$39.00
A premium Excel dashboard and fillable executive workbook for owner-led service businesses. Track clients, pipeline, projects, invoices, cash, profit, capacity, risks, decisions, and 90-day objectives in one operating system.
Description
Know what needs attention before it becomes urgent.
CONTROL is a decision-focused operating system for owner-led service businesses. It brings clients, pipeline, projects, invoices, collected revenue, expenses, service profitability, capacity, risks, decisions, and 90-day objectives into one organized toolkit.
Five CONTROL signals
- Cash
- Profit
- Pipeline
- Delivery
- Capacity
What you receive
- CONTROL_Service_Business_OS.xlsx — clean 15-sheet customer master
- CONTROL_Example_Company.xlsx — completed example with sample data
- CONTROL_Executive_Workbook_Fillable.pdf — interactive and printable strategic workbook
- CONTROL_Quick_Start_Guide.pdf — setup and operating rhythm
- START_HERE_CONTROL_Buyer_Guide.pdf — file guide and buyer instructions
- LICENSE_AND_TERMS.txt and READ_ME_FIRST.txt
What it helps you manage
- Client register and open accounts receivable
- Sales pipeline and probability-weighted opportunities
- Project delivery and overdue commitments
- Invoices, collected revenue, and operating expenses
- Service pricing, contribution economics, and margins
- Team capacity and utilization
- Risks, decisions, monthly close, and 90-day objectives
- Executive dashboard with owner-attention prompts
Compatibility
Microsoft Excel is the primary workbook format. Google Sheets can open the XLSX files, but chart appearance and some formatting may vary after import. The PDF workbook can be completed in a PDF viewer that supports AcroForms or printed.
Digital download only. No physical product, paid app, cloud account, software subscription, live data connection, automation, bookkeeping, consulting, setup service, data migration, or third-party integration is included.
License and support
One purchase licenses one purchaser to use and customize the files for one business. Employees and contractors may use them only for that same business. Redistribution, sharing outside the licensed business, sublicensing, and resale are not permitted. File-access and opening support is available for 14 days after purchase.
This product is a planning and operating tool and is not accounting, tax, legal, payroll, financial, or other professional advice.
