Everything a CEO, CFO, and founder needs — dashboards, financial models, KPI trackers, HR documents, and startup tools — in one evergreen package built to last your entire business journey.
See exactly what's covered across all three packages — and what you unlock when you buy the full bundle.
| Feature / Category | 📊 CEO Dashboard |
💰 Financial Dashboard |
🚀 Startup Sheets |
🎯 Full Bundle |
|---|---|---|---|---|
| Total Templates | 8 | 19+ | 14 | 41+ |
| Platform | Excel | Excel | Excel + Sheets | Both |
| Executive KPI Overview | ✓ | ✓ | — | ✓ |
| Financial Analytics | — | ✓ | — | ✓ |
| Sales & Marketing Reports | ✓ | ✓ | ✓ | ✓ |
| Risk Management Dashboard | ✓ | — | — | ✓ |
| Cash Flow Tracking | — | ✓ | — | ✓ |
| Budget vs Actual | — | ✓ | — | ✓ |
| SaaS KPI Dashboard | — | — | ✓ | ✓ |
| Business Plan Template | — | — | ✓ | ✓ |
| CRM Template | — | — | ✓ | ✓ |
| DCF / Financial Model | — | — | ✓ | ✓ |
| Google Sheets Compatible | — | — | ✓ | ✓ |
| Annual Reports & Comparison | — | ✓ | — | ✓ |
| Market Analysis Report | ✓ | — | ✓ | ✓ |
| Kanban & Project Tools | — | — | ✓ | ✓ |
| Ecommerce & Trade Models | — | — | ✓ | ✓ |
Get instant access to professionally designed HR templates, policies, and checklists. Everything is fully formatted and legally compliant.
Simply customize the templates by adding your company’s details. No complicated editing—just plug in the information specific to your business.
Simply type in your figures in the excel template, that is the number of products or services you expect to sell, and our template automatically calculates your complete financial projections.
Once completed, print or share digitally with your employees. Start managing HR like a pro without wasting time or money!
No need to build spreadsheets from scratch—just plug in your data!
See your data work like magic, without the hard work.
Perfect for both beginners and seasoned pros.
Data-driven decision-making for better results
Keep teams aligned, organized, and working efficiently.
Works for small teams, startups, and large enterprises.
Whether you're launching a startup or running an enterprise — this bundle grows with you at every stage.
That Is Not All Get 10+ Financial Models:
Excel Financial Model portfolio includes financial modelling for different types of business owners including but not limited to hotels, restaurants, bakery, grocery, e-commerce business, gyms, or hair salons.
Plan, forecast, and analyze revenues, expenses, and profits for your online store.
Whether it’s freemium, ads, or subscriptions, this model helps app founders build scalable projections and impress investors.
Built for hotel managers and property investors, this model simplifies forecasting seasonal revenue, operating expenses, and long-term growth.
Create a Solid Business Plan That Attracts Funding & Informs Strategy
Includes startup costs, break-even analysis, and detailed financial statements to support new restaurant ventures or expansions.
Predict Membership Growth, Class Revenue & Operational Costs
From small fitness studios to full-scale gyms, this template tracks it all — including personal training, group classes, and retail.
Keep Your Shelves Stocked and Finances in Check
Plan your cash flow, inventory turnover, and supplier payments with ease while optimizing margins in a high-volume retail space.
From Cupcakes to Cash Flow — Forecast Your Sweet Success
Designed for home bakers or storefront bakeries, this model covers seasonal sales, ingredient costs, and overhead expenses.
Stay Ahead of the Curve in Your Retail Venture
Designed for both physical and online retail stores, this template includes inventory tracking, sales projections, and multi-channel revenue inputs.
Track Appointments, Staff Revenue & Service Sales with Ease
Ideal for salon owners managing multiple services, staff payouts, and product sales — all in one clean dashboard.
Build a Fashion-Forward Forecast That Drives Real Growth
Whether online or offline, this model helps you plan product releases, markdowns, and inventory cycles to stay profitable and trendy.
Accurately Track Prescriptions, OTC Sales & Vendor Expenses
Built for independent pharmacies and retail chains, this tool ensures compliance and financial accuracy from day one.
That Is Not All Get 100+ Google Sheet

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Absolutely! We designed these specifically for entrepreneurs who want financial clarity without becoming accountants. The dashboards translate your raw numbers into visual insights and plain-English recommendations. If you can enter basic financial data, you’ll get tremendous value.
Not at all! We designed these specifically for users with basic Excel knowledge. Simply input your data in the clearly marked cells, and the pre-built formulas handle everything else. Each template includes a “Help” tab explaining every calculation.
Yes! Our templates are compatible with Excel 2010, 2016, 2019, 2021, and Microsoft 365 on both Windows and Mac. We also provide Google Sheets versions of every template for cloud-based users.
Absolutely. While most users use the templates as-is, we provide an “unlocked” version of each template that allows full formula customization. We even include documentation explaining each calculation for those who want to modify them.
Our templates undergo rigorous testing by financial professionals, but if you ever find an issue, our template guarantee means we’ll fix it within 24 hours and provide the updated version immediately.
Yes, future updates will be provided to you via the Email ID, once it ready.
When you join the toolkit, you get lifetime access – but isn’t that so intense, right – like who know where either of us will be later in our lifetime? Like what if I stop selling this product in 2-3 years, how is that lifetime?
Well, if we have a close the membership portal we put all the files into a downloadable folder and send them to you. What you pay for today, you’ll retain access to.
14-Days no questions asked, no “do-the-work”, we just ask that if you get value, you stick with us!
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