Hi, I'm Heather — the analyst behind Operations Manager Hub.
I spent years building financial dashboards, KPI reports, and performance trackers in Excel for healthcare organizations and consulting clients. At some point I realized that the tools I was building for boardrooms — the ones that made complex financial data instantly readable — were exactly what small business owners needed but couldn't access.
So I built them.
Every template in this shop comes from real-world use. These aren't cookie-cutter spreadsheets downloaded and repackaged. They're dashboards I designed from scratch to answer the questions business owners actually ask:
"Am I going to have cash next month?"
"Am I actually making money, or just revenue?"
"Where is my money going?"
What you see is what you get. Every listing image is a real screenshot of the actual dashboard — not a mockup, not a marketing render. The charts, layouts, and color-coded visuals you see in the photos are exactly what opens when you download the file. No surprises.
What you'll find here:
→ Cash Flow Forecast Templates — 12-month rolling forecasts with scenario planning so you can stress-test your own business
→ Profit & Loss Dashboards — automated monthly and quarterly P&Ls that update the moment you enter your numbers
→ KPI Trackers — visual summaries of the metrics that actually move your business forward
→ Client Onboarding & CRM Templates — Excel dashboards that manage your full client pipeline from intake to invoice, built for freelancers, coaches, consultants, and agencies
Everything is built in Excel (.xlsx), works on both Mac and PC, and requires zero accounting experience to use. You download it, enter your numbers, and the dashboard does the rest.
This shop is for you if you're:
✔ A freelancer or consultant who needs to track income and expenses without hiring a bookkeeper
✔ A small business owner who wants to understand your financial health at a glance
✔ Someone who's been running on gut instinct and is ready to see the real numbers
Questions? Message me — I actually respond and I'm happy to help you figure out which template fits your situation.
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Reviews
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Robert on Apr 24, 2026
5 out of 5 starsFinally know what to pay myself! I’ve been running my business for years and always fiddled around with my own formula, just pulling money out and hoping for the best. This dashboard changed everything. I plugged in my numbers and I can see exactly what I could be paying myself. Super clean layout. Already recommended it to two friends in my group. If you’re winging your salary, just get this.
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Robert on Apr 24, 2026
5 out of 5 starsBought another one. Already bought the owner compensation dashboard from this seller and came back for the cash flow forecast with P&L, same quality, same ease of use. I can finally see where my money is going AND where it’s headed. Game changer for planning ahead. Instant download, works perfectly!
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About OperationsManagerHub
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Heather
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Cancellations: not accepted
Please contact the seller if you have any problems with your order.