Microsoft Excel models built and refreshed by Sofia

Ideas to put to work

Analysis that used to wait for an analyst, built from the figures already in your systems.

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  Client profitability by engagement

  Sofia pulls time entries, invoices and expenses from FreshBooks, builds a workbook of margin by client and project, and charts where the firm earns and loses.

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  Monthly pipeline forecast

  Each month Sofia queries open opportunities in Salesforce, updates the forecast ranges in Excel, recalculates, and adds a chart for the partner meeting.

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  Budget against actuals

  Sofia reads the period's journal entries and bills in QuickBooks, updates the budget workbook, and summarizes the variances worth a partner's attention.

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  Model figures checked against the ledger

  Sofia reads the ranges in a client model, checks its totals against the general ledger in Xero, and lists every figure that doesn't reconcile.

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  Utilization by person and client

  Sofia reads ClickUp time entries, builds a utilization sheet by person and client, and shows who has capacity for the next engagement.

Works well with

• FFreshBooksInvoicing and accounting for service businesses
• SalesforceCRM for accounts, contacts and sales pipeline
• QuickBooksAccounting software for small and mid-sized businesses
• XeroCloud accounting for small businesses
• ClickUpProject management for tasks, docs and goals
• Microsoft WordWord processor for letters, reports and contracts
• Microsoft PowerPointSlide decks for pitches, proposals and client updates
• Microsoft SharePointMicrosoft's intranet sites, document libraries and lists