Business

Manage contacts, client companies, sales opportunities, and communications in one organized CRM template. Track your sales pipeline, deal values, priorities, stages, and closing dates. Monitor key performance metrics through a clear, visual dashboard. Includes both Microsoft Excel and Google Sheets versions. Comes with a...

Track your most important business KPIs in one organized, easy-to-use dashboard. Monitor Sales, Operations, Marketing, and Customer Service performance. View key metrics and monthly trends through automated calculations and visual charts. Includes separate versions for Microsoft Excel and Google Sheets. Comes with a step-by-step...

Track employee and team performance in one organized, easy-to-use KPI system. Set customized targets and record actual results for up to five key performance indicators. Automatically compare actual performance against targets and calculate achievement rates. Review weekly, monthly, and yearly performance through interactive dashboards....

An all-in-one business management system available for both Google Sheets and Microsoft Excel. Manage clients, tasks, projects, invoices, income, and expenses in one place. Keep daily business activities organized and easy to monitor. Automatically update summaries, financial reports, and dashboards. Includes a step-by-step video...

Compatible with both Excel and Google Sheets for flexible access anywhere Track income, expenses, transactions, and business cash flow in one spreadsheet Monitor financial performance with visual dashboards and yearly summaries Beginner-friendly design with automated calculations — no accounting experience needed Customize categories, currency...

Track finances and inventory in one centralized system Record income, expenses, transactions, taxes, materials, and products Automatically generate monthly and yearly dashboards Monitor stock levels and get restocking alerts Includes step-by-step video tutorial for quick setup and easy use Works with both Excel and...

Organize tasks, priorities, deadlines, and schedules in one complete productivity system Track progress with visual dashboards and real-time task insights Plan your workflow using calendar, Kanban board, and priority matrix tools Manage workloads, task statuses, and productivity more efficiently Works seamlessly with Excel and...

Manage inventory, purchases, sales, manufacturing, and bill of materials in one complete system Track stock levels, batch production, suppliers, and product movement with automated workflows Monitor business performance through interactive dashboards, reports, and real-time inventory insights Fully customizable for different inventory categories, workflows, and...

Manage clients, leads, projects, tasks, and invoices in one organized system Real-time dashboards with automated charts and business insights Built for freelancers, agencies, and service-based businesses Easily track workflows, deadlines, payments, and project progress Fully customizable for Excel & Google Sheets Includes setup guide...

Track income, expenses, profit, taxes & mileage in one organized spreadsheet View automated monthly, yearly & long-term financial dashboards Monitor business performance with charts, reports & smart insights Simple to use, fully customizable, and beginner-friendly Works with both Excel & Google Sheets Comes with...

Calculate product costs, profit margins, discounts, and selling prices automatically Simple and beginner-friendly pricing system for physical products Organize labor costs, product costs, and additional expenses easily Includes pricing summaries and visual charts Works on Excel & Google Sheets Includes setup instructions and video...

Simple bookkeeping system to track income, expenses, and profit Beginner-friendly design – no accounting experience needed Includes Income Log, Expense Log, Monthly & Annual Overview Get a clear view of your financial performance at a glance Works on Excel & Google Sheets + video...