Home Store Accountant Lead Tracker & Quote What this spreadsheet does: It helps accountants to generate a custom quote, and then to track leads. Who this is ideal for: Any accounting firm who does hot have proposal software. Why you need this spreadsheet: You may...
Home Store DYNAMIC CASHFLOW FORECAST What this spreadsheet does: It helps you forecast up to 2 years of cashflow transactions. Who this is ideal for: Anyone needing to predict cashflow. Why you need this spreadsheet: There are loads of cashflow tools, but not many...
Home Store MASTER DASHBOARD What this spreadsheet does: It helps you to keep on top of your sales, leads, jobs, and clients. Who this is ideal for: Anyone who provides a service and invoices fewer larger invoices than more smaller ones. Why you need this spreadsheet:...
Home Store ESTATE AGENT – BUYER PROPERTY MATCHER What this spreadsheet does: It matches would be buyers with listed properties. Who this is ideal for: Any estate agent who actually wants to help people find the right property. Why you need this spreadsheet:...
Home Store LINKEDIN FOLLOW UP SCHEDULE What this spreadsheet does: It helps you to stay on top of your LinkedIn prospecting. Who this is ideal for: Anyone who messages people on LinkedIn in order to invite people to have a call or meeting. Why you need this...
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