1 spreadsheet hack that takes

30 seconds to implement but

will save you hours of time
down the line
Every sheet in your forecast should have the month
going across & the information going down

Month

Jan-22
Info

Revenue

Expenses

Gross Profit

This means that all of the

data in your workbook will
be on a monthly basis
Yet 99% of the time that you
need to present or share your
forecast, the information will
be shown on an quarterly or
annual basis
So how can we summarize all
of our monthly data easily
into quarterly and annual
data?
 We need to create
"hooks" in each of our
sheets that allow us to
easily grab the data by
quarter or by year.
Add hooks to each of the sheets with this quick hack

Add 4 rows directly beneath the month

Use formulas to dynamically get the year and quarter
Drag formula across

1 Month Jan-23

2 Month 1 =month(A1)

3 Year 2023 =year(A1)

4 Quarter 1 =roundup(A2/3,0)

5 Period Q1-2023 ="Q"&A4&"-"&A3

Revenue

Expenses

Gross Profit

Now you have all of your data tagged

with a month, year and quarter

Month Jan-23

Month 1

Year 2023

Quarter 1

Period Q1-2023

Revenue

Expenses

Gross Profit

This makes it extremely easy

to quickly summarize any
forecast by any period of
time and show any data as of
any point in time
That is one 30 second hack
that will save you hours of
time down the line