Event Budget & Sponsorship Tracker
Planned vs actual spend by category, sponsor pledges and payments, and a bottom-line P&L summary.
KPI / OKR Dashboard
Objectives, key results, and a monthly KPI grid with traffic-light status and trend deltas.
Marketing Budget & ROI Tracker
Channel spend, leads, customers, CAC, and ROI — see at a glance which campaigns earn their keep.
Payroll Hours & Overtime Calculator
Weekly timesheets, overtime at 1.5×, and gross pay per employee — ready for the payroll run.
Break-Even & Startup-Cost Calculator
Startup costs, fixed overheads, and a break-even unit and revenue calculation with a what-if price grid.
Quote & Estimate Builder
Line items, markup, VAT, and a print-ready layout so clients get a professional quote every time.
CRM Lite — Contacts & Follow-ups
Contacts, deal values, pipeline stages, and follow-up reminders for a one-person sales operation.
Social Media Content Calendar
Plan posts by channel and date, track status, and see a channel-mix summary at a glance.
Employee PTO & Leave Tracker
Annual allowances, leave requests, and live balances for every employee — no HR software needed.
A/R Aging & Payment Tracker
Outstanding invoices bucketed by age, with overdue flags and a per-client balance summary.
Recipe Cost & Menu Margin
Plate costing, menu price targets, and food-cost percentage per dish.
Shift Planner
Weekly rota, hours per person, and coverage gaps highlighted automatically.
Project Gantt
Tasks, owners, dependencies, and a timeline view that prints cleanly.
Inventory Reorder Tracker
SKU levels, reorder points, and supplier lead times without ERP bloat.
Sales Pipeline
Stages, weighted forecast, and deal aging — built for a one-person sales team.
Pricing Calculator
Cost-plus and value-based pricing with margin targets and break-even units.
P&L & Balance Sheet
Simple profit and loss with a balance sheet snapshot for year-end conversations.
Expense & Mileage Tracker
Tax-ready categories, receipt log, and a mileage tab that calculates reimbursable totals automatically.
Cash Flow Forecast (12-mo rolling)
For solo operators and tiny teams. Forecasts vs actuals, runway, and what-if levers built in.
Invoice Template
Service-based and product-based variants, auto totals, VAT-ready.