Freelancer edition KPI dashboard for the fictional Studio Mira Design example, with revenue, margins and invoices
  • Freelancer edition KPI dashboard for the fictional Studio Mira Design example, with revenue, margins and invoices
  • Year-to-date KPI dashboard with revenue, gross and net margin, month-by-month figures and charts
  • Monthly profit and loss sheet with income, cost of sales, gross margin, operating expenses and net profit by month
  • Income ledger with date received, client, project, category, invoice number and amount
  • Invoice log with Paid, Due soon and Overdue status beside an expense ledger split into cost of sales and operating
  • Setup tab with business name, currency symbol, fiscal-year start, tax set-aside %, payment terms and income categories
  • List of the files in the download and the tabs inside the freelancer workbook

Small Business Dashboard: Freelancer Edition

Made for freelancers and sole traders who send invoices and want to stop tracking money in their head. Log each payment you receive against a client and project, log each expense once, and record invoices as you send them. The workbook sets due dates from your payment terms and marks every invoice Paid, Due soon or Overdue on its own. From the same rows it builds a monthly profit and loss, a year-to-date dashboard with revenue, margins, cash and runway, your top 5 clients by revenue and a monthly income goal compared with this month. A tax set-aside percentage you choose shows how much to put aside; it is a savings figure, not tax advice. The filled example follows a fictional design freelancer through 10 months.

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Scripts recalculated this file in Excel for Mac 16.114.3 and LibreOffice. Excel for Windows, older Excel versions and Google Sheets have not been tried.

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What's included

  • Small-Business-Dashboard-Freelancer.xlsx: filled example (a fictional design freelancer, 10 months of data)
  • Small-Business-Dashboard-Freelancer-Blank.xlsx: blank copy
  • Business-Dashboard-Guide.pdf: 3-page PDF guide
  • Tabs: Instructions, Setup, Income (500 rows), Expenses (500), Invoices (200), P&L, Dashboard
List of the files in the download and the tabs inside the freelancer workbook

How it works

  1. Year-to-date KPI dashboard with revenue, gross and net margin, month-by-month figures and charts
    Know your numbers at a glance The dashboard shows revenue, gross and net margin, month-by-month income and costs, cash and unpaid invoices for the year so far.
  2. Monthly profit and loss sheet with income, cost of sales, gross margin, operating expenses and net profit by month
    Get a monthly P&L Income, cost of sales, gross margin, operating expenses, net profit and your tax set-aside, summed from the ledgers month by month.
  3. Income ledger with date received, client, project, category, invoice number and amount
    Log each payment once Each receipt gets a date, client, project, category and amount; the fiscal-year month is filled in for you.
  4. Invoice log with Paid, Due soon and Overdue status beside an expense ledger split into cost of sales and operating
    See who owes you Invoice status turns Paid, Due soon or Overdue by itself, and expenses sort into cost of sales or operating.
  5. Setup tab with business name, currency symbol, fiscal-year start, tax set-aside %, payment terms and income categories
    Make it yours Setup takes your currency symbol, fiscal-year start, tax set-aside %, payment terms, income goal and your own categories.

Compatibility and file formats

Scripts recalculated this file in Excel for Mac 16.114.3 and LibreOffice. Excel for Windows, older Excel versions and Google Sheets have not been tried.

Instant download from Etsy · nothing shipped.

Video

Questions

I'm a sole trader, not a freelancer. Does it fit?

Yes. Rename the categories on Setup. The Service Business edition adds jobs and hours.

Is it tax software?

No. It tracks income and costs and sets aside a % you choose. It is not tax advice and does not file returns.

Which currency?

Any: type your symbol or code on Setup.

Bookkeeping aid only, not financial, accounting or tax advice. The tax set-aside is a savings % you choose; ask a qualified accountant or your tax office what you owe. No VAT/sales-tax returns.

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