Financial Dashboard for Business Owners (6-Month, Auto-Calculated)
Most business owners piece their financial picture together from a bank balance, a POS report, and a gut feeling. This dashboard puts the numbers that actually matter in one place: enter your monthly revenue and expenses, and four KPI cards, a full 6-month trend, your cash runway, and key ratios all calculate automatically.
What's inside:
- A 6-month revenue/expense trend table with Net Profit and Margin calculated for every month automatically
- Four KPI cards \u2014 Total Revenue, Total Expenses, Net Profit, and Profit Margin \u2014 pulled from the trend table with real linked formulas
- A Cash Runway calculator that only shows a month count when you're actually burning cash, and tells you plainly when you're profitable instead
- Key ratios (Expense Ratio, month-over-month Revenue Growth) that update automatically as you fill in new numbers
- Realistic example data already filled in so you can see the expected format before entering your own
Who this is for:
Small business owners who want a real dashboard \u2014 KPIs, trend, and cash runway together \u2014 instead of a single static P&L they have to re-interpret every time they open it.
Format & technical notes:
Delivered as an .xlsx (opens in Excel, Google Sheets, and Numbers) with working formulas throughout. No PDF, no macros, no subscription — this is a live spreadsheet tool, and it works offline once downloaded.