5 time-consuming repetitive tasks on sheets and how to automate them

Sheets often are the epicenter of a variety of tasks that are both crucial and time-consuming. Recognizing the potential to optimize repetitive tasks is the first step toward greater efficiency.

We will delve into several processes traditionally bogged down by repetitive work. From budgeting and expense tracking to inventory management and leads tracking, a lot of essential tasks quickly become monotonous.

Sheetgo emerges as a game-changer in this scenario. Its automation solutions enhance efficiency and transform how you approach these fundamental processes. More importantly, Sheetgo offers free templates to automate repetitive task and save time.

Budget vs actual in seconds

Budget vs. actual is a critical analysis for assessing financial health and making informed decisions. It is a process that can be affected by various challenges. To make matters worse, these problems tend to escalate along with the size of the organization.

In the sections that follow, we will go into the main problems of evaluating your budget vs actual and how to tackle them.

Difficulty of gathering data

The first step to creating a budget vs. actual is to gather all the data. This usually presents 3 big difficulties:

  1. Dispersion – documents of interest are spread across departments.
  2. Inconsistency – each team might choose to record the information in slightly different ways further complicating the process.
  3. Inaccuracy – record keeping is difficult and will usually incur in mistakes.

Recognizing and addressing these difficulties early on is essential to streamline financial analysis and ensure the accuracy of your data.

Calculating budget vs actual automatically

Sheetgo offers a seamless solution that automates the process of calculating budget vs actual figures.

By turning to Sheetgo, users can effortlessly aggregate data from multiple sources, ensuring that information is not only centralized but also consistent and accurate. This automation significantly reduces the time and effort typically required for data collection and preparation, allowing for real-time analysis and decision-making.

Through automation, Sheetgo transforms a traditionally error-prone and repetitive task into a streamlined, accurate, and efficient process, empowering organizations to focus on strategic financial planning and analysis.

Turn a tedious and time consuming process into an automated report with Sheetgo’s Budget vs Actual template.

budget vs actual template google sheets

Leads tracking made easy

Working with leads is not only a repetitive task but also a sensitive process:

  • Take too long to respond and a client might settle for the competition.
  • Record data incorrectly and you may be unable to communicate.
  • Fail to update a lead’s status and two representatives may contact the same person.

This central aspect of your business directly impacts your bottom line and should run like clockwork. Let’s dive into dedicated software that tackles this challenge as well as a more flexible solution.

Expensive specialized software 

While a variety of specialized lead tracking tools are available on the market, these solutions can be expensive. Fortunately there are alternatives that can offer comparable benefits without the hefty price tag.

For organizations with a team of developers, the possibility of developing a custom database exists. However, this approach might not be the most efficient use of resources.

An equally effective solution can be achieved through the use of Sheetgo’s sales lead tracker template. This option leverages the potential of spreadsheets which most businesses already use in their day to day.

Track your leads efficiently

Sheetgo’s Sales Lead Tracking template is designed to make managing leads easy. It streamlines the process to enhance performance and reduce errors.

This system allows each sales representative to update their leads in a personal spreadsheet. These spreadsheets are then automatically consolidated into a master sheet accessible to the manager.

Key benefits and features of the template:

  • Streamlined sales data management: By automating the consolidation of sales data, the template minimizes manual data entry and associated errors.
  • Faster prospect follow-ups: Quicker decision-making and follow-up actions with potential leads.
  • Suitable for any team size: Enables you to record all leads and generate comprehensive reports effortlessly, regardless of the size of your team.

The leads tracking management template turns a repetitive task into an automated system designed to support your sales efforts.

Sales lead tracking template

Automated inventory management

Inventory management basically consists of keeping track of items owned by your business, whether are intended for resale or as resources to be used. It is important to know how many items are in your possession, where they are stored, and other relevant information.

Even in a small operation of a few people it is difficult to keep everything up to date. There are a lot of moving parts and inventory is not usually the focus, as it shouldn’t be. These problems grow exponentially along with the size of your organization.

Mismanaging your inventory can bring along a lot of problems:

  • Selling items you don’t have.
  • Keeping your warehouse unnecessarily packed.
  • Slowing down manufacturing times.
  • Having resources deteriorate.

The benefits of having good inventory management are self-evident. Let’s explore how you can set up a system that adapts to your business and is easy to implement.

ERPs are inflexible and expensive

A popular solution to inventory management is to implement ERP (enterprise resource planning) software. These applications are expensive, and they often have a lot of features you won’t use but will pay for. Another drawback of these applications is that customizing them means investing a lot of time and money.

On the other hand, a lot of businesses already use spreadsheets to keep track of their stock. This offers a lot more flexibility and is a lot cheaper but it also makes scaling more difficult. As the number of documents grows it is difficult to distribute important information among them.

Check out the next template if you want to keep using spreadsheets and scale your operation at the same time.

Stay on top of your inventory

Sheetgo’s inventory management template is great whether you are setting up a new system or improving an existing one. It consists of three spreadsheets and leverages Sheetgo connections to keep them all in sync. It even includes a dashboard so you can quickly spot hiccups in your inventory.

The template offers managers a dependable method to monitor inventory and stock. At the same time, it makes it easy for warehouse or office staff to record incoming or outgoing items.

This inventory management template is simple and effective, you can get your whole team onboarded in a matter of hours. All you need to get started is a basic knowledge of spreadsheets and you can wave repetitive tasks goodbye.

google sheets inventory management

Expense tracker

Keeping tabs on how much your employees are spending is difficult. And if you are doing it on paper it can be an outright nightmare. Let’s take a look at the common hurdles of expense tracking and how you can overcome them.

Following the paper trail

Working with paper receipts and invoices is labor intensive and, let’s be honest, outright annoying. Things will inevitably go missing and people will forget to turn in their paperwork. When these issues crop up, someone will have to track down mistakes that were sometimes made weeks ago.

A lot of businesses still craft their expense reports at the end of every month. And this has one major drawback: it gives you less room to change the course of your spending as it happens.

Spreadsheet-based solutions are a great option to improve this. Sure, there are a lot of specialized tools to choose from, but they are usually expensive and take time to implement. On top of that, you are probably already using spreadsheets in some part of your process.

Real-time tracking

Sheetgo’s expense tracking template is great for a few reasons. For one, it gets everyone involved in the process, reducing the load on accounting. Also, its dashboard gives your team updated information about their spending. As if that wasn’t enough, it reduces human error significantly. 

The template consists of 4 spreadsheets: 3 for individual expenses and 1 team expense tracker. They are all interconnected, so the information people load into their files automatically make their way to the master tracker.

Sheetgo’s features enable you to make this system grow according to your needs: 

  • Include forms to submit expenses
  • Customize the dashboard to easily visualize important metrics
  • Send out automatic reports via email

Try out our google sheets expense tracker template to see how you can reduce overhead in your company.

Cash flow manager

Having reliable data of your business’ cash flow is the cornerstone of making strategic decisions. Usually there are multiple streams of cash both incoming and outgoing. Logically, this means creating a cash flow statement is a challenge.

It is paramount to have centralized cash flow information that is updated daily and gives transparency over an organization’s finances. 

Cash flow: a battle on many fronts

As we’ve already mentioned, analyzing cash flow involves a lot of different money streams. 

Centralizing the information is the first task on the checklist as data is probably dispersed across platforms and documents. Analyzing the data is no easy feat either and it can easily become a repetitive task.

There is specialized software to generate these reports, but it is always expensive and requires training. If you are already familiar with spreadsheets and use them for this purpose, a spreadsheet-based solution is what your business needs.

As in life, as in business time is of the essence. Getting frequent cash flow reports can give you time to curve the future of your business. 

Watch your cash flow 

Sheetgo’s cash flow template will help you streamline this process and save time better spent analyzing how to improve your business. It includes three main files: Receipts, Payments and a Cash Flow Master Spreadsheet.

This template transforms the challenging task of cash flow management into a streamlined and automated process, mirroring the functionality of custom software but with the simplicity and familiarity of spreadsheets.

Use this free template to track your cash flow more efficiently. Transform your financial management process: ensure accuracy, reduce repetitive tasks, and reclaim valuable time.

Cash flow template

Be done with repetitive tasks

Optimizing repetitive tasks with Sheetgo is a move towards efficiency. Simplify the budget versus actual analysis, streamline leads tracking, revolutionize inventory management, track expenses, and ensure efficient cash flow.

Each template addresses the challenges inherent in managing crucial business aspects but also leverages the familiarity and flexibility of spreadsheets. With Sheetgo’s templates, businesses of any size can redirect their focus from repetitive tasks to strategic growth initiatives. 

Embrace the power of automation with Sheetgo and transform your business processes today.

Ready to streamline your spreadsheet data?

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