Google Sheets consulting
sheets.works

We build business systems inside Google Sheets.

Dashboards, CRMs, automations. We're a small consulting team that turns your messy spreadsheets into systems that run your business. No new software. No subscriptions. Just Sheets.

Sales Pipeline | Q1 2026
Pipeline
$158K
+12%
Closed Won
$56K
+23%
Win Rate
40%
-2%
Revenue Trend
Revenue Target
JanFebMarAprMayJunJul
Company Value Status
Acme Corp $24,000 Won
TechFlow $18,500 Proposal
CloudBase $41,000 Proposal
NovaBuild $15,000 Lead
Dashboard Pipeline Contacts Email Log
Live
Follow-up sent to James Miller
Sound familiar?

Your tools don't talk.
Your team wastes hours.

We hear these every week. Somewhere in your company, someone is doing this right now.

Sales teams

"We pay $300/mo per seat for Salesforce, and the reps still track their deals in a Google Sheet."

You're paying for a CRM nobody uses. We build the CRM inside the sheet they already use.

Marketing

"I pull data from Google Ads, Meta, LinkedIn, and GA4 into a sheet every Monday. It takes 3 hours."

That's 150+ hours a year on copy-paste. We make the data flow in automatically, on schedule.

Operations

"Someone changed a formula last week and the entire inventory count has been wrong for 5 days."

Unprotected sheets break silently. We build systems with validation, locks, and audit trails.

Founders

"We're using Sheets, Notion, Slack, Asana, and QuickBooks. Nothing talks to each other."

Six tools, six data silos, one confused team. We consolidate it into one Sheet that does all of it.

Finance

"I manually create invoices from a spreadsheet every Friday. Then I chase payments over email."

That's a job for a trigger, not a person. We auto-generate invoices and send reminders on schedule.

Client services

"Clients keep asking for project updates. I spend an hour every day writing status emails."

Your clients want visibility, not emails. We build a live portal they can check themselves.

HR / People

"New hires start and nobody remembers to send the welcome email, create the folder, or schedule onboarding."

Onboarding shouldn't depend on someone's memory. We wire up the entire sequence from a single form submission.

Everyone

"My boss asks for a report and I spend 3 hours pulling data from 5 sheets to build it from scratch."

That report exists inside your data already. We build a dashboard that's always current. One click.

IT / Security

"Every month someone wants to try a new SaaS tool. That's another vendor to vet, another DPA to sign."

Every new tool is a new attack surface. We build inside Google. Nothing new for your security team to approve.

What we build

Business systems in days, not quarters.

Every project starts with your problem. We scope it, build it, and hand it over — usually in under two weeks.

Dashboards

We build real-time summaries that update themselves. KPIs, charts, rollups — all pulled from your raw data.

Automations & Triggers

We set up the triggers so your team never has to remember. Emails send, rows move, reports generate — automatically.

Form to Dashboard

We connect your Google Forms directly to live dashboards. Intake, process, visualize — no copy-pasting.

CRM in a Sheet

Pipeline, lead scoring, follow-up reminders, email logging. Built around how your team actually sells.

Invoice Systems

We set up auto-generation from your sheet data. PDF export, email delivery, payment tracking, overdue reminders.

Client Portals

We build web interfaces from Apps Script. Your clients see a polished dashboard. You manage everything in a spreadsheet.

API Integrations

We connect Stripe, Shopify, QuickBooks, Google Ads — whatever you use. Data flows into your sheet on schedule.

Email Automation

We build personalized email sequences triggered by sheet events. Follow-ups, mail merge, confirmations — all through Gmail.

See the difference

What a project actually looks like.

Left: your spreadsheet today. Right: what it looks like after we're done. Same Google Sheet, same Google account.

Before: a spreadsheet
After: a system
Sales Pipeline | Google Sheets
File Edit View Insert Format Data Tools Extensions Help
Arial 10 B I U
A1 fx company
Your data today
ABCDEF
1companynameemaildeal valuestatusnotes
2Acme Corpsarah chensarah@acme.com24000closed wongreat call, signed Q1
3techflowJAMES MILLERjames@techflow18.5ksent proposalwaiting on budget
4ACME CORPORATION???#REF!is this same as row 2?
5DataPrimeAnikaanika@dataprime.com$32,000wonsigned! send invoice
6novabuildTom Reevestom@novabuild.co15000new leadmet at conference
7CloudBase Incmei wongmei@cloudbase.io41000proposalcall next tues
8Alex Riveraalex@tbd?someone's referral
9CloudBasemei41kDUPLICATE??
10Summit AIpriya sharmapriya@summit.ai28000coldLinkedIn, no reply
11TODO: clean this up!!!
Sheet1 Sheet2
Sales Pipeline CRM LIVE
Add Lead Send Follow-ups
$158.5K
+12%
Total Pipeline
$56K
+8%
Closed This Month
3
Due
Follow-ups Today
Pipeline by Stage This quarter
Won
$56,000
Proposal
$59,500
Lead
$43,000
Cold
$0
Automation Log Auto
Follow-up email sent to James Miller 2m ago
New lead added from Google Form: Kai Patel 14m ago
Invoice #0042 auto-generated for Acme Corp 1h ago
Stage changed: CloudBase moved to Proposal 3h ago
Active Deals
CompanyDealStageAction
Acme Corp$24,000WonInvoice sent
TechFlow$18,500ProposalFollow up
DataPrime$32,000WonClosed
NovaBuild$15,000LeadSchedule call
CloudBase$41,000ProposalCall Tue
Summit AI$28,000LeadAuto-emailed
Dashboard Pipeline Contacts Follow-ups Email Log Settings

Drag the slider to compare

Pipeline | Google Sheets
CompanyValueStageOwner
Acme Corp$24,000WonJames
TechFlow Inc$18,500ProposalJames
CloudBase$41,000ProposalPriya
Meridian Health$58,000NegotiationJames
Pipeline Activity Log Config
CRM
Sales Pipeline CRM
Kanban board, deal tracking, automated follow-up emails, and pipeline KPIs. All from one spreadsheet.
Invoices | Google Sheets
Invoice #ClientAmountStatus
INV-001Acme Corp$4,200Paid
INV-002TechFlow$8,750Paid
INV-003CloudBase$15,200Paid
INV-004NovaBuild$3,800Overdue
Invoices Line Items Company Info
Finance
Auto-Invoice System
Generate invoices, send PDFs via Gmail, track payments, and auto-chase overdue accounts. Built entirely in Sheets.
Campaigns | Google Sheets
CampaignChannelSpendROI
Spring LaunchGoogle Ads$11,200275%
Brand AwarenessLinkedIn$6,400238%
RetargetingGoogle Ads$4,200714%
Newsletter PromoEmail$1,6001588%
Campaigns Weekly Metrics Attribution
Marketing
Marketing Dashboard
Campaign ROI, conversion funnels, weekly metrics, and auto-alerts for underperforming campaigns.
Requests | Google Sheets
RequesterTypePriorityStatus
Sarah JohnsonBudget ApprovalHighIn Progress
Tom RiveraEquipmentMediumPending
Lisa ParkTravelHighApproved
Emma FosterVendor PaymentHighCompleted
Form Responses Config Summary
Operations
Form → Report Automation
Internal request tracker with auto-assignment, SLA monitoring, weekly reports, and breach alerts.
Milestones | Google Sheets
YearMilestoneEraImpact
1856First Shop OpensFoundingOrigin
1914Trench Coat for WWIInnovationIconic
1999Nova Check ExplosionModernCultural
2023Daniel Lee RebrandCurrentStrategic
Timeline Decades Revenue
Luxury × Data Viz
170 Years of Burberry
Every milestone, every decade. 170 years of Burberry — from a 21-year-old's shop in 1856 to a global luxury empire. Interactive visual timeline.
More Client Work
General Demo Jeffrey Campbell Howler Brothers Ryp Labs 737 Duck Calls Atlantic SE Natori Dantin Chevrolet Pocket Properties Answer Media Reliance Q3 FY26
How it works

From messy tracker to mission-critical system.

Three steps. No migrations. No onboarding. No slide decks.

01

Tell us what's eating your time

The report you build every Monday. The CRM nobody opens. The five tabs your team argues about. We scope a solution in 24 hours.

02

We build it inside your Sheet

Dashboards, triggers, custom scripts, HTML portals. We work inside your Google account. Your data stays exactly where it is.

03

Your team uses it. You own it.

Every formula, every script, every automation is yours. We document everything and train your team. If you never call us again, it still works.

Start a project

Describe the problem.
We'll build the system.

Free scoping call. 24-hour response. No slide decks. If a Google Sheet can't fix it, we'll tell you that too.

Got it.

We'll review your project and get back to you within 24 hours.
No automated replies. A real human reads this.

Book your scoping call now

Submissions go straight into a Google Sheet. Obviously.

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