Daily Sales, Expense & Profit Dashboard
Track daily revenue, costs, and net profit in one streamlined workbook. Free .xlsx with formulas. Tracks Month-to-Date Sales, Month-to-Date Expenses.
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Month-to-Date Sales", "Month-to-Date Expenses" and "Month-to-Date Net Profit" 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 businesses monitor daily sales, expenses, and profit over time. Enter each day’s figures in the Data sheet to automatically feed your dashboard and summary views. Use product category and customer fields to analyze which segments drive revenue and margins. Review trends regularly to adjust pricing, promotions, and cost control strategies.
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 "Month-to-Date Sales" and "Month-to-Date Expenses"
- Make faster decisions based on "Month-to-Date Net Profit"
- Compare your finances without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Month-to-Date Sales
- Month-to-Date Expenses
- Month-to-Date Net Profit
- 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
- 41 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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