Executive KPI Library

Home How to Use the NPER Function in Excel The NPER function helps you calculate how long it will take to pay off a loan based on the interest rate, payment amount, and loan value. In this lesson, you’ll learn how NPER works and see how it’s applied to HVAC financing scenarios, allowing you to […]

Home How to Use the RATE Function in Excel The RATE function allows you to calculate the interest rate of a loan based on known inputs like payment amount, loan term, and total loan value. In this lesson, you’ll learn how the function works and see how it’s used to evaluate financing options for HVAC

Home How to Use the PV Function in Excel (Present Value) The PV (Present Value) function helps you determine how much something is worth today based on future payments. In this lesson, you’ll learn how the PV function works and see how it’s used to calculate the maximum system price a customer can afford based

Home How to Use the PMT Function in Excel The PMT function is a powerful financial tool in Excel used to calculate loan payments. It helps you determine how much a customer will pay per period based on interest rate, loan term, and loan amount. In this lesson, you’ll learn how the PMT function works

Home How to Use the NETWORKDAYS Function in Excel The NETWORKDAYS function helps you calculate the number of working days between two dates, automatically excluding weekends. In this lesson, you’ll learn how it works and see how it’s used to measure job completion time for HVAC installs and repairs, including how to account for holidays

Home How to Use the EOMONTH Function in Excel The EOMONTH function helps you find the last day of any month based on a given date, making it essential for financial reporting and time-based analysis. In this lesson, you’ll learn how the function works and how it’s used to create a billing cycle column, group

Home How to Use the DAYS Function in Excel The DAYS function in Excel calculates the number of days between two dates, making it essential for tracking timelines and operational performance. In this lesson, you’ll learn how to use the DAYS function to measure time between service and invoicing, identify delays, and create simple flags

Home How to Use the MONTH and YEAR Functions in Excel The MONTH and YEAR functions allow you to extract time-based insights from your data. In this lesson, you’ll learn how to pull the month and year from dates and apply them to analyze service call trends, seasonal demand, and revenue by year. You’ll also

Home How to Use the TODAY Function in Excel The TODAY function returns the current date in Excel and automatically updates each day the file is opened. In this lesson, you’ll learn how to use it to calculate days since last service, estimate equipment age, flag systems that need maintenance, and check whether a unit

Home How to Use the CONCAT Function in Excel The CONCAT function allows you to combine multiple pieces of text into a single value in Excel. It’s commonly used to create full names, addresses, labels, and formatted identifiers. In this lesson, you’ll see how CONCAT is applied to build customer names, addresses, and technician labels