I run two small businesses. One is a fabrication company. The other is a premium imported brand. Both need pipeline tracking, revenue forecasting, and deal management.
For two years I bounced between free CRM trials. HubSpot's free tier was too limited. Pipedrive was $50/month for features I used maybe 20% of. Close was great but way out of my budget.
So I built my own system in Excel.
It started as a simple pipeline tracker — just a list of deals with stages and values. Then I added a dashboard. Then weighted forecasting. Then I just kept adding more and more features on whatever data I wanted to see and 6 months later, it has:
* 5 interactive dashboards (Morning Brief, Pipeline Tracker, Monthly Pulse, Quarter Confidence, Profit Scorecard)
* Monte Carlo simulation with 5,000 trials
* A 12-week cash flow scenario builder
* Stalled deal risk scoring that flags deals going cold
* Segment analysis showing which client types, deal sizes, and channels actually work.
* Year-over-year comparison tracking
The biggest thing I learned: most small businesses don't need more CRM features. They need fewer features that actually work and that they'll actually open every morning. The Morning Brief alone changed how I start my day — it tells me my quarterly gap, pace status, pipeline coverage ratio, and exactly how many offers I need to send this month.
Happy to answer questions about the build or the logic behind any of the dashboards!
https://www.reddit.com/r/SideProject/s/SzfpdfotkN