Business math
Margin vs markup, percentage changes, interest, loan payments and break-even.
Lessons
In the order the Roadmap teaches them.
In the full course. Confident · 11 min
Profit margin and markup
Work out markup and profit margin from cost and price, tell them apart, and set a price that hits a target margin.
See the lessonIn the full course. Confident · 9 min
Percentage increase and decrease
Raise or lower prices by a percentage with one formula, and know why the same percentage up and down doesn't cancel out.
See the lessonIn the full course. Confident · 11 min
Compound interest
Work out a savings balance with compound interest, with the formula P*(1+r/n)^(n*t) or FV, and compare monthly and yearly compounding.
See the lessonIn the full course. Confident · 10 min
Loan payments with PMT
Work out a loan's monthly payment with PMT, convert the annual rate and term to months, and show the payment as a positive amount.
See the lessonIn the full course. Confident · 10 min
Break-even point
Work out how many units you must sell to cover your fixed costs, and see how a price change moves that number.
See the lessonIn the full course. Confident · 10 min
Currency conversion table
Keep exchange rates in one table, look up the right rate by currency code, and convert amounts into and out of US dollars.
See the lessonIn the full course. Advanced · 11 min
NPV and IRR basics
Judge an investment with NPV and IRR, putting today's cost in the right place, and read what each number says.
See the lessonIn the full course. Advanced · 11 min
Forecast with TREND and FORECAST
Forecast the next few months from a steady trend with FORECAST and TREND, using month numbers as the x values.
See the lessonPaths with these lessons
A path is a short list of lessons from the course, picked for one goal.
Excel for small business
For quotes, stock and money kept in a spreadsheet.
12 lessons · about 2 h 15 min · 3 free · Confident
See the pathExcel for finance and accounting
For bookkeeping, accounts or finance support work, or accounting study.
11 lessons · about 1 h 55 min · 1 free · Beginner to Advanced
See the pathGet the full course
Every lesson in the Excel course, with new lessons added as they're written.
- All 217 Excel lessons open today, and every new one as it's written.
- The Roadmap, Skills and all eight paths.
- A cheat sheet for every lesson you finish.
- At checkout, add the Google Sheets course for US$49.