From the sales CRM: every live deal as a card, a column per stage, biggest first.
Win the work. Deliver it. Keep the books. See the cash ahead.
The sales CRM, the project tracker with its Gantt chart, the bookkeeping workbook and the cash flow forecast, together for ¥868 instead of ¥1,248. Every one in Google Sheets and Excel, blank and filled with an example.
- 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.
Sales CRM & Pipeline
Know which deal to chase today.
Every deal is one row with a stage, a value and a follow-up date. The board lays the pipeline out by stage, the Dashboard lists the follow-ups due, and a forecast weighted by stage says where the month lands against your target.
Project Tracker with Gantt Chart
Every job on one chart.
Type each task once with a start, an end and % done. The Gantt chart draws itself, late work shows in red, and a task that starts before the one it depends on has ended is flagged.
Small Business Bookkeeping
The month closes itself.
Log what comes in and what goes out; the profit and loss statement, margin and the invoices still unpaid follow, month by month and year to date.
Cash Flow Forecast
Know the tight month before it comes.
Twelve months of cash in and out that names the month your balance drops below your cushion, with two futures beside it: cut running costs, or grow sales. Type the actuals as each month closes and it shows where the plan and the year part ways.
You run the business. The four sheets keep track.
You type
- Each deal, its stage and its next follow-up
- Tasks with a start, an end and % done
- Money in and money out
- Starting cash, your cushion and each month's actuals
It works out
- A forecast weighted by stage against your target
- The Gantt chart and what is late
- Monthly profit and loss, margin and what is still unpaid
- The month cash runs short, before it comes
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
¥868, 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.
Are these the same files as the four sold separately?
Yes. Each sheet comes exactly as it is sold on its own page: the Google Sheets copy links and native Excel files, blank and filled with an example. Nothing is cut down for the kit.
How is it different from the Freelancer & Solopreneur Kit?
Both share the sales CRM, the project tracker and the bookkeeping workbook. The Freelancer kit adds the quote and purchase order pack and a to-do list, for one person quoting their own work. This kit adds the Cash Flow Forecast instead, for a business that needs to see the months ahead.
Does the kit make invoices?
Not as a fifth sheet. Invoices are free for everyone on our free invoice generator: fill it in on the page and download a PDF or an Excel file, or take it as a Google Sheet. Bookkeeping then tracks which invoices are still unpaid.
From the first lead to the months ahead.
Four spreadsheets in Google Sheets and Excel for ¥868 no subscription.
Get the kit · ¥868Not 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.
