A useful business spreadsheet should make the next review easier: compare the plan with actual spending, see which sales opportunities need attention, or identify software licenses approaching renewal. The structure matters as much as the formulas. You need clear inputs, consistent definitions, and a way to trace a summary back to its records.
I created this collection of 10 original Excel workbooks for finance, business operations, marketing, and IT. Each product covers a specific workflow and is sold individually on Gumroad. This guide explains what each workbook contains, its prepared capacity, and the limits to consider before buying.
Compare the 10 workbooks
All prices below are in USD, as published on 14 October 2026. Follow the individual product link to confirm its current listing and price.
| Workbook | Main workflow | Price | Buy |
|---|---|---|---|
| Business Budget & Actuals | Monthly planning and variance review | $1,490 | Buy on Gumroad |
| Profit & Loss Reporting | Management income statements | $1,290 | Buy on Gumroad |
| 13-Week Cash Flow Forecast | Dated receipts and payments | $2,000 | Buy on Gumroad |
| Inventory & Reorder Management | Stock balances and replenishment | $1,790 | Buy on Gumroad |
| CRM & Sales Pipeline | Opportunities and follow-ups | $1,890 | Buy on Gumroad |
| Marketing Budget & Campaign Performance | Spend and campaign metrics | $1,390 | Buy on Gumroad |
| Social Media Content Calendar | Post planning and publishing review | $910 | Buy on Gumroad |
| SEO Performance & Keyword Tracker | Search and landing-page comparisons | $1,190 | Buy on Gumroad |
| IT Asset & Software Register | Hardware and license records | $1,590 | Buy on Gumroad |
| IT Issue & Resolution Tracker | Issue ownership and closure | $990 | Buy on Gumroad |
1. Business Budget & Actuals Workbook
Use this workbook to compare a small service business’s operating plan with recorded results. It includes a 12-month plan, 11 prepared categories, and space for 300 actual transactions. Monthly and annual views show revenue, expenses, operating surplus, and favorable variances in amounts and percentages.
Category dropdowns, input flags, and a surplus trend chart support the review. Keep one reporting year and one currency per file. This budget excludes tax modeling, balance sheets, accounting integrations, and currency conversion.
$1,490 USD. Buy on Gumroad: Business Budget & Actuals Workbook
2. Profit & Loss Reporting Workbook
This workbook turns recognized transactions into monthly and annual management income statements. Its 300 transaction rows connect to an editable 12-account map. The report shows gross profit, EBITDA, operating profit, profit before tax, and net margin, alongside a revenue and net-profit trend chart.
Use accounting-period dates when entering amounts. Cash payments and recognized expenses can fall in different periods. This is a management reporting workbook; it does not provide a double-entry ledger, statutory accounts, tax calculations, or bank connections.
$1,290 USD. Buy on Gumroad: Profit & Loss Reporting Workbook
3. 13-Week Cash Flow Forecast Workbook
Plan weekly liquidity using up to 250 dated receipts and payments across eight fixed categories. Opening cash rolls forward through operating, investing, and financing cash to a weekly closing balance. A minimum-cash threshold shows funding gaps, while the chart compares closing cash with that threshold.
Enter expected bank dates and choose which events to include. Included events use their full amounts, without probability weighting. Weekly closing balances cannot reveal intraday shortfalls, so the forecast still needs regular review against actual bank activity.
$2,000 USD. Buy on Gumroad: 13-Week Cash Flow Forecast Workbook
4. Inventory & Reorder Management Workbook
Maintain 200 SKU records and 300 stock movements, then review balances as of a selected date. Opening stock and dated movements feed stock totals, standard-cost values, reorder quantities, and a category dashboard. Validation and duplicate checks help flag records that need correction.
This suits a manually maintained stock register with one stock pool per SKU. Valuation uses standard cost, and the workbook has no live inventory connection. Update its records whenever stock is received, issued, or adjusted.
$1,790 USD. Buy on Gumroad: Inventory & Reorder Management Workbook
5. CRM & Sales Pipeline Workbook
Review up to 200 sales opportunities through a snapshot pipeline. Editable stage probabilities calculate probability-weighted open pipeline alongside gross open pipeline. Follow-up alerts, stale-activity days, and duplicate-ID checks help identify deals needing attention.
Use it for a recurring sales review where someone maintains deal values, stages, and next steps. Weighted pipeline depends on your probability assumptions and is not guaranteed revenue. The workbook uses one currency and does not include a CRM integration or activity-history log.
$1,890 USD. Buy on Gumroad: CRM & Sales Pipeline Workbook
6. Marketing Budget & Campaign Performance Workbook
Compare planned budgets with actual spending across 200 campaign-channel records. Date filters, channel rollups, and a campaign lookup support reviews at different levels. Entered metrics drive cost per click, lead and customer, return on ad spend, and contribution after marketing spend.
The workbook includes input checks, duplicate detection, and an editable budget-versus-spend chart. You supply the campaign data and attributed revenue. It does not connect to advertising platforms, determine attribution independently, or convert currencies.
$1,390 USD. Buy on Gumroad: Marketing Budget & Campaign Performance Workbook
7. Social Media Content Calendar Workbook
Organize 200 platform-specific posts with status, approval, and content-pillar dropdowns. An editable review date drives overdue flags. Publishing summaries show data coverage, platform comparisons, and engagement, click-through, and conversion rates calculated from matching totals.
Use one record for each platform-specific post and collect results over comparable measurement periods. Reporting follows the selected planned-date cohort. This is a manual planning and review tool: it does not schedule posts, publish content, or fetch social-platform data.
$910 USD. Buy on Gumroad: Social Media Content Calendar Workbook
8. SEO Performance & Keyword Tracker Workbook
Compare two reporting periods using 200 query pairs and 100 landing-page pairs. The workbook calculates impression-weighted average position, aggregate click-through rate, position improvement, and percentage-point changes. Period-length and duplicate-key checks help keep comparisons consistent.
Enter search snapshots separately from page-level organic sessions and conversions. Search Console does not supply conversion data, and tracked-query totals can differ from property totals. Conversion reporting remains at page level; it does not attribute conversions to individual keywords. There is no Google connection.
$1,190 USD. Buy on Gumroad: SEO Performance & Keyword Tracker Workbook
9. IT Asset & Software Register Workbook
Keep ownership and purchasing details for 200 hardware assets and 200 software licenses. Review warranty and renewal windows, seat capacity, acquisition costs, annual license costs, retirement status, and duplicate records.
This provides a shared structure for periodic IT reviews when the register is maintained manually. Set the review date and expiry-warning window, then update the underlying records. It does not discover devices, send automated alerts, calculate depreciation, or maintain invoice history.
$1,590 USD. Buy on Gumroad: IT Asset & Software Register Workbook
10. IT Issue & Resolution Tracker Workbook
Track 200 issues with unique IDs, owners, severity, status, due dates, and resolution details. The review highlights overdue and due-today actions, calendar-day aging, and average resolution duration. Closure-completeness checks flag missing information when an issue is marked complete.
Use it for a manually maintained issue queue with a regular review routine. Duration calculations use calendar days. The workbook does not include ticket-system integrations or automated notifications, so owners must keep records current.
$990 USD. Buy on Gumroad: IT Issue & Resolution Tracker Workbook
What to check before buying
Each purchase contains one editable XLSX workbook with clearly labeled fictional examples. Replace the example inputs before using the reports, preserve calculated columns, and follow the workbook’s reset instructions. Prepared row limits are stated above; adding capacity requires manually extending the relevant ranges and formulas.
Calculations were checked in the authoring engine; native Excel and Google Sheets were not independently tested. These are spreadsheet-only purchases. Consulting, implementation, and support services are not included.
Frequently asked questions
Do I need all 10 workbooks?
No. Choose the workflow you need to manage. Budgeting, profit reporting, and cash forecasting answer different questions, while the operational workbooks focus on specific records and reviews.
Will the workbooks fetch my business data automatically?
No. You enter and maintain the source records. Formula-driven summaries update from those inputs, but the collection does not include live business-system integrations.
Where can I buy an individual workbook?
Use the labeled Gumroad link under its description. Review that product’s scope, capacity, and current price before choosing it.