5-Day Call Board
Quickly track your daily and weekly schedule so you can see call volume, gaps, and upcoming workload before the day gets away from the team.
Ultimate Excel Performance Bundle
Service Business
Performance Bundle
Take control of operations, sales, and growth with service business tools built for trade owners who need clearer numbers, cleaner team accountability, and a practical bridge between price-book work, owner training, and day-to-day performance.
KPI Sheet (Task Hour Pay)
Track technician performance, close rate, average ticket, and efficiency so pricing, sales, and field accountability stay connected.
KPI Sheet (Hourly + Bonus)
Monitor the same critical KPIs for hourly teams with bonus incentives, giving owners a clearer view of whether the pay plan supports the behavior they want.
Huddle Sheet
Your daily scoreboard. Instantly see team performance, track progress toward monthly goals, and identify what’s holding you back.
Annual Pace Sheet
Roll your daily and monthly numbers into a clear yearly view so you always know if you’re on track to hit your revenue goals.
Marketing ROI Calculator
Organize your marketing spend and clearly measure what’s actually generating revenue.
Hourly + Bonus Pay Plan Builder
Easily structure and forecast pay plans that incentivize performance while keeping labor costs under control.
Bonus Included
You’ll also receive video tutorial links that walk through each sheet step-by-step. If you need broader help, pair the bundle with the lesson library, Trade Wins services, or the resource library.
Instant Access
Performance Bundle
$999one-time payment
* Digital products are non-refundable
7 Ready-to-Use Excel Sheets
Step-by-step video training
Fully editable & customizable
Lifetime access to updates
Why This Bundle Works
- Gives owners a clearer view of calls, KPIs, pay plans, and marketing spend
- Connects naturally with price book, job calculator app, and sales-training workflows
- Creates a practical scoreboard for team accountability and weekly review
- Uses a simple Excel format you can use as-is or customize to fit your business
The Bottom Line
If you want to move from scattered notes to a more organized service business, this bundle gives you the numbers and structure to review calls, pricing, pay, marketing, and team performance in one place.