Spreadsheet Optimization

The file everyone depends on, rebuilt.

Every business has one spreadsheet that everything depends on and nobody wants to open. We rebuild it so it stops breaking. It is a standalone project; you do not need to change accountants.

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Showing for

Eleven tabs that did not talk to each other.

Every update meant changing the same number in several places and hoping none were missed. We mapped the relationships so one change updates the whole thing.

Before

SALES / RATE / PAYOUT / PAID (UPDATED?? see tab 4)

Rep	Sales	Rate FINAL v3	Payout	Paid
Rep 1	84,200	6.0%	5,052.00	Yes
rep 2	61,750	6.0%	3,705.00	Yes
Rep 3	92,400	7.0%	6,468.00	#REF!
Rep 4	47,300	5.5%	2601.50	No
total	285,650		#REF!

NOTE: dont sort this tab. paste new month into col C then fix totals manually

After

Rep	Sales	Rate	Payout	Paid
Rep 1	84,200	6.0%	5,052.00	Yes
Rep 2	61,750	6.0%	3,705.00	Yes
Rep 3	92,400	7.0%	6,468.00	No
Rep 4	47,300	5.5%	2,601.50	No
Total	285,650		17,826.50

All checks passing. Inputs validated, totals tie to source.

Illustrative example. Labels and figures are not client data.

What we do

Same file, sturdier bones.

Fix and harden the formulas
Validate input so bad data is caught, not carried
Build in error checks that tell you when totals stop agreeing
Document how it works, so it does not live in one head

We have used Google Apps Script to turn a spreadsheet into something that watches itself, sending a notification when a value crosses a threshold somebody needs to know about.

A spreadsheet can be fixed, taught to act on its own, or turned into something ready to present.

Sometimes the answer is a better spreadsheet. Sometimes it has outgrown being one.

We will tell you which it is. If it has become a system pretending to be a file, we will say so and show you what should replace it.

Send us a description of the file.

Tell us what it does and who maintains it. We will tell you which kind of fix it needs.

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