The Shortfall Solution Companion Toolkit

$29.00

Stop Guessing. Start Solving.

Turn the principles of The Shortfall Solution into immediate action with this professional-grade Excel suite.

Reading the book gives you the strategy; this toolkit gives you the engine. Designed specifically to mirror the 7-20-13 methodology in the book, this toolkit allows you to plug in your numbers and instantly visualize your financial path. No more "napkin math" or 2:00 AM anxiety—just clear, actionable data. Save 5+ hours of setup time with our proprietary locked-formula engine.

What’s Inside the Toolkit:

  • 1. The Cash Snapshot Dashboard: Your immediate financial diagnostic tool. It categorizes your "Hard-Pays" (non-negotiables) versus "Soft-Pays" (negotiables) to give you an instant Gap Analysis. One glance tells you if you have a Surplus or a Shortfall today.

  • 2. 13-Week Cash Forecast: The heart of the toolkit. This dynamic rolling forecast flows your ending cash balance from week to week. It features a Customizable Buffer—set your safety net amount, and the "Status" column will automatically flag any week where you dip below your comfort zone.

  • 3. Drop-Dead Dates Tracker: A high-precision log for your most critical payments. Organized by week, this sheet ensures that the "must-pay" obligations discussed in the book never slip through the cracks during a cash crunch.

  • 4. The 20-Day Action Checklist: A step-by-step implementation guide divided into four phases:

    • Days 1-3: Stop the Bleed

    • Days 4-7: Buy Time (including the Vendor Negotiator)

    • Days 8-20: Harvest Cash

    • Ongoing: Maintain the System.

  • 5. Monthly Health Monitor: A long-term strategic dashboard that tracks "Days of Cash," A/R Aging, and your Burn Rate. It automatically calculates your Revenue Trend and gives you a visua status on your business's overall vitals.

Why You Need This:

  • Automated Math: We’ve locked the complex formulas so you don't have to be an Excel expert to get expert results.

  • Branded for Clarity: Clean, professional layout using high-readability fonts (Cambria) and the book’s signature color palette.

  • Companion Integration: Specifically designed to follow the exercises in The Shortfall Solution, including direct references to book chapters for deeper context.

Technical Specifications:

  • File Format: .xlsx (Compatible with Microsoft Excel, Google Sheets, and Numbers).

  • Delivery: Instant Digital Download via secure link (valid for 24 hours after first click).

  • License: Single-user personal license.

Stop Guessing. Start Solving.

Turn the principles of The Shortfall Solution into immediate action with this professional-grade Excel suite.

Reading the book gives you the strategy; this toolkit gives you the engine. Designed specifically to mirror the 7-20-13 methodology in the book, this toolkit allows you to plug in your numbers and instantly visualize your financial path. No more "napkin math" or 2:00 AM anxiety—just clear, actionable data. Save 5+ hours of setup time with our proprietary locked-formula engine.

What’s Inside the Toolkit:

  • 1. The Cash Snapshot Dashboard: Your immediate financial diagnostic tool. It categorizes your "Hard-Pays" (non-negotiables) versus "Soft-Pays" (negotiables) to give you an instant Gap Analysis. One glance tells you if you have a Surplus or a Shortfall today.

  • 2. 13-Week Cash Forecast: The heart of the toolkit. This dynamic rolling forecast flows your ending cash balance from week to week. It features a Customizable Buffer—set your safety net amount, and the "Status" column will automatically flag any week where you dip below your comfort zone.

  • 3. Drop-Dead Dates Tracker: A high-precision log for your most critical payments. Organized by week, this sheet ensures that the "must-pay" obligations discussed in the book never slip through the cracks during a cash crunch.

  • 4. The 20-Day Action Checklist: A step-by-step implementation guide divided into four phases:

    • Days 1-3: Stop the Bleed

    • Days 4-7: Buy Time (including the Vendor Negotiator)

    • Days 8-20: Harvest Cash

    • Ongoing: Maintain the System.

  • 5. Monthly Health Monitor: A long-term strategic dashboard that tracks "Days of Cash," A/R Aging, and your Burn Rate. It automatically calculates your Revenue Trend and gives you a visua status on your business's overall vitals.

Why You Need This:

  • Automated Math: We’ve locked the complex formulas so you don't have to be an Excel expert to get expert results.

  • Branded for Clarity: Clean, professional layout using high-readability fonts (Cambria) and the book’s signature color palette.

  • Companion Integration: Specifically designed to follow the exercises in The Shortfall Solution, including direct references to book chapters for deeper context.

Technical Specifications:

  • File Format: .xlsx (Compatible with Microsoft Excel, Google Sheets, and Numbers).

  • Delivery: Instant Digital Download via secure link (valid for 24 hours after first click).

  • License: Single-user personal license.