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Excel Consulting for Sales & Business Development 

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Microsoft's Excel is a convenient choice for sales professionals when they need to handle data or manage lead lists. It is also commonly used for generating quotations, sharing pricing calculators and tracking sales volumes.

How can sales teams benefit from using services

of Excel Expert or VBA macro Programmer?

Salespeople don't like to handle spreadsheets that require unnecessary manual work. We know that really well and focus on solutions that bring value.

We will create or improve your sales spreadsheets so you can easily export data and focus on decision making. Let us know what metrics and KPIs matter to your teams and we will illustrate them. Errors are not an option as we prevent them with smart lists and input containing.

Refreshing dashboards and generating reports can also be automated requiring you to just click on a button to get it.

Our spreadsheet specialists make the sales process easier and less time consuming by:

  • Providing you with smart pricing systems in Excel

  • Letting you generate customised client presentations with Excel, PowerPoint & PDF integrations

  • Allowing you to generate invoices and quotations with just a few clicks using VBA macros

  • Converting your sales data to reports automatically with intelligent templates

  • Aiding expense and mileage reporting with easy-to-use trackers

  • Improving your collaboration with product and marketing thanks to integrated workbook systems

  • Simplifying creation and maintenance of budgets & revenue projections

  • Reorganising your product databases to make them easy to use

What our spreadsheet programmers can create for you?

We create all the useful tools and files you can imagine. Our focus is on ease of use, error prevention and visual clarity.

  • Excel templates
    Templates keep it neat. Many businesses use them intuitively, using the previous month's report or recently used files to create another instance. We help you advance with thoughtful, automated and documented templates so you can save time and scale up your repeatable work.
  • Spreadsheet models & optimisation
    Rendering, simulating and investigating scenarios is crucial in business. We enable that with bespoke models that deploy statistics, econometrics, microeconomics and business insights. We delivered a wealth of Excel models for teams in various industries. Most common modelling challenges regard budgeting & forecasting systems for finance. Also, banks, investment firms, consultancies & logistics businesses use models heavily to valuate their investments models (property, stock, derivatives) and optimise resources.
  • Reporting with Excel & VBA
    Most businesses base their decisions on reports yet the methodology of their generation is often outdated. Let's develop & automate your reporting. We will find the optimal scope, design, create and implement reporting packages. In turn, your managers, clients & other stakeholders will be able to leverage meaningful insights to make accurate and timely decisions. We can help you with financial reporting, spending, business insights, KPI tracking and more. You may monitor sales or recruitment performance metrics, cost & spending or manage workloads and time tracking data. All of that inside bespoke spreadsheets or Power BI. You can enjoy repetitive reporting processes being automated with Visual Basic (including production, export and sending by email). You can create structured reports with a few button clicks.
  • Dashboards & visualisation
    We design and create clear graphical representations of your most complex business scenarios with Excel, Power BI, Google Data Studio & PowerPoint. Together with you, our Excel Specialists will choose the most meaningful graphs and charts so you can have all the data insights at your fingertips. You will quickly spot actionable areas and draw accurate conclusions or test different scenarios.
  • Tracker Spreadsheets
    Excel is a popular tool for capturing data and information. If you are tracking your projects, and performance, it’s crucial to ensure data quality and comparison potential early on to not waste time later. We develop bullet-proof trackers and advise on data structuring and processing.
  • Excel Generators with VBA
    Spreadsheets are useful to create custom documents and presentations, especially when containing insights. Invoices, consulting presentations and investment summaries can all be produced at scale with a macro-driven Excel template. Just choose the data source, and parameters and click a button to generate 1, 2 or 200 reports in seconds.
  • Calculators in Workbooks
    Excel is often used as a multifunctional calculator. Sales agents can quickly produce complex quotes using it. Finance, investment and insurance professionals can deploy it to calculate returns, premiums or payback periods to just name a few use cases.
  • Excel-based databases
    Spreadsheets still beat many custom databases used in logistics, e-commerce or by sales and marketing executives. Having all your products or stock components you can easily update and modify them. We can help you customise files to integrate databases with accounting, finance or invoicing systems.
  • Spreadsheet file systems
    A cascade of files can be hard to manage, especially if the links between them are not controlled. We can simplify and repair them without sacrificing any useful functionalities.

or send us an e-mail:


Check invoice, receipt & quote generators

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