Revenue and Expenses Tracker

Description
This Excel template allows you to log your business revenue and expenses and monitor your financial situation. It is perfect for small business and for freelancers who need simple Financial Metrics & KPIs.


The dashboard will show you:
• Total amount of your revenue and your expenses, the percentage of spent revenue, your profit and profit margin and the situation of your cash.
• Expenses amount and percentage, by category.
• Monthly Revenue, Expenses, Balance, Profit, Year to Date Revenue, Year to Date Expenses, and Year to Date Profit.
• Revenue vs. Expenses Trends.
• Profit vs. Cash Trends.


Using this template is very easy, you just need to:
• Regularly enter your revenue and expenses by category


How to Use:
• Ready-to-use template, just enter or import your data.
• Dashboard ready to be printed.
• Instructions on the Excel sheet "User Guide".
• Allow Macros to run (enable content when opening file).
• Works on PC with Windows.
• Requires Microsoft Excel version 2013 or higher with POWER PIVOT add-in
How do you know if you have Power Pivot? 👉 https://youtu.be/-3U0Om5d_JU


Customizable template:
Colors, fonts, and all style attributes can be changed to suit your needs. If you want to make changes on your own, just enter the password included with the file to unlock the template.