CRM & Lead Pipeline
Deals by stage, weighted forecast, follow-ups and an activity log.
See what is insideEXCELCRAFT PRO TEMPLATE
Plan the month, ship on time and see what worked. Add content once and it appears on a calendar colour-coded by channel, moves through your publishing pipeline, and rolls up into campaign results.
Planned pricing: $8 a month or $60 a year. No payment is taken today.

INSIDE THE WORKBOOK
Mint cells are where you type. White cells calculate. Instructions inside the file explain each field.
WHY IT HELPS
A month calendar by channel, a publishing pipeline and campaign results.
Type a date and title on Content and it appears on the month view, colour-coded by channel.
Idea, Drafting, Review, Scheduled, Published. Anything due soon and not scheduled, or past its date, is flagged.
Reach, clicks and conversions add up by campaign, with cost per conversion when you enter a budget.
GETTING STARTED
The sample shows a working example; the blank version keeps every formula ready for your records.
List your channels on Settings and your campaigns with dates and goals.
Add each piece with a publish date, channel, campaign and owner.
Move pieces through the statuses and add results once they are live.
QUESTIONS
Short answers about how the workbook behaves.
No. It plans and tracks. Use your scheduling tool to publish, then mark the piece Published.
The calendar shows the first three; everything is on Content, and Checks tells you which days are over.
Copy reach, clicks and conversions from each platform's analytics once a week.
Yes. Content holds every date; change the calendar month on Settings to look ahead.
Use Download XLSX or PDF in the editor before closing the tab. Nothing is saved to a server automatically, and your workbook never leaves your device while you edit.
The files use standard XLSX formulas without macros, pivot tables or external links. They are checked with the ExcelCraft engine; compatibility with every Excel or Google Sheets version is not guaranteed. Review formulas, charts and formatting in your app before relying on important figures.
Amounts use a $ number format. Change the cell format to your currency; the formulas do not convert between currencies.
EXCELCRAFT PRO · EARLY ACCESS
Pro workbooks cover whole workflows: purchasing to receiving, journal to balance sheet, tasks to portfolio health. Pro is planned to include AI credits for editing through chat. Pro downloads and the AI assistant are not available yet.
$8/ month
or $60 / year · planned launch price
No payment today. We email you once when Pro opens.
How Pro worksRELATED
Separate workbooks for neighbouring jobs. Records do not sync between files.
Deals by stage, weighted forecast, follow-ups and an activity log.
See what is insideProjects, tasks, risks and a portfolio dashboard with automatic health status.
See what is insideYour workbook stays in this browser while you edit. Use Download in the editor to keep your work, and review important figures in the saved copy. How local files are handled.
Original ExcelCraft workbook design, formulas and fictional sample data · CC0. Management tool only; not tax, legal or accounting advice.