Example use cases

How a team could use SheetForge

Illustrative examples - not customer case studies. Each one shows how a team could replace manual spreadsheet reporting with a shareable app.

Sales / Revenue Operations

Sales Pipeline Dashboard

Sales Operations Manager · Illustrative example: a mid-sized B2B company

An illustrative example of how a sales ops team could share a live pipeline view instead of preparing slides for a weekly pipeline meeting.

Views usedDashboard, Kanban, Table
SourceCSV export from a CRM
PlanFree (up to 500 rows) or Pro
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Human Resources

HR Headcount Tracker

HR Business Partner · Illustrative example: a professional services firm

An illustrative example of how an HR team could share one headcount link with leadership instead of emailing spreadsheet versions around.

Views usedDashboard, Table, Pivot
SourceGoogle Sheets
PlanPro (auto-refresh, password)
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Professional Services / Agency

Project Status Dashboard

Project Manager · Illustrative example: a digital agency

An illustrative example of how an agency could give clients a status link instead of preparing status updates by hand.

Views usedTable, Kanban, Timeline
SourceGoogle Sheets
PlanPro (hourly auto-refresh)
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Events & Production

Event Vendor Tracker

Event Coordinator · Illustrative example: an events agency

An illustrative example of how an events team could share vendor tracking with clients and check it on a phone on site.

Views usedTable, Calendar, Gallery
SourceCSV or Google Sheets
Works onDesktop, tablet and phone
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Finance / SME

Financial Reporting Dashboard

Finance Controller · Illustrative example: a business with several locations

An illustrative example of how a finance lead could send the board a dashboard link instead of building a month-end slide deck.

Views usedDashboard, Pivot
SourceExcel workbook
PlanPro (Excel, password)
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