FormulaSurge

Fictional sample · invented workbook

What a Scoping Sprint actually gives you

A paid first step: a written diagnosis of your workbook, a fixed-price proposal and a Definition of Done, delivered in 2 working days. The fee is credited in full against the build.Below is a shortened example for an invented six-outlet bakery's weekly sales workbook. The business, file and figures are made up; the format is exactly what you receive.

  • Written diagnosis of the current workbook
  • Fixed-price proposal with scope and timeline
  • Definition of Done - what 'finished' means, in writing

Document 1 of 3

Written diagnosis

Every problem found, where it is, and what it is costing you, ranked by severity.

SeverityWhereFindingEffect
HighSales_MasterSix outlet tabs are pasted into one sheet by hand each Monday; two outlets use DD/MM dates, four use MM/DD.Week totals for early-month dates land in the wrong month.
HighSummaryVLOOKUPs use a hard-coded column index (7). A column was inserted in March.Gross margin has been reading the discount column since then.
MediumWhole fileFull-column references (A:A) inside 2,400 SUMIFS.Recalculation takes about 40 seconds; staff switch to manual calc and forget to refresh.
MediumStockOpening stock is typed over last week's closing stock.No history; an error cannot be traced back.
LowFormattingThree colour schemes, merged cells across headers.Hard to filter or sort; mostly cosmetic.

Document 2 of 3

Fixed-price proposal

In scope

  • Power Query pipeline that combines the six outlet exports and fixes date formats on refresh
  • One clean data table replacing Sales_Master; lookups rebuilt with XLOOKUP on named columns
  • Weekly summary and outlet comparison tab, refreshable in one click
  • Stock tab rebuilt as a weekly log so closing stock carries forward automatically
  • Written handover note and a 15-minute screen-recorded walkthrough

Out of scope

  • Changes to the outlets' POS exports
  • Payroll or accounting entries
  • Moving the file to Power BI or a database
Band
Standard ($180 – $500 / ₹15K – ₹40K)
A real proposal names one fixed figure.
Scoping Sprint credit
−$99 / −₹4,999
Review rounds
2
Payment
50% to start, 50% on handover. Bank transfer (international wire outside India) or UPI.
Warranty
30 days after handover

Fixed price in writing. Scope is negotiable; the price for an agreed scope is not.

Document 3 of 3

Definition of Done

Tests you can run yourself. The build is finished when every line passes, not when I say so.

  1. 1Refresh combines all six outlet files with no manual pasting
  2. 2Week totals match the outlet POS totals for the 4 test weeks you supply
  3. 3Recalculation under 5 seconds on your laptop
  4. 4Inserting a column in the source data does not change any summary figure
  5. 5Someone who did not build the file can refresh it using only the handover note

Get these three documents for your workbook

$99 / ₹4,999, delivered in 2working days, credited in full if you go ahead. If you don't, you keep the documents.

How we work

Six norms every FormulaSurge engagement runs on.

Not slogans. Operating rules. The same six on every dashboard build, audit, macro and model we ship.