The before
Tyler received CRM exports with duplicate stages, inconsistent owner names, and stale close dates. Leadership needed the forecast every Monday, but the first hour was always data cleanup.
The turning point
Excel Studio helps normalize the sheet, create formulas, and flag suspicious rows. Tyler asks a second model to explain the forecast logic before he shares it with leadership.
"Excel Studio gets the sheet into shape so I can think about the forecast."
The after
The forecast meeting now starts with assumptions and risks, not formatting errors. Tyler still owns the numbers, but the spreadsheet work is less repetitive.
What they used
Excel Studio
Clean CRM exports and build formula tabs.
Logic explanation
Explain formulas before stakeholder review.
Anomaly flags
Surface rows that deserve manual checking.