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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
3
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
Al Chen
Won
$549,000
1/6/18
6
7/5/18
$3,294,000
7/11/18, 11:09 AM
SW
System Writer
Ipsum Foundation
Maria Marquis
Won
$595,000
1/6/18
6
7/5/18
$3,570,000
7/11/18, 11:09 AM
SW
System Writer
Vulputate Velit Consulting
Veena Gupta
Lost
$655,000
1/8/18
6
7/7/18
$3,930,000
7/11/18, 11:09 AM
SW
System Writer
Nam Ligula Elit Foundation
Maria Marquis
Lost
$833,000
1/8/18
24
12/29/19
$19,992,000
7/11/18, 11:09 AM
SW
System Writer
Neque Venenatis Lacus PC
Veena Gupta
Won
$315,000
3/1/18
24
2/19/20
$7,560,000
7/11/18, 11:09 AM
SW
System Writer
Justo Eu Consulting
Al Chen
Won
$397,000
3/1/18
6
8/28/18
$2,382,000
7/11/18, 11:09 AM
SW
System Writer
Lectus Justo Eu Foundation
Al Chen
Won
$25,000
3/15/18
6
9/11/18
$150,000
7/11/18, 11:09 AM
SW
System Writer
Aenean Gravida Nunc Limited
Maria Marquis
Won
$335,000
3/15/18
24
3/4/20
$8,040,000
7/11/18, 11:09 AM
SW
System Writer
Turpis Egestas Fusce Institute
Veena Gupta
Lost
$86,000
3/18/18
12
3/13/19
$1,032,000
7/11/18, 11:09 AM
SW
System Writer
Metus Institute
Veena Gupta
Lost
$512,000
3/18/18
12
3/13/19
$6,144,000
7/11/18, 11:09 AM
SW
System Writer
$4,302,000
Sum
$56,094,000
Sum
Q2
Libero Incorporated
Al Chen
Won
$169,000
4/16/18
6
10/13/18
$1,014,000
7/11/18, 11:09 AM
SW
System Writer
Elit Foundation
Maria Marquis
Won
$258,000
4/16/18
24
4/5/20
$6,192,000
7/11/18, 11:09 AM
SW
System Writer
Dolor Limited
Veena Gupta
Lost
$369,000
4/29/18
6
10/26/18
$2,214,000
7/11/18, 11:09 AM
SW
System Writer
Eros Nec Tellus Incorporated
Veena Gupta
Lost
$68,000
4/29/18
6
10/26/18
$408,000
7/11/18, 11:09 AM
SW
System Writer
Tempor Bibendum Corp.
Maria Marquis
Won
$882,000
5/22/18
12
5/17/19
$10,584,000
7/11/18, 11:09 AM
SW
System Writer
Ipsum Primis Industries
Al Chen
Won
$336,000
5/22/18
12
5/17/19
$4,032,000
7/11/18, 11:09 AM
SW
System Writer
Libero At Auctor Associates
Al Chen
Won
$45,000
5/22/18
24
5/11/20
$1,080,000
7/11/18, 11:09 AM
SW
System Writer
Lectus Ante Foundation
Maria Marquis
Won
$287,000
5/22/18
6
11/18/18
$1,722,000
7/11/18, 11:09 AM
SW
System Writer
Et Eros Proin Incorporated
Al Chen
Lost
$543,000
5/31/18
6
11/27/18
$3,258,000
7/11/18, 11:09 AM
SW
System Writer
Ullamcorper Duis Corp.
Veena Gupta
Lost
$536,000
5/31/18
24
5/20/20
$12,864,000
7/11/18, 11:09 AM
SW
System Writer
$3,493,000
Sum
$43,368,000
Sum
$7,795,000
Sum
$99,462,000
Sum
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