GOOSENT BUSINESS SOLUTIONS

The Challenge
A multi-national firm needed stronger visibility into their sales pipeline. Leadership wanted a clearer picture to forecast future sales and determine if current activity was on track to support their budget goals. But their existing tracking process fell short—it didn’t show how likely leads were to convert or whether the pipeline was strong enough to keep sales flowing in the months ahead. Without that insight, they couldn’t identify gaps between projected revenue and upcoming budget targets, leaving them reactive instead of strategic.

The Solution
We built a user-friendly sales tracker that transformed scattered lead data into a powerful forecasting tool. Team members could easily enter new leads and update key details for each opportunity, all within a clean, intuitive interface. That single input table powered a dynamic dashboard that delivered real-time visibility into key sales metrics—like conversion rates, projected timelines, and expected revenue.

We were even able to expand the dashboard to also provide deeper insights into recent conversions, high-performing sales managers, and newly added leads. We also integrated the tool with the firm’s project tracker, creating a seamless link between projected and actual revenue—offering full visibility from first contact to final delivery.

The Results
The firm gained a powerful tool that made future sales forecasting clear and reliable—turning guesswork into strategic planning.

We didn’t rip and replace—we simply optimized what they were already using to uncover the insights they needed. By focusing on what the firm truly needed to see, we helped them unlock the full value of their existing process with minimal disruption and maximum impact. With a clear line of sight into future sales activity, the company could now plan ahead with confidence and precision.

The Challenge
An individual client wanted a clearer picture of their finances but the tools they’d tried before felt too complicated or too generic. They were looking for a way to easily track income and spending each month, get insight into where their money was going, and separate predictable monthly bills from more variable expenses. They needed something simple, tailored, and actually useful—without the clutter.

The Solution
We collaborated with the client to design a user-friendly spreadsheet tailored to their needs. With just a few regular inputs—income and expense entries—the tool automatically broke down spending by category and visualized it over time. It flagged unusual fluctuations in recurring bills, highlighted how actual spending tracked against their set targets, and calculated average spend by category. The client could instantly see how their habits were shifting and where they might want to cut back or reallocate funds.

The Results
With clear, ongoing visibility into their finances, the client could finally understand how their money was being spent—and start using that information to make more intentional decisions. They were able to adjust habits, set more realistic goals, and track their progress with ease. By removing the guesswork and simplifying the process, the spreadsheet helped turn financial awareness into action.

The Challenge
A high school baseball coach was juggling spreadsheets and paper notes in an attempt to track team stats across multiple seasons. While collecting individual game stats was manageable, it was difficult to compile season totals, spot long-term trends, or keep an ongoing record of player performance. The coach wanted a simple, streamlined way to track season data that could also feed into long-term records—without spending hours on manual entry or formatting.

The Solution
We created a plug-and-play template that made stat tracking easy from game one to the end of the season. At the start of each new year, all the coach needed to do was enter the updated roster and schedule. Game-by-game stats were input in a clean, intuitive layout, and season totals updated automatically after each entry—no extra steps needed.

Even better, each season’s workbook was connected to a master file, which pulled data across years to calculate cumulative team and player stats. The coach now had real-time access to historical performance, head-to-head records against specific opponents, and career milestones—all without additional work.

The Results
The coach now had easy, reliable access to all stats and summaries—whether for a single season or across multiple years. With automated season totals and multi-year tracking, the team could celebrate individual achievements, benchmark progress, and analyze performance with ease. Because the stats were always up-to-date and easy to share, the coach could quickly provide players with performance summaries for recruiting purposes or pass them along to college coaches. A process that once felt scattered and time-consuming was transformed into a streamlined tool that delivered powerful insights—all built on a simple, reusable template.

The Challenge
A consulting firm wanted better visibility into how their consultants were being utilized. They needed an efficient way to understand which consultants were available for new work, who was over capacity, and how time was being spent across projects. Although the firm had the data on hand, it was scattered in a way that was difficult to give managers quick, actionable insights.

The Solution
We built an automated spreadsheet that turned raw data into a powerful management report. The solution summarized each consultant’s time across projects, flagged availability gaps, and summarized workload distribution over the prior week. To make things even easier, we automated the process to filter the report by manager and distribute a personalized summary to each one via email.

The Results
With clear, automated reporting in place, the firm’s leadership could proactively manage bandwidth, staff upcoming work more effectively, and avoid burnout among team members. Managers now had the information they needed at their fingertips—no digging, no delays—empowering them to make fast, confident decisions about resource planning. And with better real-time visibility into team capacity, the firm was now equipped to efficiently manage through a period of growth without missing a beat.

The Challenge
A client needed to send a personalized email to a long list of contacts—but doing it manually would have been time-consuming and error-prone. Each message needed to include custom details tailored to the individual recipient.

The Solution
We helped the client set up a streamlined mail merge that took the heavy lifting out of personalized communication. We organized their contact list into a clean table that included all the unique details for each recipient, then connected it to an email template designed to pull in those custom fields. The result? The client could send a professional, tailored message to every contact in just a few clicks.

The Results
With the new process in place, the client was able to send out personalized emails at scale—saving hours of manual work while still delivering a thoughtful touch. The setup gave them a reliable and repeatable process they could use anytime outreach was needed, helping them stay efficient without losing the personal connection.