Month by Month in Excel Learn how to clearly track your cash inflows, cash outflows, and net operating cash flow month by month using Excel. In this lesson, you’ll see how to spot cash shortages early, understand why a business can look profitable but still struggle with