SME KPI Dashboard

Description
Eight numbers a month. Total clarity.

You don't need a 40-tab model to run a small business — you need a handful of numbers you actually look at. Enter eight figures from your accounts each month — revenue, gross profit, overheads, net profit, cash, debtors, creditors, headcount — and the dashboard does the rest: trends, margins, debtor and creditor days, revenue per head, and month-on-month momentum. It even detects your latest completed month automatically, so there's nothing to configure — just type and look.

What's inside:

• One simple data tab: 8 inputs × 12 months, and nothing else to maintain — five minutes a month, tops
• Auto-detection of the latest month — no settings to change, no dropdowns to remember
• A KPI table showing the latest month, the prior month and the change, so momentum is obvious at a glance
• A revenue & gross profit trend chart and a month-end cash chart — the two pictures every owner should see monthly
• Ships with a sample month already entered, so you can see exactly how it works before adding your own numbers
  
  

Built to a finance-grade standard. That means zero formula errors, and a built-in Checks tab of automated integrity tests (it ships ALL PASS — and tells you immediately if anything breaks later). It follows industry colour conventions (BLUE = your inputs, BLACK = calculated formulas), so you always know exactly which cells are safe to edit. The layout is print-ready A4 with repeated headers, and there are no macros — nothing to enable, nothing for IT to worry about.

Who it's for: SME owners and managers who want real visibility without complexity — or a finance team.

This template is a hand-built preview of what StatimFP&A automates. Join the early-access waitlist at statimfpa.com — founding members receive preferential pricing.