{"title":"Digital Business Toolkits","description":"\u003cp\u003ePractical Excel templates and digital business tools for small businesses. Organize hiring, clients, operations, and resale inventory with clear tables, dashboards, and guides.\u003c\/p\u003e","products":[{"product_id":"reseller-inventory-profit-tracker-excel","title":"Reseller Inventory \u0026 Profit Tracker for Excel","description":"\u003cp\u003eFollow resale stock from purchase to sale and see what you earned after item costs, fees, refunds, and selling shipping. Useful for small resellers managing individual items and purchased lots.\u003c\/p\u003e\u003cdiv class=\"tribu-guide-preview\" style=\"margin:24px 0;padding:24px;border:1px solid #d5dce8;border-radius:12px;background:#f0f3fa;color:#192749;\"\u003e\n\u003ch2 style=\"margin:0 0 12px;color:#192749;\"\u003eSee how the tracker works\u003c\/h2\u003e\n\u003cp\u003eExplore the free 17-page customer guide before you buy. Learn how purchase lots, individual items, sales, returns, and refunds connect, and understand profit, stock cost, and cash gain. Includes screenshots, practical examples, and answers to common questions.\u003c\/p\u003e\n\u003cp style=\"margin:20px 0 12px;\"\u003e\u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0765\/0928\/2498\/files\/Reseller_Inventory_Profit_Tracker_Customer_Walkthrough.pdf?v=1790552330\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;padding:14px 20px;border-radius:8px;background:#192749;color:#ffffff;text-decoration:none;font-weight:700;\"\u003eView the customer guide (PDF)\u003c\/a\u003e\u003c\/p\u003e\n\u003cp style=\"margin:0;font-size:0.9em;\"\u003eOpens in a new tab. This free guide explains how to use the tracker. Purchase the toolkit to receive the editable Excel workbook.\u003c\/p\u003e\n\u003c\/div\u003e\u003ch2\u003eWhat you can track\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003ePurchase lots, item costs, repairs, and inventory status\u003c\/li\u003e\n\u003cli\u003eSales, selling fees, shipping, refunds, and returns\u003c\/li\u003e\n\u003cli\u003eNet proceeds, profit, unsold stock cost, and cash gain or loss\u003c\/li\u003e\n\u003cli\u003eEntries that need attention before you rely on your totals\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat is included\u003c\/h2\u003e\u003cp\u003eOne editable .xlsx workbook with Dashboard, Inventory, Lots, Sales, and Quick Guide sheets. Includes formatted Excel tables, filters, linked navigation, charts, and fictional sample entries that you can clear using the guide. Prepared for 200 items, 50 purchase lots, and 300 sales or adjustment entries.\u003c\/p\u003e\u003ch2\u003eBefore you buy\u003c\/h2\u003e\u003cp\u003eDesigned and tested in Microsoft 365 Excel for the web. An Excel account or license is separate. Google Sheets, Apple Numbers, and older Excel versions have not been tested. This is a digital download; no physical item is shipped. Enter marketplace transactions and actual fees manually. The tracker does not sync with eBay or reconcile payouts. Profit is before business overhead and income taxes. Lot purchase cost is allocated equally across units. It is not a complete accounting system.\u003c\/p\u003e\u003ch2\u003eOne-business license \u0026amp; downloads\u003c\/h2\u003e\u003cp\u003eYour purchase covers internal use by one business and its employees. Edit the workbook and make internal working copies and backups. Another business needs its own purchase. No resale, redistribution, public uploads, or sharing the reusable workbook outside the licensed business.\u003c\/p\u003e\u003cp\u003eIncludes up to \u003cstrong\u003e3 downloads per purchased toolkit\u003c\/strong\u003e. You can continue using the saved workbook after reaching the download limit. For help with another download, email tribulatinawear@yahoo.com with your order number.\u003c\/p\u003e\u003cp\u003e\u003ca href=\"\/pages\/digital-toolkit-license\"\u003eRead the full digital toolkit license\u003c\/a\u003e.\u003c\/p\u003e","brand":"NeatlyRun","offers":[{"title":"Default Title","offer_id":67580509454530,"sku":"TRIBU-RESELL-XLSX","price":29.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0765\/0928\/2498\/files\/tribu-reseller-tracker-dashboard.jpg?v=1790520630"},{"product_id":"hiring-applicant-tracker-excel","title":"Hiring \u0026 Applicant Tracker for Excel","description":"\u003cp\u003eKeep applicants, open roles, and follow-ups in one organized Excel workbook. A clear dashboard helps you see where each application stands.\u003c\/p\u003e\u003cdiv class=\"tribu-guide-preview\" style=\"margin:24px 0;padding:24px;border:1px solid #d5dce8;border-radius:12px;background:#f0f3fa;color:#192749;\"\u003e\n\u003ch2 style=\"margin:0 0 12px;color:#192749;\"\u003eSee how the tracker works\u003c\/h2\u003e\n\u003cp\u003eExplore the free 21-page customer guide before you buy. See the Dashboard, Applicants, and Jobs sheets, with screenshots, step-by-step instructions, worked examples, and answers to common questions.\u003c\/p\u003e\n\u003cp style=\"margin:20px 0 12px;\"\u003e\u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0765\/0928\/2498\/files\/hiring-applicant-tracker-customer-guide_eddd4af5-4b6e-42a1-90a5-8bce6813a901.pdf?v=1790550086\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;padding:14px 20px;border-radius:8px;background:#192749;color:#ffffff;text-decoration:none;font-weight:700;\"\u003eView the customer guide (PDF)\u003c\/a\u003e\u003c\/p\u003e\n\u003cp style=\"margin:0;font-size:0.9em;\"\u003eOpens in a new tab. This free guide explains how to use the tracker. Purchase the toolkit to receive the editable Excel workbook.\u003c\/p\u003e\n\u003c\/div\u003e\u003ch2\u003eWhat you can track\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eApplicants and the jobs they applied for\u003c\/li\u003e\n\u003cli\u003eHiring stages, follow-up dates, and next actions\u003c\/li\u003e\n\u003cli\u003eApplication counts between two dates\u003c\/li\u003e\n\u003cli\u003eActive applicants, follow-ups due, and confirmed starts\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat is included\u003c\/h2\u003e\u003cp\u003eOne editable .xlsx workbook with Dashboard, Applicants, Jobs, and Quick Guide sheets. Includes formatted Excel tables, filters, linked navigation, charts, and fictional sample entries that you can clear using the guide. Prepared for 250 application rows and 20 job rows.\u003c\/p\u003e\u003ch2\u003eBefore you buy\u003c\/h2\u003e\u003cp\u003eDesigned and tested in Microsoft 365 Excel for the web. An Excel account or license is separate. Google Sheets, Apple Numbers, and older Excel versions have not been tested. This is a digital download; no physical item is shipped. Update entries manually. This workbook does not send reminders, post jobs, or make hiring decisions.\u003c\/p\u003e\u003ch2\u003eOne-business license \u0026amp; downloads\u003c\/h2\u003e\u003cp\u003eYour purchase covers internal use by one business and its employees. Edit the workbook and make internal working copies and backups. Another business needs its own purchase. No resale, redistribution, public uploads, or sharing the reusable workbook outside the licensed business.\u003c\/p\u003e\u003cp\u003eIncludes up to \u003cstrong\u003e3 downloads per purchased toolkit\u003c\/strong\u003e. You can continue using the saved workbook after reaching the download limit. For help with another download, email tribulatinawear@yahoo.com with your order number.\u003c\/p\u003e\u003cp\u003e\u003ca href=\"\/pages\/digital-toolkit-license\"\u003eRead the full digital toolkit license\u003c\/a\u003e.\u003c\/p\u003e","brand":"NeatlyRun","offers":[{"title":"Default Title","offer_id":67580509520066,"sku":"TRIBU-HIRE-XLSX","price":19.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0765\/0928\/2498\/files\/tribu-hiring-tracker-dashboard.jpg?v=1790518463"},{"product_id":"attendance-time-off-tracker-excel","title":"Attendance \u0026 Time-Off Tracker for Excel","description":"\u003cp\u003eKeep employee absences, late arrivals, leave requests, and PTO balances organized in one Excel workbook. See what needs a decision and who has time off coming up.\u003c\/p\u003e\u003cdiv class=\"tribu-guide-preview\" style=\"margin:24px 0;padding:24px;border:1px solid #d5dce8;border-radius:12px;background:#f0f3fa;color:#192749;\"\u003e\n\u003ch2 style=\"margin:0 0 12px;color:#192749;\"\u003eSee how the tracker works\u003c\/h2\u003e\n\u003cp\u003eExplore the free 15-page customer guide before you buy. See how to set up employees, record attendance, approve leave, understand PTO balances, and use the monthly calendar. Includes screenshots, practical examples, and answers to common questions.\u003c\/p\u003e\n\u003cp style=\"margin:20px 0 12px;\"\u003e\u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0765\/0928\/2498\/files\/Attendance_Time_Off_Tracker_Customer_Walkthrough.pdf?v=1790552330\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;padding:14px 20px;border-radius:8px;background:#192749;color:#ffffff;text-decoration:none;font-weight:700;\"\u003eView the customer guide (PDF)\u003c\/a\u003e\u003c\/p\u003e\n\u003cp style=\"margin:0;font-size:0.9em;\"\u003eOpens in a new tab. This free guide explains how to use the tracker. Purchase the toolkit to receive the editable Excel workbook.\u003c\/p\u003e\n\u003c\/div\u003e\u003ch2\u003eWhat you can track\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eUnplanned absences, late arrivals, early departures, and hours missed\u003c\/li\u003e\n\u003cli\u003eFollow-up owners, due dates, and overdue actions\u003c\/li\u003e\n\u003cli\u003eLeave requests, approval decisions, and partial-day leave\u003c\/li\u003e\n\u003cli\u003eEmployer-entered annual PTO allowances, carry-in hours, adjustments, used hours, and future bookings\u003c\/li\u003e\n\u003cli\u003eA monthly calendar showing approved and pending leave\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat is included\u003c\/h2\u003e\u003cp\u003eOne editable .xlsx workbook with Dashboard, Team Members, Attendance, Time Off, Calendar, and Quick Guide sheets. Includes real formatted Excel tables, filters, bordered cells, navigation links, charts, and fictional sample entries you can clear using the guide. Prepared for 30 employees, 500 attendance events, and 600 leave-day entries.\u003c\/p\u003e\u003ch2\u003eBefore you buy\u003c\/h2\u003e\u003cp\u003eDesigned and tested in Microsoft 365 Excel for the web. An Excel account or license is separate. Google Sheets, Apple Numbers, and older Excel versions have not been tested. This is a digital download; no physical item is shipped.\u003c\/p\u003e\u003cp\u003eManagers enter and review records manually. Enter one row per employee, leave date, and leave type using the actual scheduled hours. This workbook uses an employer-entered annual PTO allowance; it does not calculate accrual rules or automatically renew allowances when the year changes. It does not include an employee request portal, time clock, payroll calculation, or automatic email reminders.\u003c\/p\u003e\u003ch2\u003eOne-business license \u0026amp; downloads\u003c\/h2\u003e\u003cp\u003eYour purchase covers internal use by one business and its employees. Edit the workbook and make internal working copies and backups. Another business needs its own purchase. No resale, redistribution, public uploads, or sharing the reusable workbook outside the licensed business.\u003c\/p\u003e\u003cp\u003eIncludes up to \u003cstrong\u003e3 downloads per purchased toolkit\u003c\/strong\u003e. You can continue using the saved workbook after reaching the download limit. For help with another download, email tribulatinawear@yahoo.com with your order number.\u003c\/p\u003e\u003cp\u003e\u003ca href=\"\/pages\/digital-toolkit-license\"\u003eRead the full digital toolkit license\u003c\/a\u003e.\u003c\/p\u003e","brand":"NeatlyRun","offers":[{"title":"Default Title","offer_id":67581002219714,"sku":"TRIBU-ATTEND-XLSX","price":19.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0765\/0928\/2498\/files\/tribu-attendance-time-off-tracker-dashboard.png?v=1790538757"},{"product_id":"small-team-training-skills-tracker-excel","title":"Small Team Training \u0026 Skills Tracker for Excel","description":"\u003cp\u003eGive a small team a clear training plan and see where more skills coverage is needed. Track assigned tasks separately from observed ability, so completing training does not automatically mark someone ready.\u003c\/p\u003e\u003cdiv class=\"tribu-guide-preview\" style=\"margin:24px 0;padding:24px;border:1px solid #d5dce8;border-radius:12px;background:#f0f3fa;color:#192749;\"\u003e\n\u003ch2 style=\"margin:0 0 12px;color:#192749;\"\u003eSee how the tracker works\u003c\/h2\u003e\n\u003cp\u003eExplore the free 16-page customer guide before you buy. Learn how to assign training, record skill reviews, understand ready-person coverage, and adapt the skill standards to your team. Includes screenshots, practical examples, and answers to common questions.\u003c\/p\u003e\n\u003cp style=\"margin:20px 0 12px;\"\u003e\u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0765\/0928\/2498\/files\/Small_Team_Training_Skills_Tracker_Customer_Walkthrough.pdf?v=1790552329\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;padding:14px 20px;border-radius:8px;background:#192749;color:#ffffff;text-decoration:none;font-weight:700;\"\u003eView the customer guide (PDF)\u003c\/a\u003e\u003c\/p\u003e\n\u003cp style=\"margin:0;font-size:0.9em;\"\u003eOpens in a new tab. This free guide explains how to use the tracker. Purchase the toolkit to receive the editable Excel workbook.\u003c\/p\u003e\n\u003c\/div\u003e\u003ch2\u003eWhat you can track\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eEmployees, roles, supervisors, start dates, and training progress\u003c\/li\u003e\n\u003cli\u003eTraining tasks, trainers, deadlines, completion dates, and next actions\u003c\/li\u003e\n\u003cli\u003eEight customizable skill ratings for each employee\u003c\/li\u003e\n\u003cli\u003eReviewers, review dates, and overdue skills reviews\u003c\/li\u003e\n\u003cli\u003eReady-person coverage against your chosen minimum for each skill\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat is included\u003c\/h2\u003e\u003cp\u003eOne editable .xlsx workbook with Dashboard, Team Members, Training Plan, Skills Matrix, and Quick Guide sheets. Includes formatted Excel tables, filters, bordered cells, navigation links, charts, editable skill standards, and fictional cleaning-business sample entries. Clear the examples using the guide or adapt them to your own team. Prepared for 30 employees, 200 training tasks, and eight skill areas.\u003c\/p\u003e\u003ch2\u003eBefore you buy\u003c\/h2\u003e\u003cp\u003eDesigned and tested in Microsoft 365 Excel for the web. An Excel account or license is separate. Google Sheets, Apple Numbers, and older Excel versions have not been tested. This is a digital download; no physical item is shipped.\u003c\/p\u003e\u003cp\u003eManagers enter training records, observed skill ratings, and approvals manually. An expired review removes the employee from ready-person coverage until a new review is recorded. Replace the fictional standards with your own procedures. This workbook does not deliver training courses, issue certifications, or send automatic email reminders.\u003c\/p\u003e\u003ch2\u003eOne-business license \u0026amp; downloads\u003c\/h2\u003e\u003cp\u003eYour purchase covers internal use by one business and its employees. Edit the workbook and make internal working copies and backups. Another business needs its own purchase. No resale, redistribution, public uploads, or sharing the reusable workbook outside the licensed business.\u003c\/p\u003e\u003cp\u003eIncludes up to \u003cstrong\u003e3 downloads per purchased toolkit\u003c\/strong\u003e. You can continue using the saved workbook after reaching the download limit. For help with another download, email tribulatinawear@yahoo.com with your order number.\u003c\/p\u003e\u003cp\u003e\u003ca href=\"\/pages\/digital-toolkit-license\"\u003eRead the full digital toolkit license\u003c\/a\u003e.\u003c\/p\u003e","brand":"NeatlyRun","offers":[{"title":"Default Title","offer_id":67581009461442,"sku":"TRIBU-TRAIN-XLSX","price":19.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0765\/0928\/2498\/files\/tribu-small-team-training-skills-dashboard.png?v=1790538781"},{"product_id":"cleaning-job-cost-profit-tracker-excel","title":"Job Cost \u0026 Profit Tracker for Excel","description":"\u003cp\u003eSee what each service job earns after the costs you record. Track labor, supplies, travel, and other expenses in one organized Excel workbook, then review job results and margins.\u003c\/p\u003e\u003cdiv class=\"tribu-guide-preview\" style=\"margin:24px 0;padding:24px;border:1px solid #d5dce8;border-radius:12px;background:#f0f3fa;color:#192749;\"\u003e\n\u003ch2 style=\"margin:0 0 12px;color:#192749;\"\u003eSee how the tracker works\u003c\/h2\u003e\n\u003cp\u003eExplore the free 15-page customer guide before you buy. See how to enter service jobs, labor and expenses, review profit and margins, and use the separate pricing planner. Includes screenshots, practical examples, and answers to common questions.\u003c\/p\u003e\n\u003cp style=\"margin:20px 0 12px;\"\u003e\u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0765\/0928\/2498\/files\/Job_Cost_Profit_Tracker_Customer_Walkthrough.pdf?v=1790552330\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;padding:14px 20px;border-radius:8px;background:#192749;color:#ffffff;text-decoration:none;font-weight:700;\"\u003eView the customer guide (PDF)\u003c\/a\u003e\u003c\/p\u003e\n\u003cp style=\"margin:0;font-size:0.9em;\"\u003eOpens in a new tab. This free guide explains how to use the tracker. Purchase the toolkit to receive the editable Excel workbook.\u003c\/p\u003e\n\u003c\/div\u003e\u003ch2\u003eWhat you can track\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eService jobs, customers, service types, charges, extras, discounts, and job status\u003c\/li\u003e\n\u003cli\u003eEstimated versus actual person-hours, employee labor, and the value of the owner’s time\u003c\/li\u003e\n\u003cli\u003eSupplies used, travel, equipment rentals, subcontractors, payment fees, and allocated overhead\u003c\/li\u003e\n\u003cli\u003eRework hours and costs, incomplete cost records, and jobs below your chosen margin target\u003c\/li\u003e\n\u003cli\u003eCompleted job results for a selected period, with a chart by service category\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat is included\u003c\/h2\u003e\u003cp\u003eOne editable .xlsx workbook with Dashboard, Jobs, Labor, Expenses, Pricing, and Quick Guide sheets. Includes formatted Excel tables with filters and borders, dropdowns, formulas, navigation links, and fictional sample jobs you can clear using the guide. Prepared for 100 jobs, 300 labor entries, and 300 expense entries.\u003c\/p\u003e\u003cp\u003eThe Pricing calculator estimates a selling price from your hours, hourly cost, job expenses, overhead allowance, payment-fee rate, and target margin.\u003c\/p\u003e\u003cp\u003eThe included examples and service dropdown categories use cleaning jobs. Other service businesses can select “Other” and use the same job, labor, expense, and pricing workflow.\u003c\/p\u003e\u003ch2\u003eBefore you buy\u003c\/h2\u003e\u003cp\u003eDesigned and tested in Microsoft 365 Excel for the web. An Excel account or license is separate. Google Sheets, Apple Numbers, and older Excel versions have not been tested. This is a digital download; no physical item is shipped.\u003c\/p\u003e\u003cp\u003eEnter and review job records manually. Job results include only recorded costs, including any owner time you enter. Unallocated overhead and taxes are excluded. Charges are not payments received. The workbook does not create invoices, send quotes, process payroll, or collect payments. The Pricing calculator is separate from the job records.\u003c\/p\u003e\u003ch2\u003eOne-business license \u0026amp; downloads\u003c\/h2\u003e\u003cp\u003eYour purchase covers internal use by one business and its employees. Edit the workbook and make internal working copies and backups. Another business needs its own purchase. No resale, redistribution, public uploads, or sharing the reusable workbook outside the licensed business.\u003c\/p\u003e\u003cp\u003eIncludes up to \u003cstrong\u003e3 downloads per purchased toolkit\u003c\/strong\u003e. You can continue using the saved workbook after reaching the download limit. For help with another download, email tribulatinawear@yahoo.com with your order number.\u003c\/p\u003e\u003cp\u003e\u003ca href=\"\/pages\/digital-toolkit-license\"\u003eRead the full digital toolkit license\u003c\/a\u003e.\u003c\/p\u003e","brand":"NeatlyRun","offers":[{"title":"Default Title","offer_id":67581366173890,"sku":"TRIBU-CLEAN-XLSX","price":19.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0765\/0928\/2498\/files\/tribu-cleaning-job-cost-profit-dashboard.png?v=1790546249"},{"product_id":"client-quote-follow-up-tracker-excel","title":"Client Quote \u0026 Follow-Up Tracker for Excel","description":"\u003cp\u003eKeep clients, inquiries, quotes, and follow-ups in one organized Excel workbook. See who needs a response, which quotes are still open, and which leads become accepted work.\u003c\/p\u003e\u003cdiv class=\"tribu-guide-preview\" style=\"margin:24px 0;padding:24px;border:1px solid #d5dce8;border-radius:12px;background:#f0f3fa;color:#192749;\"\u003e\n\u003ch2 style=\"margin:0 0 12px;color:#192749;\"\u003eSee how the tracker works\u003c\/h2\u003e\n\u003cp\u003eExplore the free 16-page customer guide before you buy. Follow the workflow from a new inquiry to a quote decision, with help on reminders, contact history, and Dashboard results. Includes screenshots, practical examples, and answers to common questions.\u003c\/p\u003e\n\u003cp style=\"margin:20px 0 12px;\"\u003e\u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0765\/0928\/2498\/files\/Client_Quote_Follow_Up_Tracker_Customer_Walkthrough.pdf?v=1790552329\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;padding:14px 20px;border-radius:8px;background:#192749;color:#ffffff;text-decoration:none;font-weight:700;\"\u003eView the customer guide (PDF)\u003c\/a\u003e\u003c\/p\u003e\n\u003cp style=\"margin:0;font-size:0.9em;\"\u003eOpens in a new tab. This free guide explains how to use the tracker. Purchase the toolkit to receive the editable Excel workbook.\u003c\/p\u003e\n\u003c\/div\u003e\u003ch2\u003eWhat you can track\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eClient contact details, preferred contact method, service location, and repeat-service reminders\u003c\/li\u003e\n\u003cli\u003eInquiries and quotes from the first request through acceptance, decline, or cancellation\u003c\/li\u003e\n\u003cli\u003eQuote amounts, lead sources, sent dates, expiry dates, and decision dates\u003c\/li\u003e\n\u003cli\u003eNext actions, follow-up dates, overdue reminders, and conversation history\u003c\/li\u003e\n\u003cli\u003eOpen quote value, accepted quote value, win rate, and accepted inquiries by source\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat is included\u003c\/h2\u003e\u003cp\u003eOne editable .xlsx workbook with Dashboard, Clients, Quotes, Contact Log, and Quick Guide sheets. Includes formatted Excel tables with filters and borders, dropdowns, formulas, navigation links, and fictional sample entries you can clear using the guide. Prepared for 100 clients, 200 quotes, and 300 contact records.\u003c\/p\u003e\u003ch2\u003eBefore you buy\u003c\/h2\u003e\u003cp\u003eDesigned and tested in Microsoft 365 Excel for the web. An Excel account or license is separate. Google Sheets, Apple Numbers, and older Excel versions have not been tested. This is a digital download; no physical item is shipped.\u003c\/p\u003e\u003cp\u003eThis is an internal organizer. It tracks quote details but does not generate customer-facing quote documents, send messages, create invoices, or collect payments. Reminders appear in the workbook. The dashboard shows the first eight follow-ups needing attention; filter the tables to see the full list. Quote values measure potential or accepted work, not cash received.\u003c\/p\u003e\u003ch2\u003eOne-business license \u0026amp; downloads\u003c\/h2\u003e\u003cp\u003eYour purchase covers internal use by one business and its employees. Edit the workbook and make internal working copies and backups. Another business needs its own purchase. No resale, redistribution, public uploads, or sharing the reusable workbook outside the licensed business.\u003c\/p\u003e\u003cp\u003eIncludes up to \u003cstrong\u003e3 downloads per purchased toolkit\u003c\/strong\u003e. You can continue using the saved workbook after reaching the download limit. For help with another download, email tribulatinawear@yahoo.com with your order number.\u003c\/p\u003e\u003cp\u003e\u003ca href=\"\/pages\/digital-toolkit-license\"\u003eRead the full digital toolkit license\u003c\/a\u003e.\u003c\/p\u003e","brand":"NeatlyRun","offers":[{"title":"Default Title","offer_id":67581369254082,"sku":"TRIBU-CLIENT-XLSX","price":19.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0765\/0928\/2498\/files\/tribu-client-quote-follow-up-dashboard.png?v=1790546265"},{"product_id":"invoice-payment-tracker-for-excel","title":"Invoice \u0026 Payment Tracker for Excel","description":"\u003ch2\u003eKnow what you are owed and who to follow up with.\u003c\/h2\u003e\n\u003cp\u003eA practical Excel invoice and payment tracker for small businesses, freelancers and sole proprietors who want a clear view of unpaid invoices without adding another monthly software subscription.\u003c\/p\u003e\n\u003ch3\u003eSee how the tracker works\u003c\/h3\u003e\n\u003cp\u003eRead the free 15-page customer walkthrough with real workbook screenshots, worked examples and easy setup instructions before you buy.\u003c\/p\u003e\n\u003cp\u003e\u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0765\/0928\/2498\/files\/Invoice_Payment_Tracker_Customer_Walkthrough.pdf?v=1790559066\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;padding:12px 20px;background:#22766D;color:#ffffff;text-decoration:none;border-radius:5px;\"\u003eView the customer walkthrough (PDF)\u003c\/a\u003e\u003c\/p\u003e\n\u003ch3\u003eWhat you can track\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eClients, contact details and the balance owed by each client.\u003c\/li\u003e\n\u003cli\u003eIssued invoices, due dates, partial payments, refunds and overpayments.\u003c\/li\u003e\n\u003cli\u003eOutstanding and overdue balances, invoice aging and collections for a chosen date range.\u003c\/li\u003e\n\u003cli\u003eContact dates, promised payment dates, next actions and follow-up priorities.\u003c\/li\u003e\n\u003cli\u003eEnglish or Spanish reminder drafts to review and copy into your own email.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWhat you receive\u003c\/h3\u003e\n\u003cp\u003eOne editable \u003cstrong\u003eInvoice_Payment_Tracker.xlsx\u003c\/strong\u003e workbook with six working sheets: Dashboard, Clients, Invoices, Payments, Reminders and Quick Guide. Includes fictional sample records, real formatted Excel tables, automatic calculations and a company-name space. Prepared for 100 clients, 200 invoices and 500 payment or refund entries.\u003c\/p\u003e\n\u003ch3\u003eHow it works\u003c\/h3\u003e\n\u003col\u003e\n\u003cli\u003eAdd your clients and issued invoices.\u003c\/li\u003e\n\u003cli\u003eRecord every payment or refund on its own row.\u003c\/li\u003e\n\u003cli\u003eUpdate the Check date, review the dashboard and plan follow-ups.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003eBalances use all valid payments entered. The Check date controls overdue labels; the collection date range filters Net collections only. The walkthrough explains how to replace the examples safely.\u003c\/p\u003e\n\u003ch3\u003eBefore you buy\u003c\/h3\u003e\n\u003cp\u003eDesigned and tested in \u003cstrong\u003eMicrosoft 365 Excel Online\u003c\/strong\u003e. Your Microsoft account or Excel license is separate. Google Sheets, Apple Numbers and older Excel versions have not been verified. Use one business and USD per workbook. This tracker does not create invoice documents, calculate taxes, process payments, connect to your bank, send emails automatically or sync with other workbooks. No physical item is shipped.\u003c\/p\u003e\n\u003ch3\u003eDelivery and license\u003c\/h3\u003e\n\u003cp\u003eDigital delivery after payment, with \u003cstrong\u003e3 downloads per customer\u003c\/strong\u003e. Save your file securely; opening a saved copy does not use another download. Includes a \u003cstrong\u003eone-business license\u003c\/strong\u003e for the purchasing business and its employees to use internally. Internal backups are allowed. Reselling, public uploading or sharing the workbook with other businesses is prohibited. \u003ca href=\"\/pages\/digital-toolkit-license\"\u003eRead the digital toolkit license\u003c\/a\u003e.\u003c\/p\u003e","brand":"NeatlyRun","offers":[{"title":"Default Title","offer_id":67581934207170,"sku":"TRIBU-INVOICE-XLSX","price":19.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0765\/0928\/2498\/files\/Invoice_Payment_Tracker_Preview.jpg?v=1790558995"}],"url":"https:\/\/neatlyrun.com\/collections\/digital-business-toolkits.oembed","provider":"NeatlyRun","version":"1.0","type":"link"}