“Generally speaking, from month to month, we are on track. We run a tight ship. Our budget varies depending on how monthly sales are doing.
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“A typical Excel session for recording our month-to-month spending is short and sweet. I enter in a few data points and Excel calculates everything for me. I’m not spending a ton of my day on it and that’s what makes it so valuable for me. It frees up time to do other things.
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Both Marshall and Megan live in Excel as they use the software to record all financial matters, use macros to automate data entry, populate worksheets as well using Sunburst and Treemap charts to see budgets spanning months at a time.
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To read more about Marshall and Megan’s adventures with Excel or to find out more about the luxury soap making business, visit the Office blog here.
