Description
Your whole business in six spreadsheets
Most small businesses run on scattered files: money in one sheet, invoices in another, staff attendance in a register and plans in someone’s head. The Small Business Complete Bundle replaces all of that with six connected workbooks. Enter each sale, expense, order, attendance mark or task once, and the totals, reports and dashboards update on their own.
Six workbooks, 38 templates
1. Financial Management (10 templates): Income & Expense Tracker, Monthly Budget Planner, Profit & Loss Statement, Cash Flow Forecast, Balance Sheet, Loan / EMI Tracker, GST / VAT Tracker, Petty Cash Log, Pricing Calculator and Break-even Calculator. Your P&L, budget and cash flow all build from one transaction log.
2. Sales & Invoicing (6 templates): Sales Tracker, Quotation, Invoice Generator, Payment Receipt, Accounts Receivable and Accounts Payable. Pick a client and product from a dropdown and prices, tax and totals fill in. See who owes you, how overdue they are and what you owe suppliers.
3. Inventory & Operations (6 templates): Inventory Tracker, Product Catalogue / Price List, Supplier Directory, Purchase Order, Order Tracker and Asset Register. Get reorder alerts, supplier on-time rates, delivery times and depreciation worked out for you.
4. Customers & Marketing (6 templates): Simple CRM, Customer Database, Marketing Budget & ROI, Social Media Content Calendar, Campaign Planner and Customer Feedback Log. Track your pipeline, loyal and at-risk customers, return on every rupee of marketing and your NPS.
5. Team & HR (5 templates): Employee Directory, Attendance & Leave Tracker, Payroll Calculator, Shift / Staff Scheduler and Task & Project Tracker. Mark attendance with simple codes, track leave balances, work out net pay with PF, ESI, professional tax and TDS, plan weekly shifts and keep projects on time.
6. Planning & Insights (5 templates): Business Dashboard, Annual Goal & KPI Tracker, Startup Cost Calculator, Simple Business Plan and SWOT Analysis. See the year at a glance, track targets month by month, cost a new venture and turn your SWOT into an action plan.
Dashboards that build themselves
Every workbook opens on a dashboard with headline numbers and charts: 140 charts and 264 KPI tiles across the bundle. Revenue and profit by month, cash balance, top products and clients, overdue invoices, stock health, pipeline value, headcount, attendance, payroll cost, goal progress and more. Nothing to set up: the charts read straight from your data.
Made for owners, not accountants
- Blue text = type here. Grey cells hold formulas, so you can’t break them by accident.
- Dropdowns everywhere, driven by a Settings sheet you can edit in a minute.
- Alerts built in: low cash, overdue invoices, low stock, follow-ups due, low leave balance, understaffed shifts.
- Sample data included so you can see every chart working, then clear it and add your own.
- Any currency. Built with Indian businesses in mind (GST, PF, ESI) but works anywhere.
What you get
- 6 Excel workbooks (.xlsx) that also open in Google Sheets
- Setup_Guide.pdf: one-time setup and a daily and monthly routine for every workbook
- One zip download, available instantly after payment
Works with
Microsoft Excel 2019, 2021 and Microsoft 365 (Windows and Mac) and Google Sheets. No macros, no add-ons, no subscription.
Questions
Do I need to know Excel? No. If you can type into a cell and choose from a dropdown, you can use these.
Are the six workbooks linked to each other? Each workbook is fully linked inside, so its sheets feed its own dashboard. The six files work independently, so you can start with just the ones you need.
Can I add more rows? Yes. Insert rows inside a table and the formulas extend with them.
Can I use it for more than one business? The licence covers your own business. Please don’t share or resell the files.
How do I get the files? You’ll get a download link on the order page and by email straight after payment.
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