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Guide

Hoarding inventory in Excel vs software

On this page
  1. Why everyone starts with a spreadsheet
  2. Signs it has stopped working
  3. What software adds
  4. Moving over without stopping work

Why everyone starts with a spreadsheet

It is free, everyone knows it, and a list of sites with size, location and rate fits comfortably in one sheet. For a handful of sites and one salesperson, that is enough.

Signs it has stopped working

  • Double bookings. Two people promised the same site for overlapping dates.
  • “Which version is latest?” Copies on laptops and in email threads disagree.
  • Availability is a guess. Nobody can answer “what is free in Thane next month” without an hour of checking.
  • Photos live elsewhere. Site photos are in a folder, licences in another, and neither is linked to the row.
  • Proposals are rebuilt by hand. Every client deck is copied from the sheet into PowerPoint again.
  • No idea what each site earns. Revenue is in the accounting file, costs in another, and the site is the missing link.

What software adds

Need Spreadsheet Inventory software
Free dates for a site Check bookings by hand Availability calendar per site
Several sellers at once Risk of overwrites One shared, live list
Photos and licences Separate folders Attached to the site
Client proposal Copy into PowerPoint Select sites, export
Earnings per site Manual join of files Revenue, cost and profit by site

Moving over without stopping work

  1. Clean the sheet first — one row per site, consistent sizes and types.
  2. Enter the sites, then add photos and licences for the sites you sell most.
  3. Enter running campaigns so availability is correct from day one.
  4. Stop editing the sheet. Two sources of truth is worse than either.

More guides

See a booking go from free site to payment

A walkthrough on demo data: one site from proposal to collection, the field app, and the reports your accountant will ask for.

Presentation

Download the OMMS presentation

Every module with screens, to read later or share with your partners. 47 slides · PowerPoint · 13 MB.

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