Description
Get the big picture without building reports. Log your sales and expenses, and the dashboard turns them into the numbers and charts that tell you how the business is really doing.
What it does
- Total income, total expenses, net profit and profit margin
- Average monthly profit, best month and largest expense category
- Monthly performance table for the whole year
- Income and expense breakdowns by category
- Charts that update automatically as you log transactions
How it works
- Settings: enter your business name, currency, report year and categories.
- Transactions: log every sale and expense and pick a category.
- Dashboard: your KPIs, monthly table, breakdowns and charts update on their own.
What’s inside
Start Here guide, Dashboard, Transactions and Settings sheets.
Good to know
- Excel and Google Sheets: open it in Microsoft Excel, or upload it to Google Drive and choose Open with → Google Sheets. Formulas, dropdowns and charts carry over.
- Colour-coded: blue cells are for your entries, grey cells calculate automatically, so you can’t break a formula by accident.
- Example rows included: sample entries show the expected format. Overwrite or delete them when you start.
- Any currency: amounts show without a symbol, and you set your currency once in Settings.
Delivery
Instant download right after payment. The download link is also emailed to you and works up to 5 times within 30 days. One-time payment, no subscription. As a digital product, it is non-refundable once downloaded, but if a file is faulty we fix it, replace it or refund you. See our refund policy.
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