Spreadsheets and automationFree lesson

Excel for small business

You will make: A quotes and sales sheet with automatic totals

Build a sheet that works out totals, VAT and discounts on its own and shows the monthly result — without manual errors.

€19expected price
Materials language
Bulgarian. The software menus are in English, and the lessons show where everything is.
Level
Beginner
Status
The free lesson is ready. The full package is being prepared.
=SUM

The end result

A working .xlsx file with a quotes sheet, a sales sheet and a monthly summary.

Sample visual of the final project.

Who it is for

  • Owners and bookkeepers of small firms
  • People who work out quotes on a calculator

What you will do

  1. A quote with totals, discount and VAT using formulas
  2. A sales sheet with drop-down lists
  3. A monthly summary with a PivotTable

Program

  1. 01 Sheets that don't break
    • Table (Ctrl+T) instead of a range
    • Money and date formats
    • Freezing rows
  2. 02 Formulas for quotes
    • SUM, ROUND and absolute references
    • IF for discounts
    • VAT and grand total
  3. 03 Lookup tables
    • A price list on its own sheet
    • XLOOKUP by product code
    • Data validation and drop-down lists
  4. 04 Summary
    • SUMIFS by month and customer
    • PivotTable
    • A chart of the monthly result
  5. 05 Printing and sharing
    • A one-page printable quote
    • PDF and protecting formulas
    • Excel for the web and sharing

A sample from the materials

From the free lesson: „A quote that does its own maths“

Discount, VAT and total

Below the table: F2 “Before discount”, F3 “Discount”, F4 “Before VAT”, F5 “VAT 20%”, F6 “Total”. The discount is 5% when the sum is over 500 €.

G2: =SUM(Table1[Amount])
G3: =IF(G2>500,-ROUND(G2*5%,2),0)
G4: =G2+G3
G5: =ROUND(G4*20%,2)
G6: =G4+G5
Open the free lesson →

Software you need

  • Microsoft Excel (Microsoft 365) или Excel за уебThe free lesson is designed to work in Excel for the web with a free Microsoft account.Paid plan needed: to be checked

What the course includes

  • Step-by-step instructions (PDF)
  • Exercises with expected results
  • Files for the main project
  • Access to course updates

Purchase opens when the package is ready and payment and delivery have been verified.

How you get access

  1. You pay on a secure external payment page.
  2. After the payment is confirmed you get an email with a link to download the materials. The link is personal and valid for 7 days.
  3. The same email has a separate invite to the private Telegram group for questions (in the extended package, when the group is active).

Telegram

Public channel “Acilar Studio | Academy” — free examples, extra materials and new lessons.

The private group “Acilar Studio | Questions and practice” is for buyers. The invite arrives by email after purchase.

The channel will be listed here once it is created.

We will publish reviews after the first participants — real ones only.

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