How to Create a Commercial Management Spreadsheet in Excel

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Learn how to create a business management spreadsheet in Excel from scratch! Improve the organization and analysis of your business data!

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How to Create a Commercial Management Spreadsheet in Excel
Excel is a powerful tool for commercial management, allowing the creation of automated spreadsheets that facilitate the control and analysis of sales.

In this post, I will show you in detail the process of creating a commercial management spreadsheet in Excel, starting from scratch.

Even if you don't work directly in the commercial area, learning student data how to create this spreadsheet can be very useful for practicing and better understanding various Excel concepts that we will see throughout the development.

You will learn how to use data validation, formulas for calculating totals, and how to create graphs and pivot tables to build and visualize your data analysis.

Basic Spreadsheet Structure
To begin with, it is essential to define the basic information that the spreadsheet should contain.

For our example, we will include the following fields: sale date, sale number, customer name, product/service name, quantity, unit price, total amount, payment method, payment status, and seller.

Basic Spreadsheet Structure
These are the essential fields in our spreadsheet. You can customize it with more or fewer fields, depending on your business needs.

Format as Table
Let's fill in a few rows as an example and format the spreadsheet as a table. Formatting is an important step as it makes it easier to automate and maintain the spreadsheet.

To format, select all the data, go to the Insert tab and choose Table .

Format as Table
When formatting as a table, any new data entry will automatically adjust according to the defined settings and formatting, maintaining formulas, styles, and data validation.

Also read: Reasons to Format as a Table in Excel

Customer Registration
To improve organization, it is very useful to have a customer registry in a separate tab. This allows customer names to be automatically selected in the sales spreadsheet.

Let's create a new tab called Customer Registration and add the columns: Customer Name , City , Email and Telephone .