Take control of your small-business finances with this modern, easy-to-use Excel Bookkeeping Dashboard.

Small_Business_Bookkeeping_Dashboard

Designed for freelancers, sole proprietors and small-business owners, this comprehensive workbook helps you record everyday transactions, track unpaid invoices and bills, monitor taxes and understand your financial performance in one organized place.

What’s included:

• Modern financial dashboard
• Income and expense transaction ledger
• Customer invoice and receivables tracker
• Supplier bills and payables tracker
• Automatic monthly profit summary
• Running cash-balance calculation
• Tax collected, tax paid and net-tax tracking
• Overdue invoice and bill alerts
• Reconciliation and workbook checks
• Customizable categories, accounts and payment methods
• Separate day, month and year date entry
• Detailed instructions for every worksheet
• Clearly marked sample records

Customizable settings:

• Business name and owner
• Financial year
• Opening bank balance
• Default tax rate
• Currency selection
• Income and expense categories
• Payment accounts and methods

Supported currencies include USD, EUR, GBP, KES, NGN, ZAR and INR. Changing the selected currency automatically updates dashboard symbols and monetary headings throughout the workbook.

The template uses formulas, dropdown menus, automatic dates and visual status alerts to make bookkeeping easier, even for users with limited Excel experience.

Manage your salon more efficiently with this modern and easy-to-use Excel Salon Business Tracker.

Designed for salon owners, hairstylists, nail technicians, estheticians and independent beauty professionals, this comprehensive workbook helps you manage appointments, clients, services, staff commissions, product sales, inventory and business expenses in one organized place.

What’s included:

• Modern salon business dashboard
• Appointment scheduling and status tracker
• Client directory with visit history
• Customizable service menu and pricing
• Staff directory and commission tracker
• Product sales and profit calculator
• Retail product inventory tracker
• Automatic low-stock and reorder alerts
• Salon expense tracker
• Monthly revenue and profit summary
• Running cash-balance calculation
• Automated workbook checks
• Detailed instructions for every worksheet
• Clearly marked sample records

Appointment tracking:

Record the appointment date, time, client, service, staff member, status, price, discount and payment method. The workbook automatically calculates the full date, service duration, final price, commission rate and staff commission.

Client management:

Store client contact information, birthdays, referral sources, preferred staff members and personal notes. Completed appointments automatically update each client’s last visit and total visit count.

Staff and commission tracking:

Create a staff directory with roles, contact details, start dates and individual commission rates. Completed appointments automatically calculate commission earnings for the assigned team member.

Inventory and product sales:

Track product costs, selling prices, opening quantities, units sold and current stock. The workbook automatically identifies products that have reached their reorder level.

Customizable settings:

• Salon name and owner
• Financial year
• Currency
• Opening cash balance
• Default commission rate
• Low-stock threshold
• Appointment statuses
• Payment methods
• Expense categories
• Client referral sources

Supported currencies include USD, EUR, GBP, KES, NGN, ZAR and INR. Changing the selected currency automatically updates dashboard symbols and monetary headings.

Perfect for:

• Hair salons
• Nail salons
• Beauty studios
• Barbershops
• Spas
• Estheticians
• Makeup artists
• Independent beauty professionals

Manage your rental properties with confidence using this modern and easy-to-use Excel Rental Property Manager.

Designed for landlords, property managers and real estate investors, this comprehensive workbook helps you organize properties, tenants, leases, rent payments, expenses and maintenance requests in one convenient place.

What’s included:

• Modern rental-property dashboard
• Property portfolio tracker
• Unit and tenant directory
• Occupancy and vacancy tracking
• Lease start and end-date tracking
• Lease expiry and renewal alerts
• Monthly rent-payment ledger
• Automatic late-fee calculations
• Outstanding rent and overdue-payment alerts
• Security-deposit tracking
• Property expense tracker
• Maintenance request tracker
• Monthly cash-flow summary
• Occupancy-rate calculation
• Running cash-balance calculation
• Automated workbook checks
• Detailed instructions for every worksheet
• Clearly marked sample records

Property and tenant management:

Record each property’s name, type, address, number of units, purchase price, current value and mortgage balance.

For every unit, you can track the tenant’s contact information, occupancy status, lease dates, monthly rent, security deposit and deposit-payment status.

Rent collection:

Create monthly rent records using the unit ID. The workbook automatically fills the property, tenant, standard monthly rent and default rent due day.

It also calculates:

• Full rent due date
• Full payment date
• Late fee
• Total amount due
• Outstanding balance
• Paid, Open, Part Paid or Overdue status

Maintenance management:

Track maintenance requests by property and unit. Record the reported date, issue, priority, assigned vendor, status, target date and repair cost.

Emergency requests and incomplete work are highlighted for easier follow-up.

Customizable settings:

• Portfolio name
• Owner or property manager
• Financial year
• Currency
• Default late fee
• Default rent due day
• Opening cash balance
• Unit statuses
• Payment methods
• Expense categories
• Maintenance priorities

Supported currencies include USD, EUR, GBP, KES, NGN, ZAR and INR. Changing the selected currency automatically updates dashboard symbols and monetary headings.

Perfect for:

• Independent landlords
• Property managers
• Real estate investors
• Apartment-building owners
• Residential rental businesses
• Short-term and long-term rental operators
• Small property-management teams

Plan construction costs with confidence using a clear, professional workbook for materials, labor, equipment, subcontractors, and other project expenses. The automatic dashboard compares estimated and actual costs, highlights budget variances, and gives contractors, builders, renovators, and property owners a simple view of project spending.

Organize every event detail in one easy-to-use workbook. Track tasks, suppliers, deadlines, budgets, payments, and progress while the dashboard summarizes costs and planning activity. Ideal for event planners, coordinators, small businesses, community groups, and anyone managing a special occasion.

Stay ahead of low stock and make smarter purchasing decisions. Record products, suppliers, quantities, reorder levels, unit costs, and selling prices, then use the dashboard to monitor inventory value and identify items that need attention. Perfect for shops, online sellers, studios, and product-based businesses.

Price catering orders quickly and track their profitability in one place. Enter client details, guest counts, menu costs, staffing, delivery, and other charges to calculate order totals and profit automatically. Designed for caterers, private chefs, bakers, food vendors, and event businesses.

Keep essential farm records organized without complicated software. Track crops, livestock, production activities, income, expenses, dates, quantities, and notes, then review key totals on a simple dashboard. Suitable for small farms, homesteads, agricultural projects, and growing farm businesses.

Plan consistent content across your social channels with a practical, visually clean workbook. Organize post ideas, platforms, content types, captions, campaign details, publishing dates, status, and performance notes. The dashboard helps creators and businesses see what is planned, published, and still in progress.

Manage freelance work from first brief to final payment. Track clients, projects, deadlines, fees, expenses, invoices, payment status, and notes while the dashboard summarizes workload and earnings. Ideal for designers, writers, consultants, developers, virtual assistants, and independent professionals.

Turn debt repayment into a clear, manageable plan. Record balances, interest rates, minimum payments, extra payments, due dates, and progress, then use the dashboard to monitor total debt and payoff momentum. A practical tool for building better financial habits and staying motivated.

Make saving money more motivating with a simple challenge-based tracker. Set goals, log deposits, monitor target dates, and see progress update automatically on the dashboard. Great for emergency funds, holidays, major purchases, celebrations, or everyday savings goals.

See where recurring payments are going and avoid surprise renewals. Track subscription names, categories, billing cycles, renewal dates, payment methods, costs, and status, with automatic summaries for active services and recurring spending. Useful for households, freelancers, and small businesses.

Bring structure to your job search with one organized workbook. Record employers, roles, application dates, contacts, interview stages, follow-up dates, salary details, and outcomes. The dashboard provides a quick overview of applications and progress so important opportunities do not get missed.

Calculate grades and monitor academic performance with less effort. Enter subjects, assignments, scores, maximum marks, weights, and due dates to produce automatic percentages and clear progress summaries. Suitable for students, parents, tutors, homeschoolers, and teachers.

Keep vehicles reliable by recording maintenance, repairs, mileage, service dates, costs, and upcoming work. The dashboard summarizes service spending and maintenance activity, making this workbook useful for individual drivers, families, small fleets, and business vehicles.

Manage staff leave records in a clear and consistent format. Track employees, leave types, requested dates, number of days, approval status, and notes, while the dashboard summarizes leave activity and pending requests. Designed for small businesses, team leaders, and HR administrators.

Run daily cleaning operations from one practical workbook. Organize clients, jobs, service dates, staff assignments, charges, expenses, payment status, and notes, with automatic summaries for revenue and profit. Ideal for residential cleaners, commercial cleaning companies, and solo service providers.

Know the true profit on every item you sell. Record purchase cost, selling price, platform fees, shipping, packaging, taxes, and other expenses to calculate net profit and margin automatically. Built for online resellers, marketplace sellers, thrift flippers, and small retail businesses.