Ready-to-use Excel workbooks for B2B owners and small sales teams. Each one answers a specific question about your sales, without new software or a monthly subscription.
Global editions are sold on Etsy in USD. The Lead Pipeline Tracker, Quote & Proposal Tracker and Revenue Control System handle deals in multiple currencies; the 90-Day Revenue Plan works in one reporting currency. The India edition is priced in rupees and uses Indian number formatting.
The India Edition of the Revenue Control System and the AI Toolkit can be bought from India. The other Excel tools are sold on Etsy for international buyers only: Etsy does not let buyers in India purchase digital products from an India-based shop.
A short self-assessment that shows which part of your sales process needs attention first. Then pick the tool that fits.
Start with the question that keeps coming up in your weekly sales review.
| Your question | Best fit | Price |
|---|---|---|
| Leads are slipping through the cracks | Lead Pipeline Tracker | $13 |
| Quotes go out and we forget to follow up | Quote & Proposal Tracker | $11 |
| We need a clear sales plan for the next quarter | 90-Day Revenue Plan | $9 |
| I want leads, quotes and planning covered | Sales Tracker Excel Bundle | $22 |
| Are we on track for the year, in one view? | B2B Revenue Control System | $17 / ₹1,499 |
| I'm not sure what the real problem is | Free Revenue Health Scorecard | Free |
Filled with realistic demo data so you can see how every sheet and dashboard works before you start.
The same tool, empty and ready for your own leads, quotes and targets.
A short PDF that walks you through setup, daily use and the built-in checks.
Buy through the linked Etsy or India checkout. Check the purchase page for delivery details. One-time payment, no subscription.
Desktop Microsoft Excel on Windows or Mac: Microsoft 365 is recommended, and Excel 2019 and 2021 are supported. Excel for the web, Google Sheets, Apple Numbers, LibreOffice and mobile apps are not supported.
No. The bundle includes three separate Excel tools, each with SAMPLE and CLEAN versions (six Excel files in total). Information is transferred manually between the tools; they do not automatically synchronize.
Global editions report in a currency you choose. The Lead Pipeline, Quote Tracker and Revenue Control System accept deals in multiple currencies with exchange-rate checks (rates are entered by you, not live); the 90-Day Plan uses one reporting currency. The India edition reports in INR, uses lakh/crore number formatting and an April–March financial year.
The B2B Revenue Control System – India Edition (₹1,499) and the Revenue Growth AI Toolkit (₹999) are available through Razorpay. The Etsy listings cannot be purchased by buyers located in India, because Etsy does not allow that for India-based shops.
Yes, within your own business. Please see the licence included in the download for details on sharing and resale.
Please see our refund policy. If something doesn't open or calculate as expected, email us and we will help.
Yes. If you'd prefer hands-on help with your sales process, the tools can be part of a consulting engagement. See how the consulting works.
The tools work well on their own. If you want help finding where your sales are stuck and fixing the process behind it, let's talk.