PWA Sample Portfolio

Workbook Demos

Spreadsheet workflow examples built for common business operations problems.

These demos show how business processes can be organized in Google Sheets-style workbooks. They use fictional sample data and avoid Apps Script, APIs, Gmail or Drive automation, and external integrations. They are meant to show workbook structure, formulas, dashboards, dropdowns, and clean handoff-ready layouts.

Workbook collection

Service operations

ServiceOps CRM & KPI Dashboard

A compact service-operations workbook for tracking customers, jobs, revenue, job status, and dashboard metrics.

  • Customer/job tracker
  • Status and revenue dashboard
  • Fictional sample records
  • No Apps Script or external integrations
Client delivery

Client Onboarding & Delivery Tracker

A client intake and delivery tracker for small agencies, freelancers, and service businesses managing onboarding, payment status, deliverables, and follow-up.

  • Client intake log
  • Payment and delivery trackers
  • Status dropdowns and formulas
  • Screenshot-ready sample workflow
Program operations

Program Operations & Financial Dashboard

A program-operations workbook for tracking daily updates, attendance, meeting actions, revenue, balances due, and traffic-light dashboard indicators.

  • Attendance and daily updates
  • Meeting action tracking
  • Revenue and balance tracking
  • Formula-driven dashboard indicators
Data cleanup

Clean Dataset & Master Sheet Workflow

A data-cleanup workbook for reviewing messy imports, maintaining a clean master sheet, checking missing fields, spotting duplicates, and validating readiness.

  • Import staging
  • Clean master sheet
  • Review queue and duplicate checks
  • Validation dashboard
Manual triage

Email Intake & Triage Control Workbook

A manual email/inquiry triage workbook for logging messages, assigning owners, using routing rules, tracking exceptions, and reviewing inbox status.

  • Intake inbox log
  • Routing rules and owner map
  • Response template library
  • Triage dashboard and exceptions queue

Trust and boundaries

Sample data only

  • No private client records
  • No protected data
  • No external account access

No live automation claims

  • No Apps Script
  • No APIs or integrations
  • No Gmail or Drive automation

Custom starting points

Workbooks are designed as clean starting points for custom spreadsheet systems with the fields, statuses, reports, and review steps a real team needs.

Need a workbook like one of these? A custom version can be built around your real fields, statuses, reports, and review workflow.