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Financial health dashboard, including a balance sheet, profit and loss and cash flow: profitability and cash flow health figures, revenue and net profit trend, operating expense breakdown and financial stability.
Financial Health and Forecast Dashboards and the Financial Health Dashboard compared, with a video tutorial in the description: both include the financial dashboard and comparative reports; only the forecast version adds forecasts of up to 3 years with best, expected and worst cases.
Overview of the 7 tabs in the financial health dashboard: setup guide, cash flow and P&L input, balance sheet input, comparative balance sheet, P&L and cash flow statements, and the financial dashboard. Excel and Google Sheets.
Financial dashboard for a chosen period: break-even revenue, cost of goods sold percent, gross profit and margin, net profit, cash on hand, cash runway, cash flow margin, free cash flow, trend charts, an operating expense breakdown and financial stability ratios.
Financial dashboard selectors: choose the reporting year and the month, quarter or year to date.
Financial inputs: choose the year and start month, then enter monthly cash flow, profit and loss and balance sheet data; all descriptions can be edited.
Automated statements: select any month, quarter or year to date to see a statement of cash flows with dollar and percent change between two periods.
Printable financial statements created from your data: a cash flow statement, profit and loss statement and balance sheet.
  1. Financial health dashboard, including a balance sheet, profit and loss and cash flow: profitability and cash flow health figures, revenue and net profit trend, operating expense breakdown and financial stability.
  2. Financial Health and Forecast Dashboards and the Financial Health Dashboard compared, with a video tutorial in the description: both include the financial dashboard and comparative reports; only the forecast version adds forecasts of up to 3 years with best, expected and worst cases.
  3. Overview of the 7 tabs in the financial health dashboard: setup guide, cash flow and P&L input, balance sheet input, comparative balance sheet, P&L and cash flow statements, and the financial dashboard. Excel and Google Sheets.
  4. Financial dashboard for a chosen period: break-even revenue, cost of goods sold percent, gross profit and margin, net profit, cash on hand, cash runway, cash flow margin, free cash flow, trend charts, an operating expense breakdown and financial stability ratios.
  5. Financial dashboard selectors: choose the reporting year and the month, quarter or year to date.
  6. Financial inputs: choose the year and start month, then enter monthly cash flow, profit and loss and balance sheet data; all descriptions can be edited.
  7. Automated statements: select any month, quarter or year to date to see a statement of cash flows with dollar and percent change between two periods.
  8. Printable financial statements created from your data: a cash flow statement, profit and loss statement and balance sheet.

Small Business

Financial Health Dashboard for Small Business

$22.99

Digital Download
  • Instant download after payment
  • No sales tax, no hidden fees
  • Excel and/or Google Sheets files
How does it work?

Check out the Youtube video on how to use it below.

What will I get?

1 Excel file and 1 Google Sheets file.

You will receive 1 PDF instruction guide detailing how to save the Google Sheets file to your drive. Additionally, you will receive 1 Excel file compatible with Excel 2021 and later versions.

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 health dashboard works in Excel and Google Sheets. It is the Financial Health Dashboard for Small Business, designed by a licensed CPA.

What is in the financial health dashboard

The template includes profitability and cash flow health figures, revenue and net profit trend, operating expense breakdown and financial stability.

Who uses it

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

What you receive

One Excel file (Excel 2021 or later), one Google Sheets file and a PDF guide to save the Google Sheets file to your Google Drive.

How does it work?

Check out the Youtube video on how to use it here:

Please note: This item functions exactly like the one shown in the video, except it does not include forecasting features

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