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Top 10 tips for finance

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1

Build financial models to assess projects""

To find out if your proposed project is worthwhile, create financial models using Sheets. Calculate internal rate of return (IRR), return on investment (ROI), and net present value (NPV). See the impact of what-if scenarios by adjusting key inputs in your model. Show when costs approach budget limitations using conditional formatting colors. Then, share the spreadsheet with your team to get their feedback.

Learn how

Sheets

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2

Show fluctuations using pivot tables or waterfall charts""

See how your company’s profit changes quarterly from year to year with a waterfall chart. Or, group total sales from different regions so you can see a combined subtotal in a pivot table. In Sheets, the Explore feature makes it easy to add pivot tables, charts, and graphs with just a click.

Learn how

Sheets

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3

Create and collaborate on budget proposals""

Draft a budget proposal for a project and get feedback from your team using Docs. The people you share the draft with can add comments and suggest inline edits. You can then respond to comments and obtain the necessary approvals. In the revision history, there’s an audit trail to see who made which changes and you can revert to a previous version at any time.

Learn how

Docs

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4

Brainstorm in real time about budget concerns and strategies""

After you confirm your project budget, get your team involved by collaborating in a Google Meet video meeting. Share a link in the meeting to your budget spreadsheets in Sheets that everyone can edit and use to brainstorm. Then, during the call, start strategizing together and writing down ideas so everyone is on the same page.

Learn how

Present during a video meeting

  1. Join a Meet video meeting.
  2. At the bottom, click Present now Share screen .
  3. Select Your entire screen, A window, or A tab.
    • If you present a Chrome tab, it shares that tab's audio by default.
    • To present a different tab, select the tab you want to present, click Share this tab instead.
    • If you present a Slides presentation through a tab, you can control it in Meet.
  4. Click Share.
  5. Optional: To unpin your presentation and view it as a tile, click Unpin . You can now see more participants while you present.

Tips:

  • If your camera is turned on, your video is active while you're presenting.
  • For better presentations and to prevent mirroring, share a new window or a specific tab instead of the meeting window.
  • To share your audio, you must select Share a Chrome tab or Share this tab.

Add financial data to a spreadsheet

  1. In Sheets, open a spreadsheet.
  2. In an empty cell, type =GOOGLEFINANCE.
  3. In parenthesis, add any of the following, separated by a comma:
    • A ticker symbol in quotation marks.
    • (Optional) The attribute you want to show, such as price, in quotation marks.
    • (Optional) A start and an end date preceded by DATE and followed with the numerical date in parenthesis.
    • (Optional) Daily or weekly frequency in quotation marks.
  4. Press Enter.

For example:

To list the Google stock price, taken at the same time daily for 2019, you type: =GOOGLEFINANCE("GOOG", "price", DATE(2019,1,1), DATE(2019,12,31), "DAILY")

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5

Share and manage file access for cross-functional teams""

Finance teams often work cross-functionally with other departments, such as marketing and sales. Keeping everyone in the loop can be a daunting task, whether you’re hosting an internal discussion with staff members or communicating between different departments. Groups makes it easy to communicate quickly with everyone at once. You can also limit how confidential or sensitive project information is shared by only adding certain people to a group. After adding email accounts to a group, you can send an email.

Learn how

Groups

6

Create financial statements and budgets with templates""

Create financial statements and balance the books with a Sheets template from Xero Accounting Software. Use a template from Intuit Quickbooks to track your annual income and expenses.

Learn how

Sheets

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7

Organize financial information with functions""

Sheets makes it easy to bring order and meaning to financial data. Move financial data from several spreadsheets into a single spreadsheet with the IMPORTRANGE function. Add stock prices to visualize trends with the GOOGLEFINANCE function.

Learn how

Sheets

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8

Conduct internal surveys""

If your finance department is providing services to another group, you can measure the quality of those services with an internal survey. Or, help prioritize projects by sending stakeholders a survey to collect financial data. You can also streamline your operations using internal surveys to identify redundant processes or procedures that have marginal value. Use Forms to build and send your survey. Then, quickly analyze the responses captured in Sheets to inform team decisions.

Learn how

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9

Create presentations for proposals and planning objectives""

When beginning a project, draft a proposal in Slides; you can even start with an existing template to save time. Add key objectives, project milestones, planning initiatives, and any updates. Share the presentation with your team so everyone can add their feedback. Then, present the proposal to cross-functional teams across the globe.

Learn how

Slides

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10

Host key real-time metrics and data visualizations on a single website""

When working cross-functionally, team members often need key metrics on topics, such as budgets, ROI, and bottom lines. Create an internal team website in Sites to host this data as well as links to important documents. Then, use permissions and Groups to control access to sensitive information.

Learn how 

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