Small Business Mega Bundle – 10 Excel Templates for Finance, Planning & Operations

Small Business Mega Bundle for Microsoft Excel

Do you like me have one or more small business ventures that you want to keep on top of? This is the bundle for you. I’ve brought together the main templates I use with my shops into one great value bundle

What Templates are Included
1. Income and Expenses Bookkeeping Tool
2. Client Tracker / CRM Tool
3. Inventory Tracker Tool
4. Order Tracker Template
5. To Do List & Task Planner Tool

Bookkeeping Tool Details:
– A digital download of Bookkeeping Tracker Excel spreadsheet (Microsoft Excel required)
– Instructions of what everything is and how to use it
– A tab to set up what months you want to look at, expense and income categories and any annual or monthly financial goals you may wish to achieve
– A Dashboard breaking down your annual performance into bite sized pieces which corresponding automated graphics
– A Dashboard breaking down your monthly performance into bite sized pieces which corresponding automated graphics. Just chose a month from the drop down and the data updates accordingly
– A tab to enter just the information you need to update any income or outgoing expense which is then fed through the sheet automatically.
– Drop down lists to help categorise and speed up entering details
– The ability to filter, sort and search
– Choose between three currencies (Pound /Dollar / Euro) and two date formats (mm/dd/yy and dd/mm/yy) at the click of a button

Client Tracker Details:
– A digital download of the Client Tracker / CRM Excel spreadsheet (Microsoft Excel required)
– Instructions of what everything is and how to use it
– A built-in dashboard of graphs to really see your results
– Drop down lists to help categorise and speed up entering details
– The ability to filter, sort and search
– Download the free Microsoft Excel app to use on your mobile devices

Inventory Tracker Details:
– A digital download of Inventory Tracker Excel spreadsheet (Microsoft Excel required)
– Instructions of what everything is and how to use it
– Two dashboards of visual insights
– Drop down lists to help categorise and speed up entering details
– The ability to filter, sort and search
– Choose between three currencies (Pound /Dollar / Euro) and two date formats (mm/dd/yy and dd/mm/yy) at the click of a button

Order Tracker Details:
– A digital download of the Order Tracker Template Excel spreadsheet tool (Microsoft Excel required)
– Instructions of what everything is and how to use it
– Built in automatic graphical insights that update as you go
– A tab to track all of you orders and what stage they are at from when they are first ordered all the way to delivery to the customer.
– The ability to filter, sort and search

To Do List Details:
– A digital download of the To Do List & Task Planner Excel spreadsheet tool (Microsoft Excel required)
– Instructions of what everything is and how to use it plus a screen shot of a pre-filled in sheet to get your started
– Built in automatic graphical insights that update as you go
– A tab to track all of your work, what stage they are at, who they are from and when they are due
– The ability to filter, sort and search
– Two different date formats at the click of a button