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Financial dashboard that includes a balance sheet, income statement and cash flow: cash flow summaries, monthly inflows and outflows, income, expenses and net profit, assets, liabilities and key ratios.
Financial overview dashboard with labels: pick a year and month to see cash flow, income, expense and net profit summaries, and balance sheet figures for that month and year to date.
The financial overview dashboard combines three monthly tabs: balance sheet, income statement and cash flow.
Close-up of the financial dashboard: cash on hand and cash flows, a monthly inflows and outflows chart, income, cost of goods sold, gross profit, expenses and net profit, total assets and liabilities, current ratio, working capital and asset to equity ratio.
Monthly financial tabs for a sample company: balance sheet, income statement and cash flow statement by month.
Printable cash flow statement: choose a month or year to date and the report fills in from the monthly cash flow tab.
Printable income statement: choose a month or year to date and the report fills in from the monthly income statement tab.
Printable balance sheet: choose a month and the report fills in from the monthly balance sheet tab.
How to use it: enter monthly data in the income, balance sheet and cash flow tabs, then pick a month on the dashboard. 7 tabs: the dashboard, plus a monthly tab and an overview tab each for the balance sheet, income statement and cash flow.
This is a digital product; no physical item is sent. After payment you receive 1 Excel file and 1 PDF with a Google Sheets link.
  1. Financial dashboard that includes a balance sheet, income statement and cash flow: cash flow summaries, monthly inflows and outflows, income, expenses and net profit, assets, liabilities and key ratios.
  2. Financial overview dashboard with labels: pick a year and month to see cash flow, income, expense and net profit summaries, and balance sheet figures for that month and year to date.
  3. The financial overview dashboard combines three monthly tabs: balance sheet, income statement and cash flow.
  4. Close-up of the financial dashboard: cash on hand and cash flows, a monthly inflows and outflows chart, income, cost of goods sold, gross profit, expenses and net profit, total assets and liabilities, current ratio, working capital and asset to equity ratio.
  5. Monthly financial tabs for a sample company: balance sheet, income statement and cash flow statement by month.
  6. Printable cash flow statement: choose a month or year to date and the report fills in from the monthly cash flow tab.
  7. Printable income statement: choose a month or year to date and the report fills in from the monthly income statement tab.
  8. Printable balance sheet: choose a month and the report fills in from the monthly balance sheet tab.
  9. How to use it: enter monthly data in the income, balance sheet and cash flow tabs, then pick a month on the dashboard. 7 tabs: the dashboard, plus a monthly tab and an overview tab each for the balance sheet, income statement and cash flow.
  10. This is a digital product; no physical item is sent. After payment you receive 1 Excel file and 1 PDF with a Google Sheets link.

Small Business

Financial Dashboard – Profit & Loss, Cash Flow, Balance Sheet

(1 customer review)

$15.99

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 1 Excel file along with 1 PDF that includes a link to a Google Sheet, 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 small business financial dashboard works in Excel and Google Sheets. It is the Financial Dashboard – Profit & Loss, Cash Flow, Balance Sheet, designed by a licensed CPA.

What is in the small business financial dashboard

The template includes cash flow summaries, monthly inflows and outflows, income, expenses and net profit, assets, liabilities and key ratios.

Who uses it

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

What you receive

One Excel file and a PDF with a link to the Google Sheets version.

Reviews

1 review for Financial Dashboard – Profit & Loss, Cash Flow, Balance Sheet

  1. Kim W. (verified owner) –

    Very easy to use and save me a lot of time organizing financials

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