Sales and CRM pack
A working sales stack in spreadsheets: pipeline and forecast, a simple CRM, commissions, quotas, deal scoring and win/loss.
Every file, and what it does
Open any one to see inside it before you buy
Sales Pipeline & Forecast
Log open deals; probability comes from stage, not hope · Forecast gives weighted, commit and best case · Accuracy tracks forecast against closed, exposing your bias
Sales Commission Calculator
Set the tiers; the sheet checks thresholds rise · Fill each rep's sales and quota on Reps · Plan cost models total payout across team attainment
Simple CRM & Lead Tracker
Log leads on Leads. Only the yellow columns · Ageing flags untouched leads: silence kills them, not rejection · Sources shows which channel produces leads that close
Deal-Scoring Model
Set Scoring weights to match what predicts your wins · Score each deal one to five on each factor · Calibration compares score bands to your real win rates
Territory & Quota Planner
Set the team target and deal economics on Inputs · Assign quota per rep; capacity and counts compute · Ramp adjusts a new hire's quota while unproductive
Sales-Call Tracker & Follow-up Log
Log calls on Calls. Overdue follow-ups turn red · Activity math works back from target to daily dials · Rates separate a list problem from a pitch problem
Cold-Outreach Sequence Tracker
Set your sequence and targets on Inputs · Log prospects on Prospects with the step they reached · By step shows where replies come from
Upsell & Renewal Tracker
Log each account with value, renewal date and health · Retention computes gross and net from your own book · Timeline shows the next ninety days of renewals
Quote & Estimate Builder
Fill your details and line items on Quote · Enter cost per line; the margin panel stays internal · Discount authority shows who can approve this discount
Win/Loss Analysis Sheet
Log every closed deal with reason and competitor · Reasons ranks by revenue lost, not by frequency · Competitors shows who you lose to, and beat
This is for you if
- You are rebuilding these by hand right now and losing the afternoon to it
- You want the numbers visible so you can check and change them, not a tool that hides its own maths
- You would rather pay once and own the file than rent it
Not for you if
- You want something automated that plugs into your accounts. These are files you fill in.
Before you pay
What exactly do I receive?
10 separate files: 10 Excel. You download each one on its own, not a single zip to unpack.
Do I need to make an account?
No. Pay by card and the account is created for you, with a sign-in link emailed over. The files stay in it for good.
What opens them?
Excel workbooks as .xlsx and Word documents as .docx. They open in Excel and anything that reads those two formats.
Can I trust the numbers?
Every file passes automated checks before it ships: the arithmetic is replayed in a second language and has to match, and every cross-sheet reference is proved to land on a cell that exists. The formulas are visible, not hidden.
What if a file is updated?
You always download the current version. If a file is corrected or improved, the fix reaches you without paying again.
Can I get a refund?
No. Delivery is immediate and complete, so the sale is final, and that is in the terms rather than hidden. Which is why the images above are the real files inside: see what you are getting before you pay.