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Monthly financial dashboard bundle: balance sheet, cash flow, and profit and loss dashboards, each with charts and month-to-month figures.
Cash flow dashboard analysis for a chosen month: ending cash balance, net cash from operating, investing and financing activities, monthly charts, and cash inflow and outflow compared with the prior month.
Cash flow dashboard with notes: select the month and year, line, bar and area charts show the monthly data, and the percent change from the prior month is shown.
Cash flow dashboard month selector: choose the month and year to see; the ending cash balance and its change from last month update.
Cash flow data entry: select the start month, enter monthly data, and edit the descriptions.
Cash flow statement lines for operating, investing and financing receipts and payments; all descriptions can be edited.
Monthly cash flow entries feed the cash flow dashboard.
The cash flow dashboard in Excel and in Google Sheets, with slight differences between the two.
Monthly balance sheet analysis for a chosen month: assets, liabilities and equity, cash, working capital, current ratio and debt ratio, monthly charts and a net worth trend, and current assets and liabilities compared with the prior month.
Balance sheet dashboard analysis for a chosen month: assets, liabilities and equity, cash, working capital, current ratio and debt ratio, monthly charts, net worth, and current assets and liabilities compared with the prior month.
Balance sheet dashboard with notes: select the month and year, bar and area charts show the monthly data, and the percent change from the prior month is shown.
Balance sheet data entry: select the start month, enter monthly data, and edit the descriptions.
Balance sheet lines for current, long-term and other assets, liabilities and owner's equity; all descriptions can be edited.
Monthly balance sheet entries feed the balance sheet dashboard.
Balance sheet dashboard month selector: choose the month and year to see; cash and working capital update.
The balance sheet dashboard in Excel and in Google Sheets, with slight differences between the two.
Monthly profit and loss analysis for a chosen month: total revenue, cost of goods sold, other costs and net profit, gross, EBITDA and net profit margins, monthly charts, and revenues and expenses compared with the prior month.
Profit and loss dashboard analysis for a chosen month: operating revenue, cost of goods sold, other costs and net profit after tax, gross, EBITDA and net profit margins, monthly charts, and revenues and expenses compared with the prior month.
Profit and loss dashboard with notes: select the month and year, line, bar and area charts show the monthly data, and the percent change from the prior month is shown.
Profit and loss data entry: select the start month, enter monthly data, and edit the descriptions.
Profit and loss lines for operating revenue, cost of goods sold, operating and non-operating costs, depreciation, amortization and interest, and income tax; all descriptions can be edited.
Monthly profit and loss entries feed the profit and loss dashboard.
The profit and loss dashboard in Excel and in Google Sheets, with slight differences between the two.
Profit and loss dashboard month selector: choose the month and year to see.
  1. Monthly financial dashboard bundle: balance sheet, cash flow, and profit and loss dashboards, each with charts and month-to-month figures.
  2. Cash flow dashboard analysis for a chosen month: ending cash balance, net cash from operating, investing and financing activities, monthly charts, and cash inflow and outflow compared with the prior month.
  3. Cash flow dashboard with notes: select the month and year, line, bar and area charts show the monthly data, and the percent change from the prior month is shown.
  4. Cash flow dashboard month selector: choose the month and year to see; the ending cash balance and its change from last month update.
  5. Cash flow data entry: select the start month, enter monthly data, and edit the descriptions.
  6. Cash flow statement lines for operating, investing and financing receipts and payments; all descriptions can be edited.
  7. Monthly cash flow entries feed the cash flow dashboard.
  8. The cash flow dashboard in Excel and in Google Sheets, with slight differences between the two.
  9. Monthly balance sheet analysis for a chosen month: assets, liabilities and equity, cash, working capital, current ratio and debt ratio, monthly charts and a net worth trend, and current assets and liabilities compared with the prior month.
  10. Balance sheet dashboard analysis for a chosen month: assets, liabilities and equity, cash, working capital, current ratio and debt ratio, monthly charts, net worth, and current assets and liabilities compared with the prior month.
  11. Balance sheet dashboard with notes: select the month and year, bar and area charts show the monthly data, and the percent change from the prior month is shown.
  12. Balance sheet data entry: select the start month, enter monthly data, and edit the descriptions.
  13. Balance sheet lines for current, long-term and other assets, liabilities and owner's equity; all descriptions can be edited.
  14. Monthly balance sheet entries feed the balance sheet dashboard.
  15. Balance sheet dashboard month selector: choose the month and year to see; cash and working capital update.
  16. The balance sheet dashboard in Excel and in Google Sheets, with slight differences between the two.
  17. Monthly profit and loss analysis for a chosen month: total revenue, cost of goods sold, other costs and net profit, gross, EBITDA and net profit margins, monthly charts, and revenues and expenses compared with the prior month.
  18. Profit and loss dashboard analysis for a chosen month: operating revenue, cost of goods sold, other costs and net profit after tax, gross, EBITDA and net profit margins, monthly charts, and revenues and expenses compared with the prior month.
  19. Profit and loss dashboard with notes: select the month and year, line, bar and area charts show the monthly data, and the percent change from the prior month is shown.
  20. Profit and loss data entry: select the start month, enter monthly data, and edit the descriptions.
  21. Profit and loss lines for operating revenue, cost of goods sold, operating and non-operating costs, depreciation, amortization and interest, and income tax; all descriptions can be edited.
  22. Monthly profit and loss entries feed the profit and loss dashboard.
  23. The profit and loss dashboard in Excel and in Google Sheets, with slight differences between the two.
  24. Profit and loss dashboard month selector: choose the month and year to see.

Small Business

Financial Dashboard Bundle – Balance Sheet, Cash Flow, P&L

$19.99

Digital Download
  • Instant download after payment
  • No sales tax, no hidden fees
  • Excel and/or Google Sheets files
What will I get?

You will receive one Zip file with

 3 Excel files along with

3 PDFs that includes a link to a Google Sheet template, allowing you to easily make a copy to your Google Drive.

How will I get the files?

Once your payment is successfully processed, you will receive instant access to download links for your digital product. A confirmation email will also be sent with downloadable links.

Returns & Exchanges?

These are digital products and sales are final. If a template does not work as described, you may report the issue within 7 days of purchase and may be eligible for a refund under the Terms of Service.

About this template

This financial dashboard bundle works in Excel and Google Sheets. It is the Financial Dashboard Bundle – Balance Sheet, Cash Flow, P&L, designed by a licensed CPA.

What is in the financial dashboard bundle

The template includes balance sheet, cash flow, and profit and loss dashboards, each with charts and month-to-month figures.

Who uses it

Small business owners and managers who review their numbers each month. See all financial dashboards.

What you receive

A ZIP file with one Excel file and a PDF with a link to the Google Sheets version.

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