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Small Business Operations & Finance Control Center

Q: Can I use this template commercially?

Yes. This template is released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.

Monitor clients, jobs, contracts, and budgets in one integrated view. Free .xlsx with formulas. Tracks Total Contract Value (YTD), Invoiced Amount (YTD).

Operations · dashboard · CC0 · Public domain · Built by Sheetly AI

Preview of the Small Business Operations & Finance Control Center template

About this template

This operations dashboard brings together indicators like "Total Contract Value (YTD)", "Invoiced Amount (YTD)" and "Average Gross 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 centralize your small business operations and finance data, including clients, jobs, contracts, and budget performance. Enter each job as a separate row with its client, contract amount, costs, and billing dates. The KPIs and bar chart can then be linked to this data to build dashboards that highlight revenue, profitability, and workload distribution. Filter and sort the table regularly to review active jobs, overdue invoicing, and contracts nearing completion.

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 Contract Value (YTD)" and "Invoiced Amount (YTD)"
Make faster decisions based on "Average Gross Margin"
Compare your operations without building the spreadsheet from scratch
Edit the entries in the Data tab and watch the dashboard recalculate automatically

Key features

Total Contract Value (YTD)
Invoiced Amount (YTD)
Average Gross 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
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.

Download the .xlsx free

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