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Small Business Management Planner | Google Sheets Business Dashboard & Expense Tracker

Includes Etsy Purchase Protection

You can only make an offer when buying a single item

Highlights

  • Designed by SEADIGI
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 5 PDF

Looking for the ultimate Google Sheets Business Planner and Expense Tracker? Take control of your operations with the Business & Operations Management Hub—an all-in-one system designed to help freelancers, consultants, agencies, coaches, and small business owners organize projects, manage clients, track finances, and generate a professional invoice template from a single dashboard.

No complicated software. No monthly subscriptions. Just a clean, professional, and fully editable Google Sheets template that saves time and keeps everything organized.

✨ What's Included

✔ Google Sheets Business Dashboard
✔ Project & Task Management
✔ Client Database & Google Sheets CRM
✔ Advanced Expense & Income Tracker
✔ Professional Invoice Generator
✔ Business Settings & Customization
✔ Download & Access Guide (PDF)
✔ Complete User Guide (PDF)
✔ Quick Start Guide (PDF)
✔ Troubleshooting Guide (PDF)
✔ License & Terms (PDF)

🚀 Key Features

• Interactive Business Dashboard
• Project Tracking & Deadlines
• Client Management & CRM
• Income & Expense Tracking
• Automatic Revenue Calculations
• Professional Invoice Generator
• Automatic Client Statistics
• Live Charts & Business Insights
• Dropdown Menus & Easy Navigation
• Beginner Friendly & Fully Editable
• Instant Digital Download

💼 Perfect For

• Freelancers & Consultants
• Agencies & Coaches
• Service Providers
• Small Businesses & Entrepreneurs

💻 Compatibility

✔ Optimized for Google Sheets
✔ No Apps Script Required
✔ No Add-ons Required
✔ Works in Any Modern Browser

⚠ Excel desktop compatibility may vary. This template is designed primarily for Google Sheets.

📥 How It Works

1. Purchase the product.
2. Download the included PDF guide.
3. Open the Google Sheets copy link.
4. Click "Make a Copy".
5. Start managing your business immediately.

📩 Support

If you have any questions, feel free to contact me through Etsy Messages. I'm happy to help.

📌 Please Note

This is a digital download. No physical item will be shipped.
For personal and internal business use only. Redistribution or resale of this template is not permitted.

Note: Product mockups and display images have been created with the assistance of AI tools for presentation purposes. The digital spreadsheet template itself is an original design created by SEADIGI.

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.

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Listed on Jul 23, 2026