Dashboard
See important operating information, open tasks, follow-ups, cash position, and key indicators at a glance.
BUSINESS OPERATIONS • EXCEL WORKBOOK
Traveon Studio Business & Productivity Workbook
An Excel-based system designed to help small-business owners organize tasks, contacts, finances, notes, trends, goals, and forecasts in one structured file.
WORKBOOK SECTIONS
01Dashboard & Executive Summary
02Tasks, Contacts & Notes
03Budget, Trends & Forecasts
RUN THE BUSINESS
BEHIND THE WEBSITE
Your website helps customers find you. The workbook helps you organize what happens next.
The workbook is a standalone business and productivity system. It does not replace accounting, payroll, tax, CRM, or other specialized software, but it provides one organized place to track everyday operating information.
WORKSHEETS
Eight connected areas for day-to-day business organization.
Use the workbook as a structured operating file and customize the level of detail to fit the business.
Tasks
Track priorities, owners, due dates, status, and follow-up activity.
Budget
Record income and expenses and organize basic financial activity for review.
Contacts
Maintain useful business contact information and follow-up notes in one worksheet.
Notes
Keep operating notes, ideas, decisions, and reminders connected to the business file.
Trends
Review monthly financial and operating patterns to understand how the business is moving.
Executive Summary
Bring high-level status, tasks, cash position, and goals into one management view.
Goals & Forecast
Set sales, expense, profit, and margin targets while reviewing actual and projected performance.
PRICING
Choose the workbook by itself or pair it with a website.
The standard workbook is $497 one-time. Website + Workbook starts at $2,197, which saves $100 versus the base $1,800 website and $497 workbook purchased separately. Advanced customization is quoted separately.
GET STARTED
Tell me how you want to use the workbook.
Choose Workbook Only, Website + Workbook, or ask about advanced workbook customization based on your operating needs.