Bundle cover showing the Gantt planner and the business dashboard side by side
  • Bundle cover showing the Gantt planner and the business dashboard side by side
  • List of the five zip files in the bundle and what each workbook covers
  • Project Planner Gantt chart in week view for the website relaunch example
  • Business dashboard and P&L screens from the online seller and service editions
  • Construction edition Tasks tab with trades, hold points and permits for an office fit-out
  • Products tab of the online seller edition with units, revenue, fees, postage, cost, profit and margin per product

Project Management Bundle: Gantt Planner + Business Dashboard

Aimed at small business owners who both deliver the work and keep the books. One download holds five workbooks: the Project Planner + Gantt, its Construction & Engineering edition with trades, hold points and permits, and the Small Business Dashboard in Freelancer, Online Seller and Service Business editions. Plan the job with dependencies, working days and a self-drawing Gantt chart, then log income, expenses and invoices to get a monthly P&L and a year-to-date KPI dashboard. Choose the dashboard edition that matches how you earn: by client, by order and product, or by job and billable hour. Each workbook arrives as its own zip with a filled example, a blank copy and a PDF guide, and none of them use macros.

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Scripts recalculated these files 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

What's included

  • Project-Planner-Gantt-Template.zip: Project Planner + Gantt, filled example + blank copy + PDF guide
  • Project-Planner-Gantt-Construction-Edition.zip: Construction & Engineering edition, filled example + blank copy + PDF guide
  • Small-Business-Dashboard-Freelancer.zip: filled example + blank copy + PDF guide
  • Small-Business-Dashboard-Online-Seller.zip: filled example + blank copy + PDF guide
  • Small-Business-Dashboard-Service-Business.zip: filled example + blank copy + PDF guide
List of the five zip files in the bundle and what each workbook covers

How it works

  1. List of the five zip files in the bundle and what each workbook covers
    Pick the workbook you need Five zips, one per workbook, each with a filled example .xlsx, a blank .xlsx and a PDF guide.
  2. Project Planner Gantt chart in week view for the website relaunch example
    Plan the work The Project Planner + Gantt draws the chart from your task list, with dependencies, working days, holidays, a RAID log and resource load.
  3. Business dashboard and P&L screens from the online seller and service editions
    Run the business numbers The Business Dashboard comes in freelancer, online seller and service editions: ledgers, invoices, monthly P&L and KPIs.
  4. Construction edition Tasks tab with trades, hold points and permits for an office fit-out
    Schedule site work The construction edition adds trades, inspection hold points and permits on top of the planner.
  5. Products tab of the online seller edition with units, revenue, fees, postage, cost, profit and margin per product
    See profit per product The online seller edition estimates platform fees when you leave them blank and shows fees, postage, profit and margin for each product.

Compatibility and file formats

Scripts recalculated these files 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.

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Questions

Is this the same as buying them separately?

Yes, the same 5 workbooks, 70% less than buying each one separately.

Do I get updates?

If we fix or improve a file, re-download it from your Etsy purchases.

Planning aid only: check dates, durations and resources with your team. No warranty of fitness for any purpose. 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.

Related

This bundle contains:

Guide: How to build a construction schedule in Excel (with a 12-week example)