Business Operations Excel Bundle | KPI Dashboard, Project Intake, Strategic Planning & Task Tracker
Star Seller
Star Sellers have an outstanding track record for providing a great customer experience—they consistently earned 5-star reviews, shipped orders on time, and replied quickly to any messages they received.
Item highlights
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.
Shop review
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
8 views in the last 24 hours
Price:$39.99
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
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 typeDigital download
-
Digital file type(s)4 Files
This seller consistently earned 5-star reviews, shipped orders on time, and replied quickly to messages.
If something goes wrong with an order, we've got your back on all eligible purchases. View program terms
Meet your seller
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.
More from this shop
-
Digital download
Lean Six Sigma Excel Bundle | DMAIC Toolkit, Process Improvement Dashboard, KPI Control Plan & Savings Tracker
$44.99
-
Digital download
PMO Dashboard Excel Template | PMO Command Center™ | Project Portfolio, Resource Capacity & RAID Log Bundle
$89.99
-
Digital download
Project Management Excel Templates Bundle | Project Manager Command Center™ | RAID Log, Risk Register & Dashboard
$79.99
-
Digital download
Meeting Minutes Template Bundle | Kickoff Agenda, Project Update, PMO Documentation Kit
$14.99
-
Digital download
Project Initiation Bundle | Project Charter, Proposal, & Stakeholder Matrix Templates (Word, Google Docs, PDF)
$14.99
-
Digital download
Business Finance Command Center™ Bundle | Cash Flow Forecast, Profit Loss, & KPI Dashboard Excel System
$29.99
-
Digital download
Operations KPI Dashboard Excel Template | Spreadsheet for Business Management | Performance Tracking | Editable Operations KPI Dashboard
Sale Price $8.50
Original Price $17.00
-
Digital download
45-in-1 Business Dashboard Bundle | Excel and Google Sheets KPI, Finance, HR & Project Management Templates
Sale Price $54.40
Original Price $80.00
-
Digital download
Dashboard Operation Template | Business Operations Dashboard | KPI Tracking | Financial Dashboard | Productivity Dashboard |
Sale Price $5.80
Original Price $11.59
-
Digital download
Dashboard Template | Excel Dashboard | Project Management Dashboard | KPI Tracker | Data Visualization | Reporting Tool | Instant Download
$4.95
-
Digital download
Automated Project Management Template Kit, Kpi Dashboard Google Sheets For Marketing Agencies and Small Business
$11.01
-
Digital download
Dashboard Operation Template Excel & Google Sheets: Stop Wasting Time on Messy Reports
Sale Price $4.49
Original Price $6.60
-
Digital download
Client Onboarding Template | Notion-Inspired Excel Dashboard | QC Workflow + Task Management for Agencies & Freelancers
Sale Price $4.49
Original Price $6.60
-
Digital download
General Management KPI Dashboard | Excel KPI Report Template | Dynamic Reporting Dashboard | Performance Tracking Report
Sale Price $8.50
Original Price $17.00
-
Digital download
Project Management KPI Dashboard Excel Template | Project Tracker | Budget & Cost Tracking
Sale Price $7.00
Original Price $10.00
-
Digital download
Business KPI Dashboard Template: Excel & Google Sheets (Digital Download)
Sale Price $4.49
Original Price $6.60
-
Digital download
Excel KPI Dashboard Template - All-Purpose Business Tracker (Plug & Play Excel Tool)
$10.45
-
Digital download
Project Delivery and Site Operations Dashboard
$18.46
Shoppers with similar taste loved these
-
Digital download
CRM Dashboard Template for Sales and Customer Metrics | Google Sheet | Real-Time Data Visualization | Automated Tracking & Reporting
Sale Price $5.80
Original Price $11.59
-
Digital download
KPI Tracker Sheet | Google Sheets & Excel | Sales, Marketing and Operations Performance Tracking | Business Metrics Dashboard |
Sale Price $5.80
Original Price $11.59
-
Digital download
Sample KPI Sheet - Excel & Google Sheet | Performance Metrics Dashboard | Business Goal Tracker | Excel KPI Template
Sale Price $5.80
Original Price $11.59
-
Digital download
Executive Dashboard Excel and Google Sheet Template - Financial Overview, Budget Analysis & Performance Tracker
Sale Price $5.80
Original Price $11.59
-
Digital download
Purchase Order Dashboard | Excel & Google Sheets Template | Track Orders, Revenue, and Status | Customizable Procurement Tool
Sale Price $5.80
Original Price $11.59
-
Digital download
Product Inventory and Sales Tracker Sheet | Excel and Google Sheets | Stock and Order Log | Sales Report Template | Instant Download
Sale Price $5.80
Original Price $11.59
-
Digital download
Digital Marketing KPI Dashboard: Excel Report Template
$39.95
-
Digital download
Marketing KPI Dashboard: Excel & Google Sheets Campaign Tracker
Sale Price $4.49
Original Price $6.60
-
Digital download
Marketing KPI Dashboard Template: Website Traffic, Social Media (Google Sheet & Excel) (Digital Download)
$11.01
-
Digital download
Marketing kpi dashboard Excel Template, Enhance Decision Making, Performance Metrics, Analytics Spreadsheet, ROI calculator
$11.01
-
Digital download
Excel Dashboard Templates – 120+ Powerful Spreadsheets with Automated Formulas, KPI Trackers & Interactive Charts for Smarter Data Insights
Sale Price $7.77
Original Price $22.21
-
Digital download
Data Chart PowerPoint Templates
$10.00