Microsoft Excel · Global & India editions
B2B Revenue Control System Diagnosis, not record-keeping.
Know what will close, what is stuck, what is at risk — and what to do about it this week. Built for owner-led B2B firms with a real pipeline and no appetite for a CRM rollout.
- Instant download
- Secure Etsy checkout
- Secure Razorpay checkout
- UPI, cards, net banking
- Download access provided after successful payment
90-Day Forecast
Sample data shown. Your figures replace it the moment you enter your first opportunities.
The problem
A pipeline total is not a diagnosis
Most owner-led firms can say how much is open. Very few can say which opportunities have gone quiet, which quotation expired without a conversation, which stage every deal slows down in, or whether the pipeline is mathematically capable of covering the quarter. That gap is where revenue is lost — quietly, and usually to silence rather than to a competitor.
Deals go quiet
Opportunities nobody has touched in three weeks look identical to active ones in a normal tracker.
Quotations age out
Proposals pass their validity date without anyone noticing, and the follow-up never happens.
Forecasts are opinions
Stages get set by feel, so the month-end number surprises everyone including you.
What it does
Six things a basic sales tracker usually doesn't tell you
Revenue Health score
Seven diagnostic dimensions scored from your own data and your own targets, with the weakest driver named so you know where to start.
Revenue at Risk, by cause
Not one alarming total — the amount at risk split into overdue follow-up, past close date, no activity, stuck in stage and no follow-up set.
90-day forecast
Every opportunity placed into Won, Commit, Best Case or Upside by stage and evidence, then measured against the target you set.
Priority-ranked actions
Deals scored on value, stage, ageing and risk, then ordered. The top of the list is genuinely the best use of the next hour.
Stage velocity
Actual days in each stage against the benchmark you set, so the stage holding everything up surfaces on its own.
Parked revenue, shown
Deals on hold are reported separately and kept out of the pipeline total, so coverage and forecast stay honest instead of flattering.
What you receive
Two workbooks, nine working sheets
Sample workbook
Filled with a worked example so every score, forecast and priority is already populated. See how the system reads a pipeline before entering your own.
Blank workbook
The same file with the data removed. It asks to be configured rather than pretending it already is — no borrowed targets, no invented advice.
| File | What it is |
|---|---|
| Start Here guide | Setup in four steps, the two rules that keep the numbers honest, and a troubleshooting table. |
| Blank workbook | Your working file, unconfigured and ready. |
| Sample workbook | The worked example, for reference. |
| KPI & Revenue Intelligence Guide | Every metric: what it means, exactly how it is calculated, and how to act on it. |
| Licence | Commercial-use licence for one purchasing business. |
| Product demo video | A short walkthrough of the dashboard and setup. |
Working sheets: Dashboard · Lead Master · Quotations · Follow-ups · Won Deals · Customers · 90-Day Plan · Revenue Insights · Settings. A hidden technical helper sheet supports the calculations and needs no input from you.
Built to hold up
Engineered like software, not a template
1,000 opportunities
Plus 1,000 quotations, 2,000 follow-up records, 1,000 won deals and 1,000 customers.
Formulas locked
Calculated cells cannot be typed over. Your input cells stay open, and sorting and filtering still work.
Multi-currency
Record deals in the currency they were quoted in and report everything in one. Ten currency slots you control.
Fit
Who it is for — and who it is not
A good fit if
You have enough open opportunities that you cannot hold them in your head, and no reliable answer to what closes this quarter.
Quotations go out and then go quiet.
You have a small sales team, or you are still the sales team, and review happens when someone remembers.
You tried a CRM and abandoned it, or you know the team will not maintain one.
Not a fit if
You need email sequencing, inbox sync or lead generation — this does none of those.
You need multi-user concurrent editing across a large team.
You want something that improves results without being used. It shows where attention is missing; the work stays yours.
You work only in Google Sheets — Excel 2016 or later is required.
Choose your edition
Same system. Your currency, your financial year.
| Global Edition | India Edition | |
|---|---|---|
| Price | $17 USD | ₹1,499 INR |
| Reporting currency | USD | INR, Indian digit grouping |
| Financial year | January start | April start |
| Checkout | Etsy | Razorpay — UPI, cards, net banking |
| GST invoice on request | — | Yes |
| The system itself | Identical — nine working sheets, 1,000 opportunities, all diagnostics, both workbooks and all documents | |
| Buy on Etsy — $17 | Buy via Razorpay — ₹1,499 | |
Digital download — Etsy delivers immediately; India orders receive download access after successful payment. Commercial-use licence for one purchasing business. Includes the current edition, documentation, and corrections or improvements released for that edition at no additional charge.
Questions
Before you buy
Is this a CRM?
No. It does not send email, sync your inbox or generate opportunities, and it does not replace a CRM at scale. It records your pipeline and then diagnoses it — showing what is at risk, why, and what to work on first.
Which version of Excel do I need?
Microsoft Excel 2016 or later, on Windows or Mac. There are no dynamic array functions, so it behaves the same on older desktop installs. Google Sheets and LibreOffice are not supported.
Does it contain macros?
No. There are no macros, no add-ins and no external connections. Nothing to enable when the file opens, nothing for IT or antivirus to block, and nothing you enter leaves your machine.
What is the difference between the Global and India editions?
The system is identical. The Global edition reports in USD with a January financial year; the India edition reports in INR with Indian digit grouping and an April financial year. Both support multi-currency opportunity and quotation tracking with FX conversion into the reporting currency.
How many opportunities can it hold?
1,000 opportunities, 1,000 quotations, 2,000 follow-up records, 1,000 won deals and 1,000 customers.
How long does setup take?
About an hour. Configure Settings, enter your open opportunities, and the dashboard populates itself. The system is useful the same day.
Can I change the formulas?
Yes. Sheets are protected without a password so calculated cells cannot be typed over by accident, but you can unprotect any sheet and modify it for your own internal use.
What do the included updates cover?
Corrections and improvements released for the edition you purchased are provided at no additional charge. This does not include future separately released editions, new products, custom development or consulting services unless expressly stated.
Is there a refund?
Because this is a digital product, it is sold on a no-refund basis once download access has been provided. If a file is corrupt, will not open, or is materially different from what is described here, contact support within 7 calendar days and it will be repaired or refunded.
Rather work through it together?
Revenue Pulse Consulting
Amit Sharma works directly with owner-led B2B firms on revenue systems — diagnosing where revenue is stalling and building the operating rhythm that fixes it. A Focused Revenue Diagnostic Call is the way in.
Book a Focused Revenue Diagnostic Call