Ultimate Small Business Bundle Templates - Google Sheet + Ms Excel

Automated Bookkeeping (9 Tabs)

• Set-Up Tab: Configure currency, fiscal start date, categories & profit goals.

• Transactions Tracker: Log income & expenses seamlessly.

• Monthly Dashboard: Visual charts show month-to-month performance.

• Quarterly Dashboard: Track quarterly growth and trends.

• Annual Dashboard: Yearly summaries with easy-to-read graphs.

• 5-Year Dashboard: Long-term forecasts and comparisons.

• Custom Dashboard: Build your own KPIs with flexible reporting.

• Comparison Dashboard: Side-by-side year-over-year analysis.

• Tax Tracker: Organize deductions, categorize expenses & simplify filing

Business Tracker (10 Tabs)

• Order Set-Up: Define taxes, currency, business info & product details.

• Order Overview: Snapshot of all incoming orders and statuses.

• Sales Overview: Real-time summary of revenue and performance.

• Price Calculator: Auto-compute costs, markups & retail prices.

• Customer Tracker: Database of repeat customers with purchase history.

• Product Recipe: Break down raw materials needed for each item.

• Raw Material Inventory: Monitor supplier stock levels & reorder alerts.

• Finished Product Inventory: Track units ready to ship and current stock.

• Order Tracker: Status updates from “Processing” to “Delivered.”

• Automated Invoice: Generate professional invoices in seconds.

Smart Bill Calendar (4 Tabs)

• Setup: Configure recurring bills, payment methods & reminders.

• Bill Payments: Log when bills are paid and track due dates.

• Calendar I: Visual billing schedule with monthly view.

• Calendar II: Alternate calendar layout for quarterly planning.

Pricing Calculator (3 Tabs)

• Materials Inventory: Log ingredient/component costs for each product.

• Price Calculator: Instantly calculate cost of goods sold & profit margins.

• Price List: Generate a comprehensive price sheet for all products.