Profit & Financial Tracker for Business: P&L, Sales & Expense Dashboard

Small Business Financial Tracker & Profit and Loss Spreadsheet

Take control of your business finances with a practical Excel tracker for sales, expenses, profitability, and financial reporting. Built for small business owners, freelancers, and entrepreneurs, this downloadable workbook brings your financial dashboard, income statement, balance sheet, and monthly net income summary together in one place.

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

─────────────────────────────────────────

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

─────────────────────────────────────────

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

─────────────────────────────────────────

•       💡 Need help understanding your numbers? Book a FREE consultation at feelsconsulting.com

Related FEELS resources

Planning a new business? Explore our small business plan template. For additional support with financial reporting and strategy, see our financial consulting services.