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Updated over 10 years ago on . Most recent reply

User Stats

71
Posts
17
Votes
Troy Bevans
  • Real Estate Investor
  • Davenport, IA
17
Votes |
71
Posts

Doing more with Excel in your business

Troy Bevans
  • Real Estate Investor
  • Davenport, IA
Posted

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?   

Most Popular Reply

User Stats

71
Posts
17
Votes
Troy Bevans
  • Real Estate Investor
  • Davenport, IA
17
Votes |
71
Posts
Troy Bevans
  • Real Estate Investor
  • Davenport, IA
Replied

@Bryan L. 

I appreciate your response and understand your position.  This program is not about "buttons" and pretty items.  It is about running your business systems in a consistent manner for the Landlord who is managing the tenants within the property.  Therefore, it really doesn't deal with finding any deals, just keeps the process of managing the tenants and paperwork an easier process.  And I agree with you, to each his/her own.

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