Small Business Financial Control & Profitability Dashboard
Track revenue, expenses, cash flow, and profit for smarter decisions. Free .xlsx with formulas. Tracks Year-to-Date Revenue, Year-to-Date Net Profit.
Finance · dashboard · Free for your own use · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Year-to-Date Revenue", "Year-to-Date Net Profit" and "Average Monthly Profit 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.
Use this template to monitor monthly income, expenses, and profitability for your small business. Enter each transaction with its date, category, and amount, and review the summarized KPIs to understand trends in revenue and net profit. Filter by month or category to identify cost-saving opportunities and top income sources. Update the data regularly to keep your financial overview accurate and actionable.
Free to download and use in your own work and inside your own company — including commercial work. Reselling or redistributing the file is not allowed. Full terms at sheetlyai.com/license. Read the license.
Use cases
- Visualize indicators like "Year-to-Date Revenue" and "Year-to-Date Net Profit"
- Make faster decisions based on "Average Monthly Profit Margin"
- Compare your finances without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Year-to-Date Revenue
- Year-to-Date Net Profit
- Average Monthly Profit 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
- 39 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 36 rows × 21 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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