Guides
Learn how to automate your spreadsheets, build financial models, clean data, and integrate with databases using ModelMonkey’s AI-powered assistant.
How to Analyze Sales Data in Google Sheets
Master sales data analysis with pivot tables, advanced formulas, and automated reports. Perfect for business analysts and data-driven teams.
How to Create Financial Reports with AI
Save hours every month by using an AI assistant to generate financial reports, budget tracking, and variance analysis in Google Sheets.
How to Build a Three-Statement Financial Model with AI
Master the art of building integrated financial models that link the income statement, balance sheet, and cash flow statement - with AI to help you build faster and avoid common errors.
How to Build a DCF Valuation Model
Master the art of company valuation using discounted cash flow analysis. Learn to forecast cash flows, calculate WACC, determine terminal value, and arrive at an intrinsic value estimate.
How to Build a Cap Table with Dilution Modeling
Take control of your startup's equity with a comprehensive cap table model. Learn to track ownership, model funding rounds, manage option pools, and forecast dilution through multiple scenarios.
How to Build a Runway Calculator for Startups
Master your startup's cash management with a comprehensive runway calculator. Learn to track burn rate, forecast when you'll run out of money, and optimize your fundraising timeline before it's too late.
How to Build a Freelance Income & Expense Tracker
Track your freelance income, expenses, and profit margins with an automated Google Sheets system that helps you stay organized and tax-ready.
How to Clean Spreadsheet Data with AI
Turn messy, inconsistent data into clean, analysis-ready datasets in minutes instead of hours.
How to Connect Google Sheets to PostgreSQL
Query PostgreSQL databases directly from Google Sheets with AI-powered assistance.
How to Clean Messy Data in Google Sheets
Master data cleaning techniques with formulas, functions, and AI automation. Turn messy spreadsheets into analysis-ready datasets in minutes.
Master Google Sheets QUERY Function
Unlock SQL-like data manipulation in Google Sheets. Learn QUERY syntax to filter, sort, pivot, and aggregate data with powerful formulas.
Build a Startup Metrics Dashboard in Google Sheets
Track the metrics that matter: MRR, CAC, LTV, burn rate, and runway. Build an investor-ready dashboard that updates automatically.
Track Sales Pipeline in Google Sheets
Build a lightweight CRM to manage deals, forecast revenue, and track sales team performance-without expensive software.
Build Financial Projections in Google Sheets
Create investor-ready 3-5 year financial forecasts. Model revenue growth, expenses, and cash flow for fundraising and planning.
Create an OKR Tracker in Google Sheets
Align your team around clear objectives and measurable key results. Track progress and hold everyone accountable-all in one simple spreadsheet.
Analyze Customer Feedback in Google Sheets
Turn customer surveys, support tickets, and reviews into actionable product insights. Identify patterns, prioritize features, and improve satisfaction.
Automate Monthly Reports in Google Sheets
Stop manually creating reports every month. Build automated dashboards that update themselves-save hours and eliminate errors.
Build Executive Dashboards in Google Sheets
Create clean, visual dashboards that give leaders instant visibility into business performance. Track KPIs, spot trends, make data-driven decisions.
How to Choose a Plan or Buy Credits
Five short steps from the ModelMonkey sidebar to the right purchase option and checkout.
How to Connect DuckDB to Google Sheets
Query Google Sheets data with DuckDB SQL using Python and the Sheets API. Run joins, aggregations, and GROUP BY on live spreadsheet data in under 50 lines of code.
How to Track Freelance Income from Multiple Payment Sources
Build a Google Sheets ledger that consolidates Stripe, PayPal, Wise, and bank transfers into one tax-ready income tracker. Step-by-step setup.
How to Create an Income Tracking Rule in Google Sheets
Learn what an income tracking rule is and how to build one in Google Sheets using formulas, data validation, and SUMIF to categorize and summarize income automatically.
Calculate Startup Runway in Google Sheets
Calculate net burn, startup runway, cash depletion month, and a funding-action date with reproducible spreadsheet formulas.
Automate Expense Tracking for Freelancers in Sheets
Build a self-updating expense categorizer in Google Sheets with dynamic column mapping, a vendor rules table, and outputs that feed a real P&L or burn model.
How to Build an OKR Google Sheets Template (2026)
Build a live-linked OKR Google Sheets template with auto-updating scores, weighted objectives, and a board-ready dashboard. Step-by-step for finance teams.
Build a DCF Valuation Model Step by Step
Build a five-year DCF model in Excel or Google Sheets, calculate intrinsic value, test assumptions, and verify the valuation formulas.
How to Track Freelance Expenses in Google Sheets (2026)
Build a 4-tab Google Sheets workbook that logs deductible expenses, rolls up monthly totals, and calculates your 2026 quarterly estimated tax payments.
How to Report Freelance Income in Google Sheets (2026)
Build a 4-tab Google Sheets workbook that maps freelance income to Schedule C, calculates SE tax, and estimates quarterly payments automatically.
Track Taxes in Google Sheets With Controls
Build a protected Google Sheets tax tracker with period summaries, source reconciliation, and error checks.
Build a P&L Template in Google Sheets: FP&A Guide
Build an 8-tab profit and loss template in Google Sheets — cross-tab SUMIFS, live EBITDA bridge, three-statement links, and board-ready formatting.
How to Clear Data in Google Sheets (2026 Guide)
Learn how to clear data in Google Sheets without breaking formulas, formats, or validation rules. Step-by-step guide for FP&A analysts.
How to Create OKRs in Google Sheets for FP&A
Build OKRs that tie to your P&L and financial projections. Step-by-step for FP&A analysts — tab structure, live formulas, scoring, and review cadence.
How to Create OKRs for Finance Teams (2026)
Create OKRs for FP&A: define objectives tied to company priorities, attach measurable key results with actuals-based baselines, score with floor/target/stretch, and wire to your P&L.
Choose and Set Up Finance Spreadsheet Templates
Compare finance spreadsheet templates and build a checked 13-week cash-flow forecast in Google Sheets or Excel.
How to Build an OKR Template Sheet in Google Sheets
Build a multi-tab OKR template in Google Sheets with weighted KR scoring, auto-rollups, and financial model linkage. Step-by-step for finance teams.
How to Build a Linked 3-Statement Excel Template
Build a fully linked 3-statement Excel model from scratch: P&L, Balance Sheet, and Cash Flow wired together so one assumption change flows through all three.
How to Build a DCF Model in Google Sheets
Build and audit a five-year DCF through enterprise value, equity value, implied share price, and sensitivity analysis.
Profit and Loss Statement Template in Google Sheets
Build a 5-tab P&L template in Google Sheets with SUMIFS actuals, budget vs. actual variance, and EBITDA bridge - all wired across tabs.
Build an AeroVironment DCF Model in Google Sheets
Build a 6-tab AeroVironment DCF in Google Sheets with bear/base/bull scenarios. Base case lands at $7.20/share vs. ~$175 market price.
OKR Google Sheets Template: Build a 5-Tab Tracker (2026)
Build a linked 5-tab OKR tracker in Google Sheets from scratch. Formulas, a live dashboard, and a free template structure - ready in under 90 minutes.
How to Track Stage Regression in Sales Pipeline CRM
Detect when pipeline deals slide backward, flag each regression in Google Sheets, and build a weekly summary your sales director can act on.
How to Automate Freelancer Expense Tracking
Automate freelancer expense tracking in Google Sheets with mixed-date cleanup, duplicate checks, exception queues, and a weekly dashboard.
How to Use QUERY in Google Sheets for Finance
Learn how to use Google Sheets QUERY to filter, sort, group, and summarize finance data with dynamic criteria and control totals.
Build a Startup 3-Statement Financial Model
Build and verify a six-month startup model linking revenue, schedules, income statement, cash flow, balance sheet, and funding needs.
Build a 5-Year Projection in Google Sheets
Build and verify a five-year Google Sheets forecast with revenue, expenses, cash, scenarios, formulas, and reconciliation checks.
Forecast Cash Runway in Excel or Google Sheets
Build a six-month cash runway forecast with monthly cash flow, reserve checks, and an average-burn comparison.
Build a DCF Valuation Step by Step
Build a five-year DCF in Excel or Google Sheets, calculate enterprise and equity value, and check formulas, assumptions, and scenarios.
Sync an Excel Model With Deal Data Safely
Set up refreshable deal data in Excel, calculate pipeline forecasts, and validate each update with IDs and control totals.