Balance Sheet, Sales Forecast, Profit & Loss Forecast, Cashflow Statement and Dashboard

All You Need to Run or Advise a Business: Five Financial Spreadsheets in One Place: 1. Balance Sheet, 2. Sales Forecast, 3. Profit & Loss Forecast, 4. Cashflow Statement and 5. Dashboard.

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Five Financial Products in One Place: Balance Sheet, Sales Forecast, Profit & Loss Forecast, Cashflow Statement and Dashboard

This is a complete set of financial spreadsheets capable of supporting the management and running of a business – all in one place. It also provides a single dashboard – a strategic overview on one tab of key financial information (which updates automatically as you add to the spreadsheets). This is both professional and stylish – using a black, white and grey scheme to look clean and (if you need it) print great too. This a highly professional and deliberately simple set of financial spreadsheets that includes:

  1. Balance Sheet: a statement of the assets, liabilities, and capital of a business or other entity at a particular point in time, detailing the balance of income and expenditure over the preceding period.
  2. Sales Forecast: the process of estimating future revenue by predicting how much of a product or service will sell in the next period.
  3. Profit and Loss Forecast: shows the business’s expected revenue and expenses over a given period, demonstrating whether it can expect to make a profit or a loss over the coming months.
  4. Cash flow Statement: measures the performance of a company over a period of time.
  5. Dashboard: an at a glance view on Gross Profit, Gross Percentage Profit Margin, Net Profit and Net Profit Margin – automatically updating as you follow the spreadsheet.

The dashboard can easily be added to, to offer different insights or used ‘as is’ to provide a strategic look across the finances of the business.

This is ideal for the small to medium size business or for consultants and advisors who work with businesses and want to run their accounts or leave them with a smart looking product that they can use in the future.

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Five in one: 1. Balance Sheet, 2. Sales Forecast, 3. Profit & Loss Forecast, 4. Cashflow Statement and 5. Dashboard.

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High-quality and very simple.   

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Can be used ‘as is’ or adapted to meet specific needs – works with any currency.

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