This one is not on sale yet. The free One-Page Report Builder is the same build quality, and the rest of the shop is on Etsy.
Everything you need to run a monthly and quarterly business rhythm.
6 templates that were built to work together. £79, against £182 bought separately.
What is in it
- Quarterly Business Review System — Run a QBR that survives contact with an executive committee
- Monthly Operating Review Pack — Turn last month's numbers into a 45-minute decision meeting
- Executive Dashboard — One page your CEO will actually read
- Executive Action Tracker — Actions that get closed, not re-raised every month
- Decision Log & Register — A written record of what was decided, by whom, and why
- Operating Cadence Calendar — Design the rhythm of your business year on one page
The part that is worth more than the discount
These hand figures to each other. A buyer who knows where the joins are uses four of them where a buyer who does not uses one, so the bundle ships a README that names every join: which number leaves one file and which cell it arrives in.
- Headcount Tracker & Dashboard → Workforce Plan & Establishment Model — Closing establishment and the open vacancies become the opening position of the workforce plan. Type it once.
- Workforce Plan & Establishment Model → Capacity & Resource Planner — The planned roles and their start months are the capacity the resource planner assumes exists. A plan that assumes roles the workforce plan has not funded is the commonest reason a resource plan is wrong from January.
- Attrition & Retention Dashboard → Workforce Plan & Establishment Model — The attrition rate is the workforce plan's attrition-drag assumption. Most plans guess it; this closes the loop.
- Attrition & Retention Dashboard → Capacity & Resource Planner — Voluntary attrition by team tells the capacity planner which teams' commitments are least safe.
- Budget vs Actual Tracker → Management Reporting Pack — The budget-versus-actual variances are the management accounts' variance column. Same numbers, different audience.
- Rolling Forecast Model → Scenario Planner — The rolling forecast's drivers are the scenario planner's base case. The scenario planner asks what would have to be different.
Every worked example in the bundle describes the same fictional business at the same moment, so you can follow a single number across four files and watch it stay the same.
What you get
16 files. Every template twice — a worked example with a complete business filled in, and a blank version for your own numbers — plus a README with the reading order and the connections map.
What it needs
Microsoft Excel 2016 or later, plus Word and PowerPoint for the documents and decks. Windows or Mac, or Microsoft 365. Nothing to install. Not compatible with Google Sheets.
Licence
Single-user commercial licence. Not for resale or redistribution.
