Business tools and Excel templates
Figures that answer the questions asked every day in project, quote, production and inventory tracking. The tools run in your browser, and what you enter goes nowhere unless you send it. The templates come filled with sample data; type in your own figures and use them right away.
Calculators and test
Project profitability
See a job's apparent profit, and the real profit left once team hours and overheads are added.
Open the tool → CalculatorEmployee hourly cost
The hourly cost you should use when quoting: including leave, holidays, extra costs and time that can't be billed to a job.
Open the tool → CalculatorQuote price and margin
The right price for your target margin, where adding a percentage to cost misleads you, and what a discount takes out of profit.
Open the tool → CalculatorProduction lead time
When the order will be finished and whether it meets the customer's requested date, including work already queued on the machine.
Open the tool → CalculatorOEE (machine efficiency)
Availability, performance and quality; where the losses come from and how many units are lost.
Open the tool → CalculatorThe hidden cost of tracking in Excel
The annual cost of re-entering data, manual reports and spreadsheet errors.
Open the tool → TestingIs it time to move from Excel to ERP?
In 12 questions, see where your files fall short and where it makes sense to start.
Open the tool →Excel templates
Project profitability tracker
Budget vs. actual per project; hours and expenses roll up to the project automatically, and jobs over budget turn red.
Download (.xlsx) ↓ Excel templateTask and work tracker
Who, what, by when. Overdue tasks turn red, tasks due today yellow; a summary of open and late tasks per person.
Download (.xlsx) ↓ Excel templateProduction plan and capacity
Daily capacity per machine or mould, order completion dates, jobs that will miss their deadline and a day-by-day schedule.
Download (.xlsx) ↓ Excel templateQuotation and quote log
A quote form that pulls prices from the product list, a margin check on every line, and a log of won and lost quotes.
Download (.xlsx) ↓ Excel templateField sales and customer visit tracking
Visits and orders per sales rep, alerts for customers not visited in a long time, and follow-ups whose next step is overdue.
Download (.xlsx) ↓ Excel templateStock in/out and minimum stock
Current stock from goods in and goods out, products below minimum level, slow-moving stock and count differences.
Download (.xlsx) ↓The templates are designed for one person or a small team. Once several people need to update the same file at the same time, enter records from their phone in the field, or get the report automatically every day, you've reached the limit of Excel.