Free Resources for Small Businesses
Small Business Financial Dashboard (Google Sheets)
Track your income, expenses, and profit margins with a simple, powerful tool — no accounting degree required.
Keeping track of your business finances doesn’t have to be complicated. This free Financial Dashboard, built in Google Sheets, gives small business owners a clear, visual way to see where their money is going, how much they’re making, and whether they’re on track to hit their goals. It’s designed for busy entrepreneurs who want insight without spending hours building their own spreadsheets— and it works as a basic outline for any industry, anywhere in the U.S.
What This Dashboard Does
Our Small Business Financial Dashboard automatically turns your monthly income and expense entries into easy-to-read graphs and summaries so you can make smarter business decisions. You’ll see:
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Monthly Dashboard – Visual breakdowns of income vs. expenses, how close you are to your monthly goal, and your profit margin for the month.
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Annual Dashboard – Year-over-year trends, income growth patterns, and an annual profit margin snapshot to see your big-picture performance.
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Sales Tax Tracker – A simple way to stay on top of basic sales tax payable so you’re never caught off guard.
Key Financial Terms in Your Dashboard
- Revenue (or Income) – The total amount of money your business earns before expenses. This dashboard helps you track monthly and yearly revenue so you can spot patterns and plan for growth.
- Expenses – The costs of running your business, from rent and utilities to software and supplies. Seeing your expense breakdown helps identify areas to cut costs or reinvest.
- Net Profit Margin – The percentage of revenue left after expenses. A higher margin means your business keeps more of what it earns. The dashboard calculates this automatically so you always know where you stand.
- Income Trends – Month-by-month changes in your earnings. Spotting these trends early can help you prepare for slow seasons or double down during peak times.
- Sales Tax Payable – The amount you owe in collected sales tax. Tracking this ensures compliance and prevents surprise bills.
Why Small Business Owners Love This Tool
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Instant insights without complex accounting software.
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Clear visuals that make financial data easy to understand.
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Accessible anywhere — works on any device with Google Sheets.
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Helps you grow — see exactly what’s working and what’s not.
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Saves time — focus on your business, not just your books.
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