ALL-IN-ONE EXCEL DASHBOARD FOR SMALL BUSINESS OWNERS

Bookkeeping Tool in Excel you can use to track income, expenses, and calculate your profit or loss. You can create this spreadsheet yourself or I can generate a downloadable file for you.

Client Tracker Excel template you can use to manage and monitor your client relationships, project status, payments, and communications. Below is a suggested layout — and if you'd like, I can create and send you the actual Excel file with sample data.

Inventory Tracker template in Excel you can use to monitor stock levels, sales, and restocking needs.

Order Tracker Excel template, perfect for tracking customer orders, delivery status, and payment info.

To-Do List Excel template you can use to track tasks, set deadlines, monitor progress, and organize priorities.