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Profit & Financial Tracker for Business: P&L, Sales & Expense Dashboard
Profit & Financial Tracker for Business: P&L, Sales & Expense Dashboard
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What's Inside
• Annual Dashboard — revenue, expenses, and net income at a glance
• Sales tracker with 10 revenue streams across all 12 months
• Expense log with dropdown categories — no manual typing required
• Full Income Statement (P&L) that updates automatically
• Balance Sheet — assets, liabilities, and equity snapshot
• Net Income Summary — clean monthly view perfect for sharing with your CPA
• Conditional formatting — green when profitable, red when not
• 832 live formulas — everything connects automatically
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Who This Is For
• Small business owners without a bookkeeper or accounting software
• Freelancers, consultants, and coaches tracking income and expenses
• Entrepreneurs in their first 1–3 years who need structure
• Anyone preparing for tax season who wants organized records
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What You Get
• 1 Excel file (.xlsx) — instant digital download after purchase
• 7 tabs: Instructions, Dashboard, Sales, Expenses, Income Statement, Balance Sheet, Net Income Summary
• Dropdown menus, conditional formatting, and freeze panes built in
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• 💡 Need help understanding your numbers? Book a FREE consultation at feelsconsulting.com
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Real Success Stories from Our Clients
"This Financial Tracker Template keeps me organized and on top of my finances. I no longer worry about missing payments or overspending—everything is right in front of me!"
— Derek W.
"Feels Consulting’s Financial Tracker is exactly what I needed. It gives me a clear picture of my financial health, helping me make smarter money decisions!"
— Matt S,
"Tracking my finances used to be a nightmare, but this template made it easy and stress-free. Now, I can monitor my income, expenses, and savings all in one place!"
— Lisa K.
"The Financial Tracker Template from FeelsConsulting was exactly what I needed to get my finances organized. It made tracking my expenses and income so much easier, and I was able to see where my money was going every month. The template is user-friendly and has helped me stay on top of my financial goals!"
— Michelle W.
"I’ve struggled with budgeting in the past, but the Financial Tracker Template from FeelsConsulting has been a game-changer. It’s clear, simple to use, and it helps me track both my personal and business expenses. Now, I feel more confident in my financial decisions and can plan better for the future!"
— Larry A.