Simple Project Tracker – £350

Simple Project Tracker – £350

by | Aug 30, 2016

Home Store SIMPLE PROJECT TRACKER What this spreadsheet does: It provides you with a simple task list for each of your projects, with each task assigned to a member of staff. Who this is ideal for: Any businesses who have various staff (or one person) following the...
Client Sales Database – £190

Client Sales Database – £190

by | Aug 30, 2016

Home Store CLIENT SALES DATABASE What this spreadsheet does: It gives you a report showing the relationship between your client and the services of your which they use. Who this is ideal for: Anyone who has a very small range of products or services (up to 5) and a...
Client Follow-Up Schedule – £180

Client Follow-Up Schedule – £180

by | Aug 30, 2016

Home Store CLIENT FOLLOW-UP SCHEDULE What this spreadsheet does: It helps you to monitor when you need to follow up with each new lead and client. Who this is ideal for: It is ideal for IFAs and anyone else who needs to periodically follow up with clients, or anyone...
Project Budget Tracker – £120

Project Budget Tracker – £120

by | Aug 30, 2016

Home Store PROJECT BUDGET TRACKER What this spreadsheet does: Allows you to set a categorised project budget, and then as you add expenses, it tracks your spending. Who this is ideal for: Anyone who has a budget for their projects. If you want to set a budget, monitor...
Staff Succession Planner – £360

Staff Succession Planner – £360

by | Aug 30, 2016

Home Store STAFF SUCCESSION PLANNER What this spreadsheet does: Keeps a list of your staff, showing you who is most likely to leave, and which positions can be internally filled. Who this is ideal for: Anyone who would like to keep on top of their staff succession....