Guides

Learn how to automate your spreadsheets, build financial models, clean data, and integrate with databases using ModelMonkey’s AI-powered assistant.

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38 guides
Data AnalysisIntermediate

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.

12 min read
Financial AnalysisIntermediate

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.

8 min read
Financial ModelingAdvanced

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.

12 min read
Valuation & AnalysisAdvanced

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.

15 min read
Finance & AccountingIntermediate

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.

10 min read
Finance & AccountingBeginner

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.

8 min read
Finance & AccountingBeginner

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.

8 min read
Data ManagementBeginner

How to Clean Spreadsheet Data with AI

Turn messy, inconsistent data into clean, analysis-ready datasets in minutes instead of hours.

6 min read
Data IntegrationIntermediate

How to Connect Google Sheets to PostgreSQL

Query PostgreSQL databases directly from Google Sheets with AI-powered assistance.

12 min read
Data AnalysisIntermediate

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.

10 min read
Data AnalysisAdvanced

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.

15 min read
Startup FounderIntermediate

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.

18 min read
Sales & CRMBeginner

Track Sales Pipeline in Google Sheets

Build a lightweight CRM to manage deals, forecast revenue, and track sales team performance-without expensive software.

14 min read
Financial ModelingAdvanced

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.

20 min read
Team ManagementBeginner

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.

12 min read
Data AnalysisIntermediate

Analyze Customer Feedback in Google Sheets

Turn customer surveys, support tickets, and reviews into actionable product insights. Identify patterns, prioritize features, and improve satisfaction.

11 min read
AutomationIntermediate

Automate Monthly Reports in Google Sheets

Stop manually creating reports every month. Build automated dashboards that update themselves-save hours and eliminate errors.

13 min read
Business IntelligenceIntermediate

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.

16 min read
Account & BillingBeginner

How to Upgrade from Your Free Trial to a Paid Plan

Keep using ModelMonkey after your trial ends. Five short steps from the sidebar to checkout, with screenshots.

3 min read
Data ManagementIntermediate

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.

5 min read
Financial ModelingBeginner

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.

9 min read
Financial ModelingBeginner

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.

5 min read
Financial ModelingBeginner

How to Calculate Runway for a Startup in Google Sheets

Build a startup runway calculator in Google Sheets. Track gross burn, net burn, and months of cash with formulas that update automatically.

7 min read
Financial ModelingIntermediate

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.

9 min read
Financial ModelingIntermediate

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.

6 min read
AnalyticsIntermediate

Sales Pipeline Bijhouden in Google Sheets (2026)

Bouw een sales-pipeline tracker in Google Sheets voor 10k-40k rijen CRM-data. Met funnelweergave, wekelijkse trend en een directie-dashboard.

7 min read
Financial ModelingAdvanced

DCF Valuation Model Step-by-Step in Google Sheets

Build a 7-tab DCF valuation model in Google Sheets from scratch - WACC, UFCF projections, terminal value, and a sensitivity table. Real SaaS example with formulas.

8 min read
Financial ModelingIntermediate

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.

8 min read
Financial ModelingIntermediate

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.

6 min read
Financial ModelingAdvanced

How to Track Taxes in Google Sheets (2026 Guide)

Build a multi-tab income tax tracker in Google Sheets that provisions current and deferred tax, flags safe harbor shortfalls, and ties to your P&L automatically.

6 min read
Financial ModelingIntermediate

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.

9 min read
Data ManagementBeginner

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.

7 min read
Financial ModelingIntermediate

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.

8 min read
Financial ModelingIntermediate

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.

9 min read
Financial ModelingIntermediate

How to Build a Financial Model Spreadsheet Template

Build a reusable 8-tab financial model spreadsheet template in Google Sheets. Step-by-step for FP&A: P&L, BS, CF, FCFF, and returns tabs wired to one Assumptions sheet.

7 min read
Financial ModelingIntermediate

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.

6 min read
Financial ModelingIntermediate

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.

8 min read
Financial ModelingAdvanced

How to Build a DCF in Google Sheets (2026)

Build a complete, investor-ready DCF in Google Sheets - six linked tabs from Assumptions through equity bridge and sensitivity tables. Real formulas included.

8 min read

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