Straightforward, does exactly what the listing said that it would.
- Instant DownloadDelivered the moment you pay
- Demo Video IncludedWalk through every tab
- Lifetime UpdatesEvery future version, free
- 30-Day RefundFull refund if it's not for you
Google Sheets & Excel
Scope and Features Review
The whole sales team at a glance
Revenue won, cash collected, pipeline forecast, and commission payable up top, with charts for conversion, outreach, payments, and aging deals.
Every deal in one pipeline view
Log each deal with its client, agent, stage, contract value, win probability, and last outreach, so the whole pipeline lives in one place.
Payments and commissions in sync
Record each payment against its deal and the remaining balance, commission earned, and payout status calculate themselves automatically.
Drill into one agent's numbers
Pick an agent and see their pipeline, commission wallet, won versus target, and every deal, so coaching is built on real numbers, not hunches.
Give each agent a mini dashboard
Each agent gets their own view of deals, outreach, and target progress, so reps can track their own numbers without waiting on you.
Set agents, stages and tiers once
Define your agents, targets, pipeline stages, win probabilities, commission tiers, and outreach types once, and every calculation follows.
What buyers say Reviews
Been running two quarters through it and it has matched payroll exactly.
Glad I found it. I was doing all of this by hand and getting it wrong.
Really pleased with it. Everyone can see the same figures now.
Does the job. If you have one salesperson it is probably overkill.
Simple to add somebody new on without breaking all of the totals.
Does what I needed it to and it has been right to the penny so far.
Good but you need to keep on top of entering the deals, which is on us.
Not had a single argument about money since we started using this.
