A CRM in a spreadsheet, and it tells you where the month lands.
Deals as a board by stage, a weighted forecast against your monthly target, and contacts that turn red when a live deal goes quiet.
- Google Sheets
- Excel .xlsx
- Blank + filled example
Instant download. Permanent link in your account.
Instant download. Permanent link in your account. Yours forever, no subscription.
The board: a column per stage, biggest deals first as cards.
What If
Where this month lands.
At your own win rate, where this month finishes, and the day you cross target at the pace you are on. Add deals or raise the win rate and the month redraws.
Deals
Every opportunity.
Stage, value, chance of closing, close date and the next step, one row each.
Contacts
Quiet too long turns red.
Each contact with their last contact date and open deals. Thirty days quiet with a deal still open, and it turns red.
And the quiet ones
The numbers, the calls and where to start.
The dashboard
Open pipeline, weighted forecast, won against target, win rate, overdue follow-ups and the funnel.
Activities
Every call, email, meeting and demo, logged against its deal.
Start here
Every tab in one line, then the order to fill it in. The first tab you open, and the only instructions you need.
You sell. It keeps the pipeline honest.
You type
- Your target and stages, once
- Each deal and its stage
- Every call, email and meeting
It works out
- The board, by stage
- A weighted forecast against target
- Follow-ups that have gone quiet
- Win rate by source
Google Sheets or Excel. You do not have to choose.
The download carries both: the Sheets copy link and the native .xlsx. Every formula is chosen to work identically in the two, and we test the round trip on every build.
A link, not a file to babysit.
Buy it once
$49, no subscription. Your order email and your account both carry the download, permanently.
Copy it into your Drive
One click and it is yours, in your own Google account, forever. We keep no access to your copy and nothing in it phones home.
Start in the example
The filled copy shows every tab already working. Poke it, break it, then open your blank and type your own.
The questions we actually get
Is there a year printed in it?
No. No year is printed anywhere in the files, so it starts the day you do and keeps working next year.
Does it work in Excel?
Yes. The same workbook comes as native .xlsx files, one blank and one filled with an example, checked in Excel with every formula recalculated.
Do I need spreadsheet skills?
No. Every formula is already built. Open the example copy first to see every tab working, then type into your blank one.
What exactly do I receive?
A small PDF with your links: the Google Sheets copy links, blank and filled example, and the native Excel files of both. Buying once covers your personal use in both apps, forever.
Every deal, in view.
Pipeline, forecast and follow-ups, in Google Sheets and Excel, no subscription, no year baked in.
Get the CRM · $49Not the sheet you need? See every spreadsheet template or ask at Templacity Hall.
Be the first to say something.
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Instant download.
Your file is in your account the moment you check out, yours to re-download any time. A receipt lands in your inbox, too.
One-time purchase.
No subscription, no annual renewal, no upgrade nags. Pay once and the file is yours.
Quiet, secure checkout.
Stripe. Apple Pay. No spam, no “partners,” no reselling your details. Receipt, file, done.
