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Troy Bevans
  • Real Estate Investor
  • Davenport, IA
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Doing more with Excel in your business

Troy Bevans
  • Real Estate Investor
  • Davenport, IA
Posted Jul 8 2014, 05:54

I know that Excel is fantastic for crunching financial numbers for our RE deals, but it can do so much more.  I am in the process of building a spreadsheet that utilizes formulas, buttons, macros, and hidden sheets that contain my lease agreement, lease extension, work orders, all tenant letters, and more to simplify some of my important business processes. 

Only one sheet is displayed at a time and buttons are utilized to navigate through the system, keeping it clean and smooth.  When a new tenant has been selected, I open up this program, click on "Create New Lease" and fill out the form.  The information from the form displays in the hidden sheets based on the formulas built and I then use the print buttons to generate the document I need.  This process is the same each time and very quick to complete, while allowing for customization when needed.  

How are you using Excel to assist you with your business?   

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