Small Business Admin & Financial Management Dashboard
Integrated system for tracking cash flow, expenses, sales, and performance. Free .xlsx with formulas. Tracks Total Revenue YTD, Total Operating Expenses YTD.
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Total Revenue YTD", "Total Operating Expenses YTD" and "Net Cash Flow YTD" 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 businesses manage daily administration and finances while monitoring key performance metrics in one place. Enter each transaction with its date, type, customer or vendor, and amounts to track revenue, expenses, and resulting net cash flow. Use the dashboard KPIs and comparison bars to review monthly performance and identify trends or issues quickly. Update the file regularly to maintain an accurate view of your financial health and support better operational decisions.
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 Revenue YTD" and "Total Operating Expenses YTD"
- Make faster decisions based on "Net Cash Flow YTD"
- 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 Revenue YTD
- Total Operating Expenses YTD
- Net Cash Flow YTD
- 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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