Description
Take control of your business finances with one powerful Excel dashboard.
The JR’S THINGS Professional Small Business Financial & Performance Tracker helps small-business owners monitor revenue, expenses, profitability, cash flow, goals, and overall business performance from one easy-to-use Excel workbook.
Enter your monthly business data, and the workbook automatically calculates key performance metrics while updating your Executive Dashboard.
WHAT YOU CAN TRACK
✓ Monthly revenue
✓ Revenue goals and goal variance
✓ Operating expenses
✓ Expense budgets and budget variance
✓ Net profit
✓ Profit margin
✓ Cash in and cash out
✓ Net cash flow
✓ Ending cash balance
✓ Year-to-date business performance
AUTOMATIC PERFORMANCE STATUS
Quickly see how each month is performing with automatic status indicators:
✓ ON TRACK – goals and budget targets are being met
✓ WATCH – profitable, but an important target needs attention
✓ LOSS – expenses exceed revenues and the month is operating at a loss
Color-coded indicators make it easy to identify months that need attention without manually analyzing every number.
EXECUTIVE DASHBOARD
Get an at-a-glance view of your business with automatically updated KPIs and charts, including:
✓ Total Revenue
✓ Total Expenses
✓ Net Profit
✓ Profit Margin
✓ Revenue Goal
✓ Goal Achievement
✓ Net Cash Flow
✓ Ending Cash
✓ Monthly Revenue & Net Profit chart
✓ Revenue vs. Expenses chart
SIMPLE TO USE
- Set your annual revenue goal, expense budget, and opening cash balance.
- Enter your monthly revenue, expenses, cash in, and cash out.
- Let the workbook calculate your KPIs automatically.
- Review your Executive Dashboard.
- Use the results to make better-informed business decisions.
YOUR DOWNLOAD INCLUDES
✓ Clean Excel Financial & Performance Tracker
✓ Completed Example Workbook with realistic sample data
✓ Step-by-Step Instructions PDF
✓ Personal Use License, PDF
Perfect for: freelancers, consultants, online sellers, service businesses, repair businesses, designers, coaches, independent professionals, and other small-business owners who want a straightforward way to understand their financial performance.
Microsoft Excel workbook (.XLSX). For best results, use a current desktop version of Microsoft Excel.
This template is an organizational tool and does not provide accounting, tax, legal, or financial advice.
Track your finances. Understand your performance. Make smarter business decisions.
