Agency Owner Bundle for Excel and Google Sheets
Capacity, pipeline, and metrics for a 2-5 person services firm
Tiny Agency Capacity, Sales Forecasting, and KPI Dashboard in one package - team utilization, pipeline math, and operational visibility for the modern small agency. Save $24 versus buying separately.
One-time purchase
What's Included
Templates in This Bundle
Three tools for running a tiny agency: team utilization, sales pipeline, and operating KPIs.
Tiny Agency Capacity
$29Per-person utilization, weighted pipeline, gross margin, and a hiring trigger for a 2-5 person services firm.
- 8 KPI cards covering utilization, pipeline, and margin
- Banner flags utilization above the hiring trigger
- Utilization by person and pipeline by stage charts
Sales Forecasting
$2512-month forward sales forecast combining trend extrapolation, seasonality from your historicals, and a weighted pipeline view.
- 7 headline KPIs covering forecast, history, and pipeline
- Historical vs forecast line chart over 12 months
- Pipeline funnel chart by stage
KPI Dashboard
$25Single-source-of-truth scoreboard - 12 monthly actuals and targets per KPI, direction-aware attainment, composite score, and a trend curve.
- 4 headline KPI cards plus pacing alert banner
- On-track by category column chart
- Composite score trend line for the year
Built for Results
Why This Template Works
Built for Small Services Firms
Team, pipeline, utilization, and margin in one workbook. No PSA system, no time tracker, no monthly close.
No Formulas to Write
Enter team and pipeline data in highlighted input cells. Utilization, revenue, loaded cost, and margin are pre-built.
Excel and Google Sheets
Works identically in Microsoft Excel and Google Sheets. No macros, no add-ons, no proprietary functions.
Free Lifetime Updates
All future improvements to the capacity model included at no extra cost.
Your Agency Data Stays Private
Runs entirely in your spreadsheet. Your team and pipeline data stay in your file - we never see or store it.
One-Time Purchase
Pay once, use forever. No subscriptions, no monthly fees, no recurring charges.
Got Questions?
Frequently Asked Questions
What's included in this bundle?
This bundle includes multiple premium spreadsheet templates that work together to give you a complete financial planning system. Each template is fully functional on its own, but they're designed to complement each other for comprehensive financial management.
How do I access the templates after purchase?
After purchase, you'll receive instant access to all templates in the bundle. Each template is a Google Sheets file that you can copy to your Google Drive and start using immediately. No software installation required.
Can I use the templates separately?
Yes, each template in the bundle works independently. You can use them separately based on your needs, or use them together for a more comprehensive financial planning system.
Do I get lifetime access to all templates?
Yes, your one-time purchase gives you lifetime access to all templates in the bundle, plus any future updates we make to improve them. No recurring fees or subscriptions.
Is buying the bundle better than individual templates?
Bundles offer significant savings compared to buying templates individually. You get all the templates at a discounted price, making it a good value if you need multiple financial planning tools.
Do you have access to my financial data?
No, we never have access to your financial data. All templates run in your own Google Sheets account, and your data stays completely private and secure on your Google Drive.
Can't find the answer you're looking for? Contact our team
3 templates included:
Agency Owner Bundle for Excel and Google Sheets
Tiny Agency Capacity, Sales Forecasting, and KPI Dashboard in one package - team utilization, pipeline math, and operational visibility for the modern small agency. Save $24 versus buying separately.