A CRM for a small business or a freelancer: one row per deal with stage, value and next action. Probability comes from the stage, so every deal has a weighted value; days since contact show what's gone quiet; open value, weighted value, won and win rate at the top. Pro adds a Board by stage, owner and source, and a Follow-ups sheet. No macros.
150 rows with source, owner and stage dropdowns. Probability from the stage, weighted value with bars, days since contact, Action — Do it, Stale, Wait, Closed — with row colours. Open deals and value, weighted, won, win rate, need action.
Per stage: deals, value, weighted, average deal. Win rate by count and by value. Open deals and value per owner, won per owner. Deals and win rate per source.
Do-it and Stale deals listed with next action, owner and days — by INDEX/MATCH on numbered helper columns.
As-of date, stale period, stages with probabilities, sources, owners.
Seven formulas explained: probability lookup, weighted value, the action chain, win rate, the numbering trick, subtraction instead of not-equal.
Every workbook is recalculated in LibreOffice and by a second, independent formula engine on the sample data; the totals are compared with numbers worked out outside any spreadsheet, and every formula cell is scanned for errors. We don't run Excel itself on the build machine, so this says built for, not tested in — open the live preview to see the numbers the formulas produce.
What that means app by app: in Google Sheets, in Apple Numbers, in LibreOffice Calc.
The home page and its CSS — enough to publish a one-pager. A credit link stays in the footer.
Every page, the Pro-only pages, the source files, no attribution, and 12 months of updates and email support.
Use it for unlimited personal and commercial purposes, including client work.
Do not resell the spreadsheet itself, alone or in a bundle.
Every deal has a stage, and every stage has a probability on Setup — 10 % for a lead, 50 % for a proposal, 75 % in negotiation. Value × probability is the weighted value, and the weighted total is what the pipeline is honestly worth today, rather than the sum of everything anyone has ever mentioned. Days since contact and an Action column — Do it, Stale, Wait, Closed — say where to spend the afternoon.
Board shows the pipeline by stage with count, value, weighted and average deal; win rate by
count and by value; open deals and value per owner; deals and win rate per source. Per-owner
open counts are “all theirs minus won minus lost” rather than a not-equal criterion, so blank
rows never count. Follow-ups lists the Do-it and Stale deals with INDEX/MATCH on numbered
helper columns.
The build recalculates both workbooks in LibreOffice and in a second, independent engine and compares forty-four values — probabilities and weighted values, actions on the sample deals, the summary, every Board table, the Follow-ups lists — against numbers computed outside Excel.
First release
A week of trading, one row a day: card, cash, how much of it carried VAT, and how many people came in. Takings, the VAT already inside those sales and the spend per head are calculated. Pro adds the month's running costs with a budget, a variance and an On plan / Watch / Over status on every line, plus a summary that reads the week back to you. No macros.
Thirteen weeks across, cash in and out down: the balance carries forward, weeks below your buffer turn red, and the lowest point and its week are found for you. Pro fills the grid from a dated list of expected receipts and payments and shows what's still outstanding from past weeks. No macros.
One row per unit: property, tenant, rent, due day, lease dates, deposit. Vacancies, leases ending in ninety days, occupancy and monthly rent are calculated. Pro adds the rent payment log with a balance per tenant, an expense log, and a month-by-month view of rent due, collected and spent. No macros.