Business Financial Dashboard

About the Business Financial Dashboard

Running a business without watching your numbers is like driving with your eyes closed. This Business Financial Dashboard puts your whole financial picture on one screen. Enter your monthly revenue and costs, and it instantly calculates your profit, your margin and your key metrics — then charts them so trends jump out.

The dashboard shows your annual revenue, costs, profit and profit margin, your average monthly profit and your best-performing month, alongside a revenue-versus-costs trend line and a monthly profit chart. It is the financial overview every founder should check monthly, without needing an accountant or accounting software to produce it.

Built in Excel and Google Sheets with clearly marked input cells, a full year of sample data and freeze panes for mobile, it is simple to use and yours to keep. Pair it with the [12-Month Cash Flow Planner](#/product/cash-flow-planner) to forecast the months ahead.

Who it's for

What's included

• Enter monthly revenue and costs — profit and margin calculate automatically
• Dashboard KPIs: annual revenue, costs, profit, margin and best month
• Revenue-vs-costs trend line and monthly profit chart
• Average monthly profit at a glance
• Colour-coded inputs and a full year of sample data
• Works in Excel and Google Sheets, mobile-friendly

How to download & use it

1. Check your email. The moment your payment goes through, we email your files to the address you enter at checkout. They usually arrive within a minute or two — if not, check your spam or promotions folder.
2. Download your files. Open the email and click the download button. Your files save straight to your device — nothing is posted, it is all instant and digital. Keep the email so you can re-download any time.
3. Open it. Open the file in Microsoft Excel, or upload it to Google Sheets (in Google Drive: New → File upload, then open with Google Sheets). It works on desktop, tablet and mobile.
4. Make it yours. Type into the highlighted input cells — everything else calculates automatically. Most files include a "Start Here" tab and sample data to guide you.

Need a hand? Every purchase includes free email support and free updates for life. If a file ever will not open, reply to your receipt and we will sort it.

Frequently asked questions

Do I need accounting knowledge?

No. Enter revenue and costs each month and the dashboard does the rest.

Can I break costs into categories?

This version tracks total monthly costs for a clean overview; pair it with our expense tracker for category detail.

Related searches

Instant digital download. Nothing is shipped. Files are delivered to your email the moment you buy, and you can re-download them any time. Single-business licence.