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Finance Starter Kit
Finance Starter Kit
Tip #1 - A new kind of spreadsheet
Tip #2 - Easy emails
Tip #3 - Graphs and layouts
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Tip #1 - A new kind of spreadsheet

Here's How to use it:

If you've already got a spreadsheet you like, you can select all the cells and paste them into Coda
Hover over the table title to reveal all your formatting options
Changing layouts
Hiding columns
Filtering
Sorting
Adding Conditional formatting
Use the Log a new deal button to add new entries - you can add buttons to the canvas or columns!

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Log a new deal
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All Deals
Close Year
Close Quarter
Company
Account Owner
Stage
Monthly Revenue
Close Date
Month Term
End Date
Deal Total
Modified on
Modified by
2018
Q1
Nunc Lectus Industries
$549,000
1/6/18
6
7/5/18
$3,294,000
7/11/18, 11:09 AM
Ipsum Foundation
$595,000
1/6/18
6
7/5/18
$3,570,000
7/11/18, 11:09 AM
Vulputate Velit Consulting
$655,000
1/8/18
6
7/7/18
$3,930,000
7/11/18, 11:09 AM
Nam Ligula Elit Foundation
$833,000
1/8/18
24
12/29/19
$19,992,000
7/11/18, 11:09 AM
Neque Venenatis Lacus PC
$315,000
3/1/18
24
2/19/20
$7,560,000
7/11/18, 11:09 AM
Justo Eu Consulting
$397,000
3/1/18
6
8/28/18
$2,382,000
7/11/18, 11:09 AM
Lectus Justo Eu Foundation
$25,000
3/15/18
6
9/11/18
$150,000
7/11/18, 11:09 AM
Aenean Gravida Nunc Limited
$335,000
3/15/18
24
3/4/20
$8,040,000
7/11/18, 11:09 AM
Turpis Egestas Fusce Institute
$86,000
3/18/18
12
3/13/19
$1,032,000
7/11/18, 11:09 AM
Metus Institute
$512,000
3/18/18
12
3/13/19
$6,144,000
7/11/18, 11:09 AM
$4,302,000
Sum
$56,094,000
Sum
Q2
Libero Incorporated
$169,000
4/16/18
6
10/13/18
$1,014,000
7/11/18, 11:09 AM
Elit Foundation
$258,000
4/16/18
24
4/5/20
$6,192,000
7/11/18, 11:09 AM
Dolor Limited
$369,000
4/29/18
6
10/26/18
$2,214,000
7/11/18, 11:09 AM
Eros Nec Tellus Incorporated
$68,000
4/29/18
6
10/26/18
$408,000
7/11/18, 11:09 AM
Tempor Bibendum Corp.
$882,000
5/22/18
12
5/17/19
$10,584,000
7/11/18, 11:09 AM
Ipsum Primis Industries
$336,000
5/22/18
12
5/17/19
$4,032,000
7/11/18, 11:09 AM
Libero At Auctor Associates
$45,000
5/22/18
24
5/11/20
$1,080,000
7/11/18, 11:09 AM
Lectus Ante Foundation
$287,000
5/22/18
6
11/18/18
$1,722,000
7/11/18, 11:09 AM
Et Eros Proin Incorporated
$543,000
5/31/18
6
11/27/18
$3,258,000
7/11/18, 11:09 AM
Ullamcorper Duis Corp.
$536,000
5/31/18
24
5/20/20
$12,864,000
7/11/18, 11:09 AM
$3,493,000
Sum
$43,368,000
Sum
$7,795,000
Sum
$99,462,000
Sum
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Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.