Workbooks + Reports · Excel + Google Sheets

Spreadsheets that do the math for you.

Custom Excel and Google Sheets systems for sales, commissions, payroll, inventory and KPIs — clean, automated, and built so anyone on your team can use them.

RepClosed salesRateCommission
Maria L.$48,2008%$3,856
James R.$36,7507%$2,573
Sofia P.$52,9009%$4,761
Daniel K.$29,4007%$2,058
Total$167,250$13,248

Calculated automatically from your sales data. Sample figures.

Use cases

Whatever you track,
we can make it effortless.

Commission systems

Tiered rates, splits and bonuses calculated automatically for every rep.

Payroll + hours

Hours, overtime and pay calculations with fewer manual errors.

Sales + KPI dashboards

Live charts that update the moment new numbers come in.

Inventory tracking

Stock levels, reorder alerts and usage over time.

Budgets + forecasts

Plan ahead with clear, scenario-ready models.

Automated reports

Summaries that build and send themselves on schedule.

Dashboard shown on desktop, tablet and phone
Room to grow

Outgrow the spreadsheet? Your data comes with you.

When a workbook becomes the bottleneck, we can move it into a custom dashboard or CRM — keeping your formulas, history and reports intact.

Pricing

See prices for workbooks + reports · each automation is priced on its own.

See workbooks + reports pricing
Excel or Google Sheets — which is better?

It depends on how your team works. Google Sheets is great for real-time collaboration; Excel shines for heavy calculations and offline use. We’ll recommend one during the demo.

Can you fix a spreadsheet we already have?

Yes. We can clean up, rebuild and automate an existing file so it’s faster and more reliable.

Will my team be able to use it?

Every system is built to be simple, with clear inputs and protected formulas, and we walk your team through it at handoff.

Send us the spreadsheet
you dread opening.

We’ll show you what it could look like — automated, organized and easy for your whole team.

No obligation. We start by understanding your workflow — then recommend the smallest system that solves it.

Book a free process audit