Startup Success Series 9-in-1 Collection

Regular price $99.99
Sale price $99.99 Regular price $249.97
Unit price
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✓ Enhance Sales and Client Management

✓ Streamline Team and Task Coordination

✓ Better Prioritize for Informed Decisions

✓ Optimize Inventory and Pricing Strategies

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Startup Success Series 9-in-1 Collection

Startup Success Series 9-in-1 Collection

Regular price $99.99
Sale price $99.99 Regular price $249.97
Unit price

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Product Details

Info of What You Will Get in This Pack

Price Calculator

Product Pricing Tab

✔ Enter product details, quantities, materials, labor hours, and more for thorough cost analysis.

✔ Input markup percentage, tax, and discounts to generate accurate final pricing.

✔ Visualize price breakdown through a simple pie chart, providing valuable cost insights at a glance.

Price Calculator

Dashboard Tab

✔ Product Cost Data: View aggregated product data including price, profit, discount, and costs for comprehensive pricing analysis.

✔ Product Cost Breakdown: Visualize in a simple bar chart the materials, labour and other costs of all your products.

✔ Profitability Chart: Examine profit and markup relationships using bar charts and line graphs for effective pricing strategy.

Price Calculator

Other Costs Section

✔ Not everything comes under labour or material costs. For other fixed or miscellaneous costs, use this section to include those in price calculation of product. 

Price Calculator

Labour Section

✔ Labour Log: Log labour, their units in time, rate/unit, and quantity of items for that labour to calculate accurately your actual labour cost per item.

✔ Multiple Labour Type Breakdown: Log as many as 10 different types of labour costs to calculate your final labour cost for producing a single product.

Price Calculator

Materials Section

✔ Materials Log: Log materials, their units, cost per unit, and quantity to get accurate cost per item of the manufacturing material.

✔ Raw Materials Breakdown: Log as many as 20 manufacturing raw materials to inform your product price.

Inventory Tracker

Dashboard Tab

✔ Get a real-time snapshot of your inventory's current worth and identify top-selling and purchased products for informed decision-making.

✔ Immediately see items below minimum levels, signaling when to reorder, and tailor the dashboard by filtering data by specific timeframes.

Inventory Tracker

Inventory Levels Tab

✔ Access a detailed, real-time overview of all inventory metrics and monitor current stock levels for each product.

✔ Easily find out the total value of your inventory in dollars and make informed decisions based on up-to-date inventory data.

Inventory Tracker

Products Tab

✔ Enter essential product details once for future use and conveniently select item category and unit of measure from dropdown menus.

✔ Define minimum stock levels for each product to ensure timely reordering and efficient inventory management.

Inventory Tracker

Inventory Transactions Tab

✔ Log all stock activities, including salespurchasesreturns, and adjustments, and easily select transaction type from dropdown menus.

✔ Streamline data entry with auto-populated units based on product selection, ensuring accurate transaction records.

Inventory Tracker

Detail Analysis

✔ This Inventory Tracker is your centralized solution for managing inventory efficiently.

✔ With features like effortless data entryinventory level snapshots, and real-time insights, it streamlines inventory management and ensures you stay stocked up on essential items.

Inventory Tracker

Settings Tab

✔ Add different product categories of your inventory items.

✔ Utilize or increase the types of measures (units) to be used throughout the sheet.

Team Task Manager

Dashboard Tab

Holistic Task Overview

✔ Track team efficiency with task completion ratios.

✔ Allocate resources effectively with department breakdowns.

✔ Customize data views with filters for employees, departments, or due dates.

Team Task Manager

Gantt Chart Employee Breakdown Tab
Employee Task Visualization

✔ Track Tasks: View each employee's task progress.

✔ Use Filters: Analyze tasks by employees or departments.

✔ Update Timelines: Modify project dates on the Gantt chart.

Team Task Manager

Gantt Chart Project Breakdown Tab
Project Type Overview

✔ Organize Tasks: Group tasks by project type.

✔ Apply Filters: Focus on specific project types.

✔ Customize Timeline: Set and adjust the Gantt chart start date.

Team Task Manager

40 Employee Tabs

✔ Enter task detailsstatusprioritydeadlines, and notes.

✔ Gain quick insights into each employee's task status and deadlines with the mini dashboard.

✔ Monitor workload and performance for targeted support.

Team Task Manager

Employee Tab Analysis

✔ Analyze task distribution across priority levels per employee.

✔ Monitor employee workload and identify bottlenecks with open task tracking.

✔ Assess productivity through completed task counts.

Team Task Manager

Settings Tab

✔ Define Upto upto 20 Departments

✔ Define Upto upto 20 Projects

Client Tracker

Dashboard Tab

✔ Outreach Funnel Matrix: Analyze outreach effectiveness and conversion rates visually.

✔ Outreach Summary: Track outreach history and measure performance with aggregate summaries.

✔ Client Summary: Evaluate client interactions and gain insights into relationship status.

Client Tracker

Weekly Schedule Tab

✔ Daily Task Tracker: Visualize daily achievements and workload balance with progress bars.

✔ Filtering Options: Filter through the weekly schedule of all employees on a click.

✔ Deadline Highlighting: Stay ahead with highlighted deadlines for key tasks.

✔ Calendar: Select dates easily with a pop-up calendar date picker.

Client Tracker

Client Database List Tab

✔ Client Information: Store essential client details such as name, contact, and company information.

✔ Interaction History: Keep a record of past interactions with each client for better relationship management.

✔ Customizable Fields: Adapt the database with custom fields and information as needed.

✔ Auto Calculate Columns: Automate calculations for metrics like reach count and lead status.

Client Tracker

Reach Out List Tab

✔ Outreach Scheduling: Plan and schedule future client interactions for regular communication.

✔ Delegate Responsibility: Assign personnel for each outreach to streamline the process.

✔ Reach Out History: Record detailed history of outreach efforts.

✔ Schedule Leads Section: Efficiently manage and schedule follow-ups with leads for increased engagement.

Client Tracker

Settings Tab

✔ Personalize your tracker with your own type of clients, their source, associated priority, client interest status, reach-out method, and employees.

Sales Pipeline Tracker

Dashboard Tab A

✔ Sales Leaderboard:Ranks your top performers with the number of deals closed and revenue won.

✔ Activity Breakdown: A bar chart view to show the engagement breakdown of your outreach activities such as calls, emails, and meetings.

✔ Smart Filters & Counters: Select Salesperson & month to check total Sales, Deals Won & Deals Lost.

Sales Pipeline Tracker

Dashboard Tab B

✔ Revenue & Deals: Dynamic sections that show the total revenue in sales, number of deals won, and lost.

✔ Sales Charts:Easy-to-understand sales chart showcasing the performance of your sales team for the selected month.

Sales Pipeline Tracker

Salesperson Tab

✔ Sales Tasks Logger: Log each sales outreach activity with date, outreach type, customer name, product, deal value, stage, and additional notes.

✔ Sales Target Tracking: Set a monthly sales target and monitor it with a progress bar to encourage goal-oriented behavior.

✔ Sales Pipeline Visualizations: This makes it easy for sales reps to understand their sales pipeline, prioritize better, and improve their closing rates. 

Task Priority Tracker

Task Priority Tracker Tab

✔ Task input section: Log new tasks and establish deadlines.

✔ Eisenhower Matrix: Organize tasks into Do Now, Schedule, Delegate, and Delete.

✔ Mini Dashboard Section:  Review daily tasks and track overall progress metrics.

Task Priority Tracker

Eisenhower Matrix

✔ Do Now: Urgent and important tasks for immediate attention.

✔ Schedule: Important tasks scheduled for later.

✔ Delegate: Assigning urgent tasks to others

✔ Delete: Tasks that do not fit the goals.

Task Priority Tracker

Do Now & Schedule Section

✔ Do Now: Manage important and urgent tasks immediately.

✔ Schedule: Strategically plan essential tasks for long-term goals.

Task Priority Tracker

Delegate & Delete Section

✔ Delegate: Assign less important but urgent tasks for more critical priorities.

✔ Delete: Tasks lacking importance and urgency.

Task Priority Tracker

Settings Tab

✔ Define upto 6 types of tasks or tasks categories.

Employee Data Management System

Dashboard Tab

✔ Key Metrics: Overview essential workforce statistics for better analysis.

✔ Diverse Graphs: Analyze gender, education, age to monitor diversity.

✔ Department Filter: Custom insights by selecting a department.

✔ Employment Type Breakdown: Analyze staff composition through contract type.

Employee Data Management System

Employment Details Tab

✔ Automatic Linking: Automatically links employee names using IDs from personal details.

✔ Employment Classification: Specify Employment types and define status.

✔ Status Options: Color-coded employment status for quick reference.

Employee Data Management System

Employee Personal Details Tab

✔ Capture Vital Info: Gather comprehensive employee information through a structured format.

✔ Education Dropdown: Leverage predefined education levels for consistent data entry.

✔ Emergency Contacts: Incorporate emergency contact information for immediate access.

Employee Leave and Attendance Tracker

Dashboard Tab A

✔ Centralized Leave Database: Keep all leave records organized and easily accessible.

✔ Smart Holiday Recognition: Automatically recognize and account for holidays in leave calculations.

✔ Real-time Leave Balances: Provide employees with real-time updates on their leave balances.

✔ Auto-Highlight Log Errors: Automatically highlight errors in attendance logs for easy identification and correction.

Employee Leave and Attendance Tracker

Dashboard Tab B

✔ Total Employee and Leave Overview: Summarizes total workforce and leave usage for easy reference.

✔ Leave Distribution Analysis: Shows leave types by the department for better understanding.

✔ Monthly Leave Visualization: Break down leave usage by month and department for comprehensive analysis.

Employee Leave and Attendance Tracker

Employee Info Tab

✔ Comprehensive Employee Profiles: Store and manage employee information, including contacts and leave balances.

✔ Leave Balance Tracking: Keep track of leave balances for each employee to ensure accurate leave management.

Employee Leave and Attendance Tracker

Employee Info Tab Analysis

✔ Comprehensive Employee Details: Includes ID, full name, department, address, contact information, and emergency contacts.

✔ Leave Balances: Tracks total and remaining leaves under various categories.

Employee Leave and Attendance Tracker

Leave Log Tab Analysis

✔ Employee Selection: Choose from a dropdown of employees for leave recording.

✔ Leave Period Management: Enter start and end dates with automated leave day calculations.

✔ Leave Reasoning: Manual entry fields for detailed leave justifications.

Employee Leave and Attendance Tracker

Attendance Log Tab

✔ Precise Time and Attendance Logging: Record entry and exit times accurately for each employee.

✔ Attendance Notes: Add additional attendance notes or remarks for reference and documentation.

Employee Leave and Attendance Tracker

Settings Tab

✔ Track your weekends: Specify Saturday, Sunday, or both as days off.

✔ Holidays: Log in advance for all the upcoming holidays.

✔ Departments: Specify different departments in your company.

✔ Leave types: Specify all the different types of standard leaves allowed in your company.

Meeting Notes Template

Meeting Tab

✔ The Meeting Notes Template simplifies meeting management by providing an all-in-one interface for agenda creation, quick action tracking, and organizing meeting minutes effortlessly.

✔ With features like agenda creation, action item tracking, and detailed meeting minutes log, enjoy efficient and productive meetings every time.

Meeting Notes Template

Action Items Section

✔ Clear task assignments and detailed action item tables streamline task management and execution.

✔ List all the action items along with the task owners to make sure nothing important falls through the cracks.

Meeting Notes Template

Meeting Agenda Section

✔ Streamline meetings with an agenda template and capture every detail with dedicated sections for meeting minutes.

✔ Easily log up to 10 agenda items in a dedicated space.

✔ List all discussion points to structure the meeting and address essential topics.

Meeting Notes Template

Meeting Minutes Section

✔ Easily record meeting minutes adjacent to the agenda section.

✔ Record up to 35 meeting minutes in a dedicated section.