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Excel business template
Professional Business Expense Tracker – Excel Dashboard – Small Business
$6.99Track and organize business spending with the JR’S THINGS Professional Business Expense Tracker — an editable Excel workbook with automatic calculations, summaries, and charts.
✓ Track up to 100 business expenses
✓ Automatic expense calculations
✓ Monthly expense totals
✓ Category breakdowns
✓ Payment method summaries
✓ Deductible expense tracking
✓ Automatic dashboard & charts
✓ Built-in dropdown menus
✓ Completed example workbook included
✓ Instructions & license included
✓ Instant digital download
Perfect for freelancers, contractors, online sellers, consultants, service businesses, side hustles, and small business owners.
Track. Organize. Understand your business spending.
Professional Small Business Customer & Client Tracker – Excel CRM Dashboard & Follow-Up Organizer
$7.99Track customers, clients, leads, and follow-ups with the JR’S THINGS Professional Small Business Customer & Client Tracker — an editable Excel workbook with automatic follow-up alerts, customer summaries, and dashboard charts.
✓ Track up to 100 customers & clients
✓ Customer and company contact management
✓ Lead & prospect tracking
✓ Customer type & lead source tracking
✓ Product/service interest tracking
✓ Customer status management
✓ Last contact & next follow-up dates
✓ Automatic OVERDUE / DUE TODAY / UPCOMING / NO FOLLOW-UP status
✓ Customer value tracking
✓ Automatic customer summary dashboard
✓ Customer status & value charts
✓ Built-in drop down menus
✓ Completed example workbook included
✓ Instructions & license included
✓ Instant digital download
Perfect for freelancers, consultants, online sellers, service businesses, repair businesses, designers, coaches, educators, and other small businesses that manage customers or clients.
Organize contacts. Track relationships. Never miss a follow-up.
Professional Small Business Financial & Performance Tracker – Excel Business Dashboard & Cash Flow Organizer
$7.99Track revenue, expenses, profit, cash flow, and business performance with the JR’S THINGS Professional Small Business Financial & Performance Tracker — an automated Excel workbook with monthly tracking, performance indicators, and an Executive Dashboard.
✓ Track monthly revenue & operating expenses
✓ Automatic net profit & profit margin calculations
✓ Revenue goal & expense budget tracking
✓ Cash in, cash out & net cash flow tracking
✓ Automatic ending cash balance
✓ ON TRACK / WATCH / LOSS performance status
✓ Executive KPI dashboard
✓ Revenue, profit & expense charts
✓ Year-to-date performance summaries
✓ Blank customer workbook included
✓ Completed example workbook included
✓ Instructions & license included
✓ Instant digital download
Perfect for freelancers, consultants, online sellers, service businesses, repair businesses, and other small-business owners who want a simple way to monitor financial performance.
Track your finances. Monitor performance. Grow your business.
Professional Small Business Inventory Tracker – Excel Inventory Dashboard & Stock Management
$7.99Take control of your inventory with the JR’S THINGS Professional Small Business Inventory Tracker — an editable Excel workbook with automatic calculations, stock alerts, dashboard summaries, and charts.
✓ Track up to 100 products
✓ Automatic inventory value
✓ Automatic profit per unit
✓ IN STOCK / LOW STOCK / OUT OF STOCK alerts
✓ Custom reorder levels
✓ Potential sales value
✓ Potential gross profit
✓ Category & stock status summaries
✓ Automatic dashboard & charts
✓ Built-in dropdown menus
✓ Completed example workbook included
✓ Instructions & license included
✓ Instant digital download
Ideal for online sellers, retailers, resellers, makers, home-based businesses, and other small businesses that manage products or inventory.
Track stock. Monitor value. Know when to reorder.
Professional Small Business Sales & Profit Tracker – Excel Sales Dashboard & Profit Organizer
$7.99Track sales, costs, and profitability with the JR’S THINGS Professional Small Business Sales & Profit Tracker — an editable Excel workbook with automatic calculations, dashboard summaries, and charts.
✓ Track up to 100 sales transactions
✓ Automatic gross sales calculations
✓ Track product/service costs & transaction fees
✓ Automatic net profit & profit margin
✓ Monthly sales & profit summaries
✓ Category & sales channel breakdowns
✓ Completed / Pending / Refunded / Canceled tracking
✓ Automatic dashboard & charts
✓ Built-in drop down menus
✓ Completed example workbook included
✓ Instructions & license included
✓ Instant digital download
Perfect for freelancers, online sellers, consultants, service businesses, retailers, repair businesses, and other small business owners.
Track sales. Understand cost. Know your profit.