Practical business resources

Practical templates for clearer business execution.

7SIG is building a focused collection of reporting, CRM and process templates. The first verified resource—the Monthly Management MIS Starter—is now available as a free Excel download.

Planned library

Available now and planned next

Start with the free MIS workbook below. Future additions will continue to reflect 7SIG’s strongest areas: reporting, dashboards, CRM requirements and practical process improvement.

AVAILABLE • XLSXMonthly Management MIS Starter

A formula-driven Excel workbook with sample inputs, KPI dashboard, variance analysis, instructions and model checks.

Download free workbook →
KPI dashboard preview
PLANNEDKPI Dashboard Starter

A simple framework for defining, tracking and presenting important measures.

CRM workflow preview
PLANNEDCRM Requirements Worksheet

A practical document for capturing users, fields, stages and workflow needs.

Process checklist preview
PLANNEDProcess Review Checklist

A clear way to document the current process, issues, ownership and next actions.

Publishing principles

Useful before impressive.

Simple to understand

Clear instructions and no unnecessary complexity.

Easy to adapt

Designed as a starting point, not a rigid one-size-fits-all answer.

Based on real work

Focused on reporting, CRM and operational challenges businesses actually face.

Need a specific reporting or CRM template?

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