Free · no email

The demo is the real workbook.

The same calculation engine as the paid version, with six worked jobs already in it so it runs before you type anything. Every formula on show, and the whole Method sheet, which writes out the arithmetic in plain English. The sheets are locked so you cannot type into it, and it holds those six jobs rather than your own thirty. Those are the only two differences.

Download the workbook (Excel, 96 KB)What the full version adds — $149

No email, no form, no call. The button downloads it now — on a phone too, but open it on a computer, because eleven sheets of Excel do not open properly on a phone.

Open the Portfolio sheet first, then Action Centre. Ten minutes.

The six jobs are a fictional worked example: every client, name and figure in them is invented. Portfolio is the one screen: profit you bid against profit you are forecasting, the gap in money, cash locked up, and a sentence naming the job doing the most damage. In the six jobs that ship with it, one is $206,965 behind its bid and another is $158,732 ahead, covering for it — so the portfolio total shows a gap of $32,703 and a margin fade of under one percentage point, and looks survivable. It is not. Every figure in the workbook is in US dollars; there is a currency setting on Settings.

Then Action Centre, which ranks all six by risk and writes the week’s instruction against each one. After that, Method — every formula in words, its sources named, and the four things this workbook cannot do.

Tell me what is wrong with it

This model has been rebuilt twice off criticism and it improved both times. If the arithmetic is wrong, if the vocabulary is wrong for your market, or if it asks for a number you do not have — say so.

Send it here

There are no customer testimonials on this site because there are no customers yet. That is why the file is free, with the whole engine in it — judge it yourself rather than taking anyone’s word.

Built by Jamil Abduljalil, who trades as OwnerKit from Tema, Ghana. How I handle your data.