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Google Sheets

Software

7 creators

Hosting the firm's weekly scorecard and KPI tracking system, with individual tabs per team member that roll up to a team-wide summary

"It lives in a Google sheet. Each advisor or support staff has their own tab and then they all total up to the team tab, so everyone can pop in there and look at anyone else's numbers at any point in time."

Jenna Biancavilla

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Converting ChatGPT Work spreadsheets to Google Sheets for viewing and sharing financial comparison data

"Because we've set up the Google Sheets or we have the Google Drive plugin, it can automatically create Google Sheets and you'll be able to open it up right away. There you go. It is really color-coded and you can see here Alphabet, Microsoft, and Apple."

Riley Brown

Running and tracking overall business operations

"Google Sheets — I feel like I have to mention it. I sort of run everything through that."

Jake Glacer

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Excel

Software

6 creators

AI-powered spreadsheet creation and data visualization using the Claude extension

"On Windows, Excel just does so much better than if you use it on a Mac. The sixth tool that you should download immediately to your Windows laptop is the Claude extension for Excel."

Riley Brown

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Analyzing LTV and conversion rates across different SaaS subscription plans to optimize pricing

"This is a pure math question. Put all of them on an Excel sheet. Look what your LTVs are. Look what your conversion rates are, and then move pricing so you can maximize earnings per click."

The Game w/ Alex Hormozi

Making sense of numbers and data

"Excel is my most favorite… when you first were able to make sense of numbers, your relationship with numbers changed."

Fei-Fei Li

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Airtable

Software

2 creators

Building a fee migration plan with client segments, triggers, and logic

"We built this whole thing in Airtable with segments and triggers and logic and we made videos and we communicated everything."

Bradley Clark

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"Love Airtable. I honestly think it's one of the best apps ever. And I use it a lot for various things"

Liam Ottley

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1 creator

Tracking all discretionary expenses monthly; reviewing spending trends over years to maintain financial awareness and perspective

"I track everything manually because I'm OCD about it. Every expense I log in an app, especially discretionary expenses. That goes into my spending tracker app and I've had it since 2014. I've tracked every expense since 2014. At the end of every month, I pu..."

Humphrey Yang

About these recommendations

Products are related to this topic through catalog tags. Quotes describe the creator’s stated use; they are not necessarily recommendations for this topic.

Creator counts cover all uses and all dates. Each person counts once per product family. Paid promotions and passing mentions are excluded. Items are ordered by creator count, then name.

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