Sales Intelligence
Predict Your Sales Before Month End
Month-end sales forecast, target status and a deal pipeline in one Excel workbook.
View product: Predict Your Sales Before Month End
Practical data tools
Business dashboards built for people who need useful answers without a full BI setup
Four Excel workbooks for sales forecasting, marketing ROI, business performance and content tracking. Each is a one-time purchase of $19, delivered as an instant download through Gumroad.
Marketing Intelligence
Marketing Performance & ROI Dashboard
ROAS, ROI and CAC by channel, platform and campaign, calculated from your spend data.
View product: Marketing Performance & ROI Dashboard
Business Intelligence
Know Your Business Performance
Six dashboards for sales, marketing, finance, customers and products, plus a forecast and automated insights.
View product: Know Your Business Performance
Content & Creator
Content Performance Planner
Plan posts, log results and see which platforms, formats and posting days drive engagement.
View product: Content Performance PlannerProduct images are screenshots of the actual workbooks, shown with their fictional sample data.
How the templates work
From download to dashboard
Choose a template
Pick the workbook that matches the question you need answered.
Download the Excel file
Buy on Gumroad and download the workbook straight away.
Add your data
Type or paste your figures into the marked input cells and data sheets.
Use the dashboard
The calculations, charts and summaries update automatically from your data.
Need something built around your own data?
Templates cover common reporting needs. For dashboards connected to your own systems, see Power BI dashboards and reporting.
Let's turn your data into your next decision.
Tell us what you are trying to understand: marketing performance, customer retention, forecasting or reporting. We will reply with practical next steps.
Prefer email? [email protected]