Administrative Workshop & Job Order Management Dashboard — free Excel template
Track clients, estimates, contracts, and key financial metrics in one place
Operations · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This operations dashboard brings together indicators like "Total Invoiced Amount", "Total Collected Payments" and "Average Gross Margin" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.
This template helps small and mid-size workshops manage job orders from first estimate through final invoicing and payment. Enter each job with client details, status, and financial amounts to monitor revenue, costs, and margins. Use the KPIs and comparison bars to quickly review total billed, collected, and profitability across job types. Update the dashboard regularly as work progresses to maintain accurate cash flow and performance visibility.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Visualize indicators like "Total Invoiced Amount" and "Total Collected Payments"
- Make faster decisions based on "Average Gross Margin"
- Compare your operations without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Total Invoiced Amount
- Total Collected Payments
- Average Gross Margin
- Visual dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 40 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 18 columns already laid out and formatted.
- Built-in chart that updates with your numbers.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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