Financial Dashboard Template

See your whole business in one view.

A seven-tab Excel and Google Sheets dashboard that turns your monthly income, expenses, and cash flow into one clear view, with KPI cards and a simple runway projection.

$47 USD · one-time · on Etsy

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Sold on Etsy, secure checkout, instant download, and Etsy buyer protection. You'll never enter payment details on this site.

Instant download after purchase on Etsy
Single-business license, modify for your own use
7-day delivery-integrity support from a human

What's inside

✓ Financial Dashboard Template (Excel .xlsx (imports to Google Sheets)), A 7-tab dashboard (Summary, Income, Expenses, Cash Flow, Runway, Data Import, Setup) with KPI cards, a month-by-month rollup, and a 3-scenario runway calculator.
✓ Setup Guide (PDF), Covers the monthly 30-minute cadence, QuickBooks export/mapping, and 8 monthly review questions.

Format: Excel .xlsx + PDF guide · manual monthly CSV paste (not a live API sync) · instant download

Best for

Service-business owners and solo founders on QuickBooks Online
Owners who review finances by running reports and squinting
Consultants and agencies wanting one weekly money view

What this is not

Not financial advice
Not a live bank/QuickBooks sync, you paste a CSV export monthly
Not affiliated with Intuit, QuickBooks, or Airtable

How it's delivered

Instant digital download. After purchase you receive a download link by email and a copy stays in your order history. The tool is ready to use immediately, no waiting list, no install.

License & support

Single-business license: use this tool in your business for as long as you want, modify it for your own use, but don't resell or redistribute. Support window: 7 days from purchase to resolve any delivery or integrity issue. Email hello@villexco.com with your order number.

For educational purposes only. Results will vary. Not legal, tax, accounting, investment, or lending advice.

Not affiliated with or endorsed by Google LLC or Microsoft Corporation. Google Sheets and Excel are trademarks of their respective owners.