Excel tutorials and templates for business analytics, KPI modeling, and executive reporting. Covers industry-specific insights, finance KPIs, and operations reporting. Each post includes a step-by-step Excel walkthrough.
Home Net Customer Retention Rate: Track Customer Growth Learn how to measure Net Customer Retention Rate (NRR) in Excel so you can see whether existing customers are spending more, staying flat, or gradually declining over time. In this lesson, you’ll learn how to organize customer revenue data, evaluate retention trends month by month, and build […]
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Home How to Measure Average Customer Lifespan in Excel for Better Retention Insights Learn how to measure average customer lifespan in Excel by organizing customer activity over time, identifying churn patterns, and grouping customers into lifespan ranges. In this lesson, you’ll see how to turn raw service data into a clear visual that shows how
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Home How to Calculate Annual Revenue per Active Customer in Excel Learn how to measure annual revenue per active customer in Excel so you can see whether growth is coming from adding more customers or generating more value from the ones you already have. In this lesson, you’ll learn how to organize the data, compare
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Home How to Analyze Customer Lifetime Value for Smarter Retention Decisions Learn how to evaluate Customer Lifetime Value (LTV) in Excel so you can identify which customer groups generate the most long-term value. In this lesson, you’ll see how to compare customer segments, uncover stronger acquisition sources, and focus your retention efforts on the customers
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Home How to Track Workers’ Compensation Cost % of Payroll in Excel Learn how to analyze workers’ compensation cost as a percentage of payroll month by month in Excel. In this lesson, you’ll see how to compare labor costs against payroll, spot high-risk periods, and build a clear visual that helps you monitor safety-related financial
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Home How to Track TRIR in Excel and Spot Safety Risks Over Time Learn how to measure Total Recordable Incident Rate (TRIR) in Excel so you can monitor workplace safety more effectively. In this lesson, you’ll see how to organize incident and hours-worked data, evaluate safety performance over time, and build a clear chart that
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Home How to Find Your Top Performers Using a Productivity Score in Excel Learn how to identify which employees contribute the most to overall productivity using a weighted performance model. In this lesson, you’ll see how to rank technicians based on revenue, gross profit, and jobs completed, then measure how much your top performers contribute
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Home Absenteeism Rate: Track Employee Attendance and Reduce Downtime Learn how to monitor Absenteeism Rate % month by month in Excel so you can spot attendance issues before they disrupt operations. In this lesson, you’ll see how to organize employee attendance data, compare absenteeism across job groups, and build a visual report that helps you
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Home Track Cost per Hire for Better Hiring Decisions Learn how to analyze your cost per hire month by month in Excel so you can see what your company is really spending to bring in new employees. In this lesson, you’ll learn how to organize recruiting data, compare hiring costs over time, and build a
Home How to Track Time to Fill in Excel and Spot Hiring Bottlenecks Faster Learn how to measure Time to Fill (Days) in Excel so you can see how efficiently your hiring process is working month by month. In this lesson, you’ll learn how to organize recruiting data, compare hiring volume against hiring speed, and
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