Are the Sheetly AI templates free?

Yes. Templates are built by Sheetly AI. With a free verified account you can download one template per month; Pro subscribers get unlimited downloads. Viewing online is always free.

Do the templates include formulas?

Yes. Every template is a real .xlsx file with its own formulas, tabs and formatting, compatible with Excel (2016 or later), LibreOffice Calc and Google Sheets.

Can I ask for a custom spreadsheet?

Yes. Describe what you need and Sheetly AI builds a custom spreadsheet from scratch, beyond the ready-made templates in the library.

Client Invoice, DSO & Collections Dashboard

Q: Can I use this template commercially?

Yes. This template is released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.

Track invoices, DSO and collection effectiveness for service firms. Free .xlsx with formulas. Tracks Total Open AR, Average DSO.

Finance · dashboard · CC0 · Public domain · Built by Sheetly AI

Preview of the Client Invoice, DSO & Collections Dashboard template

About this template

This finance dashboard brings together indicators like "Total Open AR", "Average DSO" and "Collection Rate (Last 30 Days)" 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.

Use this template to centralize client invoices, payment status, and collection performance for your service firm. Enter each invoice with client details, amounts, dates, and status, then regularly update payment and follow‑up information. The KPIs and charts summarize Days Sales Outstanding, collection rates, and overdue exposure to help you act quickly. Filter and sort the data to focus on key clients, aging buckets, and collector workloads.

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 Open AR" and "Average DSO"
Make faster decisions based on "Collection Rate (Last 30 Days)"
Compare your finances without building the spreadsheet from scratch
Edit the entries in the Data tab and watch the dashboard recalculate automatically

Key features

Total Open AR
Average DSO
Collection Rate (Last 30 Days)
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 × 7 columns already laid out and formatted.

Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.

Download the .xlsx free

Related free templates

Construction Project Cost & Budget Control Workbook — Excel template with real formulas — Estimate materials and labor, track costs vs budget, and monitor schedule KPIs. Free .xlsx with formulas.
Construction Project Cost Estimation & Budget Dashboard — free Excel template — Track estimated vs actual construction costs and budget performance. Free .xlsx with formulas. Tracks Total Estimated Cost, Total Actual Cost, Budget.
Nonprofit Grant Management & Impact Dashboard — Track grant pipeline, drawdown rate, and impact per dollar for active awards. Free .xlsx with formulas. Tracks Total Awarded Grants, Overall Drawdown Rate.
Commercial Construction Change Order & Contingency Dashboard — Track change orders, contingency usage, and margin erosion across active projects. Free .xlsx with formulas.
Monthly Cash Flow Waterfall & Scenario Variance Dashboard — Track monthly cash inflows, outflows, and scenario variances in one place. Free .xlsx with formulas.
Small Business Administrative Control Center — Centralize clients, contracts, and finance KPIs in one control hub. Free .xlsx with formulas.

Browse every free Excel template built by Sheetly AI.