Small Business Financial & Inventory Management OS
Track cashflow, profitability, and inventory in one streamlined view. Free .xlsx with formulas. Tracks Total Revenue (YTD), Gross Profit Margin.
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Total Revenue (YTD)", "Gross Profit Margin" and "Operating Cash Inflow (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 sales, expenses, and inventory while monitoring cashflow and profitability KPIs. Enter each transaction with date, customer, product details, quantity, revenue, and cost information. Review the KPIs and comparison bars to quickly see which products drive profit and where cash is being generated. Update the file regularly to maintain an accurate operating snapshot and support better financial 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 "Gross Profit Margin"
- Make faster decisions based on "Operating Cash Inflow (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)
- Gross Profit Margin
- Operating Cash Inflow (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
- 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 36 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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