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This is a six-tab Google Sheets dashboard with five calculators and a Start Here tab.
- Conversion Rate Tracker with pipeline stages, benchmarks, and revenue insight
- Discovery Call Close Rate with revenue per call and cost of non-closed calls
- Client Lifetime Value with retention what-if table and referral multiplier
- Referral Revenue Tracker with source-by-source breakdown
- Offer Profitability Calculator with auto color-coded true profit per offer
PDF How-To Guide — when/how to use each calculator and what to do with the results
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- Your revenue feels inconsistent and you're not sure whether the problem is lead volume, your close rate, or the offers themselves — and you want a clear answer
- You know some clients are worth more than others but you've never actually calculated lifetime value, and you suspect the number is higher than you think
- You have offers that feel like a lot of work and you're not sure they're paying off at the rate you want
- You want to make your sales decisions from data instead of gut feel — and you want a tool that makes that easy
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Google Sheets (digital download)
Make a copy to your Google Drive and customize and edit it anytime
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This is a digital download. No physical product will be shipped.
Due to the nature of digital downloads, all sales are final.
Please note: These digital products are for your personal business planning use only. They are not templates meant to be copied, repackaged, or used to create your own products. Your purchase does not include resale, sharing, or redistribution rights.