Small Service Business Ops & Finance Dashboard
Track daily jobs, revenue, costs, and profitability for a single branch. Free .xlsx with formulas. Tracks Month-to-Date Revenue, Month-to-Date Gross Margin.
Operations · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This operations dashboard brings together indicators like "Month-to-Date Revenue", "Month-to-Date Gross Margin" and "Total Jobs Completed" 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 manage operations and financial performance for a single-branch service business. Enter each job completed with its date, customer, service type, revenue, direct cost, and hours worked. The summary KPIs and comparison bars can then be linked to this data to monitor trends in revenue, margins, and productivity. Review and update the data regularly to support scheduling decisions, pricing adjustments, and cost control.
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 "Month-to-Date Revenue" and "Month-to-Date Gross Margin"
- Make faster decisions based on "Total Jobs Completed"
- Compare your operations without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Month-to-Date Revenue
- Month-to-Date Gross Margin
- Total Jobs Completed
- 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
- 41 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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