Lead Pipeline Tracker
Score leads, prioritise follow-ups and forecast weighted pipeline across 1,000 ready rows. Nineteen automatic integrity checks tell you when the forecast can be trusted.
Individual template: $13
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Global Excel templates
Turn scattered sales activity into disciplined revenue execution.
Three Excel tools that share one method — lead qualification, quote follow-up and focused 90-day revenue planning. Built for consultants, founders and global B2B teams.
View the complete bundle on Etsy →
Three practical tools. One revenue workflow.
Quote & Proposal Tracker
Monitor ageing, expiry, follow-ups, payment terms, Incoterms and documentation status across 200 quotation rows, with ten automatic integrity checks.
Individual template: $11
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90-Day Revenue Plan
Translate quarterly targets into weekly activity, ownership and milestones, with pace measured by the day and nine automatic integrity checks.
Individual template: $9
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Designed to work—not just look good.
- Multi-currency reporting
- Executive dashboards
- SAMPLE and CLEAN workbooks
- 38 built-in integrity checks
- No macros or add-ins
- No subscription required
- Quick Start buyer guides
- 30-day limited email support
Three separate workbooks, one method. The files do not exchange data automatically — you decide what moves forward from lead to quote to plan, which keeps every number traceable and each file easy to audit.
Complete Revenue Execution System
3 premium templates • 6 workbook files • Buyer guides • Compatibility guide • Single-business licence
Launch price: $22 for the first 50 sales. Buying the three separately costs $33.