Templates for running a team, a business, your money, your training, your studies and your big day. Fill in the amber cells. Every sheet flags what is over, overdue or off track.
Every template turns your data into a status you can act on: Over, Overdue, Reorder, Coach.
Type in the amber cells. Everything else calculates. Each file opens on a Start Here guide.
No macros, no logins, no subscription. Opens in Excel and Google Sheets.
Two full-working templates, free. No card needed.

Three KPIs, ten agents, automatic On Track, Watch or Coach flag for every agent.
Download free
Set a target and a date. See your progress and exactly how much to save each month.
Download freeEvery screenshot is the real file, shown with example data.
One-time payment. Instant download. Free updates.
Scorecard, Coaching Tracker, SL Evaluation and MBR Pack, plus the 9-page TL Playbook on huddles, coaching, reviews and your first 90 days.
Get the Pro KitBookkeeping with a live Profit & Loss, Inventory with reorder flags, and a Customer Feedback Tracker.
Get the packMonthly Budget Planner and Debt Payoff Planner, with the Savings Goals Tracker included.
Get the packAll 14 templates across 7 collections, plus the TL Playbook. Every future template added to the store is yours too.
Yes. Every file is built for Excel and opens in Google Sheets with formulas, dropdowns and colour flags intact.
No. Type in the amber cells only. Everything white is calculated for you, and every file opens on a Start Here guide.
Yes. Names, targets, categories, weights and thresholds all live in cells you control. Nothing is hardcoded.
Any. Amounts are plain numbers, so they work in dollars, pounds, euros, dinars or anything else.
Yes. Download it, use it, keep it. No card needed.
Use them across your own team, household or business. Please don't resell or redistribute the files.