Small Business Finance Dashboard – Income, Expense, Profit & Cash Flow Tracker
Small Business Finance Dashboard – Income, Expense, Profit & Cash Flow Tracker
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Get a clearer view of your business finances without complicated accounting software. The WAOHHARTZ Small Business Finance Dashboard is a practical spreadsheet system for tracking income, expenses, profit, cash flow and tax-reserve planning in one organized workspace.
What’s Included
- Finance Dashboard with annual KPIs and monthly performance
- Transaction Register for income, expenses and tax-reserve entries
- Monthly Profit & Loss report
- Cash Flow Tracker
- Tax Reserve Planner
- Yearly Business Summary
- Editable income and expense categories
- Quick Start instructions
- Excel workbook designed for import into Google Sheets
- PDF Setup Guide
Who This Is For
- Small business owners who want a simple finance overview
- Freelancers and service businesses tracking income and expenses
- Owners who want monthly profit and cash-flow visibility
- Businesses that want a lightweight bookkeeping organization system
How It Works
- Open the Excel workbook or import it into Google Sheets.
- Set your reporting year and customize the categories.
- Enter transactions as income, expense or tax-reserve entries.
- Review the dashboard, monthly P&L, cash flow, tax reserve and yearly summary.
Digital Product & Software
This is a digital spreadsheet template with a PDF setup guide. The workbook can be used in Microsoft Excel and is designed to be uploaded or imported into Google Sheets.
Important Note
This template is an organization and planning tool, not accounting, tax, legal, financial or professional advice. Tax rates, treatment and reporting obligations vary by location and business structure. Confirm applicable requirements with a qualified professional.
Frequently Asked Questions
Is this a physical product?
No. This is a digital Excel/Google Sheets-compatible template and PDF guide.
Can I use it in Google Sheets?
Yes. Upload or import the included Excel workbook into Google Sheets.
Does it calculate profit automatically?
Yes. The dashboard and report sheets use the transaction register to calculate income, expenses, net profit and related summaries.