See your whole business on one screen: sales, profit, cash runway, customers and marketing, with goals vs actual and 12-month charts. Excel and Google Sheets.
$16.99
Buy on Etsy- Excel and Google Sheets
- Blank and filled-in example
- Instant download
- Secure checkout on Etsy
Know your numbers in 10 minutes a month. This KPI dashboard puts sales, profit, cash, customers and marketing on one screen, scores every KPI against your goals and shows where your business is heading.
What’s inside
- Dashboard: 12 KPI cards (sales, gross profit, net profit, profit so far this year, cash in bank, cash runway, orders, average order value, new customers, returning customers, conversion rate, cost per new customer), each with the change vs last month and an On track, Close or Behind status
- Goals vs actual scorecard for the month and for the year so far
- 4 charts: sales and net profit, cash in bank, new vs returning customers, this year vs last year
- Pick any month in one click and the whole dashboard updates
- Monthly Data: 10 numbers a month, with a note beside every row explaining what to enter
- Goals: a monthly target for each KPI
- Trends: every KPI for all 12 months, year totals and a margin chart
- Setup: business name, currency, year, start month and opening cash
- Start Here guide and a filled-in example version
How it works
- Download and open in Excel, or upload to Google Drive and open with Google Sheets.
- Add your details on Setup and your targets on Goals.
- Once a month, type your numbers in the yellow cells on Monthly Data. Everything else updates by itself.
Good to know
- Works in Excel 2016 or newer, Excel for Mac, Microsoft 365 and Google Sheets
- Any currency, and your year can start in any month
- Calculation tabs are protected without a password so formulas aren’t overwritten by accident
- Different from our bookkeeping spreadsheet: this is about the key numbers and decisions, not logging every transaction
- This is a digital download. Nothing will be shipped
- For use in your own business. Please do not share or resell the files
- Need help? Message us on Etsy and we’ll get you set up
Made by YellowCellStudio, a product of QSE Advisory. Every formula is tested in Excel and Google Sheets, and every file is checked by QSE Advisory experts before release.
Questions
Do I need Excel?
No. It works in Microsoft Excel 2016 or newer, Excel for Mac, Microsoft 365 and free Google Sheets.
How do I get the file?
Buy on Etsy and the download link appears straight away. Nothing is shipped.
Is it hard to use?
You only type in the yellow cells. Totals, dashboards and charts update by themselves, and a Start Here tab explains each step.
What if something doesn’t work?
Message us on Etsy. We fix errors fast and will help you set up the file.
