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Intensive Course · Xalapa, Veracruz

Stop running your business
from memory

A two-day hands-on course where you build three Excel tools that go home with you working. No theory overload — just the twenty functions that solve ninety percent of what a small business actually needs.

Reserve Your Spot View Calendar

You build real tools, not just watch slides

Three working spreadsheets ready on day two
Business owner working on Excel spreadsheet at a workshop in Xalapa

Daily Sales Register

Automatic totals

Monthly Dashboard

One screen, full picture
Sound familiar?

You know you need a system.
Excel just freezes you.

Most small business owners in Mexico manage everything in notebooks, phone notes, or their head — and they know it's not sustainable. The problem isn't effort. It's not having the right starting point.

Everything in notebooks

Sales written by hand, expenses on scraps of paper. Finding last month's numbers means searching through pages.

Phone notes and voice memos

Quick captures that pile up without structure. No way to see totals, trends, or whether the business is growing.

Running it all from memory

You know your business deeply — but when someone asks for a number, you have to estimate. That uncertainty costs decisions.

Excel opens and you freeze

You've tried before. The blank spreadsheet is overwhelming. You close it and go back to what you know.

Inventory surprises

Running out of a product without warning. Over-ordering things that don't move. No alert system, just guessing.

"Is the business doing well?"

You feel it's going okay, but you can't show it clearly. Month-end arrives and you're not sure if you made money or not.

What you take home

Three tools. Built by you.
Working on day two.

We don't teach Excel in the abstract. Each participant constructs three real spreadsheets during the course — tools calibrated to how a small business actually operates.

01

Daily Sales & Expenses Register

A structured daily log with automatic running totals, category breakdowns, and weekly summaries — so you always know where money comes in and where it goes.

02

Inventory Control with Reorder Alerts

Track stock levels in real time. Set minimum thresholds and let the spreadsheet flag what needs restocking — before you run out.

03

Monthly Business Dashboard

One screen that tells you whether the month went well or not. Revenue, expenses, and key indicators — visible at a glance, no accounting background required.

Inside the tools

Each tool is designed
for your reality

Excel daily sales and expenses register spreadsheet open on a laptop
01 Sales & Expenses

Your daily register,
automatic from day one

Enter a sale or expense and the spreadsheet calculates everything else. Totals by day, week, and category update automatically. No formulas to type after setup — just data entry.

SUM, SUMIF, SUMIFS — totals by date range and category without manual calculation

Conditional formatting — days with unusually high expenses highlighted automatically

Drop-down lists — consistent category entry, no typos, no duplicate categories

Inventory control spreadsheet showing stock levels and reorder alerts on screen
02 Inventory Control

Know what you have
before it's too late

A live inventory sheet that tracks entries, exits, and current stock. Set a minimum level for each product and the spreadsheet flags items that need reordering — in a color you cannot miss.

IF and nested IF — logic that classifies stock as OK, Low, or Critical automatically

VLOOKUP / XLOOKUP — find any product's current status instantly without scrolling

Color-coded alerts — green, yellow, red status visible at a glance across all products

Monthly business performance dashboard showing charts and KPIs on a laptop screen
03 Monthly Dashboard

One screen that tells
the whole story

A visual summary that pulls data from your register and inventory automatically. Revenue vs. expenses, best-selling categories, and a clear indicator of whether the month was profitable — all without touching a formula after setup.

Charts and sparklines — visual trends that communicate immediately, no reading required

MONTH, YEAR, DATE functions — automatic period filtering as months change

Named ranges and linked sheets — data flows between tools without copy-paste

Instructor explaining Excel functions to a small group of business owners in a classroom setting
The curriculum

Not all of Excel.
Just what works.

Excel has hundreds of functions. Most small businesses need twenty. We teach those twenty — in the context of real business problems, not abstract exercises. By the end of day two, each function has been used in a tool you built yourself.

SUM / SUMIF
SUMIFS
IF / IFS
COUNTIF
VLOOKUP
XLOOKUP
TEXT
TODAY / NOW
MONTH / YEAR
IFERROR
Data Validation
Conditional Format
Named Ranges
Charts & Sparklines
Two-day format

What happens each day

The course is structured so that every session builds toward a tool. You leave day one with two tools in progress. You leave day two with all three complete.

01

Day One — Foundation & Tools 1 and 2

From blank spreadsheet to two working tools

9:00 am
Navigation and structure

How Excel is organized, why formulas work the way they do, and the five habits that prevent errors.

10:30 am
Building Tool 1: Sales & Expenses Register

Structure the register, add categories, write the first formulas. Automatic totals by midday.

1:00 pm
Break

Lunch and informal Q&A with the instructor.

2:00 pm
Building Tool 2: Inventory Control

Set up the inventory sheet, define minimum levels, add automatic alert logic and color coding.

5:30 pm
Review and practice

Consolidate both tools with real data from your own business.

02

Day Two — Dashboard & Integration

Connect everything into a complete management system

9:00 am
Review and refinement

Revisit day-one tools, fix any issues, and prepare data for the dashboard.

10:00 am
Building Tool 3: Monthly Dashboard

Design the summary layout, link data from the other sheets, and add charts that update automatically.

1:00 pm
Break

Lunch and informal Q&A with the instructor.

2:00 pm
Personalization workshop

Adapt the three tools to each participant's specific business: products, categories, and reporting needs.

5:00 pm
Final review and handoff

Each participant leaves with three complete, working tools and a reference guide for continued use.

Why this course

What makes this
different

You build, not just watch

Every concept is applied immediately to a real tool. By the end of each session, you have something working — not just notes to review later.

Designed for small business

The tools and examples are built around how Mexican small businesses actually operate — not corporate accounting departments or enterprise software.

No prior Excel knowledge needed

The course starts from the basics and moves at a pace that keeps everyone together. If you can open Excel, you have enough to start.

Tools you can use Monday morning

The spreadsheets are designed to be used immediately. You enter your own data during the course so the tools are already populated when you leave.

Course credentials

Course information & credentials

Microsoft Excel

Compatible with Excel 2016, 2019, 2021 and Microsoft 365

Small Group Format

Reduced group size for individual attention and paced learning

Completion Certificate

Certificate of participation issued to all attendees who complete both days

Post-Course Support

Access to instructor support for questions after the course via email

Ready to start?

Two days. Three tools.
One clear picture of your business.

The course takes place in Xalapa, Veracruz. Bring your laptop and your business data. Leave with tools that work.

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