Small Business Financial Reporting
Three beautiful dynamic dashboards in one easy to use workbook. Quickly understand your business’s financial health using this template.
Features:
✓ Dynamic charts and graphs to easily see your finances
✓ Easily refresh all dashboards with one button click
✓ Date range picker easily supports multiple periods (month / quarter / year options)
✓ Visualize income and expense trends over time
✓ Income and expense breakdown by category and sub-category
✓ Auto generated Balance Sheet and Income Statement reports for any period
✓ One tab for all transaction data
You will receive:
1. Financial Summary Dashboard
2. Income Breakdown Dashboard
3. Expense Breakdown Dashboard
4. Balance Sheet Report
5. Income Statement Report
The template includes a “how-to” guide on how to update the workbook and explains the different features available. Embedded reference notes are also included throughout the workbook for ease of reference.
NOTES:
• This product is designed for use exclusively with Microsoft Excel. Recommend Microsoft 365 or Excel 2021 or newer.
• This is an instant download, digital product, so no physical product will be shipped to you.
• All materials included in this purchase are for personal use only.
• The contents of your purchase are for informational purposes only. It is not intended to be financial, legal, or accounting advice. I will not be liable to any person for harm, damages, loss, claims, costs, and other liabilities with regards to your use of the documents.
COLOR DISCLAIMER:
The spreadsheet's actual color may vary due to the difference in how our screens show color. Your phone, tablet, or computer display colors in different ways, much like how we also see colors differently. Please take note of this when purchasing the template.
If you have any questions, contact: