Business Management, Tracking and Analysis Toolkit

What’s included in this Business Management, Performance Tracker and Analysis Toolkit bundle?

1. AUTOMATED BOOKKEEPING

This section simplifies managing your finances. You can set up your accounts, track daily transactions, and see summaries for entire months or years. It even helps with tax calculations!

• Instructions
• Setup
• Transaction Log
• Monthly Overview
• Annual Overview
• Taxes
• Inventory Overview & Setup
• Materials Inventory
• Product Inventory
• Reports Settings

2. CLIENT TRACKER

Don’t undercharge or lose money! This tool helps you determine the ideal price for your products by considering material costs, current inventory levels, and the point where you break even (cover all your expenses).

• Instructions
• Setup
• Client Database
• Communication Log
• Client Task Tracker
• Client Task Tracker Dashboard
• Charts Settings

3. SALES PIPELINE

Close more deals with this sales pipeline organizer. Visualize the progress of your sales opportunities, analyze relevant data to make informed decisions, and track the history of each deal.

• Instructions
• Settings
• Input
• Pipeline
• Dashboard
• Pivot Tables
• Sales Pipeline

4. PRICING CALCULATOR

Streamline your stock! This tracker tackles inventory woes. It monitors levels, adjusts quantities, and automatically generates purchase orders. Never face stockouts or overstocking again.

• Instructions
• Material Input
• Product Pricing
• Inventory
• Breakeven

5. INVENTORY MANAGEMENT

Keep your clients happy and organized with this central hub. Store all their information, track communication, assign tasks, and see their progress with customizable charts.

• Instructions
• Setup Data
• Inventory
• Manage Inventory

6. PROFIT & LOSS CALCULATOR (Bonus)

Understand your business’s financial health at a glance. This calculator provides a user-friendly dashboard and detailed reports to show you exactly where your profits and losses come from.

• Instructions
• Dashboard
• Profit & Loss Statement