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One job at a time.

Each of these starts the same analysis, pointed at a particular kind of file and a particular kind of question.

Jobs
19
Grouped by
what you have
Analysis behind them
one
What have you got?

A spreadsheet or a file

The general jobs. Start here if what you have is a workbook and a question.

Show 2 more in a spreadsheet or a file

Money in and out

Bank exports and invoices, for anyone who bills and waits to be paid.

People and records

Supporter, customer and member files, where the same person is often in there twice.

Stock and margin

What you hold, what it cost, and which of it is actually making money.

Booked time

Appointment books from clinics, salons, garages and anyone else selling slots.

More are coming, one at a time. Each needs its own demo data and its own worked example before it goes up, because a page that cannot show you the job being done is not worth reading.

3 tools are highlighted at the top of this page and also listed in their sections below.