Small Business Finance Dashboard

📊 RUN YOUR BUSINESS BY THE NUMBERS

Stop dreading bookkeeping. This Small Business Finance Dashboard makes tracking your money effortless, log your income and expenses, and your profit & loss statement, profit margin, estimated taxes, and charts all update automatically. Know exactly how your business is doing, any time.

Works in BOTH Microsoft Excel and Google Sheets. No subscriptions. Buy once, use forever.

WHAT'S INSIDE (6 connected tabs)

• DASHBOARD: Your business at a glance: total revenue, expenses, net profit, profit margin, estimated tax owed, and average monthly profit, plus charts for income vs. expenses, profit trend, and category breakdowns.
• INCOME: Log every payment you receive, categorized. Totals flow everywhere automatically.
• EXPENSES: Log every business cost, categorized, so you always know where your money goes.
• PROFIT & LOSS: A clean monthly P&L: income, expenses, net profit, and estimated tax, ready to hand to your accountant at tax time.
• SETTINGS: Set your business name, year, tax rate, and fully customize your income & expense categories.
• START HERE: Simple step by step setup instructions.

WHY BUSINESS OWNERS LOVE IT

• Automatic profit & loss, no formulas to build
• See your true profit margin instantly
• Estimated taxes calculated for you
• Beautiful dashboard with auto updating charts
• Know your best income sources & biggest costs
• Works in Excel AND Google Sheets
• Comes pre filled with sample data so it makes sense instantly
• Fully editable, no monthly subscription

PERFECT FOR

• Etsy & Shopify sellers
• Freelancers & consultants
• Service providers & creatives
• Any small business owner who wants clarity at tax time

INSTANT DIGITAL DOWNLOAD

Your files are available immediately after purchase. Nothing is shipped.

You'll receive:

• The spreadsheet file (.xlsx, opens in Excel & uploads to Google Sheets)
• A Start Here guide with setup instructions

HOW TO USE IN GOOGLE SHEETS

1. Go to Google Drive, New, File Upload, select the file
2. Open it, then choose File, Save as Google Sheets
3. Done! All formulas and charts carry over.

(Full instructions are included on the Start Here tab.)

NEED HELP?

Questions or a hiccup? Just message the shop, we respond quickly and we're happy to help. Your success (and a kind review!) means everything to a small shop like ours. 💚

This tool is for informational and organizational purposes only and is not financial, accounting, or tax advice.

© McGuigan Software · Smart Sheets. Powerful Insights.