Small Business KPI Dashboard - Revenue, Profit, Margin, Cash Flow & Top Products Tracker with Charts | Excel and Google Sheets (2026)

You're running a small business on gut feel and a bank balance. Is this month actually better than last? What's your real profit margin? Which product makes the money? When will cash get tight? Most owners can't answer fast - and the bookkeeping software buries it in reports nobody reads.

This Small Business KPI Dashboard turns a few monthly numbers into a clear picture of your whole business. Type revenue and expenses once and it calculates profit, margin, cash flow, your best month and your top products - then draws the charts for you. No formulas to write, no setup, no subscription.

WHAT'S INSIDE (5 tabs, works in Excel, Google Sheets & Apple Numbers):
1. Start Here - a clear walkthrough and how to import into Google Sheets.
2. Dashboard - headline KPIs (revenue, expenses, profit, margin, cash, best month, top product) plus charts, all live.
3. Monthly Data - your control panel: type revenue and each expense category per month; profit & margin auto.
4. Products - units x price per product/service, ranked, with each one's share of revenue.
5. Cash Flow - cash in vs out and a running cash balance per month, with a health status flag.

WHY YOU'LL LOVE IT:
- Real, visible formulas - verify the maths yourself; nothing is hard-coded or faked.
- Charts build themselves from your numbers - revenue vs expenses, monthly profit, product mix.
- Works in Excel, Google Sheets and Apple Numbers - no add-ons, no account, no install.
- Input cells are colour-coded so you always know exactly what to fill in.
- Comes pre-filled with example data so it makes sense the moment you open it - clear it and add yours.
- A START HERE guide gets you set up in minutes.
- Instant download - nothing ships.

Stop guessing how the business is doing. Open it, type your numbers, and see everything on one screen. Instant download.

(Single-user licence - use it for all of your own companies and projects. Please do not resell or redistribute.)