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Business Finance Bundle, Cash Flow, P&L, Invoice Tracker and Sales Pipeline Excel Dashboards

Item highlights

  • Digital download
  • Digital file type(s): 1 PDF, 4 other files

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

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Price:$69.99

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Instant download

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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 Business Finance Bundle featuring four interactive Excel dashboards displayed on a dark background. The text includes 4 Interactive Excel Dashboards, Business Finance Bundle, Cash flow, profit and loss, receivables and sales in one executive toolkit, Save 29%, 4 dashboards, Instant download, Lavontryx Executive, and Excel & Google Sheets.

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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  • Item type
    Digital download
  • Digital file type(s)
    1 PDF, 4 other files
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LavontryxSolutions ·

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Listed on Oct 12, 2026