Business Operations Excel Bundle | KPI Dashboard, Project Intake, Strategic Planning & Task Tracker

AshAllenDigital  

Item highlights

  • Digital download
  • Digital file type(s): 4 Files

Seller's description

Bring more clarity to your weekly business review with four Excel dashboard templates for operations, strategic planning, business KPIs, and project intake.

Track overdue work, review business performance, and compare incoming project requests using purpose-built dashboards with example data and instructions. Designed for small business owners, operations managers, consultants, and team leaders who already use Excel.

WHAT YOU RECEIVE
Four separate Microsoft Excel (.xlsx) workbooks:

1. OPERATIONS DASHBOARD
Track tasks, owners, deadlines, status, department activity, and team workload. See overdue and blocked work, completion rates, and weekly trends.

2. STRATEGIC PLANNING DASHBOARD
Organize initiatives by owner, department, and strategic pillar. Filter your view, monitor progress, and identify overdue initiatives that need attention.

3. PROJECT INTAKE TRACKER
Capture incoming requests, track approvals, and compare business value, strategic alignment, and estimated effort. Includes dashboard filters, a decision matrix, an intake timeline, and a department heat map.

4. BUSINESS KPI DASHBOARD
Monitor revenue, expenses, profit, customer metrics, and performance trends. Review monthly, quarterly, and annual chart views. Includes recurring-revenue metrics such as MRR, churn, CAC, and LTV.

INCLUDED IN THE FILES
• Example data to show how each workbook works
• Built-in instructions and setup guidance
• Editable input areas and protected calculation cells
• Charts and dashboard reporting
• Prepared input areas for ongoing use
• No VBA or macros
• One-time purchase with no template subscription

HOW TO GET STARTED
Download the four files, open the workbook you need, review its instructions and example data, then replace the sample inputs with your own information.

For a weekly review, use Operations to check overdue work, Strategic Planning to review priorities, Project Intake to evaluate new requests, and the KPI Dashboard to review business performance.

PLEASE CHECK BEFORE PURCHASE
• Designed for desktop Microsoft Excel 2021 or Microsoft 365. Excel software is not included.
• These are four complementary workbooks. Data is entered in each separately and does not automatically sync between files.
• Google Sheets and Apple Numbers versions are not included.
• The KPI workbook includes metrics designed for businesses with recurring revenue and customer data.
• Instant digital download. No physical item will be shipped.

ABOUT ASH ALLEN DIGITAL
Created by a PMP®, Lean Six Sigma Black Belt, and MBA with experience in business operations and project management.

Questions about the files or getting started? Message Ash Allen Digital through Etsy.

View more

Shop review

Why this review appears

All reviews are from verified buyers. This review is shown automatically based on factors like recency, whether it includes comments, your chosen language, and whether the rating reflects the typical experience with the shop.

“⭐⭐⭐⭐⭐ I’ve tried a few business dashboard templates over the years, and this is the first one that actually helped me organize everything in one place. The Strategic Business Dashboard gives me a quick snapshot of the metrics that matter without feeling overwhelming. It’s well organized, looks professional, and was easy to customize for my business. I especially like that I can review my KPIs, projects, and overall business performance without jumping between multiple spreadsheets. It’s become part of my weekly planning routine. If you’re looking for a practical business dashboard that’s easy to use and saves time, this is definitely worth it.”

John

Jul 31, 2026

View all

8 views in the last 24 hours

Price:$39.99

Loading

You can only make an offer when buying a single item

Delivery

Instant download

Your files will be available to download once payment is confirmed. Here's how.

Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Seller's description

Specifications

May include: A digital bundle of four Microsoft Excel business dashboards titled Business Operations Excel Dashboard Bundle. The image displays four distinct interface layouts for operations, strategic planning, KPIs, and project intake.

Bring more clarity to your weekly business review with four Excel dashboard templates for operations, strategic planning, business KPIs, and project intake.

Track overdue work, review business performance, and compare incoming project requests using purpose-built dashboards with example data and instructions. Designed for small business owners, operations managers, consultants, and team leaders who already use Excel.

WHAT YOU RECEIVE
Four separate Microsoft Excel (.xlsx) workbooks:

1. OPERATIONS DASHBOARD
Track tasks, owners, deadlines, status, department activity, and team workload. See overdue and blocked work, completion rates, and weekly trends.

2. STRATEGIC PLANNING DASHBOARD
Organize initiatives by owner, department, and strategic pillar. Filter your view, monitor progress, and identify overdue initiatives that need attention.

3. PROJECT INTAKE TRACKER
Capture incoming requests, track approvals, and compare business value, strategic alignment, and estimated effort. Includes dashboard filters, a decision matrix, an intake timeline, and a department heat map.

4. BUSINESS KPI DASHBOARD
Monitor revenue, expenses, profit, customer metrics, and performance trends. Review monthly, quarterly, and annual chart views. Includes recurring-revenue metrics such as MRR, churn, CAC, and LTV.

INCLUDED IN THE FILES
• Example data to show how each workbook works
• Built-in instructions and setup guidance
• Editable input areas and protected calculation cells
• Charts and dashboard reporting
• Prepared input areas for ongoing use
• No VBA or macros
• One-time purchase with no template subscription

HOW TO GET STARTED
Download the four files, open the workbook you need, review its instructions and example data, then replace the sample inputs with your own information.

For a weekly review, use Operations to check overdue work, Strategic Planning to review priorities, Project Intake to evaluate new requests, and the KPI Dashboard to review business performance.

PLEASE CHECK BEFORE PURCHASE
• Designed for desktop Microsoft Excel 2021 or Microsoft 365. Excel software is not included.
• These are four complementary workbooks. Data is entered in each separately and does not automatically sync between files.
• Google Sheets and Apple Numbers versions are not included.
• The KPI workbook includes metrics designed for businesses with recurring revenue and customer data.
• Instant digital download. No physical item will be shipped.

ABOUT ASH ALLEN DIGITAL
Created by a PMP®, Lean Six Sigma Black Belt, and MBA with experience in business operations and project management.

Questions about the files or getting started? Message Ash Allen Digital through Etsy.

  • Designed by
  • Item type
    Digital download
  • Digital file type(s)
    4 Files
Shop with confidence
Star Seller

This seller consistently earned 5-star reviews, shipped orders on time, and replied quickly to messages.

Etsy Purchase Protection

If something goes wrong with an order, we've got your back on all eligible purchases. View program terms

Meet your seller

AshAllenDigital
AshAllenDigital ·

Alexandria, Kentucky

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 5.0
·
239 sales
·
8 months on Etsy
1 shop member

Usually responds in a few hours

Smooth shipping Has a history of shipping on time with tracking.

Speedy replies Has a history of replying to messages quickly.

Rave reviews Average review rating is 4.8 or higher.

You may also like

Shoppers with similar taste loved these

Show more
Show more
Listed on Aug 25, 2026