01
Solutions for sales teams
Lead follow-up, targets, commission, and sales reporting as Excel-friendly workflows.
Create pipeline trackers, commission sheets, territory splits, follow-up apps, and sales summaries without waiting for a custom report build.
Excel output remains available
Apps are lightweight follow-up screens
Review formulas before save
Sales solution cockpit
Lead follow-up workbook app
42 leads
₹18L pipeline
9 due today
FieldValueStatus
LeadArun Kumarnew
OwnerRajassigned
StatusContactedactive
Next Follow-upTodaydue
Sales workbook
Lead app
Dashboard
1
Start from template, prompt, file, or message
2
Review fields, rows, formulas, and mapping
3
Save as workbook
4
Add Apps, Forms, sharing, documents, or export
Weekly work
The repeated Excel jobs this solution covers.
Each page should feel close to the buyer's daily work before it talks about product features.
Lead follow-up
Sales pipeline
Target tracking
Commission
Territory split
Customer follow-up
Workflow depth
Not just one use case. A full office workflow set.
The page should show the buyer that WorkbookWise can cover the adjacent Excel jobs around the first problem, without pretending to replace a full ERP.
02
Pipeline dashboard
03
Follow-up app
04
Target tracker
05
Commission workbook
06
Territory split
07
Customer visit form
08
Quotation tracker
09
Overdue follow-up
10
Sales report export
11
Team leaderboard
12
Shared manager view
Feature coverage
How WorkbookWise helps this work.
See which WorkbookWise capabilities help you create, import, clean, operate, collect, output, share and localize daily spreadsheet work.
Create
Create lead, pipeline, target, commission, and territory workbooks from templates or prompts.
Templates PackTemplate GalleryBusiness PacksCreate WorkbookSaved workbooks
Import
Import CRM exports, old lead sheets, call notes, and follow-up messages into mapped rows.
Use My DataCapture To ExcelExcel/CSV uploadMapping reviewText-to-rows
Clean
Clean duplicate leads, normalize status values, and fix broken target or commission sheets.
Fix My ExcelCombine & CleanReconcileWorkbook validationFormula review
Operate
Use Apps for lead follow-up with list/detail screens, saved views, dashboard, and date filters.
Apps from workbooksList/detail pagesSaved viewsDashboard summariesDate filters
Collect
Collect visit reports, customer enquiries, quotation requests, and field updates through forms.
FormsUpdate linksDropdown fieldsFile uploadsReviewed rows
Output
Generate quotations, commission statements, sales summaries, XLSX exports, and PDF packs.
Rows to DocumentsPrintable DocsPDF/ZIP batchesXLSX exportDocument templates
Share
Share team, territory, or manager views without exposing every column in the workbook.
Share DataRead-only filtered viewsSelected columnsGoogle Sheets exportPublic links
Localize
Keep INR pipeline, GST-aware quotations, Indian date formats, and plain sales labels.
Regional outputINR/date formatsGST examplesIndian calculatorsPlain business labels
How WorkbookWise helps
From messy Excel work to reviewed output.
The solution should make the product workflow obvious: start, review, save, then add workflow layers only when useful.
Before
Leads, follow-ups, targets, and commission calculations live in separate files with manual updates.
After
Create a sales workbook, review fields, and use app-style follow-up views when the team needs them.
1
Start from leads or sales rows
Input
Upload pipeline exports, paste follow-up notes, or create a sales tracker from a prompt.
Review
Confirm lead, owner, status, priority, due date, expected value, and commission fields.
Output
Save a workbook, export XLSX, or turn rows into a lead follow-up app.
2
Run weekly follow-up
Input
Saved workbook rows with lead owners and status.
Review
Choose visible columns, saved views, date filters, and dashboard metrics.
Output
Use list/detail screens, shared views, and export-ready summaries.
Outputs
Useful output, not another heavy system.
WorkbookWise stays Excel-friendly first, then adds apps, forms, sharing, and documents when the role needs controlled workflow.
Sales workbooks
Pipeline, target, commission, and follow-up trackers.
Lead apps
Turn rows into list and detail screens for sales follow-up.
Commission sheets
Build commission and incentive workbooks with reviewable logic.
Shared views
Share filtered views with managers or team members.
What you can build
Concrete assets the team can use after setup.
This makes the solution feel like a product workflow: workbook structures, app screens, forms, shared views, and exportable documents.
Lead follow-up app
App screens for lead owner, status, priority, value, and next action.
Due todayMy leadsPipeline stage
Sales pipeline workbook
Excel-friendly pipeline with value, probability, target month, and stage summary.
Open pipelineWon valueLost reason
Commission tracker
Salesperson-wise payout workbook with slab, deductions, and payable value.
Slab payoutTDS notePayable
Visit report form
Collect field updates, customer notes, images, and next follow-up date.
Visit noteRequirementNext action
Quotation output pack
Generate row-based quotations or summaries from reviewed sales data.
Printable quotePDF batchXLSX export
Manager dashboard
Dashboard and saved views for owner review without opening every lead row.
By ownerBy statusDue today
Workflow examples
Real examples this role can start with.
Each example shows the input, what the user reviews, and the final output.
Lead follow-up app
Input
Lead rows with owner, status, priority, value, and due date
Review
List columns, detail fields, saved views, dashboard counts
Output
Sales workbook app
Commission tracker
Input
Sales rows by rep and product
Review
Slab, payout, deduction, payable amount
Output
Commission workbook and export
Target summary
Input
Targets and actual sales by person or region
Review
Period, owner, target, achieved, gap
Output
Sales summary workbook
Useful ready workbooks
Helpful calculators and tools
Built for Excel users who still need control.
Solutions pages should build confidence without overclaiming. The product is strongest when users can review, export, and add workflow only when the business process needs it.
Excel output remains available
Apps are lightweight follow-up screens
Review formulas before save
Useful for weekly sales reviews
Start with the workflow you already manage in Excel.
Create a reviewed workbook first. Add Apps, Forms, shared views, or documents only when they make the workflow easier.