Free template — no email gate
A free executive KPI dashboard — for Google Sheets.
One page with the numbers an owner actually checks — revenue, net margin, open pipeline, overdue invoices — plus a six-month trend and target pacing, all computed by plain Sheets formulas. Built for small business owners and the person who runs their books. Make a copy, paste your numbers, and Monday stops being a scavenger hunt. No email, no add-ons, no watermark — yours to keep.
The Dashboard tab
Revenue vs target
A static preview — the sheet itself is live formulas, not a picture.
What’s inside
A small business KPI dashboard, without the chart zoo.
Most free dashboard templates are forty charts in a trench coat. This one is the four numbers that run the business, and nothing that doesn’t.
- One calm page — revenue, net margin, pipeline, and overdue invoices, the numbers an owner actually checks, on a single screen you can read in ten seconds.
- Paste-and-done data tab — paste rows from your invoicing, POS, or bank export into the Paste data tab. Every tile, chart, and flag recalculates on its own. That’s the whole workflow.
- Targets that talk back — set a monthly target once. The dashboard paces you against it — ahead reads green, behind reads amber — so “how are we doing?” has an answer before anyone asks.
- Overdue flags built in — invoices past 30 days flag themselves on the dashboard. Plain Sheets formulas only — no add-ons, no scripts to authorize, nothing to install.
Get the template
Copy it. That’s the whole transaction.
No form between you and the file. The link opens Google’s own “Make a copy” screen and the template lands in your Drive, sample numbers included. One click, one copy, in your own Google account — the sample numbers show every formula working, and you replace them with yours on the Paste data tab.
The template improves as real client builds teach us things. Leave an email and each new version lands in your inbox — template updates only, nothing else. The template above is yours either way.
The paid version
This, but on your data — and it updates itself.
The free template is the manual version: you paste, it computes. The Automated Dashboard is this exact page built on your real numbers — connected to where they already live, refreshing on its own, with a plain-English note written by the dashboard every Monday morning. You stop assembling the report; you just read it.
July finished 8.2% up on June — mostly repeat clients. Margin held at 23%. Three invoices are past 30 days; the oldest (Hartley, $1,850) is flagged on Receivables. Pipeline added four deals worth $31k.
What the $650 build includes:
- Built on your real data — under NDA, connected to where your numbers already live.
- Updates itself — no pasting; the dashboard is just true, live.
- An AI Monday note — plain English, written by the dashboard, in your inbox every Monday.
- Turnaround in days, not weeks — and a fixed $650 flat, quoted before any work starts.
And you don’t buy it blind — the demo runs on a slice of your real data, free, in about a day. You keep it either way.
Ready when you are
Grab the free template
Make your copy, paste your numbers, and see revenue, net margin, pipeline, and overdue invoices on one calm page — today. No email, no add-ons, no watermark.
Get the free template →Want it self-updating on your real data? See the $650 automated dashboard or book a free 1-day demo. Based in Gainesville, working with small businesses everywhere.
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