Streamline your small business operations with our Excel Small Business Bundle to simplify bookkeeping, customer management, order tracking, and inventory control. Whether you’re a startup or a growing enterprise, this easy-to-use Excel bundle empowers you to stay organized, save time, and boost productivity without expensive software.
This Small Business Bundle Spreadsheet includes 15 tabs:
Set up the tab - where you can set up your currency, the start date, income/expense categories, and your monthly profit goals
Transactions Tracker - where you will enter all your income and expenses
Monthly Dashboard (automated) - choose a month and a year and you will see a detailed monthly performance of your business including income/expenses breakdown, your highest income source, your profit goal progress, and much more
Quarterly Dashboard (automated) - choose a year and a quarter and you will see your quarterly cash flow, be able to see where your money goes, compare 3 months' performance, and more
Annual Dashboard (automated) - choose a year and a month and see your business's yearly performance with detailed charts, visualize a monthly breakdown of your income and expenses, and see your gross margin
5 years Dashboard (automated) - see an overview of your business over 5 years. Easily visualize your cashflow, and your profit goals progress and compare your performance over 5 years.
Custom Dashboard (automated) - Pick a custom range of date and compare your business performance
Comparison Dashboard (automated) - Compare 3 different date range. Perfect to compare 3 different months over 3 different years.
Tax Tracker (automated) - Overview of your collected and paid taxes by month of any year
Order set up tab - where you can set up all your information about your orders like tax percentage, currency, business information, and all your product information
Order Overview (automated) - See all your order information on one page with comprehensive graphs and financial summaries
Customer tracker - Track all your customer's information
Inventory Tracker - See all your inventory status, know when to reorder your products, track the restock price etc.
Order Tracker - Track all your orders and their status
Invoice - Generate automated invoices with all your business
 
You will receive:
Excel spreadsheet of the Small Business Bundle Spreadsheet Template
PDF of the Step by Step instructions
In-depth Video Tutorial on how to efficiently use your spreadsheet