Small Service Business Management System
Client records, staff scheduling, sales, expenses, and performance dashboard. Free .xlsx with formulas.
Operations · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This operations dashboard brings together indicators like "Total Revenue (Year to Date)", "Total Expenses (Year to Date)" and "Net Profit (Year to Date)" 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 service businesses track client records, staff schedules, sales, and expenses in one place. Enter each appointment or service delivered as a new row in the Data sheet with the appropriate client, staff member, revenue, and cost. Use the KPIs and comparison bars to build dashboards and performance summaries by date range, staff, or service type. Filter and pivot the data regularly to monitor profitability, staff utilization, and client activity trends.
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 (Year to Date)" and "Total Expenses (Year to Date)"
- Make faster decisions based on "Net Profit (Year to Date)"
- 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 Revenue (Year to Date)
- Total Expenses (Year to Date)
- Net Profit (Year to Date)
- 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 × 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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