Service business edition KPI dashboard for the fictional Brightside Cleaning Co. example
  • Service business edition KPI dashboard for the fictional Brightside Cleaning Co. example
  • 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 dates, clients, jobs and billable hours for the cleaning company example
  • Invoice log with Paid, Due soon and Overdue status beside an expense ledger split into cost of sales and operating
  • Jobs tab listing revenue, hours, direct costs, profit, margin and revenue per hour for each cleaning job
  • List of the files in the download and the tabs inside the service business workbook

Service Business Dashboard

Meant for cleaning companies, contractors and other service businesses that are paid by the job but rarely know what each job really earns. When you log income, add the job name and billable hours; when you log a cost, tag it to the same job. The Jobs tab then shows revenue, hours, direct costs, profit, margin and revenue per hour for every job, and the dashboard lists your top 5 jobs and top 5 clients beside billable hours and revenue per hour for the year so far. The bookkeeping basics are all there too: an invoice log with automatic Paid, Due soon or Overdue status, a monthly P&L and a KPI page with cash and runway. Wages go in as an expense, so job profit includes them; there is no payroll. The example is a fictional commercial cleaning company with 7 jobs.

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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.

Instant download from Etsy · nothing shipped

What's included

  • Small-Business-Dashboard-Service-Business.xlsx: filled example (a fictional commercial cleaning company, 7 jobs)
  • Small-Business-Dashboard-Service-Business-Blank.xlsx: blank copy
  • Business-Dashboard-Guide.pdf: 3-page PDF guide
  • Tabs: Instructions, Setup, Income (500 rows), Jobs (60), Expenses (500), Invoices (200), P&L, Dashboard
List of the files in the download and the tabs inside the service business 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 Revenue, margins, unpaid and overdue invoices, billable hours and an estimate of cash now, for the cleaning company example.
  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 by service type, cost of sales, gross margin, operating expenses and net profit, summed from the ledgers.
  3. Income ledger with dates, clients, jobs and billable hours for the cleaning company example
    Log every job and hour Each receipt records the client, job, category, billable hours and amount.
  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; expenses sort into cost of sales or operating.
  5. Jobs tab listing revenue, hours, direct costs, profit, margin and revenue per hour for each cleaning job
    Find the jobs that pay Use the same job name on income and expense rows; the Jobs tab sums revenue, hours and direct costs into profit, margin and revenue per hour.

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

Does it do payroll?

No. Enter wages as an expense (cost of sales) so job and business profit include them.

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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