Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.

For many businesses, tracking financial performance is essential, but not every company opts for expensive accounting software to do so. Instead, a significant number rely on Microsoft Excel to ...

Daniel Jassy, CFA, is an Investopedia Academy instructor and the founder of SPYderCRusher Research. He contributes to Excel and Algorithmic Trading. Return on investment (ROI) measures the amount of ...

Have you ever felt overwhelmed staring at a massive Excel spreadsheet, unsure how to extract the exact data you need? Whether you’re managing sales figures, tracking inventory, or analyzing project ...

I discovered artificial intelligence tool GPT Excel in my quest to cut down on all the busywork it takes to create and update spreadsheets. Carly Quellman, aka Carly Que, is a multimedia strategist ...