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Excel Dashboard for Small Business 2027 | Monthly KPI Tracker, Sales, Expenses (Digital Download)

ReadyStack

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Digital download
Digital file type(s): 3 Files

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Price:$16.99

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Excel dashboard for a small business, with a blank workbook set to 2027 plus a filled-in example: log each sale and expense once and it builds your monthly report, profit, cash flow and a one-page dashboard with 8 KPI cards.

What you get:
• Excel_Dashboard_Small_Business_2026_Example.xlsx – filled-in example (a made-up candle shop, Jan–Sep 2026, 233 entries)
• Excel_Dashboard_Small_Business_2027_Blank.xlsx – the same workbook, empty and set to 2027
• Excel_Dashboard_Quick_Start_Guide.docx – 2 pages: 5 steps and the formula behind every number

Inside the workbook:
• Dashboard: 8 KPI cards (revenue vs last month, net profit, cash at month end, % of target, year-to-date figures), 2 charts, top 5 expenses and a checks box for mistyped rows
• Transactions: one row per sale or expense, category dropdown, room for 1,000 rows
• Monthly: 17 lines × 12 months – revenue, orders, average order value, gross and net profit, margins, cash flow, cash at month end – plus every category by month
• Setup: business name, year, opening cash, 23 editable categories in 5 groups and a sales target per month

Profit and cash are kept apart: owner draw, loans and equipment change your cash but not your profit, so you see both.

For makers, online shops, freelancers and service businesses who want clear monthly numbers without accounting software.

Open in Microsoft Excel (Windows or Mac), Google Sheets or LibreOffice Calc. No macros, no pivot tables, nothing locked – type in the yellow cells and on Transactions, the rest calculates.

Format: US Letter (prints fine on A4), dashboard on 1 landscape page, US dollar and MM/DD/YYYY dates, .xlsx and .docx files.

This workbook organizes your own numbers; it is not tax or accounting advice.

Digital download – no physical item is shipped.
• Fill-in guide in every file: a “Fill in with AI” chapter with ready-made sentences for an AI chat assistant, matched to the template’s fields

Disclosure (Etsy policy): this item was designed by the seller with the help of AI tools.

Item type

Digital download
Digital file type(s)

3 Files

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Ready Stack

ReadyStack ·

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Excel Dashboard for Small Business 2027 | Monthly KPI Tracker, Sales, Expenses (Digital Download)

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