Tools

Downloadable templates, calculators, and process maps to speed up execution.

A library of 15 level-one sales process maps in XML format for standardizing pipeline operations.

Sales Process Operations

A spreadsheet model to build rolling sales forecasts with scenario toggles and pipeline assumptions.

Sales Forecasting Planning

Five editable policy documents that help teams govern AI use, data handling, and vendor risk.

AI Governance Policy Risk

A ready-to-use spreadsheet that calculates key financial ratios with inputs, formulas, and benchmarking notes.

Finance Accounting Analysis