Small Business Cashflow & Sales Dashboard
Monitor cash inflows, sales performance, and expenses in one workbook. Free .xlsx with formulas. Tracks Net Cashflow (Period), Total Sales Revenue.
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Net Cashflow (Period)", "Total Sales Revenue" and "Total Operating Expenses" 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 track daily cash inflows, sales revenue, and operating expenses for your small business. Enter each transaction with the date, category, payment method, and amounts received or paid out. Review the top KPIs and comparison chart to quickly see total cash flow, sales, and expenses by category. Update the data regularly to keep your dashboard accurate and make informed cash management 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 "Net Cashflow (Period)" and "Total Sales Revenue"
- Make faster decisions based on "Total Operating Expenses"
- Compare your finances without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Net Cashflow (Period)
- Total Sales Revenue
- Total Operating Expenses
- 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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