From Spreadsheets to Sales : Create a Working CRM Inside Excel

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

How to create an automated Budget in Excel

We show you how to create a budget or personal finance dashboard in Excel to keep your expenses in sync with reality. Useful ...
Investopedia

Calculate Cost of Equity with Excel Using CAPM

Claire Boyte-White is the lead writer for NapkinFinance.com, co-author of I Am Net Worthy, and an Investopedia contributor. Claire's expertise lies in corporate finance & accounting, mutual funds, ...
Investopedia

Understanding File-and-Use Rating Laws in Insurance

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Yarilet Perez is an experienced multimedia journalist and fact-checker with a Master of ...
Computerworld

How to collaborate in Google Drive (and Docs, Sheets, and Slides)

You may think of Google Drive mostly as a cloud storage service, but it’s also the foundation for the company’s online productivity apps including Google Docs, Google Sheets, and Google Slides, where ...
NerdWallet

What Is a Trust? Definition, Account Types and Benefits

A well-designed trust can help save time, paperwork and other headaches when settling an estate. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...