Small Business Financial Dashboard | Excel Template | P&L, Cash Flow & KPI Tracker
Take control of your finances in under 30 minutes. This professional-grade Excel dashboard gives small business owners a clear, real-time picture of their financial health — without hiring a CFO. Built by a Senior Financial Professional with 40 years of experience, this template uses the same modeling standards found in Fortune 500 finance teams, simplified for everyday business owners. --- WHAT'S INCLUDED --- 12-Month P&L Statement — Revenue by stream, COGS, gross margin, operating expenses, and net income. Auto-calculated from your inputs. Cash Flow Statement — Operating, investing, and financing cash flows side-by-side. Know exactly how much cash you're generating (or burning) every month. Cash Runway Calculator — Instantly see how many months of cash you have left. Critical for planning and avoiding surprises. Visual KPI Dashboard — Four professional charts: Revenue Trend, Net Income, Cash Balance, and Gross Margin %. Ready to share with partners, lenders, or investors. Simple Assumptions Tab — Update one tab. Everything else recalculates automatically. No accounting degree required. --- FILE DETAILS --- Format: Microsoft Excel (.xlsx)Compatible with Excel 2016+ and Google SheetsFully unlocked — customize it however you likeInstant download after purchase Questions? Message me and I'll respond within 24 hours.Buyer FAQQ: Do I need accounting knowledge?A: No. All formulas are pre-built. You only fill in the blue cells — revenue, expenses, and a few assumptions. The model does the rest.Q: Does it work with Google Sheets?A: Yes. All formulas are compatible. Minor formatting differences on charts.Q: Can I customize it for my business?A: Absolutely. The file is fully unlocked — rename revenue streams, add rows, change colors.
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