Sales Forecast Spreadsheet
Bonus Tip: Stick with Conventions I mentioned before that the buttons on the hard-to-use spreadsheet were square. If you look at just about any website using a button the ratio of width to height falls roughly in the range 2:1 to about 5:1. Sizes too far outside this range look a bit strange and are not as readily identifiable as buttons. Hyperlinks that you create in Excel can be formatted any colour you like but unless there is a good reason stick with the well-known blue and underlined as in ExcelProductivityTips. The spreadsheet templates that used to ship with Excel were formatted with light yellow for areas of data entry and light green for results. Some people still use this convention.
Spreadsheets can be your most effective and powerful tool in your business arsenal if you take advantage of the multitude of options and features available. Learning how to appropriately use these features will not only make your presentation stronger but also provide you with a simple means of sorting and organizing data. The data is important but will mean nothing if it isn t presented in a palatable form. Spreadsheets are the king of project management support tools because they are the most convenient tool to use and the most frequently used tool.
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When confronted with a mountain of data that you need to sift through and organize nothing can make your job faster and easier to understand than an effective spreadsheet. When it comes time to share this information with others you will be able to quickly and succinctly offer your findings for their consideration in an easy-on-the-eyes-and-brain form. Without having to completely learn Excel you can create an idyllic spreadsheet template that you can use over and over again to present new information just by changing the data in your cells. With so many options available in spreadsheet programs like Excel you need to consider which ones will work best for your project.
It is easier to change things at this stage than when the spreadsheet is well underway. 3/ Provide Adequate Help There are lots of ways to provide help. It could be a heading or title that describes what the spreadsheet is or does a comment in a cell information that is associated with data validation information in a text box a separate worksheet or even separate documentation. The amount of help provided will be determined by how intuitive to use the spreadsheet is and also by the answer to that first question Who is going to use the spreadsheet? 4/ Separate Data Entry from Results Areas of the spreadsheet for data entry should be kept separate from the areas that provide results of calculations.