Business Finance Bundle, Cash Flow, P&L, Invoice Tracker and Sales Pipeline Excel Dashboards
Item highlights
Seller's description
Run the numbers behind your business with one executive toolkit.
The Business Finance Bundle gives you four dark, executive-style Excel dashboards that turn simple data entry into clear answers on cash, profit, receivables and sales. Buy all four and save 29% compared with buying them separately.
WHAT YOU GET
1. Cash Flow & Runway Dashboard: 12-month forecast, runway in months, Base/Upside/Downside scenarios
2. Profit & Loss Dashboard: budget vs actuals, margins and variance alerts by month
3. Invoice & AR Aging Dashboard: aging buckets, overdue follow-up list and client balances
4. Sales Pipeline & KPI Dashboard: weighted forecast, KPI scorecard and pipeline coverage
5. PDF setup guide covering all four dashboards
EVERY DASHBOARD INCLUDES
- Executive view with KPI cards, charts and OK / WATCH / ALERT signals
- Plan sheet for your settings, targets and lists
- Data sheet with dropdowns, ready for your own entries
- Start Here sheet with step-by-step instructions
Everything recalculates with formulas. No macros. Works in Microsoft Excel 2016+ and Google Sheets.
SAMPLE DATA: Fictional companies are included so you can see each dashboard working. Clear the sample data and add your own.
INSTANT DOWNLOAD: 4 Excel files (.xlsx) and 1 PDF guide. Nothing is shipped.
NOTE: Figures are based on your own entries and are not financial, tax or accounting advice. Personal/business use by the purchaser; no resale or redistribution.
AI DISCLOSURE: These templates were designed with the help of an AI generator and reviewed by a person.
Lavontryx Solutions
If something goes wrong with an order, we've got your back for all eligible purchases. View program terms
Price:$69.99
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
Run the numbers behind your business with one executive toolkit.
The Business Finance Bundle gives you four dark, executive-style Excel dashboards that turn simple data entry into clear answers on cash, profit, receivables and sales. Buy all four and save 29% compared with buying them separately.
WHAT YOU GET
1. Cash Flow & Runway Dashboard: 12-month forecast, runway in months, Base/Upside/Downside scenarios
2. Profit & Loss Dashboard: budget vs actuals, margins and variance alerts by month
3. Invoice & AR Aging Dashboard: aging buckets, overdue follow-up list and client balances
4. Sales Pipeline & KPI Dashboard: weighted forecast, KPI scorecard and pipeline coverage
5. PDF setup guide covering all four dashboards
EVERY DASHBOARD INCLUDES
- Executive view with KPI cards, charts and OK / WATCH / ALERT signals
- Plan sheet for your settings, targets and lists
- Data sheet with dropdowns, ready for your own entries
- Start Here sheet with step-by-step instructions
Everything recalculates with formulas. No macros. Works in Microsoft Excel 2016+ and Google Sheets.
SAMPLE DATA: Fictional companies are included so you can see each dashboard working. Clear the sample data and add your own.
INSTANT DOWNLOAD: 4 Excel files (.xlsx) and 1 PDF guide. Nothing is shipped.
NOTE: Figures are based on your own entries and are not financial, tax or accounting advice. Personal/business use by the purchaser; no resale or redistribution.
AI DISCLOSURE: These templates were designed with the help of an AI generator and reviewed by a person.
Lavontryx Solutions
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Designed by
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Item typeDigital download
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Digital file type(s)1 PDF, 4 other files
If something goes wrong with an order, we've got your back on all eligible purchases. View program terms
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