Complete Profit Toolkit: all 22 Excel templates and 3 guides

Everything in one download: cash, pricing, sales, tenders, costs, AI and a monthly KPI dashboard. The complete set for running a more profitable small business.

What's included

• 3 guides (PDF): Pricing & Margin, Win More Tenders, AI Automation Playbook
• Cash: 13-week cash flow forecast, debtor days calculator, late payment chase pack, aged debtors tracker, stage payment planner
• Pricing & profit: charge-out rate, break-even & utilisation, quote margin checker, job margin tracker, customer profitability, price increase planner, SaaS pricing & discount analyser
• Sales & tenders: sales pipeline tracker, key account plan, go-to-market plan, win/loss review, bid/no-bid scorecard, tender response planner
• Costs & control: profit leak audit, automation ROI calculator, supplier spend review, monthly KPI dashboard

Saves £97 compared with buying the four toolkits separately, and includes 5 templates not in any toolkit.

What you get

A ZIP file with 3 PDF guides and 22 Excel files (.xlsx) that also work in Google Sheets.

Designed by Basir Consulting with AI assistance, and checked by hand. Planning tools, not financial, tax or legal advice. Licensed for use in one business.