Put a number on it. Then fix it.
Calculators that run on your own figures, and worksheets with a column for who owns each fix. Free, and drawn from the Insights articles.
Each download comes from an Insights article and is built to be printed and filled in. The calculators work right in your browser. Pick the area that is yours.
Foundations
Getting more from the information you already have.
Planning sheet
Decision-First Report Request
Write down the decision, who makes it, how often, and what counts as an exception before asking for a new report or a new system.
Revenue
Customers, sales and the demand that never reaches the report.
Kit · four pieces
The Follow-Up Kit
A huddle playbook for managers, the huddle form, a one-page field job aid, and a guide to turning the reports you already have into working lists.
Counter log
Missed-Sale Log
Record every request you couldn’t fill at the counter, then give each signal an owner in a short weekly review.
Account review
Commercial Account Review
A snapshot of your five most important commercial, fleet, municipal or farm accounts, and what each one really earns.
Operations
Service, inventory and purchasing.
Morning review
Work Order Stage Review
Every open job with its stage, what it’s waiting on, the next step and who owns it, plus a count of where work stalls.
Checklist
Physical Inventory Planning Checklist
Six weeks, two weeks and one week out, the count-day rules, and a review sheet that shows the gross variance, not just the net.
Planning sheet
Before-the-PO Planning Sheet
Why you’re buying it, four questions to answer before the cash goes out, and how to run a controlled test when the evidence is thin.
Administration
The close, the books and the money you’re holding for customers.
Working sheet
Month-End Exception Review
The five questions worth settling first, and a daily, weekly and before-the-close sheet with the owner column left for your own names.
Template
Customer Deposit Policy Template
Write your deposit terms once, set how deposits are handled at the counter, and reconcile open deposits every month.
Executive
Margin, leadership and the decisions that only get made once.
Monthly review
Monthly Margin Questions
The four questions an owner should be able to answer every month, with a checklist of where margin drifts.
Self-check
Exit-Readiness Self-Check
What still runs through you, the four questions a buyer or successor will ask, and a place to name your first three gaps.
Loss Prevention
Where value leaks out, and how it’s found.
Worksheet
Revenue Leak Worksheet
Put a yearly dollar figure on warranty, programs, labor, vendor terms and floorplan, then rank them against shrink with an owner for each fix.
Worksheet
Shrink Investigation Worksheet
Run every significant shortage through the same five steps, find whether the record, the process or the shelf is wrong, and fix the cause before anyone is accused.
Self-check
Small-Office Controls Self-Check
Write down who approves, records and releases each payment, find where one name appears twice, and close the most dangerous gap first.
Calculators
No email needed. Each one opens inside its article, ready for your own figures.
Calculator
What is a margin point worth?
The gross profit a margin improvement adds at the same volume, and the extra sales you would need to earn the same.
Calculator
What is weak follow-up costing you?
Enter counts from four reports and see the revenue and customer money waiting on follow-up.
Calculator
What does slow stock cost to keep?
The yearly cost of carrying slow-moving inventory, and the cash you could put back to work.
