Know what needs action
Surface overdue follow-ups, open proposals, and unpaid invoices.
Excel workbook · one-time purchase
See the money before it slips.
Track leads, overdue follow-ups, invoices, expected cash, and quote pricing without stitching together another complicated system.
Instant download · Microsoft Excel · No subscription
100-lead capacity
100-invoice capacity
Six focused worksheets
The weekly revenue check
Stop reconstructing your business from memory.
Put leads, follow-ups, invoices, cash flow, and pricing decisions in one working view.
See expected cash
Connect pipeline, invoices, and monthly cash flow without treating projections as guaranteed.
Quote with context
Use income goals, overhead, capacity, delivery time, and risk buffer.
Real workbook preview
A clean control panel, not another CRM project.
- Formula-driven dashboard
- Lead stage, value, and next action
- Invoice status and due dates
- Monthly cash-flow view
- Quote-planning calculator
What you receive
A lightweight revenue routine.
Six-sheet Excel system
Start Here, Dashboard, Leads, Invoices, Cashflow, and Pricing.
Example data
See how it works, then replace the samples with your own information.
Quick-start guide
A five-minute setup and simple Friday review routine.
Make the next revenue action obvious.
Download once and update it each week.
FAQ
Before you buy
Is this accounting software?
No. It is a planning workbook, not accounting software, tax advice, or professional financial advice.
Does it connect to my bank?
No. You enter the minimal information yourself; no financial account connection is needed.
Will it guarantee more revenue?
No. Results depend on your offer, pipeline, follow-through, and market.