Finance Tracker + Sales Tracker
Custom finance & sales tracking spreadsheets + Loom walkthrough
Without a single source of truth for cash in / cash out and pipeline stage, every optimisation decision is guesswork. We install the tracker on day one so every later metric (CPBC, CPQBC, close rate) is grounded in real numbers.
Two linked sheets — finance (revenue, ad spend, margin) and sales (pipeline, stage, owner, close date) — plus a 10-min Loom walkthrough.