How To Use Excel 2013 For Planning

How To Use Excel 2013 For Planning

Technology | Posted by - October 19, 2013 at 6:30 am

Excel 2013 allows businesses to make the most of their data, both in terms of drawing insight from the information and presenting it in a format which can be easily understood. The programme enables business users to make all manner of calculations, and track almost any kind of information. Excel 2013 allows users to add up data, sort and filter it, and then build charts and graphs which give the information visual meaning.

One option for business users conducting budget planning is to utilise Excel 2013 templates, which offer ready-made way of displaying information. These can save a significant amount of time when it comes to business planning and budgeting - the spreadsheet does practically all the work. All the user has to do is select the appropriate template and then input their data.

Excel 2013 users can take advantage of a variety of different templates, which can be accessed through Microsoft Office and downloaded quickly and easily online. These include the following:

Balance Sheet

The Balance Sheet template enables companies to track assets and liabilities, while calculating several ratios based upon them. Companies can use the spreadsheet to identify their working capital, and make business decisions based upon this important information.

Assignment Schedule

Business managers can use the Assignment Schedule template to track projects, and ensure they keep up to date with each and every ongoing task. The template features assignment details such as start date and due date, as well as a progress column. It is organised by project, and can be sub-divided to show who has responsibility for each individual element.


The Flowcharts template offers a range of options for businesses seeking to explain their strategy, operational structure, company vision or any other message in a visual form. Flowchart options include Website, Decision Tree, Procedure, Mind Map and Process.

Regional Sales Charts

Businesses can use the Regional Sales Charts template to draw distinctions between company performance in different geographic locations, on a month-by-month or year-by-year basis. All the user needs to do is input their sales figures for a particular region and month, and Excel 2013 presents this information in graph form.

Simple Invoice

The Simple Invoice template is one that may be commonly used by businesses, as firms seek payment for services rendered. This calculates line item totals, sales tax and deducts any discount offered - meaning that few, if any, calculations need to be done manually.

General Ledger

This allows users to organise accounts payable bookkeeping - you can set up a list of accounts, log expenses, and use the monthly and year-to-date summary worksheets to see an overview.

Expense Report

The Expense Report template can be used by employees to submit business and travel expenses, with space included for advances and typical business trip categories.

Equipment Inventory List

With the Equipment Inventory List template, business users can track the physical condition and financial status of equipment. It enables you to record model and serial numbers, purchase information, and operating costs.

Click here to find out more about Microsoft Excel 2013.

Posted by Steve Williams 


Tags: excel, how to, microsoft, planning, software, technology

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