Templates for better processes, clearer data and smarter decisions

Pareto Analysis Calculator

$7 USD · one-time payment

Enter categories and counts to get a sorted Pareto chart, cumulative % and the vital few flagged at 80%.

Rank complaints, defects or delays so you fix the few causes behind most of the problem first.

HIGHLIGHTS

• Type categories and counts; the table re-sorts itself, largest first
• Cumulative % with a YES flag on the vital few
• Built-in combo chart: count bars plus a cumulative % line
• Example: six shipping problems, ready to replace

WHAT'S INCLUDED

• Pareto tab: up to 30 category rows, rank, sorted table, cumulative %, vital-few flag and chart
• Start Here tab with instructions
• Works in Excel, Google Sheets and LibreOffice; yellow cells are inputs, EXAMPLE rows show how it works

HOW TO USE

1. Type each category and how many times it happened.
2. Read the sorted table: YES rows are your vital few.
3. Paste the chart into your report or A3.

KPI Dashboard

$12 USD · one-time payment

Track up to 10 KPIs over 12 months: latest vs prior, gap to target, 12-month average and color-coded status.

Turn a grid of monthly numbers into a one-screen status view, so the monthly review starts with what is off target.

HIGHLIGHTS

• Up to 10 KPIs with a target and a Higher-or-Lower-is-better setting
• Latest, prior month, change and gap to target
• 12-month average and an On target / Off target status that respects direction
• Tables only, no charts; works for any metric you already track

WHAT'S INCLUDED

• Data tab: KPI list with 12 monthly inputs
• Dashboard tab: calculated status table
• Start Here tab
• Works in Excel, Google Sheets and LibreOffice; yellow cells are inputs, EXAMPLE rows show how it works

HOW TO USE

1. List your KPIs, targets and direction on the Data tab.
2. Enter each month's actual as it comes in.
3. Open the Dashboard tab to see what is on or off target.

Data Cleaning & Summary Report

$7 USD · one-time payment

Trims and fixes text, flags blanks, non-numeric amounts and duplicates, then summarizes clean rows by category.

Paste a messy CRM, sales or expense export and get a cleaned copy plus category totals that skip the problem rows.

HIGHLIGHTS

• Trims stray spaces and fixes capitalization in names and categories
• Flags blank names, non-numeric amounts and repeated rows
• Marks each row usable or not, up to 500 rows
• Category totals and averages from clean rows only, with flagged and used counts

WHAT'S INCLUDED

• Raw tab: paste ID, Name, Category, Amount, Date
• Clean tab: fixed values and flags
• Report tab: totals by category
• Start Here tab
• Works in Excel, Google Sheets and LibreOffice; yellow cells are inputs, EXAMPLE rows show how it works

HOW TO USE

1. Paste your rows into the Raw tab.
2. Check the YES flags on the Clean tab and fix the source if needed.
3. Type your category names on the Report tab to get totals.

Cohort Retention & Trend Analysis

$9 USD · one-time payment

Monthly cohort retention grid plus a trend sheet with moving average, month-over-month change and linear trend.

See whether customers who joined in different months stick around, and whether a monthly number is truly rising once noise is smoothed out.

HIGHLIGHTS

• Retention % for each monthly cohort, up to six months after start
• Average retention row across cohorts
• Trend tab: 3-month moving average and month-over-month %
• Fitted trend line with slope per period, up to 24 months

WHAT'S INCLUDED

• Cohorts tab: start size and active counts, retention grid
• Trend tab: one monthly series with smoothing and trend
• Start Here tab
• Works in Excel, Google Sheets and LibreOffice; yellow cells are inputs, EXAMPLE rows show how it works

HOW TO USE

1. Enter each cohort's starting count and later active counts.
2. Enter one monthly series on the Trend tab.
3. Compare cohort rows and read the slope for direction.

Weighted Decision Matrix

$6 USD · one-time payment

Score up to 6 options against 8 weighted criteria and see the ranked best option.

Make a choice between options explicit: agree on what matters and how much, score each option, and let the sheet rank them.

HIGHLIGHTS

• Up to 8 criteria with weights on any scale, normalized for you
• Up to 6 options scored 1-5 with input validation
• Weighted score and rank for every option
• Best option named; example compares three vendors

WHAT'S INCLUDED

• Matrix tab: criteria, weights, scores, ranks and best option
• Start Here tab
• Works in Excel, Google Sheets and LibreOffice; yellow cells are inputs, EXAMPLE rows show how it works

HOW TO USE

1. List the criteria and give each a weight.
2. Score every option 1-5 on each criterion.
3. Read the rank and best option, then discuss close calls.

Scenario & What-If Model

$9 USD · one-time payment

Worst, base and best cases with profit, margin, break-even and a price-by-volume sensitivity grid.

Answer "what if sales come in low?" before you commit, by comparing three cases and seeing how profit moves with price and volume.

HIGHLIGHTS

• Worst, Base and Best inputs for units, price, variable cost and fixed costs
• Dropdown to switch the active scenario
• Revenue, contribution, profit, margin and break-even update instantly
• 5 x 6 sensitivity grid of profit by price and units

WHAT'S INCLUDED

• Model tab: scenario inputs and results
• Sensitivity tab: profit grid
• Start Here tab
• Works in Excel, Google Sheets and LibreOffice; yellow cells are inputs, EXAMPLE rows show how it works

HOW TO USE

1. Enter your worst, base and best assumptions.
2. Switch the active scenario to compare results.
3. Use the grid to spot price and volume pairs that lose money.

Simple Forecasting

$8 USD · one-time payment

Linear trend and exponential smoothing forecasts, MAPE accuracy check and automatic best-method pick.

Get a defensible short-term forecast from monthly history, and learn which of two simple methods fits your past data better.

HIGHLIGHTS

• Linear trend forecast and exponential smoothing with adjustable alpha
• Absolute % error per period and MAPE for each method
• Better method picked automatically
• Built-in line chart; six forecast periods, history up to 24 points (minimum 6)

WHAT'S INCLUDED

• Forecast tab: history, both forecasts, errors, MAPE and chart
• Start Here tab
• Works in Excel, Google Sheets and LibreOffice; yellow cells are inputs, EXAMPLE rows show how it works

HOW TO USE

1. Enter your monthly history in the Actual column.
2. Adjust alpha to make smoothing react faster or slower.
3. Use the method with the lower MAPE for the next six periods.

Cost-Benefit & ROI Calculator

$8 USD · one-time payment

Five-year cash flows with NPV, ROI, benefit-cost ratio, payback year and IRR.

Put a proposed project or purchase into the numbers finance asks for, so the business case fits on one page.

HIGHLIGHTS

• One-time cost plus five years of benefits and ongoing costs
• Net, discounted and cumulative cash flow by year
• NPV, simple ROI and discounted benefit-cost ratio
• Payback year and IRR

WHAT'S INCLUDED

• ROI tab: inputs, cash flows and results
• Start Here tab
• Works in Excel, Google Sheets and LibreOffice; yellow cells are inputs, EXAMPLE rows show how it works

HOW TO USE

1. Enter the up-front cost and your discount rate.
2. Fill in each year's expected benefits and costs.
3. Quote NPV, payback and IRR in your proposal.

Analytics Starter Bundle

$19 USD · one-time payment

KPI Dashboard, Data Cleaning & Summary Report, and Cohort & Trend Analysis.

WHAT'S INCLUDED

• KPI Dashboard
• Data Cleaning & Summary Report
• Cohort Retention & Trend Analysis

Clean the data, track the monthly numbers, then check retention and trend.

Decision Toolkit Bundle

$19 USD · one-time payment

Weighted Decision Matrix, Scenario & What-If, Simple Forecasting and Cost-Benefit & ROI.

WHAT'S INCLUDED

• Weighted Decision Matrix
• Scenario & What-If Model
• Simple Forecasting
• Cost-Benefit & ROI Calculator

Forecast demand, test scenarios, price the investment and compare the options.

Everything Bundle

$49 USD · one-time payment

Every template in this store across Lean Six Sigma, analytics and decision support.

WHAT'S INCLUDED

• Pareto Analysis Calculator
• KPI Dashboard
• Data Cleaning & Summary Report
• Cohort Retention & Trend Analysis
• Weighted Decision Matrix
• Scenario & What-If Model
• Simple Forecasting
• Cost-Benefit & ROI Calculator

All eight workbooks in one download.