Smart Sheets Kit

Your business, in ten smart sheets.

10 ready-made business spreadsheets for Excel and Google Sheets, plus 50 AI prompts to adapt, clean and explain them. Open one and start.

What is inside

10 spreadsheet templates

Ten .xlsx files for the jobs a small business does every week. Each one has a How to use tab, example data, dropdowns, colour alerts and a summary or dashboard.

templates/

01-cash-flow-forecast-13-weeks.xlsx
02-invoice-and-payments-tracker.xlsx
03-sales-pipeline-crm.xlsx
04-inventory-reorder-alerts.xlsx
05-expense-tracker-by-category.xlsx
06-monthly-profit-and-loss.xlsx
07-pricing-and-margin-calculator.xlsx
08-kpi-dashboard.xlsx
09-staff-shift-and-hours-planner.xlsx
10-customer-list-follow-ups.xlsx

Built to open and start

Type in the blue cells. Formulas, alerts and totals update by themselves. Example data shows how each sheet works, then you clear it and add your own.

How the sheets are built

Blue cellsyou type here
Sand cellsformulas
Amber bannerexample data
No currency symbolany currency
How to use tabin every file

Clear the blue cells and the formulas stay.

50 AI prompts, grouped by job

Copy a prompt, fill in the [brackets], paste it, then check the answer. Each one says when to use it and which tool suits it: Claude for Excel, Gemini in Sheets or any AI chat.

50 prompts in six groups

Build: formulas, tabs, dropdowns, charts9
Clean: tidy messy data8
Analyse: what changed, what looks odd9
Forecast: cash, sales, stock, what-ifs8
Explain: formulas and numbers8
Fix errors: #REF!, #VALUE!, #N/A8

Every template works without AI. The prompts are optional.

Start-here guide (PDF)

A short guide with a clickable contents page: how to open the files, which template fits which job, and the full prompt deck.

What is in this guide

1. Start here
2. Opening the files
3. Which template for which job
4. Using the AI prompts
5. Check AI output before you trust it
6. Help and small print
7. The prompt deck: 50 prompts

Check before you trust

AI is fast at drafting formulas. It is not always right. The guide gives you eight quick checks, and how to keep private data out of a chat.

Before you trust an AI answer

Work out 2 or 3 rows yourself and compare
Check the range covers every row
Compare a new total with one you trust
Look for numbers typed over formulas
Ask the AI to explain its formula
Keep the original file

For tax, payroll or loans, take the numbers to your accountant.

The 10 templates

Each one does one job. Open it, read the How to use tab, and swap the example data for yours.

  • 01. Cash flow forecast, 13 weeks

    Use it when you want to see tight weeks before they arrive.

    • Settings
    • Forecast
    • Summary

  • 02. Invoice and payments tracker

    Use it when customers owe you money and you lose track of who and how late.

    • Invoices
    • Aging
    • Lists

  • 03. Sales pipeline (simple CRM)

    Use it when deals live in your head or your inbox.

    • Deals
    • Pipeline
    • Lists

  • 04. Inventory with reorder alerts

    Use it when you run out of things, or order too much.

    • Items
    • Reorder
    • Lists

  • 05. Expense tracker by category

    Use it when you want to know where the money goes each month.

    • Expenses
    • Summary
    • Categories

  • 06. Monthly profit and loss

    Use it when you want profit and margins month by month.

    • Inputs
    • Profit and loss

  • 07. Pricing and margin calculator

    Use it when you are not sure your prices cover your costs.

    • Products
    • Discount check

  • 08. KPI dashboard

    Use it when you want one page of key numbers each month.

    • Monthly data
    • Targets
    • Dashboard

  • 09. Staff shift and hours planner

    Use it when you plan shifts and need hours and wage cost.

    • Staff
    • Shift codes
    • Rota
    • Hours

  • 10. Customer list with follow-ups

    Use it when you forget to get back to customers.

    • Customers
    • Follow-ups
    • Lists

See inside the kit

Real screens from the English edition. The example figures are made up.

The Smart Sheets Kit guide cover next to the templates folder, listing all 10 .xlsx files.
The guide PDF and the 10 templates.
The KPI dashboard template: eight numbers for the month against target, marked on track or below target, with charts of revenue, net profit and cash.
Template 08: one page of key numbers, every month.
The 13-week cash flow forecast: cash in and cash out by week, with a chart that flags the two weeks where the balance drops below your buffer.
Template 01: see the tight weeks before they arrive.
All 10 templates as cards, each with its name and the job it is for.
Ten business sheets, ready to use.
Two pages of the prompt deck: Build prompts and Fix errors prompts, each with when to use it and which tools it suits.
50 prompts: copy, fill the brackets, check the answer.

Who it is for

Owners and small teams who keep their own numbers, in any kind of business.

  • Owners who run the numbers

    You want sheets that already work, not a blank grid and an evening of formulas.

  • Finance and ops in small teams

    You need a cash forecast, a profit and loss or a KPI page this month, built so others can follow it.

  • Curious about AI in spreadsheets

    You want to try Claude for Excel or Gemini in Sheets on real files, with prompts already written.

It is not accounting software, payroll or tax filing. These are practical templates, not financial or tax advice.

How delivery works

  1. Pay securely

    Checkout is secure and handles any sales tax or VAT. You get a receipt by email.

  2. Download straight away

    The download opens as soon as your payment goes through. One ZIP holds the 10 templates, the guide PDF and the prompts file.

  3. Open and start

    Open a template in Excel or Google Sheets and read its How to use tab. AI is optional. For the prompts, use Claude for Excel, Gemini in Sheets or any AI chat.

Questions

What do I need?

Microsoft Excel (desktop or web) or a Google account for Google Sheets. That is all for the templates.

Do I need AI or a Claude plan?

No. Every template works without AI. For the prompts, use any one of: Claude for Excel (an add-in that needs a paid Claude plan), Claude or ChatGPT chat, or Gemini in Google Sheets on Google plans that include it. Plans change, so check each provider's site.

Can I change the templates?

Yes. Rename items, add rows and change the dropdowns. One of the prompts helps you adapt a template to your business, and the guide shows how to check any change.

Is it financial advice?

No. The templates and prompts are practical tools, not financial, tax or legal advice. The example figures are made up. Check important numbers with your accountant.

Is there an Arabic version?

Yes. The Arabic edition is a separate product, with right-to-left sheets and Arabic prompts.

How do I get the files?

It is an instant download. The download opens as soon as payment goes through, and a receipt lands in your email.

What if it is not right for me?

Ask within 14 days for a full refund, no questions asked. See our Refund Policy, or email [email protected].

Get your numbers in order this week

$29one-time payment, instant download

Available soon