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REAL SCREENS. CLEAR NEXT STEPS.

From entering numbers
to making decisions.

See where to start, what calculates automatically and how to read the results. Six annotated screens. Two practical workbooks.

These are real screenshots of the Excel workbook versions shown. All example companies and figures are fictional. Google Sheets versions have a different appearance; these screenshots are not a Google Sheets walkthrough.

Sales CRM & Pipeline

Record the deal. Plan the follow-up. Review the forecast.

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01

Put every opportunity in one place

Enter the owner, stage, deal value and probability. One deal per row keeps the pipeline easy to review.

Your inputsBlue cells are editable. Keep calculated columns M and N intact.
Select the screenshot to see the complete workbook page.
02

Know who needs a follow-up

Add a follow-up date and a clear next action. The status column flags overdue deals inside the workbook.

Status updates hereWorkbook alerts only. No reminder emails are sent.
Select the screenshot to see the complete workbook page.
03

See the bigger picture

Read open pipeline, weighted forecast and won value alongside charts for stage and expected close month.

Forecast, not revenueThe example weighted forecast is A$18,600. It is an estimate, not guaranteed revenue.
Select the screenshot to see the complete workbook page.

Product Pricing Calculator

Build the cost. Set your assumptions. Check your profit.

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01

Build the real cost of a batch

Enter materials, labour and other batch costs. Quantity multiplied by the tax-exclusive rate calculates each line.

Calculated costThe sample batch totals A$546.50. Include your own relevant costs.
Select the screenshot to see the complete workbook page.
02

Set the assumptions you control

Set your target margin, discount, tax rate, chosen price and batch quantity in the blue input cells.

Edit these inputsThe example uses 10 units per batch. Tax-exclusive costs and prices must be consistent.
Select the screenshot to see the complete workbook page.
03

Compare price with profit

Compare the price needed for your target margin with the profit at your chosen price. See what the discount leaves you.

Profit at your priceAt the sample A$80 price and 10% discount: A$17.35 profit per unit and 24.1% margin.
Select the screenshot to see the complete workbook page.
Review the product listing for the exact files and software versions included before purchasing. Product screenshots illustrate the workbook; they do not guarantee a financial result.