Dashboard
KPI cards and charts for cash goal, collected revenue, open invoices, expenses, net cash, and remaining gap.
What You Get
Small Business Cash Sprint Dashboard
One editable XLSX workbook with sample data, dropdowns, tables, charts, a quick-start README, and a dashboard built for short-term revenue pushes.
Built For
FreelancersTrack paid work, pending invoices, leads, next follow-ups, and the gap to a short-term cash target.
Consultants and coachesSee client pipeline, expected value, weekly forecast, and revenue movement without setting up heavy software.
Local service businessesLog jobs, expenses, open invoices, and follow-up leads in a simple workbook.
Creators and solo operatorsUse it as a launch scoreboard for digital products, services, and small offers.
What Is Included
Lead Pipeline
Track prospects, channels, stages, probability, potential revenue, expected value, next step, and due date.
Cash Forecast
Weekly view of paid revenue, expenses, net cash, expected pipeline, goal gap, and suggested next action.
Workbook Tabs
Setup and README
- Editable goal, dates, pricing, and tax reserve
- Dropdown lists for statuses, stages, and channels
- Quick-start guide inside the workbook
Logs
- Revenue log
- Expense log
- Lead pipeline
Reports
- Dashboard
- Monthly trend
- Weekly cash forecast
Screenshots
Before You Buy
Format
Delivered as a downloadable XLSX workbook. Built for Microsoft Excel and Excel for Microsoft 365.
Google Sheets
Google Sheets may import the workbook, but some formatting, tables, dropdowns, or charts may not look identical.
Scope
This is a tracking and planning template, not financial advice, accounting software, or a promise of revenue.