Small Business Spreadsheets: CRM, Invoices, Projects and KPI Dashboards

Back-office tools for one- to ten-person service businesses that don't want five subscriptions. Each workbook does the bookkeeping-adjacent busywork with formulas: what's owed, what's overdue, what's in the pipeline, what renews next month.

They're management tools, not accounting software. Use them alongside your bookkeeping, and every number on the dashboard is explained in the Quick Start guide.

Products

Small business dashboard spreadsheet with revenue, profit, owed invoices, pipeline, late projects and a revenue vs expenses chart

Available$19

Small Business OS

Run a small service business from one Excel or Google Sheets workbook: lead pipeline, customers, projects, invoices with overdue tracking, expenses, vendors, tasks, KPIs and a monthly review.

Contractor business dashboard with backlog, owed, win rate, margin, inspections and permits

Coming soon$29

Contractor Business OS

Know which jobs actually make money, what's owed to you, and what inspections and permits are coming up.

Local outreach dashboard with follow-ups due, reply rate, meetings and pipeline

Coming soon$29

Local Outreach OS

Organise local B2B outreach: duplicates flagged, leads scored and prioritised, follow-ups scheduled, replies tracked and a do-not-contact list enforced everywhere.

Available$79

Local Outreach OS Pro

Turn a list of local businesses and their websites into clean, de-duplicated contacts from each business's own site, with junk addresses filtered out and robots.txt obeyed.