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

We work with a lot of numbers in our role as advisors. Part of the challenge is to make numbers meaningful to our clients without having to re-invent the wheel at every review. Here are a few features ...

Windows may get all the attention, but when you want to get real work done, you turn to the applications that run on it. And if you use spreadsheets, that generally means Excel. Excel is, of course, ...