Bundle · Small Business - Template 87
Small Business Spreadsheet Bundle
Your books, your clients, your prices and your projects.
Microsoft Excel◆Google Sheets◆4 workbooks
Four complete workbooks for Microsoft Excel and Google Sheets, 54 tabs between them, in one download: Small Business Bookkeeping, the Small Business CRM and Client Tracker, the Product Pricing Calculator and the Project Manager and Task Tracker. Each one works out its own dashboards and totals as you type, with no subscription. The bookkeeping workbook and the pricing calculator come as a blank copy and a sample copy; the CRM and the project manager are one file each, with example rows you clear before you start. The four are separate workbooks, so use any one or all of them.
What's inside · 4 workbooks · 54 tabs
- Small Business Bookkeeping - 12 tabs - log each transaction once, then review any period you like
- VAT, invoices and cash flow - net VAT due, an invoice chase list and a 13 week forecast
- Small Business CRM & Client Tracker - 20 tabs - clients, conversations, follow ups and a pipeline
- Effective hourly rate - log your hours and see what each client is really worth
- Rate Reality Check - the rate your own target needs
- Product Pricing Calculator - 8 tabs - five ways to set a price, with costs, profit and margin
- Materials and reorder list - stock status, inventory value and a list that fills itself
- Project Manager & Task Tracker - 14 tabs - one task list feeding a Gantt chart, Kanban board, matrix and calendars
- Recurring tasks and workload - 8 frequencies, and hours per person against capacity
- Four separate workbooks - use any one or all four, in Excel 2016 or later or Google Sheets
In Motion
Four workbooks, one download.
Books, clients, prices and projects - each workbook works out its own dashboards and totals as you type.
