• May include: A digital Freelance Business Dashboard for Excel by tobu/ab. The interface displays key figures including revenue, gross profit, net profit, tax set-aside, and unpaid invoices, alongside a monthly revenue versus costs bar chart.
  • May include: A KPI dashboard interface titled tobulab / Dashboard, displaying financial data including revenue, gross profit, net profit, cash runway, unpaid invoices, and expense mix with various tables and line and bar charts.
  • May include: A digital profit and loss spreadsheet titled 'tobulab / Profit & loss by month' displaying monthly financial data including income, cost of sales, gross profit, and operating expenses across twelve months with a year total column.
  • May include: A digital income ledger spreadsheet titled tobulab / Income. The table features columns for date received, client, project description, category, invoice number, amount in dollars, and fiscal year month, displaying various business transactions.
  • May include: A digital interface display titled Invoices and Expenses by tobu/ab. The screen shows two overlapping spreadsheet windows tracking financial data, including invoice numbers, client names, dates, amounts, and expense categories.
  • May include: A digital setup interface for financial tracking software titled 'tobu/ab'. The screen displays editable fields for business name, currency symbol, fiscal year, and income categories with a light yellow and blue color scheme.
  • May include: A digital product overview titled Everything in the download by tobu/ab. It lists files including a ZIP, two XLSX workbooks, and a PDF guide, plus tabs for instructions, setup, income, expenses, invoices, P&L, and dashboard KPIs.
  • May include: An informational graphic titled Compatibility: Recalculated in Excel for Mac by tobu/ab. It lists software compatibility, including Excel for Mac 16.114.3 and LibreOffice, and provides instructions to download a zip file and use yellow cells.
  • May include: A digital Freelance Business Dashboard for Excel by tobu/ab. The interface displays key figures including revenue, gross profit, net profit, tax set-aside, and unpaid invoices, alongside a monthly revenue versus costs bar chart.
  • Product video
  • May include: A KPI dashboard interface titled tobulab / Dashboard, displaying financial data including revenue, gross profit, net profit, cash runway, unpaid invoices, and expense mix with various tables and line and bar charts.
  • May include: A digital profit and loss spreadsheet titled 'tobulab / Profit & loss by month' displaying monthly financial data including income, cost of sales, gross profit, and operating expenses across twelve months with a year total column.
  • May include: A digital income ledger spreadsheet titled tobulab / Income. The table features columns for date received, client, project description, category, invoice number, amount in dollars, and fiscal year month, displaying various business transactions.
  • May include: A digital interface display titled Invoices and Expenses by tobu/ab. The screen shows two overlapping spreadsheet windows tracking financial data, including invoice numbers, client names, dates, amounts, and expense categories.
  • May include: A digital setup interface for financial tracking software titled 'tobu/ab'. The screen displays editable fields for business name, currency symbol, fiscal year, and income categories with a light yellow and blue color scheme.
  • May include: A digital product overview titled Everything in the download by tobu/ab. It lists files including a ZIP, two XLSX workbooks, and a PDF guide, plus tabs for instructions, setup, income, expenses, invoices, P&L, and dashboard KPIs.
  • May include: An informational graphic titled Compatibility: Recalculated in Excel for Mac by tobu/ab. It lists software compatibility, including Excel for Mac 16.114.3 and LibreOffice, and provides instructions to download a zip file and use yellow cells.
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Small Business Dashboard for Excel, Income, Expense and Profit Tracker for Freelancers

Item highlights

  • Digital download
  • Digital file type(s): 1 ZIP

Seller's description

Know what you earned, what you spent and who still owes you, in one dashboard.

Log money in and money out once. The monthly P&L, KPI dashboard, top clients and invoice status build themselves.

WHAT IT DOES
- Setup once: currency symbol, fiscal-year start (any month), tax set-aside %, opening cash, payment terms, your own categories
- Monthly P&L: income, cost of sales, gross profit and margin, operating expenses, net profit, tax set-aside
- KPI dashboard (year to date): revenue, gross margin, net profit and margin, cash and cash runway, this month vs last month, unpaid and overdue invoices, charts, expense mix
- Invoice log: due date from your payment terms; status turns Paid, Due soon or Overdue by itself
- Rows dated outside your fiscal year are flagged and left out, so totals stay right
- Freelancer extras: top 5 clients by revenue, monthly income goal vs this month, Income ledger by client and project

WHAT'S INSIDE
- Small-Business-Dashboard-Freelancer.xlsx: filled example (a fictional design freelancer, 10 months of data)
- Blank copy
- 3-page PDF guide
Tabs: Instructions, Setup, Income (500 rows), Expenses (500), Invoices (200), P&L, Dashboard

WORKS WITH
A script opened this file in Microsoft Excel for Mac 16.114.3 and ran a full recalculation. Every cell matched the values stored in the file, with no error cells. That test did not type new data. Excel for Windows, older Excel versions and Google Sheets have not been tried. The formula tests ran in LibreOffice.
No macros, no add-ins. Formula cells are protected without a password, so you can't break them by accident, and you can still unlock them. Best edited on a computer; phone apps can view.

GOOD TO KNOW
- Instant digital download: a .zip with the filled example, a blank copy and a PDF guide. Nothing is shipped.
- Licence: for your own use and use inside your own business. Please do not resell or share the files.
- A problem opening the file? Message us and we'll help.
- Bookkeeping aid only, not financial, accounting or tax advice. The tax set-aside is a savings % you choose; ask a qualified accountant or your tax office what you owe. No VAT/sales-tax returns.

HOW THIS WAS MADE
We designed these workbooks and wrote the formulas, guide text and the scripts that build the files with the help of AI tools. Scripts recalculated each file in LibreOffice and compared it with a separate Python calculation across 10 test cases, including edge cases. The listing photos are real screenshots of the files (no AI-generated images).

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NowPrice:$2.39

Original Price: $3.19

25% off

•

Sale ends on November 16

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

May include: A digital Freelance Business Dashboard for Excel by tobu/ab. The interface displays key figures including revenue, gross profit, net profit, tax set-aside, and unpaid invoices, alongside a monthly revenue versus costs bar chart.

Know what you earned, what you spent and who still owes you, in one dashboard.

Log money in and money out once. The monthly P&L, KPI dashboard, top clients and invoice status build themselves.

WHAT IT DOES
- Setup once: currency symbol, fiscal-year start (any month), tax set-aside %, opening cash, payment terms, your own categories
- Monthly P&L: income, cost of sales, gross profit and margin, operating expenses, net profit, tax set-aside
- KPI dashboard (year to date): revenue, gross margin, net profit and margin, cash and cash runway, this month vs last month, unpaid and overdue invoices, charts, expense mix
- Invoice log: due date from your payment terms; status turns Paid, Due soon or Overdue by itself
- Rows dated outside your fiscal year are flagged and left out, so totals stay right
- Freelancer extras: top 5 clients by revenue, monthly income goal vs this month, Income ledger by client and project

WHAT'S INSIDE
- Small-Business-Dashboard-Freelancer.xlsx: filled example (a fictional design freelancer, 10 months of data)
- Blank copy
- 3-page PDF guide
Tabs: Instructions, Setup, Income (500 rows), Expenses (500), Invoices (200), P&L, Dashboard

WORKS WITH
A script opened this file in Microsoft Excel for Mac 16.114.3 and ran a full recalculation. Every cell matched the values stored in the file, with no error cells. That test did not type new data. Excel for Windows, older Excel versions and Google Sheets have not been tried. The formula tests ran in LibreOffice.
No macros, no add-ins. Formula cells are protected without a password, so you can't break them by accident, and you can still unlock them. Best edited on a computer; phone apps can view.

GOOD TO KNOW
- Instant digital download: a .zip with the filled example, a blank copy and a PDF guide. Nothing is shipped.
- Licence: for your own use and use inside your own business. Please do not resell or share the files.
- A problem opening the file? Message us and we'll help.
- Bookkeeping aid only, not financial, accounting or tax advice. The tax set-aside is a savings % you choose; ask a qualified accountant or your tax office what you owe. No VAT/sales-tax returns.

HOW THIS WAS MADE
We designed these workbooks and wrote the formulas, guide text and the scripts that build the files with the help of AI tools. Scripts recalculated each file in LibreOffice and compared it with a separate Python calculation across 10 test cases, including edge cases. The listing photos are real screenshots of the files (no AI-generated images).

  • Designed by
    tobulab
  • Item type
    Digital download
  • Digital file type(s)
    1 ZIP
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Listed on Oct 25, 2026
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