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What each template works out

The formulas behind the spreadsheet templates, with worked examples, and what the document and deck templates hold.

Every number in a spreadsheet template is a formula, so the sheet keeps working when you type over it. Amounts show the Indian way, 1,00,000 and 1,00,00,000. Sales and costing templates start with a few sample rows, marked as samples; tax and salary templates start empty, because a made-up figure in a GST working or a salary sheet is one somebody could file or pay.

Sales pipeline

One row per open deal: deal, customer, owner, stage (a dropdown), value, close date and chance. Weighted is value times chance, what the deal is worth today. Example: a deal of 8,50,000 at 50% is weighted at 4,25,000. The totals add up value and weighted value.

Quotation costing

Each line has a quantity, your cost and the margin you add. Price each is cost times one plus the margin, rounded to the paisa; Amount is quantity times price. GST is worked out from the rate in cell B4 (18% to start) and added to the subtotal.

LineWorkingAmount
Printed cartons3.40 × 1.24 = 4.22 each, × 50,0002,11,000
Foil stamping0.60 × 1.33 = 0.80 each, × 50,00040,000
Design and plates12,000 × 1.2515,000
GST at 18%18% of 2,66,00047,880
Total to quote3,13,880

GSTR-3B working

A row for each month from April. Type in taxable sales, output tax and input tax credit from Books. Tax to pay is output tax less input credit less any credit carried from last month; when credit is more than tax, nothing is paid and the rest is carried to next month. For a business selling only inside its state, half of the tax to pay is CGST and half SGST.

MonthOutput taxInput creditFrom last monthTax to payTo next month
July2,23,2002,48,0000024,800
August1,95,3001,21,40024,80049,1000

Salary sheet

The rates sit at the top in yellow cells: PF 12% on basic up to 15,000 a month, ESI 0.75% for the employee and 3.25% for the employer while gross pay is up to 21,000 a month, and professional tax of 200 a month. They change by law and by state, so check them with your accountant. Each person’s row works out gross pay, PF, ESI, professional tax, net pay and what the employer adds.

PersonGrossPFESIProfessional taxNet pay
Basic 20,000, HRA 8,000, other 2,00030,0001,8000 (over 21,000)20028,000
Basic 12,000, HRA 4,800, other 1,20018,0001,44013520016,225

Expense tracker and stock count

The expense tracker has a line per payment, with the head chosen from a list, and a second sheet, By head, that adds the payments up for each head. The stock count shows the books’ quantity beside what was counted, and the difference.

Documents and decks

TemplateWhat it holds
Scope of workWhat you will do, what the customer gets, a timeline, a fee table with GST at 18%, what you need from them, terms and signatures.
Quotation letterItems with HSN or SAC, quantity, rate and amount, GST, the total and the total in words, terms and your bank details.
Offer letterRole, start date, manager, cost to company, probation, notice period, what to bring, and an acceptance signature.
Non-disclosure and service agreementsPlain-English clauses under Indian law, ready for your lawyer to check once.
Proposal deckSix slides: cover, where the customer is today, what you will do, how it rolls out, fees with GST, next steps.
Monthly sales reviewThe month in three numbers, a chart of six months (with sample bars to replace), wins and losses, next month.

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