Small Business Operations & Financial Control Center — free Excel template
Integrated view of clients, jobs, contracts, sales and cash flow KPIs
Operations · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This operations dashboard brings together indicators like "Active Contract Value", "Total Billed This Quarter" and "Cash Collected Rate" 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 clients, jobs, contract values, billed amounts, and payment status in one central dashboard. Enter each job or contract as a new row with the key dates, financials, and status, then update billed and collected amounts as work progresses. The KPIs and comparison bars summarize your active workload, revenue pipeline, and cash flow performance for quick decision-making. Filter by month, client, or status to monitor operations efficiency and financial health over time.
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 "Active Contract Value" and "Total Billed This Quarter"
- Make faster decisions based on "Cash Collected Rate"
- Compare your operations without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Active Contract Value
- Total Billed This Quarter
- Cash Collected Rate
- 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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