SME Financial Control Dashboard — free Excel template
Track income, expenses, cash flow, and profit in one simple view. Free .xlsx with formulas. Tracks Total Income YTD, Total Expenses YTD, Net Profit YTD.
Finance · dashboard · Free for your own use · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Total Income YTD", "Total Expenses YTD" and "Net Profit 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 and mid-size businesses monitor monthly income, expenses, cash flow, and profit in a single dashboard. Enter each financial transaction on the Data sheet, assigning a category and marking whether it is income or expense. The KPIs and comparison bars can be linked to pivot tables and charts for fast analysis of trends and category breakdowns. Use it regularly to stay on top of liquidity, control costs, and make informed financial decisions.
Free to download and use in your own work and inside your own company — including commercial work. Reselling or redistributing the file is not allowed. Full terms at sheetlyai.com/license. Read the license.
Use cases
- Visualize indicators like "Total Income YTD" and "Total Expenses YTD"
- Make faster decisions based on "Net Profit 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 Income YTD
- Total Expenses YTD
- Net Profit 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 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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