1. Data Collection: Gather historical data for the past year and current projections for the next two years.
2. Spreadsheet Design: Develop a structured spreadsheet with separate sheets for each year, incorporating formulas to calculate monthly and yearly revenue and profit.
3. Data Locking: Implement cell protection to lock the previous year’s data, ensuring it remains unchanged while allowing updates to future projections.
4. Visualization: Create bar charts to display job lengths on a calendar and visualize revenue per month per job and cumulative totals.
5. Progress Review: Provide an initial version of the spreadsheet within three hours for your review and feedback, allowing for adjustments as needed.